Sales
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Account research
Research an Account and Build the Plan
Create a living, sourceable account plan that explains the account, the opportunity, the people, and the best next move.
Last updated
Watch this agent work in Nex
See a Nex session move from your instructions through integration work to the finished outcome.
Goal
Create a living, sourceable account plan that explains the account, the opportunity, the people, and the best next move.
What Nex will do
1. Resolve the target account, scope, owner, opportunity, and existing relationship history. 2. Research current priorities, initiatives, performance, hiring, tools, risks, and credible triggers. 3. Map the likely buying committee, relationship coverage, stance, influence, and missing roles. 4. Connect the evidence to relevant pain, outcomes, proof, objections, and opportunity areas. 5. Build the account plan with a prioritized engagement sequence and explicit next actions.
Integrations and actions
Best for
Account executives and founders pursuing a high-value target account.
What you will get
• A sourceable company, opportunity, and priority analysis. • A buying-committee and relationship-coverage map. • A living account plan with risks, proof, engagement sequence, and next actions.
What you will need
• A target account and the commercial objective, owner, timeframe, and research scope. • Approved internal and public sources; Annex is optional for Gmail or LinkedIn context.
Approvals and control
Nex can research and draft the plan read-only. CRM writes, sensitive-source use, external messages, tasks, and recurring monitoring require their normal approvals.
Full agent guide
Create a living, sourceable account plan that explains the account, the opportunity, the people, and the best next move.
What this agent does
Resolve the target account, scope, owner, opportunity, and existing relationship history. Research current priorities, initiatives, performance, hiring, tools, risks, and credible triggers. Map the likely buying committee, relationship coverage, stance, influence, and missing roles. Connect the evidence to relevant pain, outcomes, proof, objections, and opportunity areas. Build the account plan with a prioritized engagement sequence and explicit next actions.
Who this is for
Account executives and founders pursuing a high-value target account.
Integration actions
Nex (Connected): Combine organizational memory, relationships, meetings, notes, and playbooks into a linked account plan. Connected CRM (Connected): Read the account, stakeholders, ownership, opportunities, activities, products, and current stage; propose updates only after review. Public web (Public research): Research current company and stakeholder evidence and retain sources and freshness. Gmail in Annex (Optional assisted access): Optionally recover approved relationship and thread context through visible Gmail. LinkedIn in Annex (Optional assisted access): Optionally inspect approved people or company views in the signed-in session; the plan can continue without it.
Inputs and requirements
A target account and the commercial objective, owner, timeframe, and research scope. Approved internal and public sources; Annex is optional for Gmail or LinkedIn context.
Outcomes
A sourceable company, opportunity, and priority analysis. A buying-committee and relationship-coverage map. A living account plan with risks, proof, engagement sequence, and next actions.
Approvals and control
Nex can research and draft the plan read-only. CRM writes, sensitive-source use, external messages, tasks, and recurring monitoring require their normal approvals.
Use this Nex agent
Select Deploy Agent in Nex, review the integrations and approval boundaries, then Nex will carry this agent through login or signup and start it after onboarding.
Deploy this agent in Nex
Use Deploy Agent in Nex to open this agent in your current Nex workspace. Review integrations, permissions, thresholds, and approval gates before deploying it.