zhukang
1c7abd81d1
- 310 registry:skill items, 1528 files, 7 categories (hub tags) - registry.json generated by @kortix/registry buildRegistry - nested SKILL.md in sn-da-* renamed SUBSKILL.md (no phantom skills) - provenance + licenses: SOURCES.md
288 lines
7.8 KiB
Markdown
288 lines
7.8 KiB
Markdown
---
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name: account-research
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description: Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
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---
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# Account Research
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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.
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## How It Works
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```
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┌─────────────────────────────────────────────────────────────────┐
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│ ACCOUNT RESEARCH │
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├─────────────────────────────────────────────────────────────────┤
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│ ALWAYS (works standalone via web search) │
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│ ✓ Company overview: what they do, size, industry │
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│ ✓ Recent news: funding, leadership changes, announcements │
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│ ✓ Hiring signals: open roles, growth indicators │
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│ ✓ Key people: leadership team from LinkedIn │
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│ ✓ Product/service: what they sell, who they serve │
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├─────────────────────────────────────────────────────────────────┤
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│ SUPERCHARGED (when you connect your tools) │
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│ + Enrichment: verified emails, phone, tech stack, org chart │
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│ + CRM: prior relationship, past opportunities, contacts │
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└─────────────────────────────────────────────────────────────────┘
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```
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---
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## Getting Started
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Just tell me who to research:
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- "Research Stripe"
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- "Look up the CTO at Notion"
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- "Intel on acme.com"
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- "Who is Sarah Chen at TechCorp?"
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- "Tell me about [company] before my call"
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I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.
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---
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## Connectors (Optional)
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Connect your tools to supercharge this skill:
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| Connector | What It Adds |
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|-----------|--------------|
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| **Enrichment** | Verified emails, phone numbers, tech stack, org chart, funding details |
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| **CRM** | Prior relationship history, past opportunities, existing contacts, notes |
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> **No connectors?** No problem. Web search provides solid research for any company or person.
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---
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## Output Format
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```markdown
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# Research: [Company or Person Name]
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**Generated:** [Date]
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**Sources:** Web Search [+ Enrichment] [+ CRM]
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---
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## Quick Take
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[2-3 sentences: Who they are, why they might need you, best angle for outreach]
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---
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## Company Profile
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| Field | Value |
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|-------|-------|
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| **Company** | [Name] |
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| **Website** | [URL] |
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| **Industry** | [Industry] |
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| **Size** | [Employee count] |
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| **Headquarters** | [Location] |
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| **Founded** | [Year] |
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| **Funding** | [Stage + amount if known] |
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| **Revenue** | [Estimate if available] |
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### What They Do
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[1-2 sentence description of their business, product, and customers]
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### Recent News
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- **[Headline]** — [Date] — [Why it matters for your outreach]
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- **[Headline]** — [Date] — [Why it matters]
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### Hiring Signals
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- [X] open roles in [Department]
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- Notable: [Relevant roles like Engineering, Sales, AI/ML]
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- Growth indicator: [Hiring velocity interpretation]
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---
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## Key People
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### [Name] — [Title]
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| Field | Detail |
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|-------|--------|
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| **LinkedIn** | [URL] |
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| **Background** | [Prior companies, education] |
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| **Tenure** | [Time at company] |
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| **Email** | [If enrichment connected] |
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**Talking Points:**
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- [Personal hook based on background]
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- [Professional hook based on role]
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[Repeat for relevant contacts]
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---
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## Tech Stack [If Enrichment Connected]
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| Category | Tools |
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|----------|-------|
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| **Cloud** | [AWS, GCP, Azure, etc.] |
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| **Data** | [Snowflake, Databricks, etc.] |
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| **CRM** | [e.g. Salesforce, HubSpot] |
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| **Other** | [Relevant tools] |
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**Integration Opportunity:** [How your product fits with their stack]
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---
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## Prior Relationship [If CRM Connected]
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| Field | Detail |
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|-------|--------|
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| **Status** | [New / Prior prospect / Customer / Churned] |
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| **Last Contact** | [Date and type] |
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| **Previous Opps** | [Won/Lost and why] |
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| **Known Contacts** | [Names already in CRM] |
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**History:** [Summary of past relationship]
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---
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## Qualification Signals
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### Positive Signals
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- ✅ [Signal and evidence]
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- ✅ [Signal and evidence]
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### Potential Concerns
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- ⚠️ [Concern and what to watch for]
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### Unknown (Ask in Discovery)
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- ❓ [Gap in understanding]
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---
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## Recommended Approach
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**Best Entry Point:** [Person and why]
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**Opening Hook:** [What to lead with based on research]
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**Discovery Questions:**
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1. [Question about their situation]
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2. [Question about pain points]
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3. [Question about decision process]
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---
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## Sources
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- [Source 1](URL)
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- [Source 2](URL)
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```
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---
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## Execution Flow
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### Step 1: Parse Request
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```
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Identify what to research:
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- "Research Stripe" → Company research
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- "Look up John Smith at Acme" → Person + company
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- "Who is the CTO at Notion" → Role-based search
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- "Intel on acme.com" → Domain-based lookup
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```
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### Step 2: Web Search (Always)
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```
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Run these searches:
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1. "[Company name]" → Homepage, about page
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2. "[Company name] news" → Recent announcements
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3. "[Company name] funding" → Investment history
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4. "[Company name] careers" → Hiring signals
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5. "[Person name] [Company] LinkedIn" → Profile info
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6. "[Company name] product" → What they sell
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7. "[Company name] customers" → Who they serve
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```
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**Extract:**
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- Company description and positioning
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- Recent news (last 90 days)
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- Leadership team
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- Open job postings
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- Technology mentions
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- Customer base
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### Step 3: Enrichment (If Connected)
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```
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If enrichment tools available:
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1. Enrich company → Firmographics, funding, tech stack
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2. Search people → Org chart, contact list
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3. Enrich person → Email, phone, background
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4. Get signals → Intent data, hiring velocity
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```
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**Enrichment adds:**
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- Verified contact info
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- Complete org chart
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- Precise employee count
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- Detailed tech stack
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- Funding history with investors
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### Step 4: CRM Check (If Connected)
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```
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If CRM available:
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1. Search for account by domain
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2. Get related contacts
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3. Get opportunity history
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4. Get activity timeline
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```
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**CRM adds:**
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- Prior relationship context
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- What happened before (won/lost deals)
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- Who we've talked to
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- Notes and history
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### Step 5: Synthesize
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```
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1. Combine all sources
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2. Prioritize enrichment data over web (more accurate)
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3. Add CRM context if exists
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4. Identify qualification signals
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5. Generate talking points
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6. Recommend approach
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```
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---
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## Research Variations
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### Company Research
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Focus on: Business overview, news, hiring, leadership
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### Person Research
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Focus on: Background, role, LinkedIn activity, talking points
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### Competitor Research
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Focus on: Product comparison, positioning, win/loss patterns
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### Pre-Meeting Research
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Focus on: Attendee backgrounds, recent news, relationship history
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---
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## Tips for Better Research
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1. **Include the domain** — "research acme.com" is more precise
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2. **Specify the person** — "look up Jane Smith, VP Sales at Acme"
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3. **State your goal** — "research Stripe before my demo call"
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4. **Ask for specifics** — "what's their tech stack?" after initial research
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---
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## Related Skills
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- **call-prep** — Full meeting prep with this research plus context
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- **draft-outreach** — Write personalized message based on research
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- **prospecting** — Qualify and prioritize research targets
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