First-call prep for B2B account executives
Account X-ray is an open research kit that turns the AI you already use into a first-call prep analyst. Type one line about the meeting and it comes back with the facts, dated and sourced, plus five to seven POVs: angles you can try in the room.
Prep me for a first call: I work at Cartesa, I'm meeting Marek Holan at Aurelin. xray.joannatu.com/full
Account X-ray: Aurelin a.s.
Meeting card
The bet: Karona bought Amelot for 690 million crowns in January and now runs two jewellery brands on two entirely separate commerce stacks. Nobody has said publicly how that resolves, and the person who will have to live with the answer is sitting across the table.
Ask (menu, not script):
Watch out: Do not call the current setup old, legacy, or a constraint. His team shipped the Czech app, the Austrian site and the Austrian app on it, the last one thirteen days ago.
Timing: ACT NOW. Freshest signal is the Austrian app launch, attached directly to his function. Next catalyst: the H1 report on 21 August, nine days out.
The money, what just changed, who decides, the tool they already run. Behind it: 39 signals across filings, hiring, press and tech changes. Each line comes with its source and date, so you can check anything before you say it out loud.
Points of view built from the facts it found, in a suggested order, with the risky ones flagged. Ideas to take into the meeting, not scripts.
Sixteen checks run before you see a word. Whatever it could not verify, it says so, and every hypothesis is labeled as one.
How deep it goes depends on which AI you run it in. Check the sources before the meeting; that is what they are for.
Send the form and the files are on your screen. No new tool, no code: it runs inside Claude, ChatGPT or whatever AI you already use.
Send your AI one message, or paste the whole kit into the chat. Both are in the guide. If you want it always loaded, five minutes makes it a Claude Project.
Your company, their company, who you're meeting. A few minutes later the facts and the POVs are back, with sources and dates.
Doing it yourself across ten tabs
30 to 60 minutes per account. You do it for the big logos and wing the rest.
Pasting the company name into ChatGPT
Even with search on, it skims a page or two, dates nothing, and blends what it found with what it remembers. You cannot tell which line is real.
Sales intelligence platforms
Firmographics, intent scores and a seat licence. None of it tells you what to say in minute two.
Account X-ray
It makes your AI search the open web instead of answering from memory. Every line gets a source and a date, the POVs are built on what it found, and it admits what it could not check. It runs inside the AI subscription you already pay for.
Set it up once. From then on, prep is one line.
Substack opens with your address filled in. Confirm there, and the pack lands in your inbox: the kit as files, the guide, and the PDF. New versions reach that same inbox first.