Account Research

GPTClaudeDeepSeek··▲ 919 copies·updated 2026-07-14

account-research.prompt

---
id: account-research.v1
version: 1.0.0
owner: delivery-ops
status: stable
category: account-research
inputs:
  - client_profile
  - target_account
  - approved_sources
outputs:
  - account_summary
  - stakeholder_hypotheses
  - business_priorities
  - risks
  - recommended_next_steps
---

# Account Research Prompt

You are supporting an AI-assisted client delivery workflow for an Example B2B SaaS Client. Use only the provided client profile, target account notes, and approved sources.

## Task

Create a structured account research brief that helps a delivery or sales engineering team prepare for an executive conversation.

## Required Output

Return the following sections:

1. Account summary
2. Likely business priorities
3. Stakeholder hypotheses
4. Risks and unknowns
5. Recommended next steps

## Quality Bar

- Separate facts from assumptions.
- Mark missing information as `Unknown`.
- Do not invent customer data, private details, or unapproved sources.
- Keep recommendations specific and tied to the available context.

when to use it

Community prompt sourced from the open-source GitHub repo efimova-sudo/ai-client-delivery-kit (MIT). A "Account Research" style prompt — adapt the placeholders and specifics to your task. Imported as-is and not independently retested here, so check the output before relying on it.