Account research & qualification

Enter a company and get a researched, scored account report as a Word document — the same judgment call a BDR or AE makes before deciding whether to pursue an account.

How it works

Enter a company name below, and what you're selling if you want the report tailored to it.
Copy the prompt and open Claude.
Paste it into a new chat and send. In a few minutes you'll have the full report and a Word file to download.

Build your research prompt

Company name

Enter a company name first.

What are you selling? (optional)

If you fill this in, the buying triggers, reasons to pursue, and next action are written for that product.

Open Claude

Works with a free Claude account. The research runs in your own Claude, using live web search — nothing is sent to this site.

What's in the report

Score and fit tier
Executive summary
Company overview
Industry and business model
Recent news and events
Strategic priorities
Potential business problems
Potential buying triggers
Competitive environment
Risk flags
Reasons to pursue
Reasons not to pursue
Recommended next action
Relevant stakeholders
Numbered sources

Built to be checked, not trusted blindly

Every sourced claim gets a numbered footnote linked in the Sources section. Executive and stakeholder names are never made up — if a current name can't be confirmed, the report says so and names the role to target instead.

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