Tools · Prompt
Account Research Prompt
Fill in 4 fields. Paste into any AI assistant. Get a 12-section dossier + executive synopsis.
Overview
What it does
Structured pre-sales research for any account, any industry.

A JSONC prompt template that generates a complete account brief. Supply a company name, industry, sub-vertical, and competitor preferences — the AI handles the rest, researching 12 sections and returning a formatted dossier plus a stand-alone executive narrative.

Works with any LLM that has web access or current knowledge: Claude, Copilot, Gemini, ChatGPT. Best results with models that have real-time web search enabled.

When to use it
First-call prep on a new account. Refreshing context before an executive meeting. Onboarding a deal to a teammate or overlay. Getting up to speed on a vertical outside your regular coverage.
How to Use
3 steps
1
Fill in the intake fields. Four fields at the top of the file: company name, industry, sub-vertical, and competitor preferences. Everything else is pre-configured.
2
Paste the entire file into your AI assistant. The whole JSONC — comments included. The AI reads the structure and follows the embedded instructions.
3
Review before using. Check the Assumptions and Data Gaps lists at the end of the dossier. These flag what the AI inferred vs. sourced directly. Don't use in customer-facing work without a sanity check.
Intake Fields
What to fill in
company_name
Full legal name preferred. Required.
industry
One of: Healthcare & Life Sciences · Financial Services · Retail & CPG · Travel & Hospitality · Media & Entertainment · High Tech · Automotive · Other
sub_vertical
Required for industries with sub-verticals. Healthcare → Payer | Provider/Health System | Pharma | Medical Device. Financial Services → Banking | Insurance | Wealth Management | Capital Markets. Retail → Retail | CPG | Both. Sections 1, 10, and 11 adapt their research focus to this value. Leave blank for generic industry-level output.
competitors_to_include / specific_competitors
Default: 3 competitors surfaced organically. Populate specific_competitors[] to name them directly. Set competitors_to_include to 0 to skip Section 12 entirely.
Research Sections
What gets researched
12 sections, in order. Three adapt automatically to your sub-vertical.
01 Recent Industry News — Major trends, market shifts, significant events. Last 18 months. SUB-VERTICAL ADAPTIVE
02 Strategic Priorities — CEO/board agenda, 3-year goals, digital transformation initiatives.
03 Financial Health & Investment Signals — Earnings, analyst ratings, credit outlook, growth vs. cost-cutting posture.
04 Product & Service News — New launches, innovations, market reception signals.
05 Mergers & Acquisitions — Recent M&A activity, strategic rationale, market impact.
06 Org Structure & Key Roles — Who leads digital, data, marketing, technology, operations.
07 Personnel Changes — Recent leadership changes and their implications.
08 End Customer Dynamics — Who their customers/members/patients are, retention and satisfaction signals.
09 Known Pain Points & Public Challenges — Analyst downgrades, operational failures, regulatory penalties, what leadership is solving.
10 Compliance & Regulatory Environment — Recent and upcoming regulatory events, how the company is adapting. SUB-VERTICAL ADAPTIVE
11 Market Trends — Trends shaping this sub-vertical, the company's positioning. SUB-VERTICAL ADAPTIVE
12 Competitive Landscape — Optional. Top 3 competitors by default. Configurable or skippable.
Output
What you get back
Dossier
All 12 sections in order. Bold headings. Bullets permitted. Closes with two explicit lists: Assumptions (what was inferred, not directly sourced) and Data Gaps (sections where information was limited). Review both before any customer-facing use.
Executive Synopsis
3-5 paragraph narrative summary of the full dossier. Written for a business executive audience. No bullet points. No headers. Designed to be read cold or pasted directly into a prep document.
The Prompt
Full JSONC
Copy this. Fill in the intake fields. Paste into your AI assistant.