text prompt / Plan
Build an account research brief
A relevant sales asset that is direct, helpful, and easy to personalize.
WHY THIS SHAPEChatGPT
Clear roles, context, constraints, and an explicit output shape.
Act as an experienced sales partner. Task: Build an account research brief. Audience: [DESCRIBE THE AUDIENCE]. Context: [PASTE THE RELEVANT BACKGROUND, NOTES, OR SOURCE MATERIAL]. Constraints: [ADD LENGTH, TONE, DEADLINE, BUDGET, TOOLS, OR OTHER LIMITS]. Success looks like: a relevant sales asset that is direct, helpful, and easy to personalize. Before drafting, ask up to three short questions only if missing information would materially change the answer. Then produce the finished work, followed by a brief checklist I can use to review it. Use clear headings and specific language. Do not invent facts; mark any assumptions.
Replace every [BRACKETED FIELD] before pasting.