account-research
Complete company and person research powered by web search, enriched with verified contact data and CRM history when available.
- Researches companies and individuals via web search alone, extracting business overview, recent news, hiring signals, leadership team, and product details
- Supercharged by optional enrichment connectors that add verified emails, phone numbers, tech stack, org charts, and funding details
- Integrates with CRM to surface prior relationship history, past opportunities, and existing contacts for warm outreach context
- Generates structured output with qualification signals, talking points, recommended entry points, and discovery questions tailored to sales outreach
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 │
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