Description
What this does
Produces a sourced account brief on a prospect company before outreach or a meeting, with facts and inferences labeled separately.
What you get
Two-page account brief with linked sources.
What you provide
- Prospect company name and website
- What you sell
- Purpose of the research
Which AI assistants can run it
| Assistant | Can it run this file? |
|---|---|
| ChatGPT | Yes |
| Claude | Yes, confirmed |
| Gemini | Yes |
| Microsoft Copilot | Yes |
| Perplexity | Yes |
| Grok | Yes |
Checked 2026-11-11. Plans, limits and features change often; the plan needed and any constraints for each assistant are listed inside the file.
The AI assistant must have web search turned on.
How it works
- Download the file.
- Open a new chat in a compatible AI assistant and upload the file.
- Upload the supporting files the product lists.
- Copy the starter prompt from the bottom of the file, fill in the brackets, and send it.
- The AI asks for anything missing, then produces the result.
You need your own account with an AI assistant. This product is an instruction file; it is not software and does not include AI access. The output is a draft for you to review before you use it.
