CCP — Customer/Client Context Profile
Walk into the meeting knowing what they said on the last earnings call, who they just hired, and what to lead with.
Earnings-call quotes, recent hires, M&A — and three talk tracks
| Section | Source | Why the AE cares |
|---|---|---|
| Earnings voice | 10-Q · MD&A | Quotes the exec actually said |
| Recent hires | contact_search | Where their org is growing |
| M&A | 8-K · web_search | What's distracting them |
Overview
Executive-meeting prep brief: what an exec at the target account said on the last earnings call, who they recently hired, what M&A signals are in flight, and the talk tracks tuned to each.
Use cases
Walk in mapped — not winging it
Friday meeting with the CIO of a Fortune 500 account. Tuesday morning your AE runs CCP. Wednesday they have five quotes the CIO has said on the record, three hires the CIO just made, two M&A deals in flight, and three talk tracks tied to each. Friday the CIO realizes after 10 seconds this AE prepared. Conversion rates from CIO meetings to second meetings change.
Exec brief that survives the AE's manager re-reading it
Every quote cites the SEC filing type + section. Every hire is named with start date and LinkedIn. Every M&A signal references an 8-K. When the AE's manager reviews the brief before the meeting, they don't push back on accuracy — they push on which talk track to lead with.
View workflow prompt
# CCP — Customer/Client Context Profile
## Parameters
- `{{domain}}` *(required)* — Target account domain HG Insights uses for lookup. Example: `fedex.com`
- `{{executive_title}}` *(required)* — Title of the executive you are meeting. Example: `CIO`
- `{{executive_name}}` *(optional)* — Name of the executive when known. Example: `Robert Carter`
## Purpose
Produce a pre-meeting brief for the {{executive_title}} at {{domain}} (named {{executive_name}} when provided). The AE walks in knowing the exec's last public commentary, their recent hiring + M&A patterns, and three talk tracks tied to those signals.
## Process
1. **Account anchor** — `company_firmographic` and `company_research` for {{domain}}: HQ, employees, revenue, fiscal-year end. Sets the scaffold for what filings matter.
2. **Earnings-call extracts** — `sec_filing_section` for the most recent 10-K, 10-Q, and 8-K (or proxy DEF 14A when relevant). Pull 5 verbatim quotes from the {{executive_title}} or about their function. Filing-type + section is cited per quote.
3. **Recent hires in the exec's department** — `contact_search` for senior hires tagged to the {{executive_title}}'s function in the last 12 months. Surface 3 with title + start date + LinkedIn.
4. **M&A signals** — `web_search` for M&A activity in the last 18 months + cross-reference with `sec_filing_section` 8-K filings. Surface 2 deals + verbatim deal-language from filings.
5. **Talk tracks** — close with 3 talk tracks, each tied to one of the signals above. Each track is one paragraph: the signal, the question to ask, the angle to lead with.
## Output Format
Markdown with:
- `# CCP — {{domain}} × {{executive_title}}`
- `## Section 1 — Account Anchor` (table)
- `## Section 2 — Earnings-Call Voice` (5 quotes with filing type + section)
- `## Section 3 — Recent Hires` (3 named rows)
- `## Section 4 — M&A Signals` (2 deals with 10-K/8-K language)
- `## Section 5 — Talk Tracks` (3 paragraphs)
## Quality Checklist
- Every quote cites the SEC filing type + Item / Section
- Recent hires are real, sourced from `contact_search`
- M&A signals tie to a filed 8-K when material
- Talk tracks lead with the signal, not the product