| name | account-research |
| description | Gather actionable sales intelligence on companies and individuals before outreach |
| type | reference |
| version | 1.0.0 |
| category | business |
| last_updated | "2026-02-03T00:00:00.000Z" |
| source | https://github.com/anthropics/knowledge-work-plugins |
| related_skills | ["call-prep","competitive-intelligence","create-an-asset","daily-briefing","draft-outreach"] |
| capabilities | [] |
| requires | [] |
| see_also | [] |
| tags | [] |
Account Research Skill Overview
The account-research skill enables you to gather actionable sales intelligence on companies and individuals before outreach. It operates in three tiers:
Core Functionality
Always Available (Web Search):
The skill conducts automatic web searches to compile company overviews, recent news, hiring signals, key personnel, and product information. You activate it with triggers like "Research [company]" or "Look up [person]."
Supercharged (With Connectors):
When you connect enrichment tools or CRM systems, the skill gains access to verified contact details, technology stacks, organizational charts, prior relationship history, and opportunity records.
Research Output
Results follow a structured format including:
- Quick assessment of relevance and outreach angle
- Company profile with foundational details
- Recent news tied to sales implications
- Leadership team information with talking points
- Technology stack details (when enrichment connected)
- Prior relationship context (when CRM connected)
- Qualification signals highlighting strengths and concerns
- Recommended entry points and discovery questions
Execution Process
The skill sequences five steps: parsing your request, conducting web searches, pulling enrichment data if available, checking CRM history if connected, and synthesizing all sources into actionable intelligence.
Best Practice: Include specific domains or full names for more precise results.