Build Your Own: AI-Powered Account Research Bot

Go from hours of manual research to minutes of strategic intelligence

Author

Victor Adefuye
September 24, 2025

Why Account Research Has Never Mattered More

Buyers aren’t waiting for your pitch; they’re doing the homework. Roughly 77% of prospects complete their own research before talking to sales, and 57–70% are already deep into the journey by first contact. So your first conversation isn’t an intro. It’s a test of whether you understand their world better than the next vendor.

The stakes keep rising. Win rates are down 18% year over year, with only 21% of deals closing. And 83% of sales leaders say their teams struggle to keep up with changing buyer expectations. That gap of buyer sophistication vs. seller preparation is turning deep account research into a real competitive edge.

The Time Crunch Reality

Thorough research takes time most reps don’t have. Stats say sellers spend about 72% of their week on non-selling work, and nearly 10% on research alone. For enterprise deals where they have to consider things like stakeholder maps, competitive angles, and trigger events, that can mean hours per account.

How AI Changes the Game

AI doesn’t replace judgment, but it sure does amplify it. Let the bot sweep sources, connect dots, and surface patterns so reps can spend their energy on strategy and relationships. The results of automating your account research mean faster, richer insight into your buyers’ triggers and priorities. That’s the difference between a generic pitch and a conversation that lands.

Ready to build your own AI-Powered Account Research Bot? The following provides step-by-step instructions to build an account research engine that behaves like a seasoned analyst, not a generic search box, and feeds your reps the storylines that win.

How to Build Your Own AI-Powered Account Research Bot

For use in ChatGPT, Gemini, or Perplexity

What This Bot Does:

This bot is built for high-performing sellers who want to go beyond surface-level research and use AI for sharper outreach, stronger narratives, and better timing. Below you’ll find a comprehensive account research prompt to uncover stakeholder priorities, pain points, technology signals, and critical timing triggers

Use it to conduct deep account research into an enterprise account to determine ideal messaging and sales strategy.

Pro Tip: Make the Prompt Work for Your Business

Before running the full research prompt, take a moment to make it truly your own. You can use ChatGPT or Gemini to do that customization for you:

Step 1: Attach or describe your sales materials

  • Include a pitch deck, product one-pager, ICP summary, or customer stories

  • Use file uploads (in ChatGPT or Gemini), or paste key excerpts directly

Step 2: Ask the LLM to update the prompt

Paste the base research prompt and use this instruction:

“Here’s our solution overview and sales material. Please revise the account research prompt to better reflect our offering, value proposition, and target customer.”

Step 3: Run the updated version of the prompt

Now that you’re working with a version aligned to your messaging, buyer types, and sales strategy, so you’ll get outputs that are much more relevant and sales-ready.

Remember: These tools are powerful but require validation before use in customer-facing messaging. Always confirm factual claims using linked sources (e.g., earnings calls, press releases, etc).

Enterprise Account Research Prompt 

Customize the following prompt to your company using the instructions above. Then paste the prompt (or your own customized version) into ChatGPT, Gemini, or Perplexity to conduct thorough account research into an enterprise account.

#Objective: Conduct deep research on the following enterprise account to assess fit and prepare for strategic outreach.

Target Company: [Insert Company Name]

My Company & Offerings:  We provide [brief company description or mission]. Our core solutions include:

  • [Product/Service 1] – [Short value prop] (ideal for [target type])

  • [Product/Service 2] – [Short value prop]

  • [Product/Service 3] – [Short value prop]

My Ideal Customer Profile:

  • Revenue: [range] | Size: [employees/regions]

  • Industries: [target sectors]

  • Common pain points: [summarized list]

  • Needs: [summarized list]

  • Current challenges: [brief bullet points]

#Research Requirements

1. Company Overview & Strategic Priorities: Understand the company’s size, structure, business model, and key growth initiatives to assess alignment with solution areas.

  • Revenue, employee count, HQ, industry

  • Business model, operational scope, key markets

  • Growth initiatives (expansions, M&A, funding)

  • Strategic goals (next 6–24 months)

  • Publicly stated vision and challenges

  • Relevant success metrics

2. Technology & Competitive Landscape: Identify their current technology investments and vendor relationships to uncover potential gaps or displacement opportunities.

  • Existing tech stack and relevant investments

  • Current vendors or competitive solutions in use

  • Estimated spend in our solution area (if known)

  • Market position, competitor relationships

3. Pain Points & Opportunity Signals: Surface specific challenges, inefficiencies, or goals that map directly to the value your solutions deliver.

  • Quotes from earnings calls or reports mentioning relevant challenges

  • Evidence of inefficiencies or operational gaps

  • Industry trends that map to our solution benefits

  • Compliance or regulatory pressures

  • Potential dissatisfaction with current tools

4. Stakeholder Mapping: Pinpoint key decision-makers, influencers, and economic buyers who would be involved in purchasing your solution.

  • Key leaders and budget holders relevant to our solution

  • Decision-making structure and buyer personas

  • LinkedIn profiles of economic buyers, influencers, or champions

  • Recent leadership changes or reorgs

  • Connections to companies using similar solutions

5. Timing & Triggers: Identify recent or upcoming events that suggest urgency, budget availability, or change readiness:

  • New initiatives: Digital transformation, AI, sustainability, expansion

  • Contract cycles: Vendor renewals, RFPs, procurement reviews

  • Leadership changes: New execs in ops, IT, finance, or transformation

  • Budget/planning windows: Fiscal year start, quarterly reviews

  • Tech hiring or shifts: CTO/CIO roles, new engineering/product teams

  • Operational pain: Press around delays, service issues, inefficiencies

  • M&A or org changes: Reorgs, funding rounds, layoffs

  • Industry disruption: Regulatory changes, competitor moves, supply chain shifts

  • Events: Conferences, trade shows, or summits they plan to attend

Include dates or timelines wherever possible, and link to sources.

6. Value Narrative & Strategic Fit: Based on findings, craft a tailored story showing how your solution uniquely addresses their needs, goals, and business context.

  • Match to our product use cases and success stories

  • ROI potential and cost of inaction

  • Differentiators to emphasize based on their context

  • 2–3 emotional hooks or impact points

  • Anticipated objections and how to address them

7. Engagement Strategy: Develop an outreach plan based on timing, messaging, and stakeholder priorities to open doors and build trust.

  • Personalized value proposition

  • Discovery questions tailored to their context

  • Outreach timing and touchpoints

  • Customer stories to use

  • Recommended next steps and relationship-building ideas

8. Similar Accounts to Target: Identify peer companies with similar characteristics to expand your pipeline and pattern-match for future outreach.

  • Identify 5 similar companies based on Industry, size, operational complexity, relevant pain points

#Output Guidelines:

  • Present findings in clearly labeled sections

  • Link to source material where possible

  • End with a short Executive Summary (3–5 key takeaways for sales)

  • Highlight urgent triggers or gaps we can solve immediately

If you’re interested in customizing this process for your team, coaching reps on AI use, or building sales-ready narratives from real research, let’s talk. Get in touch with us at Dana Consulting