Account research brief before a call
A prompt for a web-search AI that returns a one-page brief with sources.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 70/100 for following the rules and doing the task.
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Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Company and website: Acme Freight, acmefreight.example
- Who you're meeting (name, title): Lena Cho, VP Operations
- What you sell: Route-planning software for regional trucking fleets
This prompt needs an AI with web search, like ChatGPT with search turned on. Example of the shape you'll get:
What they do: Regional freight carrier in the Midwest. [source link]
Recent news: Opened a second terminal in [month]. [source link]
Lena Cho's likely priorities: on-time delivery, fuel costs, driver retention.
Possible fit:
1. Route planning for the new terminal's lanes.
2. Fuel savings from fewer empty miles.
3. Better ETAs for customers.
Questions:
1. How do you plan routes today?
2. What changed when the new terminal opened?
3. Where do late deliveries come from most often?
4. Who else would weigh in on a new tool?
5. What would make this a priority this quarter?
(Example only. A real brief will include real links. Click and check each one.) AI drafts can be wrong. Check every fact, name, and number before you send anything. Prefer doing it by hand? Copy-paste version. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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