Account Research

---
name: account-research
description: "Gather actionable sales intelligence on companies and individuals before outreach"
version: 1.0.0
category: sales
last_updated: 2026-02-03
source: https://github.com/anthropics/knowledge-work-plugins
related_skills:
  - call-prep
  - competitive-intelligence
  - create-an-asset
  - daily-briefing
  - draft-outreach
---

# Account Research Skill Overview

The **account-research** skill enables you to gather actionable sales intelligence on companies and individuals before outreach. It operates in three tiers:

## Core Functionality

**Always Available (Web Search):**
The skill conducts automatic web searches to compile company overviews, recent news, hiring signals, key personnel, and product information. You activate it with triggers like "Research [company]" or "Look up [person]."

**Supercharged (With Connectors):**
When you connect enrichment tools or CRM systems, the skill gains access to verified contact details, technology stacks, organizational charts, prior relationship history, and opportunity records.

## Research Output

Results follow a structured format including:
- Quick assessment of relevance and outreach angle
- Company profile with foundational details
- Recent news tied to sales implications
- Leadership team information with talking points
- Technology stack details (when enrichment connected)
- Prior relationship context (when CRM connected)
- Qualification signals highlighting strengths and concerns
- Recommended entry points and discovery questions

## Execution Process

The skill sequences five steps: parsing your request, conducting web searches, pulling enrichment data if available, checking CRM history if connected, and synthesizing all sources into actionable intelligence.

**Best Practice:** Include specific domains or full names for more precise results.