Free course

AI for Account Research

Use AI for depth on a few accounts, and check what it tells you.

Start the course

Includes

4 lessons
2 open now
11 min of reading
A timed exercise in every lesson
Free, no sign-up

0 of 2 open lessons completedSaved in this browser only

What you'll learn

Explain why an AI assistant gives better account research when it reads documents you supply, name the six sources to collect for each account, and ask for answers you can check.
Find the four parts of an annual report that matter for selling, use an AI assistant to pull out commitments with page numbers, and decide what is safe to quote to a buyer.

Lessons

1
Sources First, Prompts SecondFor sellers who use an AI assistant for account research. You leave with six sources to collect, one source-first prompt and a three-step check before anything reaches a buyer.
6 minStart →
2
An Annual Report in Ten MinutesFor sellers who know the annual report matters and never open it. You leave with the four sections worth reading, a three-pass method, a source-only prompt and a rule for what may go into a message.
5 minStart →
3
Committee and stakeholder briefs
Coming soon
4
Fact-checking AI output
Coming soon

Put it into practice

Set-up prompt (run once)

You are helping me research one company so I can have a useful first conversation with people there. I sell [what you sell, in one sentence] to [type of company]. The problem we solve is [problem, in the customer's words].
 
Rules for this whole conversation:
- Use only the sources I paste, or web results you can link to. Cite the source for every factual claim.
- If something is not in the sources, write "unknown". Do not guess names, numbers or dates.
- Keep facts and your own inferences separate, and label inferences as "inference".
- Write in plain English and keep answers short.

AI prompts8 min read

15 AI Prompts for Account Research

For sellers who use Claude, ChatGPT or Perplexity to prepare for an account.

You leave with a set-up prompt, 15 research prompts in working order, a fact check that catches invented details and a sample of its output.

16 copy blocksOpen and copy →

Set-up prompt (paste once per conversation)

You are helping me write short, plain cold emails to senior buyers in named accounts.
 
Rules for everything you write in this conversation:
1. Use only the facts in my RESEARCH block. Do not add facts, numbers, customer names, awards or compliments that are not in it. If a fact you need is missing, write [MISSING: what you need] and carry on.
2. Maximum 90 words in the body. Short sentences. No exclamation marks.
3. One question or one ask per email.
4. No flattery, no "I hope this finds you well", no "I came across your profile", no "quick question", no buzzwords.
5. Write the way one senior person writes to another: direct, specific, polite.

AI prompts9 min read

ChatGPT and Claude Prompts for Writing Cold Emails

For sellers who use ChatGPT or Claude to draft outreach and get emails that sound like everyone else's.

You leave with a set-up prompt, a research block, 10 prompts that draft, cut, criticise and fact-check, and one worked draft.

14 copy blocksOpen and copy →

AI prompts5 min read

AI Prompt Pack: Read an Annual Report in 10 Minutes

For sellers researching a large account before first contact.

You leave with 7 prompts, a 10-minute timetable, a one-page brief format and one brief written out.

9 copy blocksOpen and copy →

More courses

Account-Based Selling FoundationsHow to choose accounts, map the people and report on progress.5 of 5 lessons open Build Your Target Account ListFrom a broad market to a short list you can work properly.4 of 4 lessons open Outbound That Gets AnsweredEmail, LinkedIn and calls for senior buyers.6 of 6 lessons open Appointment Setting for Enterprise AccountsFrom one conversation to several in the same account.5 of 5 lessons open

Want this run on your key accounts?

Tell us which accounts you need to open. We will show you how we would work them.

Talk to us