Deal Workflow Playbook

Level: Account (pre-Opportunity)

Triggers:

• Inbound lead
• Targeted outbound from named account list

Goal: Build a sharp picture of the account and priority contacts before first touch

Quick start (tell MyGuy):

• Run Stage 0 - Account Recon. Provide company name, website, and contact name

I will:

• Create or update the Account page under Accounts titled COMPANY NAME and seed it with the Stage 0 research sections.
• Create or update the person in with minimum fields.
• Link sources and set "Last Verified" today.
• Return links to both pages.

Process:

1. Account research

• Run the Account Research Prompt to capture origin story, business model, ICPs, market position, tech stack, current initiatives, competitors, and recent news.
• Document the findings on the Account page inside the Sales OS, with citations and dates.

2. Contact research (person-level)