Learning Goal

Create AI-powered research for B2B sales by building a research prompt pack and a one-page account brief template.

Who

This lesson is designed for sales professionals looking to improve their research skills and create effective outreach strategies.

What

You will learn how to build a research prompt pack and a one-page account brief template to help you create relevant and concise outreach.

Where

This lesson is part of the B2B Sales 2026 Masterclass, where you will learn how to master B2B sales techniques and strategies.

When

You can start building your research prompt pack and account brief template immediately.

Why it matters

Effective research and outreach are crucial for B2B sales success. By building a research prompt pack and a one-page account brief template, you will be able to create relevant and concise outreach that drives results.

How

To build a research prompt pack, you will need to identify key company, persona, and trigger information. You will also need to create a one-page account brief template that includes a short company summary, 3 facts, 1 trigger, relevant pain, and a recommended next step.

Guided Exercise

Complete the following exercises to build your research prompt pack and account brief template:

Write 3 research prompts (company, persona, trigger) and test on 1 target account.
Build the account brief template (1 page, 3 facts + 1 trigger + pain + next step).
Fill 2 briefs from your target list.

Independent Exercise

Draft one outreach opener from the 2 briefs (1–2 sentences, fact + trigger).

Self-check

3 research prompts ready. Account brief template ready. 2 briefs filled. 1 outreach opener written.

Optional Deep Dive

OpenAI prompt guide: https://platform.openai.com/docs/guides/prompt-engineering Account research checklist: https://www.alexbirkett.com/account-research

Building AI-Powered Research for B2B Sales