Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM...
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.
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
Just tell me who to research:
I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.
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.
# 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:**
1. [Question about their situation]
2. [Question about pain points]
3. [Question about decision process]
---
## Sources
- [Source 1](URL)
- [Source 2](URL)
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
Run these searches:
1. "[Company name]" → Homepage, about page
2. "[Company name] news" → Recent announcements
3. "[Company name] funding" → Investment history
4. "[Company name] careers" → Hiring signals
5. "[Person name] [Company] LinkedIn" → Profile info
6. "[Company name] product" → What they sell
7. "[Company name] customers" → Who they serve
Extract:
If enrichment tools available:
1. Enrich company → Firmographics, funding, tech stack
2. Search people → Org chart, contact list
3. Enrich person → Email, phone, background
4. Get signals → Intent data, hiring velocity
Enrichment adds:
If CRM available:
1. Search for account by domain
2. Get related contacts
3. Get opportunity history
4. Get activity timeline
CRM adds:
1. Combine all sources
2. Prioritize enrichment data over web (more accurate)
3. Add CRM context if exists
4. Identify qualification signals
5. Generate talking points
6. Recommend approach
Focus on: Business overview, news, hiring, leadership
Focus on: Background, role, LinkedIn activity, talking points
Focus on: Product comparison, positioning, win/loss patterns
Focus on: Attendee backgrounds, recent news, relationship history
