How to create a company research brief with traceable facts
A company brief brings relevant background into one place before a conversation or business review. It should help the reader understand what is known and what still needs investigation.
Start with the right material.
- What you provide
- one company page plus the user's research questions.
- The intended result
- Save evidence, stated positioning and remaining research questions from that page only.
How the workflow works.
Organize the supplied material around the company, its stated activities and the question you are researching. Keep sources with important facts and separate public claims from your interpretation.
What to check in the result.
Check dates and entity identity before reusing the brief. Do not infer revenue, ownership, headcount or business intentions from a brand name or a polished website alone.
Preview the Markdown to check headings, lists and links as well as the words. Keep source references with the document so a reviewer can trace important statements back to the material you supplied.
Learn from the worked example.
The downloadable Markdown example shows one possible organization of the result. Read it alongside the source example and notice which statements are recorded facts, proposed wording or questions still needing an answer.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.