account-research

Account Research

STEP 0 — CHECK EXISTING DATA

research_file = read(f"data/3-Ressources/{company_slug}.md")
icp           = read(f"{base}/data/2-Domaines/icp.json")
deal_file     = read(f"data/1-Projets/active-deals/{company_slug}.md")

If research file exists and is < 14 days old: "Research found from [date]. Refresh or use existing?" If deal file exists: "This is an active deal — pulling prior context first."

STEP 1 — WEB RESEARCH (always execute)

Run these searches (don't ask permission — execute immediately):

1. "[Company] news 2025 2026"          → recent funding, launches, press
2. "[Company] [CEO/CTO name] LinkedIn" → leadership + hiring signals  
3. "[Company] vs [competitors]"         → how they position, what customers say
4. "[Company] jobs"                     → growth signals from hiring
5. "[Person name] [Company]"            → specific contact research if name given

STEP 2 — FINDINGS STRUCTURE

# Account Research — [Company] — [Date]

## Snapshot
- What they do (1 sentence)
- Size: [headcount range] | Stage: [startup/scaleup/enterprise]
- Industry: [sector] | HQ: [location]
- Revenue est.: [if available]

## Trigger Events (last 90 days)
| Event | Date | Relevance to us |
|---|---|---|
| [Funding / launch / hire / news] | | [why this matters for outreach] |

## Leadership
| Name | Role | Recent activity |
|---|---|---|
| [Name] | [Title] | [LinkedIn post / quote / interview] |

## Pain Signals
[Evidence of the problem we solve — hiring for relevant roles, complaints, workarounds mentioned publicly]

## Competitive Landscape
- Current vendor / incumbent (if known): [X]
- Evaluated: [Y, Z]
- How they position vs competitors: [summary]

## ICP Fit Assessment

ICP dimension | Match? | Evidence Industry | ✓/✗ | [their sector vs ICP target] Company size | ✓/✗ | [headcount vs ICP range] Pain alignment | ✓/✗ | [pain signals found vs ICP pain points] Geography | ✓/✗ | [location vs ICP geography]

ICP Fit: [High/Medium/Low] ICP confidence: [High/Medium/Low — based on research depth]

## Best Outreach Angle
[The specific hook to use — tied to a trigger event or pain signal]
"Open with: '[Specific observation]' → links to '[our relevant capability]'"

STEP 3 — SAVE (mandatory)

WRITE f"data/3-Ressources/{company_slug}.md"

Confirm: "Research saved → data/3-Ressources/[company].md. Call-prep and proposal-builder will use it automatically."

Update deal file if one exists: append research summary to meeting notes.

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Integration Points

• Writes to: data/3-Ressources/[company].md (read by call-prep, proposal-builder)
• Reads: icp.json (for fit assessment), existing deal files
• Triggered by: /sales:prospect [company], call-prep (auto-triggers if no research found)