Sales Account Intelligence

Workflow

Use search and extract to produce fast, useful sales account context with cited sources; use map or crawl only when a known company site needs scoped navigation. Keep this skill focused on research planning, query construction, source selection, and sales-ready synthesis; execution mechanics should come from companion endpoint skills.

Treat the guidance below as base guidance; adapt it to the user's request when appropriate.

• Define the account, audience, sales motion, geography, and meeting or outreach goal.
• Split research into short subqueries under 400 characters: company overview, recent news, products, customers, leadership, funding/financials, hiring, partnerships, pain points, and relevant initiatives.
• Use search for discovery, then filter by source quality before extracting.
• Extract the strongest sources: official website, newsroom, product pages, customer stories, investor/press pages, credible news, job postings, and relevant executive profiles.
• Use site navigation when the company site is large and useful pages are hard to find.
• Collect scoped site sections only when the user needs broad coverage of customers, case studies, news, products, solutions, or careers.

Research Budget