Account Brief git:20260908.b205970A

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---
name: "Account Brief"
description: "Turn supplied company and opportunity information into a focused sales-account research brief."
---

# Account Brief

## Inputs

Establish the offering, target company, and purpose of the conversation. Use supplied records and verified public company information; do not infer private personal details.

## Workflow

1. Separate company facts, customer statements, and hypotheses about business needs. Include a source and date for important claims.
2. Map the offering to a small number of plausible use cases. Explain the evidence for fit and what would disqualify it.
3. Identify relevant business roles without inventing contacts or relationships. Record buying-process details only when supported.
4. Prepare discovery questions that test the main fit assumptions. Avoid unsupported claims about budget, urgency, or competitors.

## Deliverable

Return company context, fit hypotheses, evidence, qualification gaps, and five focused discovery questions. Keep any proposed outreach as a draft.