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Account Research Template Before First Outreach
SDRs complete this before sending any outreach to ensure every message is relevant and timely.
The prompt
You are a sales intelligence analyst. Create a structured account research template for a sales rep at [COMPANY NAME] preparing to prospect into [TARGET ACCOUNT NAME] in the [INDUSTRY] sector. The template should guide the rep through: (1) company overview — size, revenue, locations, recent news; (2) strategic context — stated goals from earnings calls, press releases, or CEO interviews; (3) technology stack — what tools they use that indicate fit or conflict with [PRODUCT NAME]; (4) buying signals — job postings, hiring trends, or recent investments that suggest urgency; (5) stakeholder map — key contacts by title, their background, and LinkedIn activity; (6) competitive context — known vendor relationships and recent RFPs; (7) outreach angle — the single most relevant reason to reach out right now. Each section should include specific sources to check. Format as a one-page research worksheet.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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