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co-sales-account-research

Account intelligence and company research for strategic sales planning. Company overview, financial health, industry trends, recent news, competitive landscape, and business triggers. Use when STARTING account planning, preparing for a first meeting, researching a target company, or updating account intelligence.

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Resumen

Comando de instalación

npx skills add https://github.com/nahisaho/coreclaw-marketplace --skill co-sales-account-research

Copia y pega este comando en Claude Code para instalar la habilidad

Fuente

nahisaho/coreclaw-marketplace

Estrellas0

Forks0

Actualizado31 de marzo de 2026, 01:47

Explorador de archivos

2 archivos

SKILL.md

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name	co-sales-account-research
description	Account intelligence and company research for strategic sales planning. Company overview, financial health, industry trends, recent news, competitive landscape, and business triggers. Use when STARTING account planning, preparing for a first meeting, researching a target company, or updating account intelligence.

Account Research

Build comprehensive account intelligence briefs for strategic sales planning.

Use This Skill When

Starting account planning for a new or existing opportunity.
Preparing for a first meeting or executive briefing.
Updating account intelligence before a major deal milestone.
Researching competitive landscape for a specific account.

Workflow

Gather company overview: industry, size, headquarters, key products/services.
Assess financial health: revenue trends, profitability, recent earnings (public companies).
Identify business triggers: leadership changes, M&A, strategic initiatives, funding rounds.
Map competitive landscape: current vendors, competitive threats, differentiation opportunities.
Analyze industry trends: market dynamics, regulatory changes, technology shifts.
Compile risk factors: financial risks, organizational changes, competitive threats.
Save output using assets/account-brief-template.md.

Deliverables

account-brief.md: Comprehensive account intelligence brief.

Quality Gates

Company overview covers industry, size, products, and recent developments.
Financial indicators present for public companies (or noted as private).
At least 3 business triggers or strategic initiatives identified.
Competitive landscape includes current vendors and differentiation points.
All data sourced and dated (no unattributed claims).

If any gate fails: identify the gap, conduct targeted research to fill it, and re-validate.

Gotchas

公開企業と非公開企業で収集可能な財務データが異なる。非公開企業は推定値を「推定」と明記すること
アカウント情報の鮮度が重要。6ヶ月以上前の情報は「要更新」フラグを付けること
account-research は特定企業の情報収集。市場全体の調査は deep-research を使うこと

Validation Loop

アカウントブリーフを生成
チェック:
- 企業概要が業界・規模・製品を網羅しているか
- ビジネストリガーが3件以上特定されているか
- 競合情報に差別化ポイントが含まれているか
不合格なら追加調査を実行
全基準を満たしてから完了

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co-sales-discovery-questioning

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SPIN-based discovery question sets for sales meetings. Stage-appropriate, persona-tailored questions for pain discovery and needs analysis. Use when PREPARING discovery questions, planning sales calls, building persona-specific question sets, or structuring needs analysis.

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co-sales-learning-capture

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Sales learning capture and knowledge persistence. Records deal insights, methodology pitfalls, and account-specific patterns from completed sales activities. Use when FINISHING a deal phase, discovering a methodology limitation, resolving a sales process error, or recording lessons for future deals.

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co-sales-objection-handling

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Evidence-backed objection responses with reframing techniques. Objection categorization by type (price, timing, competition, status quo), competitive displacement playbooks, and concern vs objection distinction. Use when PREPARING for objection handling, building competitive battle cards, or developing reframing strategies.

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Stakeholder-aligned proposal builder with value proposition, ROI justification, and implementation planning. Customized per stakeholder role with executive summary, business case, and technical fit sections. Use when BUILDING proposals, creating business cases, developing ROI justifications, or preparing executive summaries.

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Buying committee mapping and stakeholder influence analysis for deal strategy. Role identification, influence scoring, decision criteria, champion identification, and MEDDIC alignment. Use when MAPPING the buying committee, identifying decision makers, assessing stakeholder influence, or building engagement strategies.

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Fuente

nahisaho

nahisaho/coreclaw-marketplace

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Comando de instalación

Descarga

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Útil paraSOC

Representantes de ventas de productos técnicos y científicos al por mayorVentas y ocupaciones afines41-4011L4

name	co-sales-account-research
description	Account intelligence and company research for strategic sales planning. Company overview, financial health, industry trends, recent news, competitive landscape, and business triggers. Use when STARTING account planning, preparing for a first meeting, researching a target company, or updating account intelligence.

Account Research

Build comprehensive account intelligence briefs for strategic sales planning.

Use This Skill When

Starting account planning for a new or existing opportunity.
Preparing for a first meeting or executive briefing.
Updating account intelligence before a major deal milestone.
Researching competitive landscape for a specific account.

Workflow

Gather company overview: industry, size, headquarters, key products/services.
Assess financial health: revenue trends, profitability, recent earnings (public companies).
Identify business triggers: leadership changes, M&A, strategic initiatives, funding rounds.
Map competitive landscape: current vendors, competitive threats, differentiation opportunities.
Analyze industry trends: market dynamics, regulatory changes, technology shifts.
Compile risk factors: financial risks, organizational changes, competitive threats.
Save output using assets/account-brief-template.md.

Deliverables

account-brief.md: Comprehensive account intelligence brief.

Quality Gates

Company overview covers industry, size, products, and recent developments.
Financial indicators present for public companies (or noted as private).
At least 3 business triggers or strategic initiatives identified.
Competitive landscape includes current vendors and differentiation points.
All data sourced and dated (no unattributed claims).

If any gate fails: identify the gap, conduct targeted research to fill it, and re-validate.

Gotchas

公開企業と非公開企業で収集可能な財務データが異なる。非公開企業は推定値を「推定」と明記すること
アカウント情報の鮮度が重要。6ヶ月以上前の情報は「要更新」フラグを付けること
account-research は特定企業の情報収集。市場全体の調査は deep-research を使うこと

Validation Loop

アカウントブリーフを生成
チェック:
- 企業概要が業界・規模・製品を網羅しているか
- ビジネストリガーが3件以上特定されているか
- 競合情報に差別化ポイントが含まれているか
不合格なら追加調査を実行
全基準を満たしてから完了