🏢 AI Account Intelligence: Research Workflows that Power Relevance

Relevance wins deals. AI account intelligence consolidates public signals, intent data, website behavior, and CRM context into a single brief that equips reps to communicate in the customer’s language. This article outlines a practical stack and daily workflow that turns research into tailored narratives and actions.

🧩 The Intelligence Stack

• Firmographic & technographic: size, growth, funding, stack, partnerships.
• Signals: hiring surges, leadership changes, product launches, outages, press.
• Intent & behavioral: category queries, review site patterns, site depth and recency.
• CRM context: prior opps, champions, procurement preferences, legal constraints.

🛠️ Daily Research Workflow

1. Generate a one-page brief per target with recent signals and likely priorities by persona.
2. Propose 3 outreach angles tied to goals and risks (growth, efficiency, compliance).
3. Draft an email + InMail + call opener using the winning angle and plain language.
4. Log reactions and update the brief; improve angles with outcomes.

📈 What Good Looks Like

✅ Checklist