JA
8 steps · Source log · Auditable score · 3 fictional briefs · Privacy and human review
04.02Workflow toolkitAvailable

Come to every conversation knowing what to research and how to turn it into hypotheses

An eight-step process to move from public information to useful business questions.

DOCX + XLSX + prompts TXT + PDFEnglish edition

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Portada real de Workflow de investigación de cuentas, Product_ID 04.02
Portada real del paquete fuente · preview limitado

Recognize the problem

Three signals that the current approach is costing clarity.

01

You accumulate tabs and notes without knowing what matters;

02

AI mixes facts with conclusions;

03

You arrive at meetings with data, but without questions that validate an opportunity.

Practical outcome

It goes from gathering information to building a traceable briefing: cited facts, prudent inferences, neutral questions, falsifiers, and a visible level of confidence.

What is included

The working pieces, connected.

Editable 20-30 page guide and PDF; workbook with Inputs, Source_Log, Evidence, Executives, Competition, Hypothesis, Score, Brief_2p, Example, Dashboard and Checks; P01-P08 string; Quick Start; three fictitious cases; business assets; license and QA.

Minimum scope

Workflow de 20–30 páginas, source log, ficha editable y tres account briefs.

Safe preview

Preview: an FTTH expansion signal becomes a cited fact, a conditional inference, a question about support contacts and a falsifier that could rule out the opportunity.

The preview shows structure and a limited example; it does not expose the complete paid editable or delivery file.

Complete exampleBriefing completo previo a una reunión con un operador de telecomunicaciones.

How it works

From context to a reviewable output.

  1. 1

    Define the context and decision.

  2. 2

    Complete the required inputs.

  3. 3

    Produce a first working version.

  4. 4

    Review, validate and adapt.

This is for

B2B salespeople, account executives, consultants, sales managers, founders, and small agencies preparing account meetings need a practical standard.

This is not for

It is not for scraping, spam, mass enrichment, personal profiling, pointless research, or unchecked automation. It also does not replace legal advice, internal policies, or paid sources.

Method and limits

Useful when judgment stays in the loop.

Methodology and author

Julio Alonzo structures the work in four layers: source, evidence, inference, and conversation. AI helps with classification and drafting; the person retains control over sources, privacy, approval, and decision-making. Designed and signed by Julio Alonzo.

Requirements and limitations

Access to public sources and authorized tools; human review. Does not include scraping, paid data, legal advice, or guarantees of accuracy or sales. The buyer is responsible for sources, permissions, privacy, security, platform terms, accuracy, and human review. This product is educational and does not constitute legal advice. No guarantees of sales, meetings, responses, automated accuracy, or third-party decisions are made.

Cutoff date: 20 August 2026

FAQ

Before purchasing.

Answers derived from the product file and its commercial kit.

Secure purchase

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$15

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  • ✓ 15-day refund period
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Responsible scope: Flujos y prompts que requieren revisión humana. No sustituyen criterio profesional ni autorizan el uso de datos confidenciales.