You are still researching accounts manually, & it is costing
You are still researching accounts manually, & it is costing you deals. I gave Claude one instruction at 8am. By 8:15, a full prospect brief was done.
No prompts. No back and forth. No wasted time. Most reps miss the shift.
They speed up tasks, but still lose time.
That is not the real shift. The real shift is giving it the whole research job, then coming back to a finished brief.
I dropped a goal into the Cowork tab in Claude Desktop, went for coffee, & came back to a completed document in my folder.
It had already done the work that usually slows reps down.
It read the files, searched the web, worked through the research, & saved the output to my computer.
The brief pulled the only signals that matter before an account meeting:
Recent trigger events, new executives, acquisitions, funding rounds, rebrands, product launches.
Top 3 company priorities, what the business is focused on, how progress is measured, and what each priority is trying to solve.
Top 3 technology investments, where budget is already going, and why. If your product sits near those bets, you are joining an active decision, not trying to create one.
Top 3 business risks, named, sourced, specific. The issues most likely to block those priorities.
That is why this matters. Good account research is not collecting background information.
It is finding change, budget, pressure, & risk before the conversation starts. Manual research still gets treated like good prep.
Most of the time, it is just slow admin dressed up as sales work. Stop researching manually or not at all. Use a focused prompt & get ahead.
I built this as a Claude skill.
You save the instructions once, point Cowork (or Claude Code) to the file, give it a company name, website, and save location, then leave it alone.
For anyone not using Cowork or Claude Code, I adapted the same research framework for Perplexity, ChatGPT, Gemini, and Claude Web.
Claude link: https://lnkd.in/ePn3EeqY ChatGPT link: https://lnkd.in/eA22JqYP Perplexity link:https://lnkd.in/e9esfeeT Gemini link: https://lnkd.in/ePn3EeqY
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