Account research template

Editable artifact

The complete template

# Account research template

A 10-minute account research template you can actually run before every call.

## 1. Company basics and recent news

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 2. Org chart skeleton

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 3. Tech stack indicators

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 4. Hiring and funding signals

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 5. Competitor accounts landed

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 6. Champion profile

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## 7. Warmest pathway in

- Evidence/source:
- As-of date:
- Owner:
- Notes:

## Worked example

Account: Acme Corp — 450 employees, Series B, recent VP Sales hire (Sarah Chen, 3 days ago).
Signal strength: 94/100. Hiring signal + intent keywords in her last three posts.
Hypothesis: Sarah is likely rebuilding the BDR function. Lead with our ramp-time data; offer the 30-day pilot.

## Review before use

- [ ] Every factual claim has a current source.
- [ ] Inferences and hypotheses are clearly labeled.
- [ ] Personal or confidential data is limited to what is necessary.
- [ ] The responsible owner approved any legal, pricing, security, or financial claim.