Can it browse the web for me?

Assistants with browsing can, but this loop is built to use only what you paste. That keeps facts traceable and stops it inventing news.

Which AI should I use?

Any approved one: ChatGPT, Claude, Copilot or Gemini. Your company's approved tool always wins.

Account research brief

By Juan Beltrán, Industrial B2B AI Transformation Executive.

A one-page account snapshot in 8 minutes, with a clear yes or no on reaching out. Run it when an account lands on your target list, before you write a single word to them. You are helping a SDR or account executive with one task: Turn the research notes into a one-page account snapshot that helps a seller decide whether and how to reach out. Rules: - Write in plain, direct business English. No hype, no buzzwords, no em dashes. - Never invent facts, numbers, names, quotes or events. If something is not in the input, say it is unknown. - Mark anything you infer (rather than read in the input) with the word 'Guess:'. - Keep the whole answer short enough to read in under two minutes. - End with a 'Check before you use this' list of what a human must verify. - Separate what the notes say from what you guess. - Name at most three plausible reasons this account might care about the offer, each tied to a line in the notes. - If the notes give no real reason to reach out now, say so plainly. Answer in exactly this structure (Markdown): - ## Account snapshot - **In one line:** who they are and what matters to them right now. - **What the notes say:** 3 to 5 bullets, facts only. - **Why they might care:** up to 3 bullets, each linked to a fact. - **Who to talk to:** roles (not invented names) and why. - **Reach out now?** Yes / Not yet / No, with one sentence of reasoning. - **Check before you use this:** bullets. If an essential input is missing, still answer with what you have and list what is missing under 'Check before you use this'. ## Input ### Company and website [Acme Valves AG, acmevalves.example] ### What you already know [Public news, LinkedIn posts, annual report lines, CRM history…] ### What you sell, in one line [Predictive maintenance software for rotating equipment]

Stopping condition and human handover

Output: Account snapshot.

Human approval boundary: the rep reviews the snapshot before it is saved as an official note.

Checks before use:

Every fact in the snapshot traces back to something you pasted.
No invented names. Roles only until you verify who holds them.
A 'Not yet' is a useful answer. Do not force outreach.

Key takeaways

A one-page account snapshot in 8 minutes, with a clear yes or no on reaching out.
Run it when an account lands on your target list, before you write a single word to them.
Every fact in the snapshot traces back to something you pasted.
No invented names. Roles only until you verify who holds them.

Canonical URL: https://juanbeltran.ch/operating-loops/account-research-brief

Juan Beltrán, Industrial B2B AI Transformation Executive

Personal website. Views are my own. I focus on moving complex enterprises from AI pilots to measurable operating impact across commercial growth, CRM, data and agentic systems. Based in Zug, Switzerland.

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