Account Research

What This Skill Does

This skill provides a complete overview of any company or person before outreach, leveraging web search and optionally enrichment and CRM data. It gathers company information, recent news, hiring signals, key people, and product/service details. Connecting enrichment and CRM tools enhances the research with verified emails, phone numbers, and relationship history.

When to Use

• Researching a company before a sales call.
• Looking up the CTO of a target company.
• Gathering intel on a specific company's website.
• Finding information about a person before meeting them.
• Preparing for a meeting with a potential client.

Key Features

Provides company overview, recent news, and hiring signals. Identifies key people and their roles. Details product/service offerings. Integrates with enrichment tools for verified contact information. Connects to CRM for prior relationship history and opportunities.

Manual Installation

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:

No connectors? No problem. Web search provides solid research for any company or person.

Output Format

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

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]

Talking Points: [Personal hook based on background] [Professional hook based on role]

[Repeat for relevant contacts]

Tech Stack [If Enrichment Connected]

Integration Opportunity: [How your product fits with their stack]

Prior Relationship [If CRM Connected]

History: [Summary of past relationship]

Qualification Signals

Positive Signals

✅ [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: [Question about their situation] [Question about pain points] [Question about decision process]

Sources

Source 1 Source 2

Execution Flow

Step 1: Parse Request

Identify what to research: "Research Stripe" → Company research "Look up John Smith at Acme" → Person + company "Who is the CTO at Notion" → Role-based search "Intel on acme.com" → Domain-based lookup

Step 2: Web Search (Always)

Run these searches: "[Company name]" → Homepage, about page "[Company name] news" → Recent announcements "[Company name] funding" → Investment history "[Company name] careers" → Hiring signals "[Person name] [Company] LinkedIn" → Profile info "[Company name] product" → What they sell "[Company name] customers" → Who they serve

Extract:

• Company description and positioning.
• Recent news (last 90 days)

Leadership team Open job postings Technology mentions Customer base

Step 3: Enrichment (If Connected)

• If enrichment tools available:
• Enrich company → Firmographics, funding, tech stack.
• Search people → Org chart, contact list.
• Enrich person → Email, phone, background.
• Get signals → Intent data, hiring velocity.

Enrichment adds: Verified contact info Complete org chart Precise employee count Detailed tech stack Funding history with investors

Step 4: CRM Check (If Connected)

If CRM available: Search for account by domain Get related contacts

• Get opportunity history.
• Get activity timeline.

CRM adds:

• Prior relationship context.
• What happened before (won/lost deals)

Who we've talked to Notes and history

Step 5: Synthesize

1. Combine all sources

• Prioritize enrichment data over web (more accurate)
• Add CRM context if exists.
• Identify qualification signals.
• Generate talking points.

Recommend approach

Research Variations

Company Research

Focus on: Business overview, news, hiring, leadership

Person Research

Focus on: Background, role, LinkedIn activity, talking points

Competitor Research

Focus on: Product comparison, positioning, win/loss patterns

Pre-Meeting Research

Focus on: Attendee backgrounds, recent news, relationship history

Tips for Better Research

Include the domain — "research acme.com" is more precise Specify the person — "look up Jane Smith, VP Sales at Acme"

• State your goal — "research Stripe before my demo call".
• Ask for specifics — "what's their tech stack?" after initial research.