TestedAccount Research & Buyer IntelligenceQuick Win (under 10 min)

Org Chart Hypothesis Account Research

Generate a hypothetical org chart for a target account to map likely buyers, influencers, and blockers before your first call.

About this prompt

This prompt builds a working org chart hypothesis for an account based on available research — helping reps and AEs map out economic buyers, champions, and potential blockers before they've had a single conversation. Use it during account planning or pre-call prep when you need to multi-thread but don't yet have confirmed contacts. It's especially useful for enterprise and mid-market accounts where buying committees are large and relationships aren't yet established.

The prompt

You are an enterprise account research analyst supporting a strategic seller. Task: Build a org chart hypothesis for the target account. Inputs: - Company: [COMPANY] - Industry: [INDUSTRY] - Geography
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Variables to replace

COMPANY | INDUSTRY | REGION | SOLUTION AREA | NOTES, NEWS, KNOWN INITIATIVES, COMPETITORS

How to run it

  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

Make it yours

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