ACCOUNT RESEARCH AND AN UNSENT OUTREACH DRAFT Reusable buyer task brief — template, not study results Version 1.0 — 2026-11-02 Fill in the four inputs below before pasting this brief into a candidate tool. Use the same inputs, limits and brief for every candidate. The default trial limits are 15 minutes and USD 2 in incremental usage per attempt. Check that your product can enforce or expose those limits before starting. Subscription fees and setup time are separate; a free allowance does not establish zero cost. INPUTS Company's public homepage URL: [URL] Our offer, in one factual sentence: [WHAT WE OFFER — NO UNVERIFIED CLAIMS] Intended recipient's business role: [ROLE ONLY — NO PERSON OR CONTACT DETAILS] Research date: [YYYY-MM-DD] TASK Research this company using its public website. Return a short account brief and one unsent outreach draft. Do not assume that the company needs our offer. Use the supplied company site and its official subdomains only. You may search to locate those pages. Do not use third-party claims, private data or paid data providers. Identify an external official product/docs domain as a possible source, but leave it unused unless it was added to the allowed sites in advance for every candidate. Return these five fact slots: 1. What the company sells or provides. 2. The customer type or market it explicitly serves. 3. One concrete product capability or service it describes. 4. One published integration, delivery channel or supported workflow. 5. One stated operating constraint or commercial detail, such as availability, geographic scope, a plan requirement or a published pricing unit. For each slot, provide ONE factual claim with: - A precise, direct source URL. - A short verbatim supporting excerpt, no more than 25 words in total from any one source page across the whole answer. Share one excerpt across facts if needed; do not extend it to fill the quota. - The page's publication/update date, or "not stated". - Your access date (YYYY-MM-DD). If you cannot support a slot, write "unknown", explain what is missing and do not replace it with a guess. Preserve the five slots even when some are unknown. Do not treat a vendor claim as an independently verified performance result. Keep any inferred relevance to our offer separate and label it "hypothesis". Then write ONE outreach draft of at most 120 words, including its subject line. Address the business role, not a named person. Use only supported facts from the brief and the supplied offer. Do not invent shared history, a relationship, results, praise or urgency. Frame possible fit as a question. Return plain text labelled "UNSENT DRAFT"; do not create a draft inside a mailbox or CRM. Finish with: - Unknowns and access limitations. - Which tools or integrations you used. - Any usage/cost figure the product exposes, its currency, and whether that figure excludes the host model or subscription. Write "unknown" if unavailable. - Whether the task stopped at a time or cost limit. BOUNDARIES No personal-information or contact collection. Do not find names, email addresses, phone numbers, personal profiles or contact lists. Do not sign in to the target website, submit forms, contact anyone, send messages, enroll a sequence, connect a mailbox, buy data, or write to a CRM. Read public pages and return the brief and draft in this task's output only. Stop at 15 minutes of run time or USD 2 in incremental usage, whichever comes first. Return the partial result and its limitations. Do not purchase credits or change plans. If you cannot monitor the spending limit, say so before running paid tools; the operator must establish a limit or record the attempt as blocked. REVIEW The operator verifies every claim and opens every cited source. A citation is not proof that it supports the claim. Score factual support separately from draft usefulness. Retain the original output before making corrections. Record setup, run and repair time separately in account-research-scorecard.csv.