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        │
└─────────────────────────────────────────────────────────────────┘

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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.

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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.

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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

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



Sources
Source 1
Source 2

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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

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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

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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

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Related Skills

• call-prep — Full meeting prep with this research plus context
• draft-outreach — Write personalized message based on research
• prospecting — Qualify and prioritize research targets