Account X-ray Run your first X-ray

For B2B account executives

Make Claude or ChatGPT do your first-call homework.

Account X-ray is a free research framework for the AI you already use. Paste one line about the meeting, and a few minutes later you have the account's facts, each with its source and date, plus five to seven POVs to try in the room.

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Real run · Oct 27, 2026 Names, places and numbers changed

Prep me for a first call: I work at Shopvane, I'm meeting Daniel Reyes at Whitfield. Use the framework: xray.joannatu.com/full

Account X-ray: Whitfield & Co.

Files read: 01, 02 + full catalog, 03-10
Working assumption: [H] Shopvane sells a hosted commerce platform (checkout, B2C, B2B and retail, plus migration support) to brands up to enterprise category leaders; best fit where a brand's online stack slows growth or splits across brands and markets. Taken from shopvane.io/enterprise, read today; correct it and I will rebuild on your version.
TARGET read as: Whitfield & Co., the Philadelphia jewelry and watch retailer, wholly owned by Ostrand Brands (Nasdaq-listed). Not Whitfield Capital, the Ohio debt-collection company, which dominates search results for the same name.
Meeting: Daniel Reyes, Director of E-commerce, Whitfield · Prepared: Oct 27, 2026 · Seller: Shopvane · History: none given

Meeting card

The bet: Since January the group runs two jewelry brands online, and its own Q2 report says Odaline stays fully separate for the customer while the group starts sharing what the customer never sees: online sales, IT and data. Odaline sells online at a far higher rate than Whitfield, and the man who runs Whitfield's online is the obvious source of that know-how.

Ask (menu, not script):

  1. Which parts of Odaline's online have landed on your desk since January?holding: the Q2 report lists online sales, IT and data among the areas where group know-how goes to Odaline
  2. What has to stay separate between the two shops, and what can be shared?holding: the same report keeps Odaline's online fully separate for the customer and puts synergies only where the customer cannot see them
  3. What will Odaline's online need as the new boutiques open?holding: the plan is five to ten new Odaline shops a year, and each boutique has its own engraving atelier

Watch out: Do not bring up Odaline's old UK storefront, which ran on Shopvane in 2025 and is switched off today, until you have checked Shopvane's own records on that account. If he raises it, ask what happened and listen.

Timing: THIS WEEK, on a soft signal: his jury seat at the Commerce Leader of the Year gala eleven days ago. Next catalyst: Ostrand's Q3 report on November 24; its quiet period ends the same day, so no unpublished numbers. Budget year is the calendar year, so you are in the quarter where next year's lines get set.

Run your first X-ray →

The call you most need to win gets ten minutes between two others.

Account X-ray compiles the facts. Then it hands you the angles.

The facts

Know what's true before you say it

The money, what just changed, who decides, and the tool they already run. Every line carries its source and date, drawn from 39 signals across filings, hiring, press and tech changes.

The POVs

Five to seven angles to try

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.

The self-check

It says what it couldn't check

Every guess is labeled as a guess. Sixteen checks run before you see the profile, and its last line tells you which ones failed.

How deep it goes depends on which AI you run it in. Check the sources before the meeting; that is what they are for.

If you can paste into a chat, you can run this.

Step 1

Get the brief

Type your email and the brief is on your screen. It runs in Claude, ChatGPT or whatever AI you already use.

Step 2

Paste it, fill in three blanks

Your company, their company, and who you're meeting. Then send.

Step 3

Check it before you walk in

A few minutes later the facts and POVs are back. Open the sources for anything you plan to say out loud.

You could do this three other ways.

Doing it yourself across ten tabs

It takes long enough that you only 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.

Run your first X-ray

No setup. Your first run is one paste.

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Your first run starts right here, no account needed. I also email you a copy, and new versions when they come out. Unsubscribe anytime.

Run your first X-ray now
  1. 1

    Copy the brief for your AI

    Prep me for a first call: I work at [your company], I'm meeting [person] at [account]. Use the framework: xray.joannatu.com/full

  2. 2

    Paste it into Claude or ChatGPT, fill in the brackets, send

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