8 Steps to Prompting Powerful Account Research with AI

A Framework for Hyper Targeted Business POVs

Last week I posted on X on how to prompt and refine your business POV when you’re doing research on accounts. I’ve provided more context for each step and some ways you can scale with tools like Clay.

Today, we’ll cover that 8 step framework:

Step 1: Strategic Initiatives

This will help you identify the most strategic initiatives that an org is focused on. This can be either a dis-qualifier or qualifier depending on what an org is focused on.

If you want to do this at scale, Clay has an out of the box prompt template you can use to accomplish something similar.

Go to “add enrichments”:

All of these are prompted out of the box once you build a worksheet and table with companies you’ve identified.

Step 2: Digging Deeper for More Context

Projects/folders in Perplexity or GPT helps keep me organized. You can also add other files like email templates or info to help continue to train data based on the context of the project folder.

This helps me continue to return to the initial hypothesis and refine as I continue to validate. Recent press from industry news or executive interviews help give me more perspective based on what was outlined in financial documents.

Step 3: How is the Business Organized

Understanding how a business is segmented and organized helps you to accomplish two things:

1. A boilerplate for an account map
2. Where and how does the money flow within in account?

Step 4: Boilerplate Outreach Persona Templates Tied to Value Prop

Having boilerplate templates tailored towards each persona is key. I’ve written about this before and how to do it here.

Step 5: Plug Relevant Info into Boilerplates for Outreach

Step 6: Keep Digging for More

I’ve outlined how I’ve used this strategy last week on an account. Long story short, remove the “cold” out of the outbound.

If a customer worked with you before, knows of your company, or is posting about something related to a problem or initiative related to your hypothesis and the problem you can solve - higher likelihood of engagement.

Step 7: Speak the Customer’s Language

If you have had past customers engage with you, be it closed lost or opportunities that went nowhere, you can use those conversations to be even more targeted towards your knowledge of the customer.

Speak the customer’s language.

Step 8: Validate, Always.

The job doesn’t stop when you’ve reached out and get a meeting. You need to validate if something is actually the case. Public info can get stale, and other circumstances an arise that shift priorities.

Always confirm and never assume.

As always, thanks for reading and see you all next week.

If you have any questions or thoughts, shoot me a DM or email andrew@hackingsales.xyz.

-Andrew K

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