Modules · Module 3 of 12

Research & accounts. Walk in knowing the account.

From a list of names to a qualified account with a plan: research, qualification, scoping, discovery material and a pre-read for leadership.

13 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

research Acmewhat do we know about Acme?
A research brief: fit against your ideal customer, who decides, recent changes, an angle.
qualify this listscore these accounts
A target list sorted into fit, maybe and no, with the reason for each.
prospect brief for Acme
The outreach strategist's brief: who to approach first and with what.
account scoping for Acmeprepare a brief for Acme
Discovery turned into an internal account brief in your Drive.
account plan for Acmestrategy for Acme
A consulting-style analysis of the account and the deck that carries it.
strategic diagnostic for Acme
What the account is avoiding, and where a bigger deal is.
discovery questionnaire for Acme
A questionnaire tailored to the account's vertical and stage.
prepare interview questions for Acme
Discovery interview material per person you will talk to.
leadership pre-read for Acme
A short interim document for the client's director.

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

Local database9 of 9 commands
Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.
CRM connector9 of 9 commands
HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.
Mail6 of 9 commands
Gmail or Outlook, connected in your agent. Drafts wait there until you say send.
Calendar1 of 9 commands
Your Google or Microsoft calendar: meetings, free slots and the day's agenda.
LinkedIn provider5 of 9 commands
Your own LinkedIn account through your own Unipile key, at a human pace.
Meeting recorder1 of 9 commands
Krisp, Plaud, Fireflies or another recorder your agent can read transcripts from.

Also used

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.