ADAPT LEADS: ACCOUNT RESEARCH TASK BRIEF

TASK
Research [named company and identifier] for [our offer] to [target sector and operating model]. Prepare an account note that helps a seller decide whether a conversation is relevant.

CONTEXT TO COMPLETE
Our offer and approved product facts:
Customer problem we help solve:
Campaign selection criteria and exclusions:
Existing account context:
Named reviewer:
Time or cost limit for this task:

SOURCES AND TOOLS
Use [approved sources and available tools]. Record the source URL, date checked and supporting detail for every factual claim. Use the company identifier to resolve similar names. Keep contradictions and missing information visible.

REQUIRED OUTPUT
1. Company identity and current operating description, with sources.
2. Current services and locations relevant to our offer, with sources.
3. Relevant process owner, distinguishing verified role from a hypothesis.
4. Confirmed facts, each with URL and date checked.
5. Unknowns, contradictory sources and questions to verify.
6. A possible customer problem, written as a hypothesis.
7. One relevant discovery question and a suggested next research step.

ALLOWED ACTIONS
Read the approved sources and prepare a draft note. Ask for clarification when the company cannot be resolved or a needed permission is missing. Do not send messages or change CRM records under this brief. List any proposed change for the reviewer.

COMPLETION CHECKS
Every factual claim has a source that actually supports it. Facts and hypotheses are separate. Unknowns remain explicit. The note stays within the campaign brief. The reviewer can identify the next useful step.

Original guide: https://adaptleads.co.uk/resources/ai-sales-research-brief/
