← all playbooks

Walk into a business development call with a one-page account brief

One page per company: what they do, size and growth, funding and news, the roles they are advertising, the technology they run where it matters, who leads the function you recruit for, and three specific things worth raising. Every fact carries its source and every gap is written down as a gap.

use when
you have a business development call coming up, or a short list to ring, and you want to know the company before you dial
starts from
A list

The prompt

Paste it into Claude Code or the Claude desktop app with Hyreflow connected. The first line tells your agent to use Hyreflow, so it reads the play, asks before it spends anything, and hands the work back to you.

paste this into Claude
Use hyreflow and write me a one-page brief on <COMPANY_NAME_AND_WEBSITE>
before I call them.

I recruit <FUNCTION_OR_SPECIALISM> in <REGION>. The call is with
<WHO_I_AM_SPEAKING_TO, IF KNOWN>.

Cover, in this order:
- What they do and who they sell to, from their own site.
- Size, and whether headcount is growing or shrinking.
- Funding, and any news from the last <MONTHS> months.
- The roles they are advertising today, and which are in my discipline.
- The technology they run, only if it matters for my desk.
- Who leads the function I recruit for, with their LinkedIn.
- Three specific things worth raising, each tied to a fact above.

Put the source next to every fact. If you cannot find something, write
"not found" and move on. Do not fill a gap with a guess.

Confirm you have the right company before you spend anything. If I give
you a list, run the first company and tell me what the rest costs before
you do them.

Replace every <PLACEHOLDER> with your own detail. Everything else can stay as written.

What you need first

  • The company name and website, or a short list of them
  • The function you recruit for, so the brief looks for the right leader and the right roles
  • A Hyreflow workspace with credits

Tools it can reach for

The agent picks per step from what your workspace has. Nothing here is required by name.

What happens when you run it

Free steps are marked free. Anything that spends credits is marked, and the agent asks before the first paid run of any size.

  1. 1

    Confirm which company you mean

    free

    The name is matched to a website and shown back to you before anything is bought. Two companies with the same name is the commonest way a brief goes wrong, and it costs nothing to catch here.

  2. 2

    Read what they do

    credits

    The company's own site is read for what it sells and to whom, next to a company record for location, parent and sector. The brief names the page each statement came from.

  3. 3

    Check size and direction

    credits

    Headcount, revenue band and sector come from a company record. Headcount and hiring signals are added where the source can match the company to its own records, and the brief says so when it cannot.

  4. 4

    Pull funding and news

    credits

    Funding rounds and dated news events come from a company-signal source, topped up with a news search for anything it missed. Each item keeps its date and its link.

  5. 5

    List the roles they are advertising

    credits

    The company's own careers site is scraped for open roles and filtered to your discipline. You pay per role returned, so the pull is sized to what a one-page brief needs.

  6. 6

    Check the technology, where it matters

    credits

    For a technical desk, the stack the company runs is looked up from technographic sources. For a desk where it is irrelevant, the step is skipped and nothing is spent on it.

  7. 7

    Find who leads your function

    credits

    A company-scoped people search with the title family for your discipline, so you know who the conversation is really about even when the call is with somebody else.

  8. 8

    Write the page

    credits

    The facts are assembled into one page with a source beside each line, the gaps listed as gaps, and three points worth raising. Each point is tied to a fact in the brief, not to a generic opener.

What a run costs

Credits are spent per company the play actually works, and a lookup that finds nothing usually costs nothing. The two figures are the run where the first provider answers and the run where every lookup walks its full chain.

companiesif the first provider answersif every lookup walks the chain
25$20200 credits$20200 credits
100$79790 credits$79790 credits
500$3953950 credits$3953950 credits
1,000$7907900 credits$7907900 credits

Free before anything is charged

  • Confirm which company you mean

What moves the number

  • Coverage on people search. The chain stops at the first provider that answers, and only that provider bills.
  • How many companies survive the free filters. Everything dropped before the paid steps costs nothing.
  • The scoring and drafting steps run on the metered agent, charged on what they read and write rather than per company, so they sit outside this table.
  • Providers you connect with your own key. Those calls bill your account, not your credits.

An estimate, not a quote, priced at the volume credit rate. Your agent sizes the run against your own workspace and tells you what it will cost before it spends anything.

A home page and a hunch is not preparation

Most business development calls are prepared the same way: the company's home page, its LinkedIn page and whatever the recruiter remembers. That produces a caller who opens with "so, tell me about the business", which tells the buyer nobody looked.

The answer is not more research. It is the right seven facts, each with its source, on one page. What the company does. Whether it is growing. What it has announced. What it is hiring for today. What it runs. Who leads the team you would recruit into. And three things worth saying that come out of those facts.

What makes the page usable is the sourcing rule. An invented fact on a call costs more than a gap, so every line says where it came from and anything the agent could not find is written as not found.

What you get back

One page per company, in a fixed order: what they do, size and direction, funding and news with dates, the open roles with the ones in your discipline marked, the technology where it matters, the leader of your function with a LinkedIn profile, and the three points worth raising. At the foot, the list of gaps and the list of sources.

Nothing is sent and nothing is written to your CRM.

Variations worth knowing

Brief the person as well. If you know who you are speaking to, their recent public LinkedIn posts can be read for what they have been saying about hiring, the team or the market. It is one extra paid lookup per person.

Keep watching after the call. If the conversation goes nowhere today, know when a target account opens a role in your discipline keeps an eye on the account for you.

Make it a routine. If you would rather be handed a short list of accounts worth ringing each day, see start every morning with a short list of companies worth calling.

Where this goes wrong

The wrong company. Names collide, and a brief about the wrong business is worse than none. The confirmation step is first for that reason.

Thin or lagging data. Headcount in a database trails reality, and a news search only finds what was published. Small private companies leave more gaps than large ones.

A careers page is not the whole picture. Roles handled by an agency or never advertised do not appear. An empty careers page is not proof that nobody is hiring.

Reading too much into a signal. A funding round is not a hiring plan and one news item is not a strategy. The three points are prompts for a conversation, not conclusions to present.

Questions

How do I know the facts are real?

Every line carries the source it came from: the page on the company's site, the news article, the careers page, the data provider. A line without a source does not go in. Where the agent looked and found nothing, the brief says 'not found', which is more use on a call than a confident sentence that turns out to be about a different company.

What are the three things worth raising?

Points tied to something in the brief, not icebreakers. A cluster of open roles in your discipline, a funding round, an expansion reported in the news, a technology they have adopted that your candidates know. If the research only supports two, you get two and a note saying so.

Why one page, and can I get more?

One page because it is read just before a call. Any section can be expanded on request: every open role, the news items in full, or the leadership team beyond your function. Those are extra lookups, and the agent quotes them before it runs them.

Can I run it across a whole target list?

For a short list, yes: the agent runs the first company, shows you the page and quotes the rest. For a long list it is the wrong tool. A brief is several lookups per company, which is proportionate for a call you have booked and wasteful for two hundred companies you may never ring. Qualify the list first and brief the ones you are going to call.

Does it work for small or private companies?

Less well, and the brief shows where. A small private company may have no funding record, little news and a thin company record, so more lines read 'not found'. Its own website and careers page still work, and they are often the most useful part.