Account Research Engine

AI-powered account research tool for enterprise sales. Analyzes companies and maps findings to GTM themes with persona-specific talking points, competitive intelligence, and email draft generation.

Features

Core Research

• AI-powered company research via Claude API with web search
• 8 GTM theme mapping with relevance scoring and visual bars
• 5 buyer persona filtering with priority theme ordering
• Fast mode (training data, ~15s) vs Full mode (live web search, 30-90s)
• Evidence citations with source attribution
• Persona-specific talking points and discovery questions

Warm Lead Finder

• Finds real people publicly signaling pain points your product solves
• Sources: LinkedIn posts, Reddit, company blogs, conference speakers, job postings
• Relevance scoring and personalized outreach angles
• CSV export and clipboard copy for outreach

Competitive Install Detection

• Detects BI/analytics tools from job postings (Tableau, Power BI, Looker, Qlik, Databricks, Snowflake, and 30+ more)
• Confidence-rated evidence (High/Medium/Low)
• Strategic implications mapped to GTM themes

Email Draft Generator

• 3 templates: Cold Outreach, Meeting Follow-Up, Executive Briefing
• Persona-aware tone and content referencing specific research findings
• Editable drafts with copy to clipboard

Research History

• Persistent localStorage history with search and filter
• One-click reload of past research
• API response caching (30-minute expiry) for instant re-access

PDF Export

• Professional one-pager with company header, theme summary, talking points, discovery questions, and competitive landscape
• Strategy brand colors and layout

UI/UX

• Dark mode interface with slate/red color scheme
• Skeleton loading states during API calls
• Animated theme cards with visual relevance bars
• Full mobile responsiveness
• Keyboard shortcuts (Cmd+K to focus search, Enter to research, Escape to clear)
• Toast notification system for actions and errors

Quick Start

Prerequisites

• Node.js 18+
• Anthropic API key (get one here)

Installation

git clone https://github.com/tzockoll-creator/AccountBasedResearch.git
cd AccountBasedResearch

npm install

cp .env.example .env
# Edit .env and set: VITE_ANTHROPIC_API_KEY=sk-ant-...

npm run dev

Environment Variables

Variable	Required	Description
VITE_ANTHROPIC_API_KEY	Yes	Anthropic API key for Claude

Deployment

Vercel (Recommended)

1. Click the deploy button or import the repo in Vercel
2. Add VITE_ANTHROPIC_API_KEY as an environment variable
3. Deploy

Netlify

1. Connect your repo in Netlify
2. Build command: npm run build
3. Publish directory: dist
4. Add VITE_ANTHROPIC_API_KEY in environment variables

Manual

npm run build
# Serve the dist/ directory with any static file server
npx serve dist

Architecture

src/
  components/
    App.jsx                   # Main WarmLead AI interface
    AccountResearchApp.jsx    # Account research with GTM theme mapping
    CompanySearch.jsx          # Search input with keyboard shortcuts
    CompanyIntel.jsx           # Company research display
    LeadsGrid.jsx              # Warm leads grid with filtering
    ProductConfig.jsx          # Customizable product configuration
    ExportButton.jsx           # CSV export and clipboard copy
    StatusBar.jsx              # Real-time search status indicator
  config/
    themes.js                  # 8 GTM theme definitions with signals
    personas.js                # 5 buyer persona definitions
    defaultProduct.js          # Strategy product preset
  hooks/
    useResearchHistory.js      # localStorage-based research history
  services/
    claudeApi.js               # Claude API wrapper with retry logic
    exporters.js               # CSV generation and clipboard utilities
  utils/
    competitiveDetection.js    # Job posting analysis for tech stack
    pdfExport.jsx              # PDF one-pager generation
  App.jsx                      # Entry point
  index.css                    # Tailwind + custom styles
evals/                         # Evaluation framework for lead quality

Key Technical Decisions

• Browser-only: Calls Claude API directly (no backend needed for demo)
• localStorage: All persistence (history, config, preferences)
• Tailwind CSS: Utility-first styling with custom color theme
• @react-pdf/renderer: Client-side PDF generation
• Exponential backoff: Automatic retry on 429 rate limits

GTM Themes

Theme	Description
Governed AI	AI grounded in trusted data vs. hallucination risk
Single Source of Truth	Consistent metrics across the organization
Trust at Scale	Enterprise security, governance, and auditability
Self-Service Without Chaos	Empower users without shadow analytics
Time-to-Insight	Faster decisions through governed data
TCO / Consolidation	Replace fragmented BI stack with unified platform
Controlled Costs	Predictable analytics spend
Portability & Flexibility	Avoid vendor lock-in, multi-cloud freedom

Themes are configurable in src/config/themes.js.

Buyer Personas

Persona	Priority Themes
CIO/CTO	Portability, TCO, Trust, Governed AI
CFO/Finance	Controlled Costs, TCO, Trust, Single Source of Truth
CDO/Data Leader	Single Source of Truth, Governed AI, Trust, Self-Service
COO/Operations	Time-to-Insight, Self-Service, Single Source of Truth, Costs
Business User	Self-Service, Time-to-Insight, Governed AI, Portability

Personas are configurable in src/config/personas.js.

Contributing

See CONTRIBUTING.md for setup instructions and development guidelines.

License

MIT License - see LICENSE for details.

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Built for enterprise sales engineering.