Lesson 4 of 4
AI for Account Research

Fact-Checking AI Output

For sellers who already use an AI assistant for account research and need to trust what they send. You leave with six common mix-ups, a claim log, a look-alike company check and a keep, rework or throw out rule.

By Sampath Mallidi, Founder and Chairman · Reviewed by Swetha Arun, Chief Operating Officer · Updated 13 Nov 2026 · 7 min read · Free, no sign-up

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-upWhat it looks likeHow to catch it
Look-alike companyFacts about a firm with a similar name, a parent, a subsidiary or a branch in another countryCompare the legal name, website and country with your account
Stale name or titleA person named in a job they have leftCheck the company's leadership page and the person's current profile
Drifting quoteA paraphrase shown in quotation marks, or a quote with a word changedSearch the original document for the exact sentence
Date slipLast year's figure given as this year's, or a plan reported as doneRead the date on the source, and the verb in the sentence
Stretched sourceA real source that says something close to the claim, not the claimRead the full paragraph around the passage
Invented detailA page number, link or statistic that does not existOpen 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 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.

ClaimWhere to check
A person and their titleThe company's own leadership page, then their current professional profile, with the date
A quoteThe original document or recording. Search for the exact sentence
A numberThe report, filing or release it came from, and the year it covers
An event or dealThe company's own announcement, and its date
Which company it isThe 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)

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.

ResultWhenWhat you do
KeepYou opened the source and it says this, with the right date and the right companyRecord the link and date. You may state it
ReworkThe source says something close, or the claim is true but oldChange it to what the source says, or turn it into a question
Throw outYou cannot find a source, or the source is about another companyDelete 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

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.
25 minutes

Exercise (25 minutes)

  1. 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)
  2. Split it into claims and fill in the first three columns of the claim log. (7 minutes)
  3. Check every claim marked "yes" against a source you open yourself. Mark each keep, rework or throw out. (10 minutes)
  4. Count how many survived, and write down which of the six mix-ups you found. (3 minutes)
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Why this works on named accounts

On a long list nobody checks the facts, because there are too many companies and each message is generic anyway. On a named list one wrong detail matters a great deal: it goes to one senior buyer at an account you chose on purpose, and every true thing you say afterwards is discounted. Checking is also affordable here. With a short list you can verify the few facts that reach a buyer, log when you did it and say something specific that is right. That is what makes the speed of an assistant worth using.
How account-based selling works →

Put it into practice

AI prompts6 min read

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.

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.

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.

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