Account Research

Build a purpose-driven intelligence brief on a single target company, anchored on the user's stated reason for pulling the brief.

Input

• Account identifier (required): a business ID, a company name, or a domain.
• Research context (strongly recommended): one sentence on why this brief is being pulled and what decision it supports (QBR prep, competitive eval vs Acme, cold outbound to finance leaders). This shapes enrichment selection, event triage, and the TL;DR framing.

Example phrasings: "Build a brief on stripe.com for cold outbound to finance leaders.", "Account brief for business_id abc123, QBR next week, watch renewal signals.", "Profile Snowflake, competitive analysis vs Databricks."

Workflow

1. Anchor on purpose. Restate the research context in one sentence as the brief purpose. If missing, ask once; if the user declines, default to general account intelligence and state that assumption. Derive 2 to 4 priority themes (e.g. for QBR renewal risk: workforce changes, exec moves, competing vendors, expansion signals). Themes drive enrichment selection in step 3 and peer-cohort sub-category in step 5.

2. Resolve the company. If a business ID was supplied, use it. Otherwise match the business by name or domain. Sanity-check the resolved firmographics: if a major-brand input returns 1-50 employees and Corporate-Managing-Offices category, the match likely routed to a shell entity. Retry with the alternate domain or the name string before proceeding. If no confident match emerges, surface the ambiguity to the user before continuing rather than guessing.

3. Enrich the resolved business in tiers.

   Tier A: spine (always pull): firmographics, hierarchies, funding-and-acquisitions, workforce-trends, linkedin-posts. Plus business events from step 4 (separate tool, same role: current-state signal). The spine is uniform across every brief because each item answers a question the reader will ask regardless of purpose.