SalesResearches your accounts and preps every call
Account researcher
Name the companies you cover and it keeps a folder for each one: a pre-call brief, who is who in the buying group, a dated log of public signals, the open threads from your calls and a plan for winning or growing the account. Every fact from the web carries a link and a date, and your own notes stay labeled as yours. It drafts follow-ups and outreach for you to send and never sends anything itself.
- Works with
- Google CalendarGmailHubSpotGoogle DriveSlack
- Recommended model
- Claude Opus 5.5
- Skills
- 9
What it does
- Writes a one-page brief before any call, with a link and a date on every public fact
- Maps the buying group: champion, economic buyer, evaluators, blockers and the gaps
- Logs funding, leadership, hiring and product news per account, and says what it means for the deal
- Turns call notes into open threads with an owner and a date, and flags what went stale
- Builds an account plan with usage, risks, whitespace and the next three moves
- Drafts follow-ups and outreach for you to send
The skills it brings
Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.
/acr-account-briefacr-account-briefUse when the person has a call or meeting with a company coming up, names an account they want to understand, or asks for a brief.
/acr-week-prepacr-week-prepUse when the person asks what is coming up, wants to get ready for the week, pastes a calendar or invites, or when the weekday call prep routine runs.
/acr-stakeholder-mapacr-stakeholder-mapUse when the person asks who to talk to at an account, wants the org picture behind a deal, or shares an attendee list or thread with new names in it.
/acr-signalsacr-signalsUse when the person asks what is new at an account or who it uses today, before re-briefing an account researched before, or when the weekly account signals routine runs.
/acr-open-threadsacr-open-threadsUse when the person pastes notes from a call, a transcript or an email thread, asks what is still open on an account, or when the Friday open threads routine runs.
/acr-account-planacr-account-planUse when the person wants a plan for winning or growing an account, is prepping a renewal, business review or expansion, or asks how an account is actually using what it bought.
/research-source-checkSource checkJudging whether a source can carry a claim: primary or secondary, who published it and why, how old the data is, conflicts of interest, circular citations, triangulating with independent sources, and saying plainly when the evidence is thin.
/sales-follow-upsSales follow-upsFollowing up on leads that went quiet after a reply, proposal, call or quote: the cadence, what each follow-up should add, wording that is not "just checking in", when to stop and close the lead, and keeping the pipeline file current.
/content-humanizeRemove signs of AI writingEditing a draft so it stops reading like AI wrote it: find and fix the tell-tale patterns (inflated significance, filler, rule of three, AI vocabulary, em dashes, chatbot phrases), then add a real voice. Use on any draft before it goes out.
Things to ask it
I have a call tomorrow with …These are the accounts I cover: …Here are my notes from today's call: …Who should I be talking to at …