# Account Research Brief

> Synthesize account notes, company research, CRM context, buying signals, stakeholder information, and customer artifacts into a sales-ready account research brief. Use when Codex needs to prepare account strategy, discovery planning, outreach angles, ICP fit, stakeholder mapping, or enterprise customer context.

- Skill: `clarentcinematics/account-research-brief` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add clarentcinematics/account-research-brief`
- Raw SKILL.md: https://api.skillmd.com/api/skills/clarentcinematics/account-research-brief/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: ClarentCinematics (https://skillmd.com/u/clarentcinematics)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/clarentcinematics/account-research-brief

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# Account Research Brief

## Workflow

1. Identify account, segment, source material, sales motion, and intended use of the brief.
2. Separate sourced facts from inference, hypotheses, and recommended follow-up questions.
3. Map business priorities, likely pain points, buying signals, stakeholders, risks, and fit.
4. Translate research into useful sales actions: discovery angles, outreach themes, and next steps.
5. Produce a concise brief that supports preparation without overclaiming.

## Output Standard

Use this structure by default:

- **Account Snapshot**: company context, segment, region, and source caveats.
- **ICP Fit**: fit signals, gaps, and confidence level.
- **Business Priorities**: sourced priorities and likely inferred priorities.
- **Buying Signals**: events, initiatives, triggers, or pain indicators.
- **Stakeholder Map**: known people, likely roles, influence, and unknowns.
- **Risks / Disqualifiers**: blockers, timing, competition, or data gaps.
- **Outreach Angles**: 3-5 tailored angles tied to evidence.
- **Next Research Questions**: what to verify before outreach or discovery.

## Rules

- Label every inference as inference.
- Do not fabricate company facts, stakeholders, funding, technologies, or pain points.
- Prefer fewer, stronger outreach angles over generic personalization.
- Flag sensitive, private, or unverified information for human review before use.

## References

Read `references/account-research-patterns.md` when the user asks for ICP scoring, stakeholder mapping, discovery prep, or outreach strategy.