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:

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

| 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]

…