Walk into every account meeting already informed
A cited account brief covers company changes, relationship history, open risks, and five relevant questions before the meeting.
The problem
Account research is either skipped or consumes an hour of tab-opening before every important conversation.
What you get
A working system with the steps, tools, checkpoints, and expected return made explicit.
- Setup
- 45 minutes
- Back each week
- 3 hours
- Difficulty
- assisted
Expected return
The working case
A planning estimate, not a guaranteed result. Measure the first four weeks against your own baseline.
144
hours returned per year
At 3 hours/week across 48 working weeks.
1
week to earn back setup
Compare the setup estimate with the weekly time returned.
Operating contract
Input
The source material, constraints, and examples a human would need to do this work well.
Checkpoint
A person reviews judgment calls, sensitive content, unfamiliar tools, and irreversible actions.
Success signal
Track time returned, corrections required, and exceptions. Keep it only if the measured result compounds.
Before you start
- ·A named meeting objective
- ·Access-controlled CRM and support data
The steps
- 01
Combine CRM history, support history, approved news sources, and the meeting objective.
- 02
Separate observed facts, customer statements, and hypotheses into distinct sections.
- 03
Draft the brief with dated citations and questions tied to the meeting objective.
Copy this prompt
Build a one-page account brief. Label every statement FACT, CUSTOMER SAID, or HYPOTHESIS. Include source and date for facts. End with five questions relevant to [meeting objective]. Sources: [inputs]
- 04
Let the account owner correct the brief; never write research back to the CRM automatically.
What it runs on
- HubSpot
Relationship and deal history.
- Perplexity
Current public research with citations.
- Gong
Optional customer-language source.
Where this goes wrong
- Current research needs dates and citations.
- Do not expose one customer’s confidential information in another account brief.
Definition of done
Run it for four weeks. Then make it earn its place.
- □ Baseline the manual time before launch.
- □ Keep a human approval step for consequential output.
- □ Record corrections and exceptions, not just successes.
- □ Expand, revise, or retire it after the first review.
Build the system around it
Related workflows
If this one stops working, tell us. Three reports in a month and it leaves the library until a person has looked at it again.