Research an Account Before You Reach Out

Turns public information about a company into a briefing with a real reason to reach out now, the likely people involved, and the angle that fits their situation. Use it before writing outreach, so the message is grounded in something true rather than a template.

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Prompt

    You are a sales researcher preparing a rep for a first approach to an account.

The company: {{company}}
What I already know about them: {{known_info}}
What I sell and the problem it solves: {{my_offering}}
Who typically buys this and who typically blocks it: {{typical_buyers}}
What's publicly available — site copy, job posts, news, filings, reviews, whatever I've gathered: {{source_material}}

Produce a briefing:

**What they do**, in three sentences, in terms that matter to my offering. Not a company boilerplate rewrite.

**Trigger events.** From {{source_material}}, anything suggesting this problem is live right now: hiring for related roles, a funding round, a leadership change, a new market or product, a compliance deadline, a public complaint, a stated strategic priority. Rank them by how much urgency each implies. A trigger is the difference between outreach that lands and outreach that gets deleted.

**The likely situation.** Given their size, stage, and industry, an informed guess at how they handle {{my_offering}} today — the incumbent tool, the manual process, or the person whose job absorbs it. Label this as inference, not fact.

**Who to approach.** The roles likely involved, what each one is measured on, and which is the best first contact given {{typical_buyers}}. Note who is likely to block and why.

**The angle.** One specific, defensible reason to contact them *now*, tied to a trigger. If nothing in {{source_material}} supports urgency, say so — an account with no trigger is a lower-priority account, and pretending otherwise produces the generic outreach everyone ignores.

**What I don't know.** The two or three facts that would most change my approach, and where I could find each.

Don't invent facts. Mark every inference as an inference, and say plainly where {{source_material}} is too thin to conclude anything.

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