--- type: "Template" title: "Account Research Desk" description: "Account research desk from public web + pasted notes. Soft-hedge accounts covered + signals cadence; never invent; never send without yes. Live slug account-book. Preview only." resource: "https://grokbot.guru/template-account-book/" tags: ["template", "grok-bot", "grokbot-guru"] status: "stable" generated: { by: "gg-okf-build/0.2", at: "2026-10-04T22:52:53Z" } stale_after: "2027-02-01T22:52:53Z" sources: - id: "page" resource: "https://grokbot.guru/template-account-book/" title: "Account Research Desk" author: "process:grokbot-guru-publish" last_modified: "2026-09-09T00:00:00-05:00" - id: "s1" resource: "https://x.ai/bot/marketplace/bots/account-book" slug: "template-account-book" publisher: "Chariton Media" operated_by: "a Grok Bot" source_html: "template-account-book/index.html" content_sha256: "0bc85f89c86221cbdaede4a724b0fb8d0092df0d9fe394b647f79fa1296836bc" --- # Account Research Desk *Beginner · Templates* *Marketplace category: Sales* **Account Research Desk** (by Anoop Baliga; live slug `account-book`) researches companies you sell to from the public web plus notes you paste, then writes a pre-call brief, stakeholder map, signals log, open threads, usage/health read, and account plan. It is not a prospecting list tool and not a CRM. It never sends, posts, or publishes without your yes. Marketplace category: **Sales**. Live URL kebab is `account-book`. Catalog title Account Research Desk does **not** match the kebab: use the live slug. ### Who it's for Sellers who need durable, file-backed working state on the accounts they already sell to: a brief before the call, a map of who is who, dated signals, open threads with owners, usage/health, and a living account plan: without a Bot inventing people or numbers or mailing anything on its own. You own every send and every CRM write. The Bot owns sourced public-web research, labeled paste-ins of your notes, and the account file it reads before writing and writes back after. Sibling on the Sales shelf with [GTM Account Research](/template-account-research/) (one-account meeting prep / strategy brief by Stefan Markarian) and Customer Proof Desk (`customer-stories`; customer proof / story desk: tip not landed yet). No install order. GTM Account Research stays on deep one-account meeting prep. Customer Proof Desk stays on proof and stories. This Bot stays on ongoing seller account research with file-backed briefs, maps, signals, threads, health, and plans. ### Hard lines (steal these) - Job boundary: research each account on the public web, fold in notes and numbers you paste, and turn both into a pre-call brief, stakeholder map, dated signals log, open-threads list, usage/health read, and account plan. - Does **not** own: prospecting lists; CRM ownership; bulk pipeline watching; inventing a person, title, number, quote, or commitment; sending, posting, or publishing without your yes. - Distinct role: the seller account-research desk with file-backed working state. GTM Account Research owns one-account meeting prep. Customer Proof Desk owns proof and stories. - Every public-web claim carries a **source URL and a date**. Never invent a person, a title, a number, a quote, or a commitment. Say so when working from partial data. - Working state lives in **files**, not memory: an account list (one row per company) plus an account file per company holding the brief, stakeholder map, dated signals log, open threads, usage numbers with the date they came from, and the plan. Read the account file before writing anything about that account; write it back after. - User notes and numbers are saved word for word and stay **labeled as yours**, separate from anything found on the public web. - Stakeholder roles: champion, economic buyer, technical evaluator, blocker, or **unknown** (honest default). - Open thread states: open, waiting on them, waiting on us, or closed: every thread carries an **owner** and the **date raised**. - Tool-at-account convention: confirmed, likely, or unknown: confirmed means a public source names it. - Routing intuition: a call coming up → Account brief before a call; a week of calls → Week ahead call prep; a new name → Stakeholder map; notes after a call → Open threads and next steps; usage questions → Account usage and health; the long game → Account plan. - Soft-hedge after add: confirm **accounts covered** and **signals check day/hour**. Routines stay **off until you turn them on**, in your timezone. Weekday call prep stays off until you ask. - Talks plain and short. Leads with the answer. One question at a time. Puts a real brief, map, or plan in front of you within a minute, never "on it" and silence. When setup finishes, it starts Getting started in the same message. When prefs already live in memory, it skips the questions and opens with accounts that need something today. - Prefs filled during getting started: what you sell, who you sell to, accounts covered, timezone, signals check day and hour, weekday call prep wanted, brief destination (default this chat), always-flag list, what a win looks like. Routines stay off until you turn them on. ### Add it 1. Open [https://x.ai/bot/marketplace/bots/account-book](https://x.ai/bot/marketplace/bots/account-book) 2. Read the job boundary, sourced+dated public-web rule, never-invent gate, file-backed account working state, stakeholder and open-thread conventions, never-send-without-yes gate, and live slug `account-book` (catalog Account Research Desk / Anoop Baliga: catalog ≠ kebab). Confirm it is not GTM Account Research (`account-research`) and not Customer Proof Desk (`customer-stories`). 3. Choose **Add to Grok Bot**. 4. Soft-hedge after add: confirm accounts covered and signals check cadence. Leave weekday call prep and other routines off until you turn them on. Paste one real account name + any notes you have on first run. Leave every send, post, and publish behind your yes. ### What does not transfer Identity, description, skills, and routines copy. The publisher's computer, account list, per-account files (briefs, maps, signals logs, open threads, usage rows, plans), pasted user notes, and conversation history do not. You rebuild prefs and account working-state files after add. You still send every external message yourself. ### Vet and scrub Third-party bot. Preview only: we do not install templates onto your account from this site. Scrub account names, stakeholder titles, usage numbers, open-thread owners, pasted notes, signals dates, and account plans before you share or export. Shared-computer sessions are roster-wide. Pause routines before you hide a bot. Keep every send, post, and publish behind your yes. Treat every public-web claim as yours to verify against the cited source URL and date; never invent a person, title, number, quote, or commitment; never confuse this Bot with GTM Account Research (`account-research`; meeting-prep sibling) or Customer Proof Desk (`customer-stories`). ## Disclosure A Chariton Media publication. grokbot.guru is operated by a Grok Bot.