Best for
- B2B teams selling into public companies or large enterprises
- ABM programs that need deeper account-specific relevance than industry pages
- Sales teams preparing outreach to strategic accounts
Use annual reports, investor decks, and public filings to build account-specific ABM plays tied to strategic priorities, risks, and executive language.
A prioritized ABM playbook for 10 target accounts with account hypotheses, message angles, proof needs, and outreach prompts.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
7 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Enterprise accounts often publish their priorities in plain sight through annual reports, investor decks, risk disclosures, and leadership commentary. Most outbound ignores that context and leads with generic pain points. This workflow translates public company language into account-specific plays without pretending the research is more certain than it is.
Expected results
Account plays created
10 account plays
The workflow is designed around a 10-account sprint so the research stays deep enough to be useful without becoming a quarter-long strategy project.
Buying committee mapping
3-6 contacts per account
This range is practical for enterprise ABM because it covers multiple stakeholders without forcing exhaustive org-chart research.
Research time saved
6-10 hours per sprint
AI speeds up document collection, synthesis, and first-draft play creation, while humans still review judgment and account fit.
Campaign relevance
Source-backed account hypotheses
The plays are grounded in public company documents and CRM context rather than generic industry assumptions.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Create an Airtable base with your 10 target accounts. Add fields for company, domain, region, business unit, priority products, current CRM stage, account owner, source documents, strategic themes, risks, executive language, buying committee, message angle, proof needed, and next action. Pull current account status from HubSpot so the research is tied to actual pipeline context, not a standalone research exercise. Work from the live CRM record and capture source, theme, evidence strength, confidence, and implication so the artifact reflects the actual account or opportunity, not a generic template. Separate evidence from interpretation so the team can tell what came from the source material and what is your recommendation.
A structured account research table ready for document collection and synthesis.
Add a field for 'confidence level.' Annual reports can reveal direction, but they rarely prove immediate buying intent. Separating strong signals from weak hypotheses prevents over-personalized outreach.
1-2 hours
1-2 hours
Work in Perplexity to find each account's annual report, 10-K, investor presentation, earnings transcript, sustainability report, product strategy announcements, and relevant leadership interviews. Save source URLs and short notes in Airtable. Do not collect every document you find. Prioritize sources that explain business priorities, operational pressure, risk, transformation plans, growth strategy, or cost-control themes. Paste the relevant source material into Perplexity with labels for source, theme, evidence strength, confidence, and implication, then ask for structured output instead of a polished final draft on the first pass.
A source library of high-signal public documents for each target account.
Risk factor sections are underrated for ABM. They often reveal the exact operational, compliance, market, or technology pressure your solution may connect to.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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