| name | sales-account-research |
| description | Research a company or person for sales intelligence. Triggers on "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]" |
| metadata | {"openclaw":{"tags":["sales","research","prospecting"]}} |
Account Research
When the user asks to research a company, person, or prospect:
Step 1: Parse the request
Determine what type of research is needed:
- Company research: company name, domain, or URL provided
- Person research: individual name, title, or LinkedIn URL provided
- Role search: "who runs engineering at [company]"
- Domain lookup: email domain or website provided
Step 2: Web research (always)
Use capability_execute with capabilityId "research.web_search" to run these searches:
- Company homepage and about page
- Recent news and press releases (last 90 days)
- Funding history and investors
- Company careers page (hiring signals)
- Key leadership team
- Product and pricing information
- Customer case studies and testimonials
If researching a person, add:
8. Person's professional background
9. Person's recent public activity or publications
Step 3: Enrichment (if available)
Use capability_execute with capabilityId "enrichment.lookup_company" for:
- Firmographics (size, revenue, industry, headquarters)
- Tech stack
- Org chart
- Growth signals
Use capability_execute with capabilityId "enrichment.lookup_person" for:
- Verified contact info
- Role history
- Social profiles
Step 4: CRM context (if available)
Use capability_execute with capabilityId "crm.lookup_account" to check:
- Prior relationship (existing account, past opportunities)
- Opportunity history and current pipeline
- Existing contacts and their roles
- Last activity date
Step 5: Synthesize
Combine all sources. Prioritize enrichment data over web scraping when both are available. Identify qualification signals.
Output Format
Present as structured markdown:
Quick Take: 2-3 sentence executive summary of the prospect.
Company Profile
| Field | Value |
|---|
| Company | name |
| Industry | industry |
| Size | employee count |
| Revenue | if known |
| HQ | location |
| Founded | year |
| Funding | total and last round |
Recent News
- Bullet list of 3-5 most relevant recent developments
Hiring Signals
- What roles they are hiring for and what that implies
Key People
For each relevant person:
- Name, title, and background
- Talking point specific to them
Tech Stack
- Known technologies relevant to your product
Prior Relationship (if CRM data available)
- Account history, open opportunities, last contact
Qualification Signals
- Positive signals (growth, hiring, tech fit, trigger events)
- Concerns (layoffs, leadership change, competitor incumbent)
- Unknown (gaps to fill in discovery)
Recommended Approach
- Best entry point (who to contact and why)
- Opening hook (what to lead with)
- 3 discovery questions to ask
Sources
- List all sources used with links where available
