Account research brief: AI agent prompt

Prepare a 1-page brief before a sales call.

Curated by AgentPlaybook Real Estate · How we make and check prompts

SalesProspect researchbeginner

The prompt

Research [company name + website]. Give me: what they do, recent news, likely priorities, decision makers' roles, 3 pain points my product [describe] could solve, and 3 smart questions to ask on the call. Cite your sources.

Open in ChatGPT Open in Claude Perplexity Download as agent skill (SKILL.md)

How to use it

Copy the prompt above.
Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
Paste it into ChatGPT Deep Research, Perplexity, Gemini Deep Research and review the answer before you use it.

Works with: ChatGPT Deep Research, Perplexity, Gemini Deep Research

Real-world example: snowflake.com/en/artificial-intelligence/agents/examples/

Featured in: Free AI agent prompts for small business (beginner-friendly) · AI prompts to summarize meetings, notes, documents and reports

Before you use it: what to check

Already built into this prompt

Cite your sources.

Check yourself

Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.

Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.

</> Embed this prompt on your site

Paste this HTML into your blog or website. It's a plain card with no tracking scripts that links back to this prompt.

<blockquote style="border:1px solid #e4e4ee;border-left:4px solid #5b3fd9;border-radius:10px;padding:14px 16px;margin:16px 0;font-family:system-ui,sans-serif;max-width:640px"><p style="margin:0 0 6px;font-weight:700">Account research brief</p><p style="margin:0 0 10px;color:#5c6078;font-size:14px">Prepare a 1-page brief before a sales call.</p><a href="https://agentic-library.netlify.app/prompt/al-008-account-research-brief/?utm_source=embed&amp;utm_medium=referral&amp;utm_campaign=prompt_embed" style="color:#5b3fd9;font-weight:600">Get the free AI prompt on AgentPlaybook Real Estate →</a></blockquote>

Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.

Get the free Solo Founder Stack pack

32 copy-paste agent prompts (PDF) plus 5 new prompts every week.

Get it free

More Sales prompts

Find local businesses already buying adsProspect research · beginner Lead qualifierLead qualification · beginner Call notes to follow-up emailFollow-up · beginner · worked example Duplicate contact finderCRM hygiene · intermediate Lead enrichment + draft replyLead enrichment · intermediate Stale quote chaserQuote follow-up · beginner · worked example

See all Sales prompts →

Related prompts from other teams

Support ticket triageCustomer Support · beginner · worked example Draft replies from your FAQCustomer Support · beginner · worked example Competitor watch reportMarketing · beginner · worked example Ad copy variationsMarketing · beginner · worked example