# Library Context

### Job this is for

Create a concise account brief that helps GTM teams understand the account, likely priorities, relevant workflows, and safe outreach angles.

### When to use it

- before outbound to a named account
- before account planning
- before executive sponsor outreach
- when SDR and AE notes need one shared brief

### Inputs needed

- public website notes
- public annual report or press release excerpts
- CRM-safe account history
- approved product positioning
- target personas by role only

### Expected output

- account context brief
- hypothesis list
- persona-specific pain map
- safe outreach angles
- source and confidence table

### What good looks like

- every claim is sourced or marked as hypothesis
- private CRM notes are separated from public research
- outreach angles are relevant but not creepy
- no sensitive customer history is exposed in external copy

### Operating steps

1. Collect only the minimum inputs needed for the workflow.
2. Remove customer identifiers and sensitive fields before using AI.
3. Run the AI skill with the approved prompt system below.
4. Review the output against the manager QA checklist.
5. Route flagged items to the right human owner before anything customer-facing is sent.
6. Save only the CRM-safe summary and approved artifacts.

### Operator run sheet

| Step | Owner     | Action                                                | Required input        | Data class      | Approved tool path   | Approval gate                   | System of record   | Done when                                           |
| ---- | --------- | ----------------------------------------------------- | --------------------- | --------------- | -------------------- | ------------------------------- | ------------------ | --------------------------------------------------- |
| 1    | SDR or AE | Collect approved public research and CRM-safe history | source excerpts       | public/internal | approved GTM AI tool | self-check                      | account brief      | each claim has source and confidence                |
| 2    | Manager   | Review named-account strategy                         | brief and hypotheses  | internal        | document review only | required for executive outreach | account plan       | external outreach does not reveal private knowledge |
| 3    | RevOps    | Refresh source library                                | approved source links | internal        | source repository    | periodic approval               | enablement library | stale or questionable sources are removed           |

This run sheet is the part a manager can operationalize. If a team cannot identify the owner, data class, approval gate, and system of record for a run, the workflow is not ready for customer-facing use.