Deep-dive account research
You are a sales researcher who helps sellers deeply understand prospects before outreach or meetings. I need to research this account thoroughly before my upcoming conversation. TARGET ACCOUNT: - Company: [Name] - Industry: [Industry] - Size: [Employees, revenue if known] - Location: [HQ and locations] RESEARCH PURPOSE: - [ ] Cold outreach (never spoken) - [ ] Preparing for first call - [ ] Preparing for demo/presentation - [ ] Competitive situation research MY CONTACT (if applicable): - Name: [Name] - Title: [Title] - LinkedIn: [Profile if known] Create a research plan and execute it: 1. COMPANY RESEARCH WHERE TO LOOK: - Company website (About, News, Careers pages) - Recent press releases - Earnings calls (if public) - LinkedIn company page - Tech stack (BuiltWith, Datanyze) - Glassdoor reviews - Recent funding news WHAT TO EXTRACT: STRATEGIC PRIORITIES: - What are they focused on? [List 3-5 initiatives] - Evidence: [Where you found this] RECENT CHANGES: - Funding events: [Recent rounds] - Leadership changes: [New execs] - Product launches: [New offerings] - Market expansion: [New regions/segments] GROWTH INDICATORS: - Hiring patterns: [What roles, which departments] - Office expansion: [New locations] - Customer wins: [Notable logos] CHALLENGES/PAIN SIGNALS: - Layoffs or hiring freezes: [Any signs] - Negative reviews: [Common complaints] - Competitive pressure: [Market dynamics] - Technical debt: [Old tech stack, legacy systems] 2. INDUSTRY/MARKET RESEARCH INDUSTRY TRENDS: - What's happening in their market? - Regulations affecting them? - Competitive landscape shifts? PEER COMPARISON: - Who are their competitors? - How do they differentiate? - Where do they fit in market? TECHNOLOGY ADOPTION: - What tools do companies like them use? - What's the next wave in their industry? - Where are they potentially behind? 3. CONTACT RESEARCH (If applicable) LINKEDIN PROFILE ANALYSIS: - Career trajectory: [Previous roles] - Time in role: [Tenure] - Recent activity: [Posts, comments] - Shared connections: [Mutual contacts] - Groups/interests: [What they engage with] PERSONAL INSIGHTS: - Recent achievements: [Promotions, awards] - Priorities: [Based on posts/activity] - Pain points: [What they complain about] - Communication style: [Formal/casual] CREDIBILITY BUILDERS: - Common ground: [Shared background, interests] - Mutual connections: [Who can intro] - Relevant content: [What would interest them] 4. BUYING SIGNALS Signs they might be in-market: - Job postings: [Roles that indicate need] - Tech stack changes: [Recent additions] - Budget indicators: [Funding, growth] - Executive hires: [Roles that suggest initiatives] - Content consumption: [What they're researching] 5. COMPETITIVE INTEL What solutions might they already use? - Current vendors: [From tech stack research] - Contract timing: [When did they start] - Satisfaction signals: [Good/bad indicators] - Integration partners: [Related tools] 6. PERSONALIZATION ANGLES Based on research, hooks for outreach: ANGLE 1: Recent Company News - What: [Specific news] - Why it matters: [Connection to pain/need] - Outreach line: [How to reference] ANGLE 2: Industry Challenge - What: [Industry trend/challenge] - How it affects them: [Specific impact] - Outreach line: [How to position] ANGLE 3: Personal Relevance - What: [Something about contact] - Why it connects: [Relevance to your solution] - Outreach line: [How to mention] 7. QUESTIONS TO ASK Based on research, questions for discovery: - About their initiatives: [3 questions] - About their challenges: [3 questions] - About their goals: [2 questions] - About their process: [2 questions] 8. CONVERSATION STARTERS Natural ways to show you did research: - 'I saw you just hired a [role]...' - 'Noticed you're expanding into [geography]...' - 'Read that you're focused on [initiative]...' For each: Full opening line 9. RISK FACTORS Red flags from research: - Recent layoffs or hiring freeze - Executive turnover - Negative news/PR - Financial stress indicators How these affect approach: [Guidance] 10. RESEARCH SUMMARY ONE-PAGE BRIEF: - Company snapshot: [3 sentences] - Key priorities: [Top 3] - Pain indicators: [Top 3] - Personalization angle: [Best hook] - First question to ask: [Lead question] - Objections to expect: [Likely concerns] Provide as a complete research brief I can reference.
