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]".
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---
name: sales-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]".
---
# Account Research
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.
## How It Works
```
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
```
---
## Getting Started
Just tell me who to research:
- "Research Stripe"
- "Look up the CTO at Notion"
- "Intel on acme.com"
- "Who is Sarah Chen at TechCorp?"
- "Tell me about [company] before my call"
I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.
---
## Connectors (Optional)
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.
---
## Output Format
```markdown
# 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]
---
```
