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
- Separate company facts, customer statements, and hypotheses about business needs. Include a source and date for important claims.
- Map the offering to a small number of plausible use cases. Explain the evidence for fit and what would disqualify it.
- Identify relevant business roles without inventing contacts or relationships. Record buying-process details only when supported.
- 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.


