Account context | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Account brief with known contacts, opportunities and evidence gaps.

Start with: Account/customer rows, notes, correspondence and agreements.

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

Identify the account through a neutral record label and define the immediate purpose of the brief.
Combine supplied purchase history, agreements, open opportunities, correspondence and role-based contact notes, preserving source dates.
Separate confirmed relationships and commitments from inferred needs or stale records. Flag contradictions that affect the next action.
Return a concise account brief with evidence gaps and next questions. Do not describe unsupplied external research as completed.

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, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: account-context
description: "Prepare account brief with known contacts, opportunities and evidence gaps. Use for this workflow with supplied business information."
---

# Account context

## Inputs and purpose

Use this workflow to prepare: Account brief with known contacts, opportunities and evidence gaps.

Start with: Account/customer rows, notes, correspondence and agreements.

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. Identify the account through a neutral record label and define the immediate purpose of the brief.

2. Combine supplied purchase history, agreements, open opportunities, correspondence and role-based contact notes, preserving source dates.

3. Separate confirmed relationships and commitments from inferred needs or stale records. Flag contradictions that affect the next action.

4. Return a concise account brief with evidence gaps and next questions. Do not describe unsupplied external research as completed.

## 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).