05_lighthouse_customers/account_files/_account_template
[Company name] — account file
Vertical: [building automation / industrial / smart home / agritech / automotive] Region: [country, city] Size: [revenue band, headcount, embedded engineers] Stage: [0-7 from pipeline_tracker.md] Owner: [Florian / Markus / both]
Why this account is a fit
- ICP fit: [brief]
- Trigger event: [what's happening that makes now the moment]
- ROSA hook: [the one-line case for them]
Buying committee
| Role | Name | Title | Status | Notes |
|---|---|---|---|---|
| Economic buyer (CFO/CEO) | ||||
| Technical champion | ||||
| Procurement gatekeeper |
Contact log
| Date | Channel | Person | Summary | Next step |
|---|---|---|---|---|
Discovery notes (the diagnostic conversation)
- How many product variants?
- How many hardware platforms?
- Embedded engineering team size?
- % of time on platform vs product?
- Stack (Zephyr / Linux / Yocto / RTOS / OTA / fleet)?
- Trigger event and date?
- Prior standardisation attempts?
- Buying mechanics (sponsor, budget, procurement)?
What they would buy
- Free first call ✅ done / not done
- Architecture & migration assessment (€__k)
- Pilot (€__k, scope: __________)
Risks / objections
Decision criteria (in their words)
Notes
Last modified 2026-05-05. Suggest a change to this page →