Account Hypothesis & Pre-Call Plan Workflow

What this workflow produces: A pre-call hypothesis about the account's situation and a tailored call plan with opening moves.

  1. Step 1 — Research account signals

    Run Account Research Brief with available data. Identify the most likely pain area.

  2. Step 2 — Build hypothesis

    Run the Account Hypothesis prompt: "Given these signals, what's the most likely problem this company is trying to solve right now?"

  3. Step 3 — Build call plan

    Run the Discovery Question Design prompt using the hypothesis as context. Output: 5 hypothesis-testing questions plus opening move.