Let me walk you through a speedy demo of how I would conduct account research.
First I would begin by leveraging one of DatabookGPT’s newest prompts The Executive Summary by asking “provide me an executive summary of _____“.
With this query I am able to generate a response that breaks down the account’s financial forecast, industry trends, strategic priorities, investor sentiment, and lastly segment analysis.
And since it is a summary of the account, information for each section is generated in bite-sized pieces, providing me the ability to delve deeper into any topics if I choose.
Now with a high-level understanding of the account, I want to identify what management is focused on at my target account. Im going to leverage the Management Intent prompt —> “What is ____’s management focused on?”
With this query, I am able to generate a summary of what are some key opportunities and details to reference in my future customer meetings.
Lastly, I want to finish up my preliminary research of the account by identifying the account’s budget timeline. By asking “Is ____ open to buying new solutions?” and “What is the budget cycle of ___?”, I can qualify the account while painting a detailed picture of when to initiate outreach.
Hope that was helpful in jumpstarting your research process!
As always please reach out if you have any questions via my email at jacob.zhang@trydatabook.com or on LinkedIn - Happy to help!