Do · The stakeholder map

“Two of five stakeholders met. The budget owner is not one of them.”

8 jobs reps bring under account research
Held in your own method, on your own scorecard
Use case · Account research

Know the account before the call.

Research the account, read the buyer, map the org, so you walk in with a point of view and none of the questions you could have answered yourself.

Do · what it produces

The stakeholder map. Who decides, who blocks, and the names you have not met.

Specimen data. Every name, date and number in the card is made up to show the shape.

KeenanStakeholder map · Ardent Logistics
ChampionMara O.VP Operations · met twice
UserDispatch leadOn the 2 Sep call
Budget ownerCFONot met. Signs anything over 40k.
BlockerHead of ITNot met. Owns the ERP.
Peer teamWarehouseAlso keys orders. Unknown.

The move: give Mara a reason to introduce the CFO: the number she gave you on the 2nd, in a one-line note she can forward.

The jobs inside it

8 things reps bring under account research.

Research accounts and buyers is the homework use case: the work that should happen before the first call so you arrive with a hypothesis. The job is interpretation. Anyone can pull a company's headcount and recent news; the skill is turning those signals into a point of view about what this buyer likely cares about, why now, and who else has to be in the room. A coach works that interpretation with you. You bring what you have found about an account and a buyer, and you reason from it together: which problems the signals point to, what the buyer's behaviour is really telling you, where the competitive risk sits, and who you have not yet met. The output is a reason to reach out now and a hypothesis to test.

01Research a target accountTurn public signals into a reason to reach out now.

A list of facts about a company is not a reason to call. Your coach helps you reason from the signals you have gathered (a new hire in a relevant function, a funding round, a product launch, a leadership change, a hiring spike) to a likely problem the account is carrying right now. A VP of Sales hired three months ago is under pressure to show a number; a funding round means a growth target someone now has to hit. Turning that into a credible reason this is the moment is the coaching. The opening then connects something real and current about the account to a problem you can help with. 'I saw you are growing' does not make the cut.

02Interpret a prospect's behaviourRead what a buyer's actions are telling you about real intent.

Buyers send signals through what they do: who they loop in, how fast they reply, which questions they ask, what they go quiet on. Your coach helps you read those actions, which say more than the buyer's words. A prospect who asks for pricing but will not introduce you to their manager is telling you the deal has no air cover. A buyer who reschedules twice but always rebooks is busy, and the rebooking tells you so. One who suddenly goes formal and asks for everything in writing may be building a case to say no. The coaching separates the signal from your own optimism. Do this and you have an accurate read of where the buyer is, so you act on their behaviour.

03Map the stakeholder orgWork out who decides, who blocks, and who you have not met.

Deals are lost to stakeholders the rep never identified: the security reviewer, the budget owner one level up, the peer whose team also has to adopt the tool. Your coach helps you map the org around the deal: who owns the problem, who controls the budget, who can quietly block, who the likely champion is, and the names you have not met. You get pushed to name the people you are assuming do not matter, because those are the ones who surface at procurement, then coached on how to use the contacts you do have to reach the ones you do not, usually by giving your champion a reason to make the introduction. You come away with a stakeholder map that has the gaps marked, and a plan to close them before they close the deal.

04Build competitive intelligenceKnow who else is in the deal and how they will be positioned.

Walking into a competitive deal blind means reacting to the competitor's frame. Your coach helps you think through who else is likely in the deal, how they will position, the criteria they will push the buyer to weigh, and where their pitch is strong versus where it leaves a gap, then coaches the differentiation around the part of the buyer's problem the competitor does not solve, and to do it before the buyer has anchored on the rival's evaluation grid. Get there first and you enter the deal with a point of view on the competition, you shape which criteria the buyer evaluates on, and nothing in their pitch surprises you.

05Plan a vertical-entry strategyApproach a new industry segment with a sharper angle.

Breaking into a new vertical with your old pitch wastes the first wave of accounts, the ones you spend learning the segment the hard way. Your coach helps you pressure-test the entry angle before you start with one hard question: which of your proof points travel into this vertical, and which fall flat because they solved a problem this segment does not have. Answered honestly, that reshapes the pitch more than a week of market research would. The payoff is an entry angle built on the new vertical's real problem, so your first conversations land credibly and your top logos are not spent on a learning curve.

06Build a pre-call research briefTurn what you have found into a one-page hypothesis you can use on the call.

Raw research notes do not survive contact with a live call. Bring a short brief: the likely problem, the proof you will lead with, the two questions that test the hypothesis, and the one thing you still do not know. Your coach helps you compress everything you have gathered about an account and a buyer into that, and pushes you to cut the facts that do not change how you run the call. You get a brief you can scan in the minute before dialling, built around a hypothesis to test.

07Read role and seniority signalsWork out what this specific buyer is measured on before you reach out.

The same product means different things to a VP of Sales, a RevOps lead and a frontline manager, because each is measured on something different. Your coach helps you reason from a buyer's title, tenure and team to what they are likely under pressure to deliver, and therefore which framing of the problem will land. A leader six months into the role is defending a number; a long-tenured manager is protecting a team. Read it right and the outreach is pitched at what this buyer is accountable for.

08Spot a buying trigger in the noiseTell a real reason-to-act-now signal from background activity.

Not every funding round, hire or product launch is a reason to call. Your coach helps you separate a genuine trigger, an event that creates a problem someone now has to own, from background noise that just makes an account look busy. A new RevOps hire with a mandate is a trigger; a routine headcount add is not. Connecting the signal to a problem and a timeline is what gives the outreach a real because. Done well, you act on the signals that moved something, and stop treating every news item as a reason to reach out.

The bar

Good account research shows up like this.

What a rep knows about the account before the first real conversation.

  • You walk into every first call with a hypothesis about the buyer's problem, drawn from real signals.
  • You read buyers by what they do as much as what they say, so you are rarely surprised by where a deal stands.
  • Every active deal has a stakeholder map with the missing names marked and a plan to reach them.
  • You enter competitive deals having already set your own frame, before the competitor's pitch can set it for you.
Quick answers
Does the coach pull research data or browse the web for me?

No. This is a coach. You bring the signals you have found about an account or buyer, and the interpretation gets coached: what those signals point to, why now, and who else matters. The value is in the reasoning.

What if I only have a little information about the account?

That is still enough to start. Your coach helps you reason from whatever you have to a testable hypothesis, and will tell you which missing piece would change your approach most, so you know what to go and find next.

How is this different from the deal-execution use case?

Research happens before and around the deal: turning signals into a hypothesis and a stakeholder map. Deal execution is coaching the live opportunity once the conversation is underway. The stakeholder map you build here feeds straight into navigating a multi-stakeholder deal.

Can the coach help me read a buyer who is sending mixed signals?

Yes. Interpreting buyer behaviour is one of the core jobs here. Your coach helps you weigh what the buyer does against what they say, so a prospect who asks for pricing but will not introduce their manager gets read for what they are.

Does account research help with outbound or with live deals?

Both. The same research turns a cold account into a reason to reach out (outbound) and an early-stage deal into a tested hypothesis (live deal). It pairs naturally with Gap Prospecting on the outbound side.

Bring the account you are walking into. Your coach maps who you have not met.

Bring us a live deal and the account it sits in. Get a working session booked to map it against your CRM and your method.

Keenan, sales coach
KeenanGap Selling · Gap Prospecting
Bring us a live deal