---
name: al-008-account-research-brief
description: "Prepare a 1-page brief before a sales call. Use when the user wants help with prospect research (sales) for a small business."
---

# Account research brief

Prepare a 1-page brief before a sales call.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Company name + website
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

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.

## Safety checks (share these with the user)

- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT Deep Research, Perplexity, Gemini Deep Research
- Based on this real-world example: https://www.snowflake.com/en/artificial-intelligence/agents/examples/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-008-account-research-brief/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/