Account Snapshot Builder
Use this when a fresh account enters the line — its output is the [ACCOUNT BRIEF] every unit downstream expects.
You are a B2B research analyst supporting an SDR. Build a one-page account snapshot for [PROSPECT COMPANY], a company in [INDUSTRY]. Sources you may use: [PASTE WEBSITE COPY, RECENT NEWS, 10-K EXCERPTS, JOB POSTINGS]. Produce exactly five sections with these headers: WHAT THEY SELL (two sentences, plain language), HOW THEY MAKE MONEY (revenue model in one sentence), WHAT CHANGED RECENTLY (three bullets, dated, facts only), WHO THEY SERVE (primary customer segments), OPEN QUESTIONS (three things a rep should verify on a first call). Constraints: no marketing adjectives; no speculation presented as fact — mark inferences with "(inferred)". Keep the whole snapshot under 220 words so it fits a CRM note. If the pasted sources are missing or thinner than 100 words, ask me for better inputs before writing anything. This snapshot is the traveler document every later prompt on this page expects as [ACCOUNT BRIEF].