| name | octave-research |
| description | Context-aware research and prep for calls, meetings, demos, outreach, and deal reviews. Use when user says "research [company]", "prep for my call", "who is [person]", "meeting prep", "demo prep", or asks to research a company or person. Do NOT use for bulk prospecting — use /octave-prospector instead. |
/octave-research - Context-Aware Research & Prep
Research prospects and prepare for calls, meetings, demos, outreach, and deal reviews. Adapts output based on the occasion—whether you're prepping for a discovery call, following up on a deal, or researching a new prospect.
Usage
/octave-research <target> [--for <occasion>]
Examples
/octave-research john@acme.com # General research
/octave-research acme.com # Company research
/octave-research john@acme.com --for discovery # Discovery call prep
/octave-research "meeting with Acme Corp" --for demo # Demo prep
/octave-research acme.com --for outreach # Cold outreach angles
Occasions
| Occasion | Output Focus |
|---|
discovery | Questions to ask, pain points to probe, qualification criteria |
demo | Use cases to show, proof points to cite, objections to prepare for |
follow-up | Next steps, open questions, momentum builders |
outreach | Hooks, angles, personalization points, CTAs |
general | Comprehensive research (default) |
Deal coaching? Use /octave-pipeline for deal-level strategy, stalled deals, multi-threading, and competitive deal coaching.
Instructions
When the user runs /octave-research:
Step 1: Parse Input and Detect Occasion
Identify the target:
- Email address → Person research
- Domain → Company research
- LinkedIn URL → Person research
- Name + company → Person research
- Meeting/deal description → Context-based (extract company/people)
Detect or ask occasion:
If --for not specified, infer from context or ask:
What are you preparing for?
1. Discovery call - First conversation, qualifying the opportunity
2. Demo - Showing the product, proving value
3. Follow-up - Continuing a conversation, next steps
4. Outreach - Cold/warm outreach, getting a response
5. General research - Just want to know more
TIP: For deal coaching and pipeline review, use /octave-pipeline
Your choice:
Step 2: Research the Target
For Person:
# Try to enrich the person
enrich_person({
person: {
email: "<email>", # if provided
linkedInProfile: "<url>", # if provided
firstName: "<first>", # if provided
lastName: "<last>", # if provided
companyDomain: "<domain>" # if provided
}
})
# Also get company context
enrich_company({ companyDomain: "<domain>" })
# Match to personas
qualify_person({
person: { ... },
additionalContext: "Match to our buyer personas and Motion ICP cells"
})
For Company:
# Enrich the company
enrich_company({ companyDomain: "<domain>" })
# Qualify against ICP
qualify_company({
companyDomain: "<domain>",
additionalContext: "Evaluate fit against our segments and Motion ICP cells"
})
# Find key contacts
find_person({
searchMode: "people",
companyDomain: "<domain>",
fuzzyTitles: ["<titles from matching persona>"],
limit: 5
})
Gather Library Context:
Use MCP tools:
# Find the matching Motion ICP cell (persona × segment intersection)
list_motions()
list_motion_icps({ motionOId: "<motion_oId>" })
find_motion_icp({ motionIcpOId: "<motion_icp_oId>", includeLearnings: true })
# Get relevant proof points
search_knowledge_base({
query: "<company industry> <company size> results",
entityTypes: ["proof_point", "reference"]
})
# Get competitor context if detected
search_knowledge_base({
query: "<any competitor signals>",
entityTypes: ["competitor"]
})
Step 3: Generate Occasion-Specific Output
Discovery Call Prep
See discovery-call-prep.md for the discovery call prep output template.
Demo Prep
See demo-prep.md for the demo prep output template.
Outreach Prep
See outreach-prep.md for the outreach prep output template.
Step 4: Offer Follow-Up Actions
After any research output, offer relevant next steps:
What would you like to do next?
1. Generate outreach content (/octave-generate)
2. Create collateral for this account (/octave-pmm)
3. Research additional people at the company
4. Deep dive on a specific topic
5. Save notes to [CRM integration if available]
6. Done for now
MCP Tools Used
Research Operations
enrich_person - Full person intelligence reportenrich_company - Full company intelligence reportqualify_person - ICP scoring for personqualify_company - ICP scoring for companyfind_person - Find contacts at company
Content Generation
generate_call_prep - Generate full call prep materials
Library Context
list_motions - List Motions in the workspacelist_motion_icps - List Motion ICP cells under a Motionfind_motion_icp - Fetch the matching Motion ICP narrative + Learning Loop learningsget_entity - Get persona, competitor detailssearch_knowledge_base - Find proof points, references, messaging
Error Handling
Person Not Found:
I couldn't find detailed information for [email/name].
I found their company ([Company]). Would you like me to:
- Proceed with company research + generic persona guidance
- Search for them on LinkedIn (provide URL)
- Create research based on their title alone
Company Not Found:
I couldn't find [domain/company name].
Try:
- Check the domain spelling
- Provide the company website URL
- Search by company name instead
No Matching Motion ICP:
No Motion ICP cell matches this profile exactly.
Closest matches:
- [Motion ICP 1] (60% fit)
- [Motion ICP 2] (45% fit)
I'll use [Motion ICP 1] as a guide, but you may want to add the missing persona × segment cell to a Motion (or create a new Motion).
Related Skills
/octave-generate - Generate outreach content/octave-pmm - Create account-specific collateral/octave-prospector - Find more prospects like this one/octave-analyzer - Analyze past interactions with this account/octave-pipeline - Deal-level coaching (stalled deals, multi-threading, competitive)/octave-abm - Full account-based planning with stakeholder mapping/octave-battlecard - Competitive intelligence for deals
