Skip to content
SlashClone

Account research brief

@gtmengineer/account-research-brief

Research one target account and write a one-page brief a rep can use in five minutes: what the company does, what changed recently, likely priorities, the buying group by role, fit with your offer, and three tailored openers. Every claim is sourced and dated, and guesses are labeled as guesses.

SkillRevOpsv1.0.0 (latest)
Activity
New: be the first to try it
  1. 1# Account research brief
  2. 2
  3. 3Researches one target account and writes a one-page brief a rep can read in five minutes: what the company does, what changed recently, likely priorities, who is in the buying group, how your offer fits, and three openers. Every fact has a source and a date.
  4. 4
  5. 5## Who it is for
  6. 6
  7. 7AEs and SDRs before outreach or a first call, and founders doing their own selling. Vendor-neutral: works with whatever notes or enrichment data you already have.
  8. 8
  9. 9## Example
  10. 11Input: "Research northwind.example. We sell forecasting and routing software to RevOps teams at 200 to 2,000 person companies." Plus CRM notes from a closed-lost deal last year.
  11. 13Output (`out/account-brief-northwind.example.md`), the top:
  12. 15```text
  13. 16Why now: Northwind raised a Series C in September to expand into Europe and has
  14. 17six EMEA sales roles open, so routing and forecasting across regions is about to get harder.
  15. 18Likely priorities (inferred): build a European sales team; one forecast across regions.
  16. 19Buying group: VP Revenue Operations (champion), CRO (economic buyer), Sales Ops analyst.
  17. 20Openers: 1. "Saw the six new EMEA sales roles..."
  18. 21```
  19. 23## What it can access
  20. 25- Reads `data/` (your offer and any notes), writes `out/`. No scripts.
  21. 26- Uses your agent's own web search or fetch tools if you have them and allow them. Nothing is sent anywhere else.
  22. 28## Setup
  23. 30None. Optional: put a one-paragraph description of your offer in `data/offer.md` so every brief includes a fit section.