The account brief
What goes into an account brief?
One page per account. Copy the fields and use them, with or without us.
- The company
- Name, what it does, size and region, and which of your target segments it belongs to.
- Why it fits
- The match with your ideal customer profile, in one or two sentences. If there is no fit, there is no brief.
- What it looked at
- The pages viewed on your site, and when. Use it as context for the research, never as an opening line.
- Who to contact
- The role that owns the problem you solve, and a named person only where identification and the rules allow it.
- The reason to talk
- One specific, checkable reason this company might want a conversation now, such as a new location, a hiring push or a product launch.
- The page to share
- The existing page, or the account page we build, that answers the question they are most likely to have.
- The decision
- Send, hold or drop, and who made the call.