Workflows › Prospecting
Account Research PromptResearch a Sales Account in 2 Minutes With One AI Prompt
Got a first meeting coming up? Turn on web search, paste one prompt, and walk in with a one page brief on what's new at the company and what to ask.
By Nate Brannock, working B2B sales rep and author
A One Page Brief in Four Parts
What They Do
Who they sell to and how they make money, in plain words.
What's New
News from the last six months, like leadership changes, expansion or layoffs.
Problems You Can Help With
Two or three likely problems, with the reason Claude thinks so.
Questions to Ask
Four questions that show you did your homework.
How to Do It With Claude or ChatGPT
Turn on web search
In Claude, click the + in the lower left of the chat box and choose Web search. A checkmark means it's on. In ChatGPT, type / in the message box and choose Search.
Paste the prompt and fill in the blanks
Copy the account research prompt below, paste it into the message box, and swap in the company you're meeting and what you sell.
Read the brief
Claude searches the web and writes the four part brief, with a source link for every fact.
Check two sources
Click two of the source links before you repeat anything to the buyer. AI can get things wrong, and your name is on it.
The Account Research Prompt
Paste This Into Claude or ChatGPT
I have a first meeting with [company name and website] next week. I sell [what you sell] to [who you sell to]. Search the web and write me a one page brief with four parts: 1. What they do and who they sell to, in plain words. 2. Anything new from the last six months, like news, leadership changes, expansion or layoffs. 3. Two or three problems they're likely dealing with that I could help with, and why you think so. 4. Four questions I can ask in the meeting that show I did my homework. Include a source link for every fact. If you can't find something, say so instead of guessing.
Pro tip: save what you sell and who you sell to in a Claude Project. Then you only type the company name each time.
Two Reasons Reps Keep Using It
It's Current
Web search pulls this month's news, so you walk in knowing about the new building or the new VP before they mention it.
It Keeps You Honest
Every fact has a link, and the prompt tells the AI to say so when it can't find something instead of guessing.
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