Skill 1
Source intake and confidence grading
Use when public, internal-approved, NDA-only, or user-provided account research must be classified for source type, freshness, confidence, and do-not-use risk before synthesis.
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Sales planning workflow library
Strategic account research brief
Turn account research into a sourced, reviewable brief for sales planning without dumping private notes into AI tools.
This is a complete workflow library with 5 individual skills. Download the full library or pick the specific skill folder your team needs first.
Individual skills in this library
Use one skill at a time, or keep the full workflow together.
Some AI tools expect one skill folder per upload. Download the full library when you want the whole workflow, or download an individual skill when you only need one job done.
Skill 2
Account snapshot builder
Use when a seller needs a concise internal account view built from approved public facts and redacted internal context without exposing private notes or unsupported intent claims.
Skill 3
Persona pain map
Use when sourced account facts need to be translated into role-specific workflow hypotheses, validation questions, and safe persona context for GTM planning.
Skill 4
Safe outreach angle builder
Use when outreach ideas, first lines, or account-specific angles need to be grounded in approved evidence without creepy personalization, competitor leakage, or unsupported claims.
Skill 5
Research brief QA
Use when an account research brief needs final source, confidence, CRM-safe, and external-use review before a seller or executive sponsor uses it.
Security fit check
Is the public Strategic account research brief library enough, or does this need deeper review?
Use the public library when the workflow is low-risk, the inputs are already sanitized, and a team member can review the output before it reaches a buyer or customer.
Do deeper review when this workflow touches real tools, data sources, role ownership, approval paths, or customer-facing output.
Account researchAccount ExecutiveSales ManagerRevOps
Good deeper-review trigger signals
- The workflow touches customer, prospect, CRM, proposal, security, pricing, or campaign data.
- Different teams disagree on the approved source of truth.
- The AI output could become customer-facing, revenue-impacting, or compliance-sensitive.
- You need reusable eval checks before asking more people to use the workflow.