Account Type	Depth
Strategic account (large, high ARR)	Full — account + all attendees
Active opportunity (open deal)	Full — with emphasis on deal signals
Renewal within 90 days	Full — with emphasis on risk/health signals
Mid-market customer, routine call	Standard — abbreviated account + key attendee
Small account, quick check-in	Minimal — 3-4 bullets, single attendee
Brand new prospect (first meeting)	Full contact + account — first impressions matter

Flag these situations prominently at the top of the brief:

Trial expiring within 7 days, renewal due within 30 days, or churn risk signals detected
Open critical support tickets or unresolved escalations
Expansion signals worth raising in the call
Executive stakeholder or new champion attending
Champion recently changed jobs or competitive signals in the account
Recent company funding, product milestone, or strong community advocacy (use as opener)

No Common Room data: Note it explicitly, run external web research, recommend the rep check with their team for offline context.
Multiple meetings with the same company: Research the account once, share across meetings, differentiate by attendees and objectives.
7+ meetings in a week: Ask whether to prioritize full research for specific accounts or run abbreviated prep for all; default to full for strategic.
Same-day meeting: Skip confirmation, produce compressed version (company snapshot + top signals + 1-2 talking points), mark as “[Quick Prep]”.
Cancelled meetings: Exclude silently; if status is unclear, include with “[Status unclear — confirm this meeting is still on.]”