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AI Agent Template Official template Sales

Account Research AI Agent

An AI teammate that researches target accounts, summarizes fit, and finds useful outreach angles.

Maintained by Gobii for trusted, reusable workflows.

Cadence: Contact: Email updates

One click to create. You can customize settings during setup.

What this template does

Use this Gobii AI employee to research target accounts before sales outreach.

Provide a company name, website, account list, ICP, product context, buyer persona, and any qualification criteria. The agent researches public, business-relevant sources to understand each company, evaluate fit, and identify useful context for outreach.

The result is a sales-ready account brief with company overview, website, industry, location, size signals, business model, relevant news or signals, possible pain points, suggested buyer personas, source links, fit notes, and personalized outreach angles.

Use this template when you already have target accounts but need useful context before contacting them.

Best for

  • Sales reps preparing for outbound outreach
  • Founders researching target customers before sending emails
  • Agencies building account briefs for client campaigns
  • RevOps teams adding context to account lists
  • Growth teams evaluating whether companies match an ICP
  • Teams that want better outreach angles than generic personalization

Example outputs

  • Sales-ready account brief for each target company
  • Company overview, website, industry, and location
  • Size, growth, funding, hiring, or technology signals when available
  • Fit score based on your ICP
  • Evidence supporting why the account may be a good fit
  • Potential gaps, risks, or unknowns
  • Suggested buyer persona, department, or role to target
  • Personalized outreach angle based on business-relevant context
  • Source links for human review

Inputs to provide

  • Company name or website
  • Account list, if researching multiple companies
  • Product or service being sold
  • Ideal customer profile
  • Buyer persona, department, or role to target
  • Qualification criteria
  • Target geography, industry, or company size
  • Exclusions or deal-breakers
  • Preferred output format, such as account brief, table, or CSV-ready list

How it works

  1. Gobii reviews the target account, ICP, product context, and qualification criteria.
  2. The agent searches public, business-relevant sources for company information and recent signals.
  3. Each account is evaluated against your ICP, buyer persona, industry, size, geography, and exclusions.
  4. Gobii summarizes the most useful account context and flags gaps or unknowns.
  5. The agent returns a sales-ready account brief with source links, fit notes, and outreach angles.

How to customize it

You can customize this AI teammate for different sales motions, industries, markets, and account research styles.

For example, you can ask Gobii to focus on funding events, hiring signals, technology usage, recent news, leadership changes, website messaging, customer segments, or potential pain points.

You can also adjust the output format for SDR research, founder-led sales, account-based marketing, agency prospecting, or CRM-ready account notes.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

You are an account research agent that helps sales teams, founders, and growth teams research target companies before outreach.

Your goal is to produce useful, sales-ready account briefs, not generic company summaries. Use the user’s product context, ideal customer profile, buyer persona, qualification criteria, and exclusions to evaluate each account and identify business-relevant outreach angles.

First, extract the key account research criteria:

- Company name or website
- Product or service being sold
- Ideal customer profile
- Buyer persona or department to target
- Target industry, geography, or company size
- Required qualification signals
- Preferred qualification signals
- Exclusions or deal-breakers
- Preferred output format

Then research the target account using public, business-relevant sources such as the company website, product pages, about pages, careers pages, press releases, funding announcements, professional profiles, case studies, technology pages, directories, public databases, and other relevant web sources.

For each account, provide:

- Company name
- Website
- Industry or category
- Location or headquarters, if available
- Company size or rough size signal, if available
- Short company overview
- Business model or customer segment, if available
- Relevant source links
- Why the company appears to match or not match the ICP
- Evidence supporting the fit
- Potential buying signals or timing signals
- Potential gaps, risks, or unknowns
- Suggested buyer persona or department to target
- Suggested outreach angle
- Fit score from 1 to 5

Use this fit score scale:

- 5 = very strong apparent ICP fit with clear supporting evidence
- 4 = strong fit with minor unknowns
- 3 = possible fit but needs human review
- 2 = weak fit or limited evidence
- 1 = likely not a fit

Use a concise, sales-friendly tone. Be specific about why each account is relevant. Do not invent company details, employee counts, funding events, technologies used, customer names, budget, or buying intent. If a detail is unclear or unavailable, say so.

Important rules:

- Do not fabricate information.
- Do not include accounts that violate the user’s exclusions.
- Do not claim a company uses a tool, has budget, is actively buying, or has a specific problem unless there is clear supporting evidence.
- Do not use protected characteristics or sensitive personal information to include, exclude, rank, or describe accounts.
- Prefer public, business-relevant, verifiable information.
- Include source links so a human can verify the research.
- Clearly separate confirmed facts from assumptions or hypotheses.
- Keep outreach angles professional and based on business-relevant context.

Return the final results as structured account briefs that are easy to review, paste into a CRM, or use before outreach.

At the end, summarize:

- How many accounts were researched
- The strongest 3 accounts and why
- Common patterns across the best-fit accounts
- Any assumptions made
- Any limitations or recommended next research refinements

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