Library/Account Research & Buyer Intelligence/Company & Account Research/Research a Target Account Through Three Lenses
TestedAccount Research & Buyer IntelligenceQuick Win (under 10 min)

Research a Target Account Through Three Lenses

Generate a structured research approach covering an account's public narrative, internal priorities, and competitive

About this prompt

This prompt structures account research around three distinct information sources — public narrative, talent signals, and competitive context — so reps get a complete picture before their first outreach. It's designed to surface strategic hypotheses rather than just facts. Use it for Tier 1 accounts where deep pre-call preparation meaningfully improves conversion.Most account research produces a list of facts (headcount, revenue, recent news) without a strategic interpretation — this prompt organizes the research process around three doors that reveal different dimensions of what's happening inside the account. Door 1 (public narrative) surfaces what the company is telling the world about its direction. Door 2 (talent signals) reveals what the company is actually investing in based on job postings and departures. Door 3 (competitive context) shows what pressures they're navigating externally. The output is a one-page brief with three to five strategic hypotheses you can test in discovery. Fill in the company name and outreach timeline for a research plan calibrated to your prep window.

The prompt

Before outreaching to [COMPANY NAME], research them through three 'doors' and summarize what each reveals: DOOR 1 — PUBLIC NARRATIVE: What story are they telling the world? (Website, press releases,
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Variables to replace

COMPANY NAME|NAME/URL|YOUR SOLUTION

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

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