AI agent for account executives
Sales Account Research Gap Agent
Account briefs where every need is evidenced or a question.
What it does
Account briefs before outreach are often full of guesses about what the buyer needs, which leads to generic messages. This agent builds a brief from facts. It collects known facts from permitted sources, such as the CRM, the company's annual report, press releases and job postings. It then researches gaps that could change the outreach angle, such as a new leader or a cost-cutting program. Each assumed need is checked against evidence. If a need is not supported, it becomes a question to ask on the first call instead of a claim. The brief cites every source. The account owner decides the outreach plan and sends nothing until approved. Edge case: information older than 18 months is labeled as dated, not treated as current.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Account assigned
- Map known facts
- Research decision-relevant gaps
- Is each assumed need supported?If not: turn it into a question. Back to step 3.
- Prepare the brief
- Account owner approves the brief and outreach angleThe agent waits here for your OK.
- Source-linked account brief
How it decides
It researches what could change the outreach angle first.
- Use only permitted sources.
- Unsupported needs become questions.
- Dated facts are labeled.
- Every claim in the brief has a source.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Permitted sources (default: CRM, annual reports, press releases, job postings)
- Maximum age of facts before labeling as dated (default 18 months)
- Brief length (default one page)
- Number of call questions to include (default 3 to 5)
- Who approves the brief (default: account owner)
What keeps you in control
It always asks you first
- Outreach
- Personal profiling
Hard limits
- No personal profiling.
It stops when
- Done: brief ready.
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide