What you'll learn
By the end of this lesson you can break an AI answer about an account into separate claims, check the ones that matter against a primary source, and decide what to keep, rework or throw out before anything reaches a buyer.
A smooth answer is not a checked answer
An assistant writes a wrong fact in the same calm voice as a right one. You cannot tell them apart by reading. So the habit is not to read more carefully. The habit is to check before you use.
This lesson is about the answer you already have. The earlier lesson, Sources First, Prompts Second, is about what you feed the assistant. Feeding it good sources lowers the number of errors. It does not bring them to zero, and the ones that remain are the ones a buyer will notice.
Six mix-ups to look for
Most errors in account research come from a short list. Know them and you will find them faster.
| Mix-up | What it looks like | How to catch it |
|---|---|---|
| Look-alike company | Facts about a firm with a similar name, a parent, a subsidiary or a branch in another country | Compare the legal name, website and country with your account |
| Stale name or title | A person named in a job they have left | Check the company's leadership page and the person's current profile |
| Drifting quote | A paraphrase shown in quotation marks, or a quote with a word changed | Search the original document for the exact sentence |
| Date slip | Last year's figure given as this year's, or a plan reported as done | Read the date on the source, and the verb in the sentence |
| Stretched source | A real source that says something close to the claim, not the claim | Read the full paragraph around the passage |
| Invented detail | A page number, link or statistic that does not exist | Open the link, go to the page |
The look-alike company is the one that hurts most on named accounts. You chose this company on purpose. A brief about the wrong company, sent to the right person, tells them you did not do the work.
Step one: split the answer into claims
A paragraph is hard to check. A list of claims is easy. Take the assistant's answer and write one line for each thing that could be right or wrong: a name, a title, a date, a number, a quote, an event.
Claim log (paste into a spreadsheet)
Claim Type Goes to buyer? Source I opened Date of source Result
[the claim, in one line] [name / title / date / number / quote / event] [yes / no] [link] [date] [keep / rework / bin]Fill the first three columns now. Fill the rest as you check. The log is also your record, so a colleague can see what was verified and when.
Step two: decide how hard to check each claim
You do not have the time to check everything, and you do not need to. Ask one question about each claim: what happens if this is wrong?
- It goes in front of the buyer. A name, a quote, a number, an event you will mention. Check every one at the source. No exceptions.
- It shapes how you approach. A guess about priorities, or about who matters. Check it once, or turn it into a question.
- It is background. Context that you will not state. Leave it, but do not let it turn into a statement later.
The best way to cut the work is to cut the claim. If a message does not need the risky fact, remove the fact.
Step three: check against the primary source
Open the original. Do not ask the same assistant whether it was right. It will usually agree with itself.
| Claim | Where to check |
|---|---|
| A person and their title | The company's own leadership page, then their current professional profile, with the date |
| A quote | The original document or recording. Search for the exact sentence |
| A number | The report, filing or release it came from, and the year it covers |
| An event or deal | The company's own announcement, and its date |
| Which company it is | The company's website, legal name and country |
A second assistant can help you find errors you missed. Use it to point you at claims to check, then open the source yourself. The Fact-Check AI Research Prompts pack has ready prompts for that.
Look-alike check (paste with the answer)
Below is a research answer about [company], whose website is [domain] and which operates in [country]. List every company, product, person and place named in it.
For each one, tell me whether it could be confused with another organisation of a similar name, such as a parent, a subsidiary, a competitor or a firm in another country. Flag any claim that might belong to a different organisation than the one I mean. Do not tell me whether claims are true. Tell me what I need to check.
Answer:
[paste]This prompt does not decide anything. It raises flags for you to check, which is what it is good at.
Keep, rework or throw out
Every claim ends up in one of three places.
| Result | When | What you do |
|---|---|---|
| Keep | You opened the source and it says this, with the right date and the right company | Record the link and date. You may state it |
| Rework | The source says something close, or the claim is true but old | Change it to what the source says, or turn it into a question |
| Throw out | You cannot find a source, or the source is about another company | Delete it. Do not keep it "just in case" |
Throwing out feels like waste. It is the cheapest outcome. A fact you cannot source is a risk you have not yet been charged for.
Where this sits in named account work
On a long list nobody checks the facts, because there are too many companies and each message is generic anyway. On a named list the sums are different. You have a short list of accounts, one message per person, and each message can only be as good as its weakest fact.
So make the check part of the routine, not an extra:
- Do it before any new person at the account is contacted.
- Log the date. A fact checked in the spring is a guess by the autumn.
- Check names and titles again before each call, since people move.
- Keep checked facts in the account notes, apart from anything you have not checked.
Key takeaways
- Break the answer into claims, then check each one that will reach a buyer against the original source.
- Watch for six mix-ups, above all the look-alike company, the stale title and the drifting quote.
- Every claim ends as keep, rework or throw out. If you cannot find a source, it goes.
Exercise (25 minutes)
- Take a brief or summary an assistant wrote about one of your accounts. If you have none, ask for one on a company you know well. (5 minutes)
- Split it into claims and fill in the first three columns of the claim log. (7 minutes)
- Check every claim marked "yes" against a source you open yourself. Mark each keep, rework or throw out. (10 minutes)
- Count how many survived, and write down which of the six mix-ups you found. (3 minutes)
Why this works on named accounts
Put it into practice
Fact-Check AI Research Prompts
For anyone who sends AI-researched claims to real buyers.
You leave with three prompts (extract the claims, demand the sources, cross-examine the brief), the risk tiers and a five-minute routine per account.
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.
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.
