| 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
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
