Compile Account Research Briefs Before Sales Calls

Generate a one-page account brief from CRM data, public filings, news, and call notes so reps walk into every first call fully prepared.

Who

Sales reps and account executives who need structured pre-call research without manual data gathering

You get

A repeatable one-page brief covering company overview, recent changes, fit analysis, and three conversation openers

You need

Claude · Claude Academy

Steps

1. Prepare Cowork and the optional Sales plugin

   Use Claude Cowork. The Sales plugin includes /account-research and other skills. Skip it if unavailable through your admin; the basic task does not require it.

2. Connect tools or set a working folder

   Open Customize → Connectors for Salesforce and Google Drive; Apollo is optional. Alternatively, place last-call notes, a saved 10-K and internal account documents in one local folder and point Cowork at it. The brief is written back there. For recurring research, create a Cowork project from the folder. The source does not require dedicated SEC or LinkedIn connectors.

3. Generate the one-page brief

   Select the account folder and paste the source prompt below into Cowork chat. Editorial note: replace Northwind with your target account and include only accessible or supplied materials. Cover the business, last-quarter changes, where you fit and three first-call openers; save the brief to the account folder.

   Execution prompt · Source text。Claude Cowork chat

   Copy prompt

   Build a one-page account brief on Northwind. Pull from Salesforce, recent news, the 10-K, their exec LinkedIn posts, and our last call notes. Cover what they do, what's changed in the last quarter, where we fit, and three openers for the first call. Save it to the account folder.

4. Improve and check the draft

   Add a preferred example to match structure and voice and ask Claude to flag uncertainty. Editorial check: verify dates and evidence for recent changes, distinguish similarly named companies and check the output folder. The source does not require a one-week trial.

5. Create or update the skill

   After reviewing the first brief, send the source prompt below in the conversation to create a skill or update /account-research with feedback.

   Execution prompt · Source text。Claude Cowork chat

   Copy prompt

   Make what we've done in this task so far into a skill, or edit the /account-research skill with my feedback.

6. Optionally schedule recurring briefs

   Type /schedule or open Scheduled in the Cowork sidebar. The source example runs every Monday at 7am on the next five target accounts and writes each brief under Accounts. Editorial check: supply your target list and confirm folders, timing and permissions.

   Execution prompt · Source text。Claude Cowork chat

   Copy prompt

   /schedule
   Every Monday at 7am, run /account-research on the next five accounts in my target list and write each brief to the matching folder under Accounts.

7. Optionally share the skill

   Open Skills → /account-research → Share in Cowork and select teammates, or the workspace if your admin allows it. The skill carries your ICP, section order and opener style. Editorial check: confirm recipient and document access.

Build a one-page account brief on Northwind. Pull from Salesforce, recent news, the 10-K, their exec LinkedIn posts, and our last call notes. Cover what they do, what's changed in the last quarter, where we fit, and three openers for the first call. Save it to the account folder.