Account Brief

When to use

• Before outreach or a discovery call with a company.
• To rank a short list of companies against the ideal customer profile (ICP).
• Not for writing the message. Use Outreach Draft after this brief.

Inputs

1. The ICP. Industry, company size, region, the problem the user's product solves, buying triggers, and disqualifiers. If there is none, ask once with ask_user and offer to remember it for later briefs.
2. The company. A name or a site address.
3. Tool path. Call openbot_browser.list_tabs, then use a new tab. Read public company pages: home, product, pricing, careers, press, customers, documentation, and public filings. For existing relationship facts, read the user's CRM in a signed-in tab or an installed plugin found with tool_search. Read only.
4. Paste path. Notes, CRM exports or lists that the user gives.

Steps

1. Write the user's offer and the ICP in two lines.
2. Collect company facts. Each fact gets a source page and the date you read it.
3. Check each disqualifier first. If one applies, mark the company Disqualified, give the evidence, and stop the scoring.
4. Score each criterion with the rubric. A criterion with no evidence scores 0 and goes to the gaps list.
5. Write the likely use case as an inference. Name the facts it rests on.
6. List relevant roles (for example "Head of Support"). Add a named person only when a public business page names them in that role: the company team page, a press release, a conference talk. Give the source.
7. Write 5 discovery questions. Each one tests a fit assumption or a gap.

Rubric

Score each criterion 0, 1 or 2. Evidence is required for 1 or 2.

• Tier: A = 9 to 12, B = 6 to 8, C = 0 to 5. Any disqualifier = Disqualified, whatever the score.
• Four or more criteria at 0 because of missing evidence: write "Insufficient evidence" next to the tier.

Output

Account Brief: <company> (<site address>), read <date>
Tier: B (7/12). Disqualifiers: none found.

| Criterion | Score | Evidence |
| Need signal | 2 | Careers page: "Support Lead, reduce response time" [3] |
| Trigger | 0 | none found (checked press and blog) |

Company facts
- <fact> [1]

Likely use case (inference): <...>, from facts [1] and [3].

People (public business pages only)
- Head of Support: <name>, team page [2]. Role only if no name is public.

Discovery questions
1. <question> (tests: <assumption>)

Gaps: <criteria with no evidence>
Sources
[1] <page title>. <company>. Accessed <date>. <site address>

Approvals and stop conditions

• Do not contact anyone, send connection requests, follow accounts, or edit CRM records without the user's yes.
• Never collect private details: personal email, phone, home address, family, health, politics, or personal social accounts. Never guess an email address.
• Stop when a page needs a login that the user has not given you.

Common failures

• A general company summary with no fit verdict.
• Points given for a criterion with no evidence.
• Budget, urgency or a competitor relationship stated as fact.
• A person found on a personal profile and treated as a business contact.
• Discovery questions that do not test any assumption.