Account Executive skill · account-research-brief
Account research brief
What it does
Turns public information and your own notes about a target company into a one-page account brief: what they do, likely priorities, possible pain points your offer addresses, people to engage and questions to ask. Use it before a first meeting, when you inherit an account, or when planning an outbound push into a named account.
- Time saved
- ~30–60 min per account (estimate)
- Difficulty
- Beginner
- Version
- v1 · 2026-10-01
What you give it
- Company name — e.g. Northwind Traders (fictional)
- What you know (website text, annual report excerpts, news you have read) — e.g. Mid-size distributor of kitchen equipment, 3 warehouses, recently announced a move into online ordering.
- What you sell, in one or two lines — e.g. Order-management software for B2B distributors.
- People you know of (role, not personal data you shouldn't share) (optional) — e.g. Head of Operations; VP Sales
How it works
- Read the inputs. Use ONLY what is given; do not add facts about the company from memory.
- Write a 3-bullet snapshot: what the company does, who it sells to, anything that changed recently (only if stated in the inputs).
- Infer 3–4 likely priorities from the inputs. Label each as an inference ("likely", "may") — never as fact.
- Map each priority to a capability of the offer. Skip priorities the offer does not address; do not stretch.
- For each known role, say what that person probably cares about and the one message to lead with.
- Draft 5 open discovery questions that test your inferences.
- List what you could not confirm from the inputs under "Unknowns to verify".
Output
Markdown with these headings: Snapshot (3 bullets), Likely priorities, Where we could help (pain → our capability), People to engage (role → what they care about), Questions for the first call (5), Unknowns to verify.
Quality checklist
- ☑ Every fact traces back to the inputs
- ☑ Inferences are labelled as such
- ☑ Questions are open, not leading
- ☑ No personal data beyond job roles
Human check: Confirm the facts against the company's own sources before you use them in outreach, and make sure the priorities sound right to someone who knows the account.
Example (fictional)
- Company name: Northwind Traders (fictional)
- What you know (website text, annual report excerpts, news you have read): Distributor of commercial kitchen equipment. Website says they now take online orders. Job posts for a 'Digital Commerce Lead'.
- What you sell, in one or two lines: Order-management software for B2B distributors.
- People you know of (role, not personal data you shouldn't share): Head of Operations
Snapshot
- Distributes commercial kitchen equipment to restaurants (from the inputs).
- Has started taking online orders.
- Hiring a Digital Commerce Lead — online ordering looks like a current focus.
Likely priorities (inferences)
- Making online orders flow into fulfilment without manual re-keying.
- ...
Questions for the first call
- How do online orders reach the warehouse today?
...
Unknowns to verify
- Current order system; size of the online channel.
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You are helping me with this task: Account research brief.
## Instructions
1. Read the inputs. Use ONLY what is given; do not add facts about the company from memory.
2. Write a 3-bullet snapshot: what the company does, who it sells to, anything that changed recently (only if stated in the inputs).
3. Infer 3–4 likely priorities from the inputs. Label each as an inference ("likely", "may") — never as fact.
4. Map each priority to a capability of the offer. Skip priorities the offer does not address; do not stretch.
5. For each known role, say what that person probably cares about and the one message to lead with.
6. Draft 5 open discovery questions that test your inferences.
7. List what you could not confirm from the inputs under "Unknowns to verify".
## Output format
Markdown with these headings: **Snapshot** (3 bullets), **Likely priorities**, **Where we could help** (pain → our capability), **People to engage** (role → what they care about), **Questions for the first call** (5), **Unknowns to verify**.
## Before you answer, check
- Every fact traces back to the inputs
- Inferences are labelled as such
- Questions are open, not leading
- No personal data beyond job roles
If something important is missing from my inputs, say what you assumed. Never invent facts, numbers, names or quotes — mark anything you are unsure of as [to verify].
## My inputs
Company name:
{{company}}
What you know (website text, annual report excerpts, news you have read):
{{public_info}}
What you sell, in one or two lines:
{{your_offer}}
People you know of (role, not personal data you shouldn't share) (optional):
{{contacts}}