Research an account in 10 minutes
Decide if an account is worth your time, who to contact and what to say, before you write a single email.
A fit score, two named contacts, a "why now" reason with a source, and a 3-line account note in your CRM.
Tools you need
Step-by-step workflow
Write down what "a good fit" means (one time)
Do this once, save it and reuse it for every account. It stops you researching things that don't change your decision.
Get the company snapshot with sources
Turn web search on. Ask for a source after every fact so you can check anything you plan to mention.
Account research tracker
A spreadsheet to research and score 25 accounts, with a fit checklist, a fit score that adds up automatically and every prompt from this workflow.
Find a reason to reach out now
A good "why now" is something that happened recently and connects to the problem you solve.
Pick two people to contact
In Apollo, find one decision-maker (who owns the budget for your problem) and one likely user or champion (who feels the problem every day). Save both to your list.
Write the 3-line account note
Save this to the account in your CRM so you, or a teammate, can act on it later without redoing the research.
Turn this into a system
Once this workflow is working manually, connect it into an automated GTM playbook or stack.
Gather public company information, recent announcements, and tech stack details to deliver a concise pre-call summary to sales reps.
Modular outbound pipeline generation architecture with AI waterfall enrichment and multi-inbox rotation under $500/mo base software cost.
Want this running for you?
GPTify builds it on your tools, with a fixed scope and price.
Frequently asked questions
Which AI assistant is best for account research?
Any assistant with web search and links to its sources. Perplexity, ChatGPT and Claude all work. What matters is that you can check the sources.
How many accounts can I research a day like this?
At 10 minutes each, 15–20 a day is realistic. For hundreds, use Clay to run the same steps across a list.
What if there's no recent "why now" event?
Then lead with a relevant observation about their business instead, or move the account to a later list. Not every account is ready today.
Related workflows
All workflows →Write a cold email from a hiring signal
Turn "they're hiring for X" into a short, relevant first email that doesn't sound like a template.
Turn a LinkedIn post into a first message
Use what prospects already said in public to start a real conversation, not a pitch.
Prep a discovery call brief in 10 minutes
Walk into every first call knowing the company, the people and the three questions that matter.