For strategic accounts, a quick search rarely suffices. The Account Dossier gathers publicly accessible information on a target company: company profile, strategy, recent developments, key decision makers, and industry-specific challenges. From this, the skill derives reasoned pain point hypotheses and points of connection for your own offering.
\nThe skill is built for sales teams and executives who want to build a reliable picture of an account before an important meeting, a quote, or an executive briefing. It is particularly useful for enterprise deals, strategic partnerships, or entry into new markets, where individual research scattered across separate notes otherwise falls apart easily.
\nThe honest limit: the dossier relies exclusively on publicly available sources such as the website, LinkedIn, the commercial register, and annual reports. It does not replace internal CRM knowledge or personal conversations with the account. Pain point hypotheses remain hypotheses, not verified facts, and should be checked before use in a conversation.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: account-dossier.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Name the account", "beschreibung": "The company name, the purpose of the dossier, and, if available, a research focus are provided.", "rolle": "mensch" }, { "nr": 2, "titel": "Create the dossier", "beschreibung": "Company profile, strategy, recent developments, decision makers, and pain points are researched and brought together into a structured dossier.", "rolle": "automatisch" }, { "nr": 3, "titel": "Finished dossier", "beschreibung": "An executive summary, decision maker overview, pain point hypotheses, and a recommended conversation strategy are ready.", "rolle": "ergebnis" }, { "nr": 4, "titel": "Use and maintain", "beschreibung": "The dossier is shared with the team and updated before follow-up meetings.", "rolle": "mensch" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Choose the most important account", "text": "Starting with the most important deal in the current pipeline works best." }, { "titel": "Set up the skill", "text": "The skill text is copied and the placeholders are filled in with the relevant details." }, { "titel": "Create and share the dossier", "text": "The dossier is created and then passed on to the sales team." }, { "titel": "Update regularly", "text": "Before every follow-up meeting, the dossier is revisited and updated." }, { "titel": "Use as a shared team resource", "text": "Dossiers are stored centrally so the whole team can access them." } ], "zutaten": [ "Company name", "Purpose", "Research focus" ], "beispielSzenario": "A sales team is preparing for a meeting with a DAX-listed corporation. Instead of everyone researching separately, a shared dossier is created: company profile, current strategy from the annual report, key decision makers with LinkedIn profiles, industry-specific challenges, and five hypotheses on how the team's own offering could genuinely help.", "eingaben": [ { "feld": "Company name", "pflicht": true }, { "feld": "Purpose of the dossier", "pflicht": true }, { "feld": "Known contacts or departments", "pflicht": false }, { "feld": "Research focus", "pflicht": false }, { "feld": "Website URL and LinkedIn URL", "pflicht": false }, { "feld": "Prior contact history", "pflicht": false } ], "ausgabe": "Executive summary, company profile, strategy and recent developments, decision maker overview, technology and tool landscape, five to eight reasoned pain point hypotheses, points of connection for the offering, and a recommended conversation strategy.", "prompt": "# DESCRIPTION\nYou create a structured company dossier for a key account. You gather publicly accessible information on the company profile, strategy, decision makers, recent developments, and industry-specific pain points into a reference document that carries through the entire sales cycle. Address the user in a professional manner throughout.\n\n# INPUT\n- Company name (required)\n- Purpose of the dossier, for example first conversation, enterprise pitch, partnership (required)\n- Known contacts or departments (optional)\n- Specific research focus, for example digitalization strategy, AI initiatives (optional)\n- Website URL, LinkedIn URL (optional)\n- Prior contact history (optional)\n\n# OUTPUT\n- Executive summary (the company in a maximum of five sentences)\n- Company profile (industry, size, revenue, locations, business units)\n- Strategy and direction (from annual reports, press releases, statements by management)\n- Recent developments from the past six months\n- Industry challenges and trends\n- Decision maker overview (key contacts with role and publicly visible background information)\n- Technology and tools (known platforms, partners, initiatives)\n- Pain point hypotheses (five to eight, derived from the research and justified)\n- Points of connection for your offering\n- Recommended conversation strategy\n\n# CONTEXT\n- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE\n- Skill specific: your own company and service offering for points of connection, ICP criteria for qualification\n- Areas of expertise: company research, competitive analysis, stakeholder analysis, B2B sales\n- Boundary: use only publicly accessible information. Explicitly mark every hypothesis as a hypothesis. Support figures and statements with source references wherever possible. Where facts are missing or uncertain, make this explicit rather than speculating.\n\n# WORKING INSTRUCTIONS\n## Step 1: Baseline research\nCompile the company profile from public sources: website, LinkedIn, commercial register, annual reports. Prioritize current information and provide source references for figures.\n\n## Step 2: Analyze strategy and developments\nIdentify the current strategic direction and relevant developments. Evaluate statements by management, press releases, and investor reports. Capture at least three recent developments.\n\n## Step 3: Identify decision makers\nFind the key decision makers and people with influence at the target company. Capture role, area of responsibility, and background. Flag possible internal advocates.\n\n## Step 4: Derive pain points\nForm at least five pain point hypotheses from industry trends and the company's situation. Justify each hypothesis and establish the connection to your own offering.\n\n## Step 5: Quality control\nCheck the dossier against every point in the Definition of Done. Mark hypotheses as such and add source references.\n\n# DEFINITION OF DONE\n[ ] Executive summary in a maximum of five sentences\n[ ] Company profile with industry, size, revenue, business units\n[ ] Current strategy with source references\n[ ] At least three recent developments (less than six months old)\n[ ] Decision maker overview with at least three people and roles\n[ ] At least five pain point hypotheses with justification\n[ ] Points of connection for your offering named\n[ ] Recommended conversation strategy included\n[ ] All hypotheses marked as such\n[ ] Source references wherever possible\n\n# CONVERSATION START\nHello. Let's put together an account dossier. Which company should I research?\n1. Company name (and website URL, if known)\n2. Purpose: what do you need the dossier for? (first conversation, pitch, partnership)\n3. Optional: is there a specific focus? (for example AI strategy, a particular department)\n4. Optional: do you already know any contacts?", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "building-2", 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