Prompt library
Build an account research brief
Trigger-mapped research answers the only question that matters at the top of an account: why now. Predicting the disrupted stakeholder alongside the buyer prepares you for the blocker most reps meet by surprise in month two of the deal.
Last reviewed July 17, 2026
The prompt
Build an account research brief.
Account: {{account}}
What we sell: {{offer}}
Sections:
1. Business snapshot: what they sell, to whom, how they make money, and the pressure they are under this year (growth, cost, regulation, competition). Facts with sources; inferences labeled.
2. Trigger scan: recent events that open a conversation (funding, leadership change, hiring surges in relevant roles, product launches, public incidents). For each: why it maps to our offer.
3. The org guess: who likely owns the problem we solve, who owns the budget, and who gets disrupted by our product (the disrupted one becomes the blocker; plan for them).
4. Current-state hypothesis: what they probably use today for this job and the switching cost they will perceive.
5. The angle: the one-sentence reason THIS account should care NOW, built from the sections above.
6. Open questions discovery must answer, ranked.
Never present an inference as a fact; the brief's value is knowing which is which when the prospect corrects us.Run in idaptOpens a new chat with the prompt prefilled. Nothing sends until you press send.
Fill in the variables
| Variable | What it is | Example |
|---|---|---|
| {{account}} | The target account | a 500-person regional insurance firm |
| {{offer}} | What you sell | document automation for claims teams |