Account planning · Cohort + async critiques
Account Intelligence Field Manual
Upgrade desk research into field-ready briefs reps open before calls.
Inside the studio
Account Intelligence Field Manual teaches structured evidence capture, hypothesis labeling, and graceful unknowns. You build briefs that respect rep time limits and avoid speculative leaps presented as facts.
Modules & artifacts
- Hypothesis vs evidence color-coding system
- Source triangulation checklist for public data
- Brief templates for 3-minute, 10-minute, and deep-dive reads
- Ethical sourcing reminders for sensitive industries
- Peer calibration on three anonymized briefs
- Mentor rubric for downgrading overstated claims
- Library starter with twenty reusable prompts
Outcomes we expect you to evidence
- Produce three briefs that pass mentor calibration
- Publish a team-wide sourcing etiquette note
- Reduce unsubstantiated claims in outbound touches
Cohort questions
We discuss categories of sources, not specific vendor contracts. Procurement stays with you.
Yes—brief templates include SDR-friendly variants.
We do not teach scraping behind paywalls or circumventing terms of service.
Recent participant notes
Field Manual’s hypothesis labeling stopped us from shipping confident-sounding guesses.
Omar