account-research_skill

Overview

This skill researches a company or person and delivers actionable sales intelligence for outreach and discovery. It always runs web search and improves outcomes when enrichment tools or your CRM are connected. Use simple triggers like "research [company]" or "who is [name] at [company]" to start.

How this skill works

The skill runs targeted web searches to compile company overviews, recent news, hiring signals, leadership, and product positioning. When enrichment connectors are available it adds verified contact details, tech stack, and org charts; when CRM is connected it surfaces prior relationship history and opportunity context. It synthesizes sources into quick takeaways, qualification signals, talking points, and a recommended outreach approach.

When to use it

• Before cold outreach to craft a personalized message
• Prior to a demo or discovery call to prepare relevant questions
• When qualifying accounts to identify buying signals
• To enrich contacts with verified emails and phone numbers (with connectors)
• To check CRM history and avoid duplicating outreach

Best practices

• Provide the domain for precise company matches (e.g., acme.com)
• Include role or full name when researching a person for accurate results
• Connect enrichment and CRM tools to unlock verified contacts and history
• Ask a follow-up (e.g., "what’s their tech stack?") to refine research
• Focus outreach on the recommended entry point and talking points

Example use cases

• Research Stripe before a demo to tailor product examples and pricing rationale
• Look up the CTO at a target company to identify technical pain points
• Run account intel on a competitor to prepare a win/loss playbook
• Pre-meeting prep: summarize attendees, recent news, and prior CRM notes
• Enrich a list of prospects with emails and firmographics before a campaign