Library/Account Research & Buyer Intelligence/Company & Account Research/Build an Account 360 Brief with Discovery Questions
TestedAccount Research & Buyer IntelligenceQuick Win (under 10 min)

Build an Account 360 Brief with Discovery Questions

Convert raw account research notes into a structured one-page brief with strategic hypotheses and five tailored

About this prompt

This prompt takes unstructured research notes on a target account and produces a formatted one-page Account 360 brief covering company overview, strategic initiatives, likely KPIs by department, known vendors, and three to five hypotheses about where you could help — plus five tailored discovery questions. It's for AEs and SDRs turning raw desk research into call prep. Use it in the pre-prospecting or pre-call stage before engaging a named account.Good call prep turns raw information into a point of view — this prompt does that conversion automatically. You paste your unstructured research notes (news articles, LinkedIn observations, job postings, CRM data, earnings call highlights, anything you've gathered) into {research_notes} and provide the account name in {account_name}, and the AI returns a structured brief you can use in the call itself or share with a manager before a strategic account review. The five discovery questions at the end are tailored to the specific hypotheses the AI surfaces, not generic questions you could ask anyone — which makes them useful as actual conversation starters rather than a checklist. The quality of the brief depends directly on the quality of your research notes — the more specific the input, the sharper the hypotheses. If you only have surface-level information (company website, one LinkedIn profile), expect the output to reflect that. Use this prompt at the pre-prospecting or pre-call stage for named accounts; for territory-level research across many accounts, use a territory intel prompt instead.

The prompt

"Create a one‐page 'Account 360' brief for {account_name} using this raw research {research_notes}. Include: company overview, strategic initiatives, likely KPIs by department, current vendors/solutio
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  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

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StagePre-Prospecting
SeatAE, SDR, BDR
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Research & Buyer Intelligence
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