Account Planning

Professional Roles • Sales

Account Research Brief

Pre-sales research

Create a comprehensive account research brief for [company name]:

Analyze:
- Company overview and recent news
- Key decision makers and their priorities
- Current tech stack (if known)
- Pain points we can solve
- Competitive positioning
- Recommended approach strategy

Format as structured bullet points with actionable insights.

Try this prompt in:

ChatGPT Perplexity Claude Gemini

Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.

Multi-Threading Strategy

Enterprise account strategy

Develop a multi-threading engagement strategy for [company name] with these stakeholders:

[List stakeholders and titles]

For each stakeholder provide:
- Their likely priorities and pain points
- Personalized value proposition
- Suggested conversation topics
- Recommended engagement channels
- Timeline for outreach

Try this prompt in:

ChatGPT Perplexity Claude Gemini

Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.