Lead Research Assistant
Research company and contact information for sales outreach
MCP get_skill({ skillId: "lead-research-assistant-2c4458d4" })Use this skill with your agent
Create a free account and connect via MCP
# Lead Research Assistant Research and compile information about companies and contacts for effective sales outreach. ## Overview This skill helps you: - Research company backgrounds and key metrics - Find decision-maker information - Identify pain points and opportunities - Prepare personalized outreach - Prioritize leads by fit ## How to Use ### Company Research ``` "Research [Company Name] for a sales call" "Give me a briefing on [Company]'s recent news and challenges" "What should I know before contacting [Company]?" ``` ### Contact Research ``` "Find information about [Name] at [Company]" "Who are the key decision makers at [Company] for [Product Type]?" "Create a contact profile for [Name, Title, Company]" ``` ### Batch Research ``` "Research these 5 companies for our outreach campaign" "Prioritize these leads based on our ICP" ``` ## Output Formats ### Company Brief ```markdown # Company Research: [Company Name] ## Quick Facts | Attribute | Value | |-----------|-------| | **Industry** | [Industry] | | **Founded** | [Year] | | **Headquarters** | [Location] | | **Employees** | [Range] | | **Revenue** | [Estimate] | | **Funding** | [Stage/Amount] | | **Website** | [URL] | ## Business Overview [2-3 sentence description of what the company does] ## Products/Services - [Product 1]: [Brief description] - [Product 2]: [Brief description] ## Target Market - **Customers**: [Who they sell to] - **Industries**: [Industries served] - **Geography**: [Markets] ## Key People | Name | Title | LinkedIn | |------|-------|----------| | [Name] | CEO | [Link] | | [Name] | [Relevant Title] | [Link] | ## Recent News & Developments - [Date]: [Headline - brief summary] - [Date]: [Headline - brief summary] ## Potential Pain Points 1. **[Pain Point]**: [Why this matters to them] 2. **[Pain Point]**: [Why this matters to them] ## Technology Stack [Known technologies they use - relevant to your product] ## Competitive Landscape - Current solutions: [What they use today] - Competitors: [Their competitors] ## Outreach Angle **Recommended approach**: [Specific angle based on research] **Talking points**: 1. [Specific point relevant to them] 2. [Specific point relevant to them] ## Fit Score: [1-10] **Reasoning**: [Why they are/aren't a good fit] ``` ### Contact Profile ```markdown # Contact Profile: [Name] ## Overview | Attribute | Value | |-----------|-------| | **Name** | [Full Name] | | **Title** | [Current Title] | | **Company** | [Company] | | **Location** | [City, Country] | | **LinkedIn** | [URL] | | **Email** | [If available] | ## Professional Background - **Current Role**: [Title] at [Company] since [Date] - **Previous**: [Previous role] at [Company] - **Education**: [Degree, School] - **Experience**: [X] years in [industry/function] ## Responsibilities [What they likely own/decide based on title] ## Recent Activity - [LinkedIn post/article summary] - [Speaking engagement/podcast] - [News mention] ## Interests & Topics [Topics they engage with professionally] ## Connection Points 1. **Shared**: [Mutual connections, schools, interests] 2. **Relevant**: [Content they've engaged with] ## Outreach Strategy **Best channel**: [Email/LinkedIn/Phone] **Best time**: [Based on timezone/activity patterns] **Personalization hooks**: - [Specific thing to mention] - [Recent activity to reference] ## Sample Opener "Hi [Name], I noticed [personalized observation]. [Relevant question/value prop]..." ``` ### Lead Prioritization ```markdown # Lead Scoring: [Campaign Name] ## Scoring Criteria | Factor | Weight | Description | |--------|--------|-------------| | Company Size | 25% | [X-Y employees = 10pts] | | Industry Fit | 20% | [Target industries = 10pts] | | Tech Stack | 20% | [Using X = 10pts] | | Timing Signals | 20% | [Funding, hiring = 10pts] | | Contact Level | 15% | [Decision maker = 10pts] | ## Ranked Leads ### 🔥 Hot (Score: 80-100) | Company | Score | Key Signal | |---------|-------|------------| | [Company A] | 95 | Recent funding, hiring | | [Company B] | 88 | Expansion announced | ### 🟡 Warm (Score: 60-79) | Company | Score | Key Signal | |---------|-------|------------| | [Company C] | 72 | Good fit, no timing signal | ### 🔵 Nurture (Score: 40-59) | Company | Score | Next Step | |---------|-------|-----------| | [Company D] | 55 | Monitor for triggers | ``` ## Research Areas ### Company Information - Business model and revenue streams - Company size and growth trajectory - Recent news and announcements - Funding history and investors - Key partnerships and customers - Technology stack - Hiring trends - Competitive positioning ### Contact Information - Professional background - Decision-making authority - Communication style (from content) - Network and connections - Recent professional activity - Interests and topics ### Timing Signals - Recent funding rounds - Leadership changes - Expansion announcements - Product launches - Hiring surges - Contract renewals (industry timing) ## Best Practices ### Research Ethics - Use publicly available information only - Respect privacy boundaries - Don't misrepresent sources - Verify information accuracy ### Effective Research 1. Start with company website and LinkedIn 2. Check recent news (last 6 months) 3. Review press releases and blog 4. Look at job postings for insights 5. Check review sites (G2, Glassdoor) 6. Analyze social media presence ## Limitations - Cannot access paid databases (ZoomInfo, etc.) - Contact details may not be publicly available - Information accuracy depends on sources - Private companies have limited data - Real-time data may be outdated
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 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]".
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.
Explore Other Categories
Skills from other categories with shared topics
Academic Search
Search and analyze academic literature. Find papers, understand research methodologies, and synthesize academic findings for research projects.
AI Agent Builder
Build AI agents with tools, memory, and multi-step reasoning - ChatGPT, Claude, Gemini integration patterns
AI Slides
Generate complete presentations with AI - from outline to polished slides