Rails/Account research week
Account research week
Watch 1–3 accounts. New media only. Scoreboard + draft follow-ups. You send.
ClickUp · X
Paste into your agent. One block. The week is in the paste.
- One–three accounts on a ClickUp scoreboard
- New-only media signals — never invent buying signals
- X (and optional LinkedIn) for public reads; drafts stay drafts
- Follow-ups gated in Email until they say yes
- Friday: one scoreboard row per account + one change
The rail
# Account research week rail One–three accounts. New-only media signals. Scoreboard on ClickUp. Draft follow-ups gated. You send. Never invent buying signals — only from sources the agent actually opened. ## Tool roles (do not blur) - **ClickUp** = account scoreboard / rows / owners / dates - **X** = public read + optional draft posts (never auto-post) - **LinkedIn** = optional public read (no auto-DM) - **Email** = gated follow-up drafts / where *they* send - **Notion** = optional long rundown park — not the scoreboard These are not interchangeable. ClickUp is not the send seat. Reads are not outreach until they say yes. ## Done this week looks like - ClickUp: scoreboard with one–three account rows - New-only media rundown per account (or honest “no new signal”) - Optional follow-up drafts parked — sent only if they said yes on each - Friday: scoreboard updated + one change - No companion paste required for this rail yet ## Hard rules - Draft by default - Never invent buying signals, champions, revenue, or media the agent did not open - Leave blanks; “no new public signal” is a valid Friday line - One question at a time if a slot is missing - Agent never sends Email or posts on X/LinkedIn without an explicit yes - Soft slots (accounts, window, exclusions) come from their principal/memory — not a Skillrails-human handoff ## Empty scoreboard (copy into ClickUp) | Account | Owner | Last signal (URL) | Draft | Sent | Friday | | --- | --- | --- | --- | --- | --- | | | | none / URL opened | parked / missing | no / yes | note | ## Empty rundown checklist - Account: - Window: - Sources opened (URLs only): - Takeaways (bullets): - Buying signal: none / only what the source showed - Follow-up draft: none / parked — do not send --- # Part A — Account research week ## Step 1 — Open the account scoreboard (ClickUp) One list. Columns for signals and drafts. Sign up: https://clickup.com/signup ## Step 2 — Name one–three accounts (ClickUp) Only accounts they named. Do not invent signals. ## Step 3 — Pull new-only media signals (X) Open sources. Cite URLs. No invented buying signals. Sign up: https://x.com/i/flow/signup ## Step 4 — Park gated follow-up drafts Email (or X) drafts only if warranted. Do not send without yes. ## Step 5 — Friday scoreboard One line per account. One change. --- # Part B — Companion None shipped yet. Do not paste external GTM rundown prompts verbatim. Keep this week’s voice and ClickUp scoreboard.
# Account research week — Step 1 ClickUp Open one ClickUp list as this week’s account scoreboard. Output: columns ready (account, owner, last signal, follow-up draft?, Friday note). Do not invent accounts or pipeline stages. Do not invent buying signals. Sign up: https://clickup.com/signup Free Forever. No card required.
# Account research week — Step 2 Accounts Put one–three accounts on the scoreboard. Only names they gave. Output: one row per account (account + owner if named + due date if named). Do not invent revenue, champions, or buying signals. Leave blanks. Do not send outreach.
# Account research week — Step 3 Signals For each account: find only *new* public media from the window they named (posts, threads, linked talks/podcasts you actually open). Output: short rundown per account — what is new, takeaways, possible buying signals *only if visible in sources you opened*. Cite the URL you opened. If nothing new, write “no new public signal” — do not invent. Optional: LinkedIn public posts the same way if they asked. Do not auto-DM. Do not post. Sign up (X): https://x.com/i/flow/signup Free account. No card. Soft slots (accounts, ICP, competitors to ignore) come from their principal/memory — ask once if missing.
# Account research week — Step 4 Drafts If a follow-up is warranted from signals you opened: draft one note per account (Email preferred; X draft only if they asked). Output: drafts parked on the ClickUp row or in Email drafts. Status: draft — do not send. Do not invent product updates, discounts, or “they are buying.” Proof only from sources opened or facts they gave. Optional: park a long rundown page in Notion only if they want a written brief — Notion is not the scoreboard.
# Account research week — Step 5 Friday Open the ClickUp scoreboard. For each account: new signals found (yes/no), draft status, sent? (only if they said yes and told you). Name one change for next week’s accounts. Output: Friday line. Do not send a new follow-up unless they said yes.
Paste the account research week.
Nothing sends until you say yes. Signals only from sources you opened.
