Codex
Claude
GeminiWhat you do
- Name the account, offer, audience, and decision the brief should support.
- Choose approved internal and web sources.
- Review uncertain findings before they become outreach claims.
Sales and go-to-market teams researching target accounts / gtm
GTM Account Research
A source-linked account brief focused on fit, timing, risks, and the next useful action.
From request to resultA complete plan you can follow.
Visible planThe problem
Account research often becomes a generic company summary that does not help someone make a real go-to-market decision.
AI can combine stored account context with bounded current research while preserving source and confidence distinctions.
What the agent does
- Load existing account and project context before external research.
- Research only the missing decision-relevant facts and retain source refs.
- Separate observations, inferences, gaps, and recommended next actions.
When this workflow helps
A reusable method, adapted to the request.
- A project needs account or company research before enrichment, outbound, CRM updates, or pipeline review.
- The agent should reuse prior account context and learnings before collecting more evidence.
Before it starts
Depends on the selected path
- A named account and decision to support
- Offer and fit criteria
- Approved internal and external research sources
What proves it worked
Evidence, not a success claim.
- Source-linked findings
- Fit and risk assessment
- Open questions and recommended next action
Workflow path
The reusable stages of the work.
A real run expands these stages around the request, context, selected tools, approvals, and dependencies.
- 01Passes to next stage
Orient From Account History
Read existing records, learnings, decisions, and the current research goal.
- 02Passes to next stage
Collect Evidence
Use granted retrieval actions only for evidence gaps the agent identifies.
- 03Passes to next stage
Store Research
Persist reviewed account, company, and contact context with provenance.
- 04Verified outcome
Capture Learning
Record reusable GTM lessons only when evidence is explicit.
Safe stopping and recovery
Useful even when the whole path cannot run.
- Stop after the research brief; outreach requires a separate workflow and approval.
- If entity identity is ambiguous, stop before merging sources.
- If live research is unavailable, return a useful stored-context brief with explicit gaps.
Documented follow-on work
The next workflow is conditional, not hidden.
Specialists inside this workflow
Clear roles for each part of the job.
Connected work