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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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Overview

Install command

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

Copy and paste this command into Claude Code to install the skill

Source

nahisaho/coreclaw-marketplace

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UpdatedMarch 31, 2026 at 01:47

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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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Source

nahisaho

nahisaho/coreclaw-marketplace

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Useful forSOC

Sales Representatives, Wholesale and Manufacturing, Technical and Scientific ProductsSales and Related Occupations41-4011L4

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