Account Brief

Produce a one-page brief you can act on in the next 10 minutes. Input: a company name or domain. If several companies are given, run this for each.

Before you research

Read ${CLAUDE_PLUGIN_ROOT}/references/icp.md and ${CLAUDE_PLUGIN_ROOT}/references/guardrails.md if not already in context.

Step 1 — HubSpot check (guardrail #1)

Search HubSpot for the company and its contacts. Determine:

• Existing customer (lifecycle stage = customer, or closed-won deal on the account)? → STOP. Output only: "⛔ [Company] is an existing customer. No cold outbound — if there's an expansion angle, route it to the account owner."
• Open deals or active demos? → STOP. Output only: "⛔ [Company] has active sales work in HubSpot (deal: [name/stage], owner: [rep]). Off-limits for outbound — the demo flow is sacred. Ask [owner] if you want in."
• Prior activity that went cold (>90 days)? → proceed, but note the history so outreach can reference or avoid it.
• Nothing? → clean target, proceed.

If HubSpot isn't connected, say so and continue — but mark the brief "⚠️ unverified against CRM — check before sending."

Step 2 — Research (Exa first, web search fallback)

Use Exa search tools if available (web_search_exa, web_fetch_exa); otherwise regular web search. Gather, in priority order:

1. Company basics — what they do, size, funding stage, HQ (one Exa category:company query usually covers this)
2. Product/tech-fit signals — the observable signals from your ICP reference that mean they have the problem you solve (tools they use, how they're built, what they've shipped): job posts, engineering blog posts, open-source presence
3. Primary-trigger signals ⭐ — evidence of the primary trigger event from your ICP reference (this feeds the primary hook)
4. Trigger events, last 90 days — check against the trigger events in the ICP reference (new hires, incidents, M&A, contract/renewal timing, leadership changes)
5. People — Exa category:people search for the Champion and Practitioner (per the buying committee in the ICP reference); grab names, titles, LinkedIn URLs
6. Current tooling — any evidence they use a competing tool or the status quo (see messaging.md for the approved competitor specifics)

Keep it to ~6-8 searches. Don't chase perfect data — a brief in 5 minutes beats a dossier in 40.

Step 3 — Score and decide

Score against the 10-point rubric in the ICP reference. Show the math (which attributes earned points and the evidence).

Output format

# [Company] — Account Brief · [date]

**Verdict:** [PURSUE NOW / QUALIFY FIRST / PASS] · ICP score X/10
**CRM status:** [clean / cold history / ⚠️ unverified]

## Snapshot
[2-3 sentences: what they do, size, stage, why they're (not) a fit]

## Score breakdown
[attribute → points → evidence, one line each]

## Trigger events found
[trigger → evidence + link → how fresh]

## Who to contact (in order)
1. [Name, title, LinkedIn] — [Champion/Practitioner/Economic Buyer type] — [why them]
2. ...

## Recommended play
Hook #[1-5] ([name]) — [one sentence why this hook fits this account]

## 3 personalization angles
1. [specific, cited fact you can open with]
2. ...

## Watch-outs
[anything that could embarrass: recent layoffs, bad press, existing relationship, competitor exec, etc.]

End with: "Want the first-line drafts for these contacts? Say write emails for [names]."