---
name: account-research
description: "Prepare evidence-based company/fit brief; current facts not supplied remain unverified. Use for this workflow with supplied business information."
---

# Account research

## Inputs and purpose

Use this workflow to prepare: Evidence-based company/fit brief; current facts not supplied remain unverified.

Start with: Supplied company profile, website text/articles and customer/account list.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Clarify the decision the research should inform and inventory the supplied material with publication or observation dates.

2. Extract facts about needs, fit, operating context and decision roles, distinguishing quoted evidence from interpretation.

3. Compare the facts with the business's stated fit criteria and identify the questions that could change the assessment.

4. Return an evidence-based account brief. Mark current conditions as unverified where no recent evidence was supplied; browsing is not required for this content path.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve qualification, prioritization and deal follow-up.

Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).