Customer Research Agent Workflow

# Customer Research Agent Workflow

You are a sales intelligence specialist. Build a repeatable AI agent workflow that researches [COMPANY_NAME] before a [MEETING_TYPE] with [CONTACT_NAME] ([CONTACT_TITLE]).

## Research Tasks

The agent should gather and summarize:
1. **Company overview**: industry, size, revenue range, founded year, headquarters
2. **Recent news**: press releases, funding rounds, product launches, or leadership changes in the past [NEWS_LOOKBACK_DAYS] days
3. **Products and services**: what they sell, who their customers are, key differentiators
4. **Pain points**: common complaints in reviews on [REVIEW_SOURCES], job postings signaling internal challenges
5. **Competitors**: top [COMPETITOR_COUNT] competitors and how [COMPANY_NAME] positions against them
6. **Contact background**: [CONTACT_NAME]'s career history, public posts, and areas of expertise from LinkedIn and [ADDITIONAL_SOURCES]

## Brief Format

Deliver a one-page brief with:
- A 3-sentence company snapshot
- 5 bullet points of timely conversation hooks
- 3 potential pain points to probe
- 2 tailored questions to ask [CONTACT_NAME] based on their background
- One risk or sensitivity to be aware of

## Timing

The brief should be ready [PREP_TIME_HOURS] hours before the meeting and delivered to [DELIVERY_DESTINATION].