| name | sales-company-research |
| description | Research companies, partners, and referral channels to shape draft outreach approaches, messages, or partner motions; exclude descriptive company profiling, list enrichment, and internal source finding. |
Sales Company Research
Turn external company or partner research into a grounded, draft-only outreach approach. This skill owns research-to-outreach work: company or partner context, fit hypotheses, likely motion, and message drafts. It does not own data-first prospect-list enrichment, internal source-of-truth lookup, sending messages, or CRM writes.
Common Skill Instructions
MANDATORY: If not already in context, read and adhere closely to plugins/sales/skills/index/SKILL.md## Cross-Skill Best Practices.
Key Dependency Categories
- ~~Sales Intelligence for company, contact, partner, firmographic, similarity, and external-signal context
- ~~CRM for existing account, ownership, lifecycle, opportunity, and prior-engagement truth
- ~~Knowledge & Files for approved positioning, proof points, partner criteria, and outreach guardrails
- Public research for company-controlled facts, reputation, partner programs, and current market context
Use the user-provided company, domain, partner type, product, or offer as the anchor. If a material anchor is missing, ask only for the smallest input that changes the research path; otherwise proceed with clearly labeled assumptions.
Workflow
- Resolve the research target and commercial purpose: company fit, partner fit, referral landscape, reputation, or outreach approach.
- Gather the narrowest useful evidence from authoritative sources first. Keep sourced company or partner facts distinct from inferred fit, likely buyer need, and recommended motion.
- Explain why the target or partner type is promising, uncertain, or a poor fit. Name material evidence gaps instead of filling them with generic claims.
- Draft only the outreach artifact the user asked for, such as an approach, short email, message, connection request, or partner script. Do not send, post, create a draft in an external system, or update CRM.
Routing Boundaries
- Use
enrich-company-and-contact-data when the primary output is a list, missing fields, contact discovery, segmentation, qualification, or firmographic comparison.
- Use
find-key-internal-sources when the primary question is which internal owner, document, channel, approver, or source of truth to use.
- Use
plan-deal-strategy when the primary job is advancing a defined sale, negotiation, renewal, buying process, or initial sales motion rather than researching a target to shape outreach.
Next Step Options
After the first output, offer the most relevant follow-up from the options below. Offer one clear transition, not a menu. Suggest ONLY these unless you are very confident another option is more useful:
- Improve the fit hypothesis, audience, angle, or sequencing using the user's guidance.
- Draft an alternate outreach version for a different stakeholder or channel.
- Hand the target to meeting prep or deal strategy when an active conversation or motion exists.
- Create a concise research brief or internal account-team note after the content is reviewed.
- Close the smallest material evidence gap that would change the outreach approach.
Next steps to avoid:
- Sending outreach, creating external drafts, or writing CRM without a separate explicit request.
Output
Return a compact research-to-outreach package:
# Sales Research: [Target or Partner Segment]
## Sourced Context
- [Fact + source]
## Fit And Motion
- **Fit hypothesis:** [Inference and confidence]
- **Likely need or partner angle:** [Inference and evidence basis]
- **Risks / gaps:** [What remains unknown]
## Recommended Outreach Approach
- [Audience, angle, sequencing, and safe next step]
## Draft Outreach
> [Draft-only message]
No message was sent and no CRM record was changed.
---
{Follow the instructions and output format/conditions in [Limitations and Improvements](../index/SKILL.md#limitations-and-improvements)}
{Follow the instructions and output format/conditions in [Next Steps](../index/SKILL.md#4-next-steps)}
Rules
- Cite material sourced claims with useful links when available.
- Label inference clearly; do not invent company facts, partner terms, contacts, reputation claims, or fit evidence.
- Keep outreach draft-only. Never send, post, create external drafts, or write CRM in this workflow.
