| name | account-research |
| description | Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]". |
Account Research
Get a complete picture of any company or person before outreach. This skill always works with web search, and gets significantly better with enrichment and CRM data.
How It Works
ALWAYS (works standalone via web search)
- Company overview: what they do, size, industry
- Recent news: funding, leadership changes, announcements
- Hiring signals: open roles, growth indicators
- Key people: leadership team from LinkedIn
- Product/service: what they sell, who they serve
SUPERCHARGED (when you connect your tools)
+ Enrichment: verified emails, phone, tech stack, org chart
+ CRM: prior relationship, past opportunities, contacts
Getting Started
Just tell me who to research:
- "Research Stripe"
- "Look up the CTO at Notion"
- "Intel on acme.com"
- "Who is Sarah Chen at TechCorp?"
- "Tell me about [company] before my call"
Output Format
Quick Take
2-3 sentences: Who they are, why they might need you, best angle for outreach.
Company Profile
Company name, website, industry, size, headquarters, founded, funding, revenue estimate.
What They Do
1-2 sentence description of their business, product, and customers.
Recent News
Headlines with dates and why they matter for outreach.
Hiring Signals
Open roles by department, notable roles, growth indicators.
Key People
For each relevant contact: name, title, LinkedIn, background, tenure, talking points.
Qualification Signals
- Positive signals with evidence
- Potential concerns to watch for
- Unknown gaps to ask about in discovery
Recommended Approach
- Best entry point (person and why)
- Opening hook based on research
- Discovery questions about their situation, pain points, decision process
Execution Flow
- Parse Request: Identify company research, person + company, role-based search, or domain lookup
- Web Search: Run searches for company info, news, funding, careers, people, product, customers
- Enrichment (if connected): Firmographics, org chart, contact info, tech stack
- CRM Check (if connected): Account history, contacts, opportunity history
- Synthesize: Combine sources, prioritize accuracy, generate talking points and recommendations
Research Variations
- Company Research: Business overview, news, hiring, leadership
- Person Research: Background, role, LinkedIn activity, talking points
- Competitor Research: Product comparison, positioning, win/loss patterns
- Pre-Meeting Research: Attendee backgrounds, recent news, relationship history
Related Skills
- call-prep — Full meeting prep with this research plus context
- draft-outreach — Write personalized message based on research
