Account Research
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]".
MCP get_skill({ skillId: "account-research-1d7ae01b" })Use this skill with your agent
Create a free account and connect via MCP
# 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: | 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. --- ## Output Format ```markdown # 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) ``` --- ## Execution Flow ### Step 1: Parse Request ``` 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 ``` ### Step 2: Web Search (Always) ``` 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:** - Company description and positioning - Recent news (last 90 days) - Leadership team - Open job postings - Technology mentions - Customer base ### Step 3: Enrichment (If Connected) ``` 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:** - Verified contact info - Complete org chart - Precise employee count - Detailed tech stack - Funding history with investors ### Step 4: CRM Check (If Connected) ``` If CRM available: 1. Search for account by domain 2. Get related contacts 3. Get opportunity history 4. Get activity timeline ``` **CRM adds:** - Prior relationship context - What happened before (won/lost deals) - Who we've talked to - Notes and history ### Step 5: Synthesize ``` 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 ``` --- ## Research Variations ### Company Research Focus on: Business overview, news, hiring, leadership ### Person Research Focus on: Background, role, LinkedIn activity, talking points ### Competitor Research Focus on: Product comparison, positioning, win/loss patterns ### Pre-Meeting Research Focus on: Attendee backgrounds, recent news, relationship history --- ## Tips for Better Research 1. **Include the domain** — "research acme.com" is more precise 2. **Specify the person** — "look up Jane Smith, VP Sales at Acme" 3. **State your goal** — "research Stripe before my demo call" 4. **Ask for specifics** — "what's their tech stack?" after initial research --- ## Related Skills - **call-prep** — Full meeting prep with this research plus context - **draft-outreach** — Write personalized message based on research - **prospecting** — Qualify and prioritize research targets
Related Skills
More skills in Business, Marketing & Sales
Ab Testing
When the user wants to plan, design, or implement an A/B test or experiment, or build a growth experimentation program. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," "hypothesis," "should I test this," "which version is better," "test two versions," "statistical significance," "how long should I run this test," "growth experiments," "experiment velocity," "experiment backlog," "ICE score," "experimentation program," or "experiment playbook." Use this whenever someone is comparing two approaches and wants to measure which performs better, or when they want to build a systematic experimentation practice. For tracking implementation, see analytics. For page-level conversion optimization, see cro.
Ab Test Setup
When the user wants to plan, design, or implement an A/B test or experiment. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," "hypothesis," "conversion experiment," "statistical significance," or "test this." For tracking implementation, see analytics-tracking.
Ab Test Setup
Ab Test Setup linked from Corey Haines marketing skills, with the upstream skill instructions available on GitHub.
Ab Test Store Listing
When the user wants to A/B test App Store product page elements to improve conversion rate. Also use when the user mentions "A/B test", "product page optimization", "test my screenshots", "test my icon", "conversion rate optimization", "CPP", or "custom product pages". For screenshot design, see screenshot-optimization. For metadata optimization, see metadata-optimization.
Account Research
Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.
Ad Creative
When the user needs to generate, iterate, or scale ad creative for paid advertising. Use when they say 'write ad copy,' 'generate headlines,' 'create ad variations,' 'bulk creative,' 'iterate on ads,' 'ad copy validation,' 'RSA headlines,' 'Meta ad copy,' 'LinkedIn ad,' or 'creative testing.' This is pure creative production — distinct from paid-ads (campaign strategy). Use ad-creative when you need the copy, not the campaign plan.
Explore Other Categories
Skills from other categories with shared topics
Audit Support
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.
Compliance Check
Run a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations, required approvals, and risk areas. Use when launching a feature that touches personal data, when marketing or product proposes something with regulatory implications, or when you need to know which approvals and jurisdictional requirements apply before proceeding.
Compliance Tracking
Track compliance requirements and audit readiness. Trigger with "compliance", "audit prep", "SOC 2", "ISO 27001", "GDPR", "regulatory requirement", or when the user needs help tracking, preparing for, or documenting compliance activities.