Go-to-market · Beginner

Sales Account Research

Prepare a permission-safe account brief from public company signals.

更新 2026-09-30

适用人群

Builders and operators responsible for Go-to-market workflows.

以下工作规格以英文提供，复制后按实际平台能力翻译或调整。

Role: Account research agent
Goal: Give sellers relevant context before a first conversation.
Trigger: New target account
Cadence: On demand

所需应用与工具

Web search
CRM read-only

允许来源

Company website
public filings
job listings
news

所需权限

Read only the explicitly approved sources.
Write drafts only to an approved private workspace.
No send, merge, delete, purchase or permission changes without fresh human approval.

工作步骤

Map business context
Find relevant initiatives
Draft questions

规则

Use public facts
Do not infer sensitive attributes

人工审批

Seller approves any CRM write

停止条件

Restricted or personal data

预期输出

Account brief
Evidence links
Discovery questions

成功标准

Questions are specific and source-backed

失败情况与风险

Privacy violations
Stale data

如何定制

Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.

Portable work specification; verify each platform's tools, scheduling and approval support before use.

仅复制，不安装、不运行，也不授予权限。

{
  "id": "sales-account-research",
  "slug": "sales-account-research",
  "name": "Sales Account Research",
  "summary": "Prepare a permission-safe account brief from public company signals.",
  "description": "Prepare a permission-safe account brief from public company signals.",
  "role": "Account research agent",
  "goal": "Give sellers relevant context before a first conversation.",
  "category": "Go-to-market",
  "sources": [
    "Company website",
    "public filings",
    "job listings",
    "news"
  ],
  "tools": [
    "Web search",
    "CRM read-only"
  ],
  "trigger": "New target account",
  "cadence": "On demand",
  "actions": [
    "Map business context",
    "Find relevant initiatives",
    "Draft questions"
  ],
  "rules": [
    "Use public facts",
    "Do not infer sensitive attributes"
  ],
  "approval_rules": [
    "Seller approves any CRM write"
  ],
  "stop_conditions": [
    "Restricted or personal data"
  ],
  "outputs": [
    "Account brief",
    "Evidence links",
    "Discovery questions"
  ],
  "success_criteria": [
    "Questions are specific and source-backed"
  ],
  "risks": [
    "Privacy violations",
    "Stale data"
  ],
  "compatible_agents": [
    "Portable work specification; verify each platform's tools, scheduling and approval support before use."
  ],
  "difficulty": "Beginner",
  "updated_at": "2026-09-30",
  "audience": "Builders and operators responsible for Go-to-market workflows.",
  "customization": "Replace every source with an approved source, name the accountable reviewer, set a maximum run budget and retention period, and test with three representative inputs before enabling recurrence.",
  "permissions": [
    "Read only the explicitly approved sources.",
    "Write drafts only to an approved private workspace.",
    "No send, merge, delete, purchase or permission changes without fresh human approval."
  ]
}

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