Enterprise Account Research Agent Pack
Turn a company name into a sourced account dossier your team can defend in front of the buyer: stated priorities and trigger events pulled from filings and earnings calls, a tech-stack and incumbent read, a buying-committee map with unfilled roles named, and a point-of-view brief where every claim carries its source, tier, and confidence. Built for a browsing-enabled agent; degrades to pasted source material when no tool is connected.
A 5-step agentic workflow pack for sales built to run with ChatGPT, Claude, and Gemini. It drives an AI agent connected to Web Search (for example via MCP), and still works without them — paste the relevant data in when the prompt asks. Most buyers get a reviewable result in about 45 minutes.
- Turn one company name into a sourced, defensible account dossier in a single agent session
- Separate what the company actually stated from what you are inferring, on every single line
- Score every claim with an evidence tier and a confidence level that can only travel downward
- Catch the six research traps that put wrong facts in front of enterprise buyers
- Map the full buying committee and name the roles you have not filled yet
- Read the public tech stack without over-reading a tool named once in one job posting
- Finish with hypotheses, an engagement sequence, and discovery questions instead of trivia
Prompt Customization Service — optional help adapting variables and output to your brand voice. Choose your tier at checkout (not tied to this prompt's price).
Tap a tool for its official setup guide. Connect them to your AI agent (for example via MCP), or paste the data in manually.
This pack is $10 on its own. Buying every pack separately costs $1538. The Lifetime Bundle is $149 one-time — you save $1389 (90% off) and unlock every future pack free.
Get the Lifetime Bundle — $149Paste the license key from your receipt. It must match this prompt pack.
What ships with your purchase
Prompt files
Plain Markdown files with `{{variables}}` you fill in, ready to paste into ChatGPT, Claude, or Gemini. No setup, no tooling required.
Usage guide
Variable reference, model compatibility, examples, and customization tips so you can adapt the pack to your brand voice.
Lifetime updates
When we improve the pack, you get the new version automatically. Email support included with every purchase.
Works with: ChatGPT, Claude, Gemini. Connected tools this pack drives: Web Search.
The workflow inside this pack
5 composable prompts you run in order — each one picks up where the last left off.
- Step 1
Account Research Charter and Source Plan
First you paste the account name, your offer, and whatever your CRM already holds — no analysis needed up front.
- Step 2
Priority and Trigger Signal Harvest
First you hand the agent the charter and any filing or transcript passages you pulled.
- Step 3
Tech Stack and Vendor Landscape Read
First you paste the charter plus any job postings or stack notes you already have.
- Step 4
Buying Committee and Org Map
First you hand over the Signal Ledger, your offer, and any contacts already in your CRM.
- Step 5
Point-of-View Brief and Citation Audit
First you paste all three ledgers from the earlier steps plus your offer summary.
Perpetual (lifetime) use license
Your one-time purchase includes an ongoing right to use this prompt pack with the AI tools and models you control for your own and your clients' work — not for resale or public redistribution of the files as a product.
We keep the copyright
The prompt files, guides, examples, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.
Need help adapting this prompt to your team? Add Prompt Customization Service at checkout.