菜单
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Generate or improve a company-specific data analysis skill by extracting tribal knowledge from analysts. BOOTSTRAP MODE - Triggers: "Create a data context skill", "Set up data analysis for our warehouse", "Help me create a skill for our database", "Generate a data skill for [company]" → Discovers schemas, asks key questions, generates initial skill with reference files ITERATION MODE - Triggers: "Add context about [domain]", "The skill needs more info about [topic]", "Update the data skill with [metrics/tables/terminology]", "Improve the [domain] reference" → Loads existing skill, asks targeted questions, appends/updates reference files Use when data analysts want Claude to understand their company's specific data warehouse, terminology, metrics definitions, and common query patterns.
Profile and explore datasets to understand their shape, quality, and patterns before analysis. Use when encountering a new dataset, assessing data quality, discovering column distributions, identifying nulls and outliers, or deciding which dimensions to analyze.
QA an analysis before sharing with stakeholders — methodology checks, accuracy verification, and bias detection. Use when reviewing an analysis for errors, checking for survivorship bias, validating aggregation logic, or preparing documentation for reproducibility.
Build self-contained interactive HTML dashboards with Chart.js, dropdown filters, and professional styling. Use when creating dashboards, building interactive reports, or generating shareable HTML files with charts and filters that work without a server.
Write correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.). Use when writing queries, optimizing slow SQL, translating between dialects, or building complex analytical queries with CTEs, window functions, or aggregations.
Apply statistical methods including descriptive stats, trend analysis, outlier detection, and hypothesis testing. Use when analyzing distributions, testing for significance, detecting anomalies, computing correlations, or interpreting statistical results.
| name | account-research |
| description | Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]". |
Get a complete picture of any company or person before outreach. This skill always works with web search, and gets significantly better with enrichment and CRM data.
┌─────────────────────────────────────────────────────────────────┐
│ ACCOUNT RESEARCH │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone via web search) │
│ ✓ Company overview: what they do, size, industry │
│ ✓ Recent news: funding, leadership changes, announcements │
│ ✓ Hiring signals: open roles, growth indicators │
│ ✓ Key people: leadership team from LinkedIn │
│ ✓ Product/service: what they sell, who they serve │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + Enrichment: verified emails, phone, tech stack, org chart │
│ + CRM: prior relationship, past opportunities, contacts │
└─────────────────────────────────────────────────────────────────┘
Just tell me who to research:
I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.
Connect your tools to supercharge this skill:
| Connector | What It Adds |
|---|---|
| Enrichment | Verified emails, phone numbers, tech stack, org chart, funding details |
| CRM | Prior relationship history, past opportunities, existing contacts, notes |
No connectors? No problem. Web search provides solid research for any company or person.
# Research: [Company or Person Name]
**Generated:** [Date]
**Sources:** Web Search [+ Enrichment] [+ CRM]
---
## Quick Take
[2-3 sentences: Who they are, why they might need you, best angle for outreach]
---
## Company Profile
| Field | Value |
|-------|-------|
| **Company** | [Name] |
| **Website** | [URL] |
| **Industry** | [Industry] |
| **Size** | [Employee count] |
| **Headquarters** | [Location] |
| **Founded** | [Year] |
| **Funding** | [Stage + amount if known] |
| **Revenue** | [Estimate if available] |
### What They Do
[1-2 sentence description of their business, product, and customers]
### Recent News
- **[Headline]** — [Date] — [Why it matters for your outreach]
- **[Headline]** — [Date] — [Why it matters]
### Hiring Signals
- [X] open roles in [Department]
- Notable: [Relevant roles like Engineering, Sales, AI/ML]
- Growth indicator: [Hiring velocity interpretation]
---
## Key People
### [Name] — [Title]
| Field | Detail |
|-------|--------|
| **LinkedIn** | [URL] |
| **Background** | [Prior companies, education] |
| **Tenure** | [Time at company] |
| **Email** | [If enrichment connected] |
**Talking Points:**
- [Personal hook based on background]
- [Professional hook based on role]
[Repeat for relevant contacts]
---
## Tech Stack [If Enrichment Connected]
| Category | Tools |
|----------|-------|
| **Cloud** | [AWS, GCP, Azure, etc.] |
| **Data** | [Snowflake, Databricks, etc.] |
| **CRM** | [e.g. Salesforce, HubSpot] |
| **Other** | [Relevant tools] |
**Integration Opportunity:** [How your product fits with their stack]
---
## Prior Relationship [If CRM Connected]
| Field | Detail |
|-------|--------|
| **Status** | [New / Prior prospect / Customer / Churned] |
| **Last Contact** | [Date and type] |
| **Previous Opps** | [Won/Lost and why] |
| **Known Contacts** | [Names already in CRM] |
**History:** [Summary of past relationship]
---
## Qualification Signals
### Positive Signals
- ✅ [Signal and evidence]
- ✅ [Signal and evidence]
### Potential Concerns
- ⚠️ [Concern and what to watch for]
### Unknown (Ask in Discovery)
- ❓ [Gap in understanding]
---
## Recommended Approach
**Best Entry Point:** [Person and why]
**Opening Hook:** [What to lead with based on research]
**Discovery Questions:**
1. [Question about their situation]
2. [Question about pain points]
3. [Question about decision process]
---
## Sources
- [Source 1](URL)
- [Source 2](URL)