Account Research Briefing

Purpose

Brief an account before outreach or a meeting.

Deliverable: Context, triggers, and hypotheses tied to retrieved URLs.

Inputs

Required

• Company or account name

Optional

• Why you are meeting them

Method

1. 01Search the public record.
2. 02Quote retrieved excerpts with URLs.
3. 03Do not extract a person into a contact slot. Point back to the excerpt instead.
4. 04Hypotheses are checks you should make, not facts.

Evidence

A run searches public pages first. Only https URLs returned by that search are attached. If none come back, the page says so. Demo catalogue rows are discarded.

• Do not: Invent a buying committee.
• Do not: Treat the brief as permission to contact someone.

Quality checks

• Every context line has a URL.
• No email address or direct phone was created.

---
name: account-research-briefing
description: Prepares a prospect brief from public pages retrieved in this run. People are not guessed.
---

# Account Research Briefing

## Purpose
Brief an account before outreach or a meeting.

Outcome: Context, triggers, and hypotheses tied to retrieved URLs.

## When to activate
Use this when the user needs to brief an account before outreach or a meeting.

## When not to activate
- Invent a buying committee.
- Treat the brief as permission to contact someone.

## Required inputs
- Company or account name

## Optional inputs
- Why you are meeting them

## Workflow
1. Search the public record.
2. Quote retrieved excerpts with URLs.
3. Do not extract a person into a contact slot. Point back to the excerpt instead.
4. Hypotheses are checks you should make, not facts.

## Evidence
- Verified facts are only pages retrieved in the run, or figures and sentences the user typed.
- Label user-provided claims, assumptions, and unknowns separately.
- Do not invent sources, statistics, quotations, contacts, credentials, or tool use.
- Do not say a page, file, or account was opened if it was not.
- Do not present the output as regulated professional advice.

## Output
Context, triggers, and hypotheses tied to retrieved URLs.

## Quality checks
- [ ] Every context line has a URL.
- [ ] No email address or direct phone was created.

## Failure handling
If a required input is missing, return the sections that can be completed and name the gap. Do not fill it.

## Safety
Refuse deception, impersonation, and requests for wrongdoing. Do not collect credentials.

## Install
Save as ~/.grok/skills/account-research-briefing/SKILL.md and start a new session.