company-research

Company Research

Discover and deeply research companies to sell to. Uses Browserbase Search API for discovery and a Plan→Research→Synthesize pattern for deep enrichment — outputting a scored research report and CSV.

Required: BROWSERBASE_API_KEY env var and bb CLI installed.

First-run setup: On the first run you'll be prompted to approve bb fetch, bb search, cat, mkdir, sed, etc. Select "Yes, and don't ask again for: bb fetch:*" (or equivalent) for each to auto-approve for the session. To permanently approve, add these to your ~/.claude/settings.json under permissions.allow:

"Bash(bb:*)", "Bash(bunx:*)", "Bash(bun:*)", "Bash(node:*)",
"Bash(cat:*)", "Bash(mkdir:*)", "Bash(sed:*)", "Bash(head:*)", "Bash(tr:*)", "Bash(rm:*)"

Path rules: Always use the full literal path in all Bash commands — NOT ~ or $HOME (both trigger "shell expansion syntax" approval prompts). Resolve the home directory once and use it everywhere. When constructing subagent prompts, replace {SKILL_DIR} with the full literal path.

Output directory: All research output goes to ~/Desktop/{company_slug}_research_{YYYY-MM-DD}/. This directory contains one .md file per researched company plus a final .csv. The user gets both the scored spreadsheet and the full research files on their Desktop.

CRITICAL — Tool restrictions (applies to main agent AND all subagents):

• All web searches: use bb search. NEVER use WebSearch.
• All page content extraction: use node {SKILL_DIR}/scripts/extract_page.mjs "<url>". This script fetches via bb fetch, parses title + meta tags + visible body text, and automatically falls back to bb browse when the page is JS-rendered or over 1MB. NEVER hand-roll a bb fetch | sed pipeline — it silently strips meta tags and doesn't handle the JSON envelope. NEVER use WebFetch.
• All research output: subagents write one markdown file per company to {OUTPUT_DIR}/{company-slug}.md using bash heredoc. NEVER use the Write tool or python3 -c. See references/example-research.md for the file format.
• Report + CSV compilation: use node {SKILL_DIR}/scripts/compile_report.mjs {OUTPUT_DIR} --open — generates HTML report and CSV in one step, opens overview in browser.
• URL deduplication: use node {SKILL_DIR}/scripts/list_urls.mjs /tmp after discovery.
• Subagents must use ONLY the Bash tool. No other tools allowed.
• Main agent NEVER reads raw discovery JSON batch files. Use list_urls.mjs for dedup.

CRITICAL — Anti-hallucination rules (applies to main agent AND all subagents):

• NEVER infer product_description, industry, or target_audience from a site's fonts, framework (Framer/Next.js/React), design system, or typography. These are cosmetic and say nothing about what the company sells.
• NEVER let the user's own ICP leak into a target's description. If you don't know what the target does, write Unknown — do not pattern-match them onto the ICP.
• product_description MUST quote or paraphrase a specific phrase from extract_page.mjs output (TITLE, META_DESCRIPTION, OG_DESCRIPTION, HEADINGS, or BODY). If none of those fields yield a recognizable product statement, write Unknown — homepage content not accessible.
• If product_description is Unknown, cap icp_fit_score at 3 and set icp_fit_reasoning to Insufficient evidence — homepage returned no readable content.

CRITICAL — Minimize permission prompts:

• Subagents MUST batch ALL file writes into a SINGLE Bash call using chained heredocs. One Bash call = one permission prompt.
• Batch ALL searches and ALL fetches into single Bash calls using && chaining.

Pipeline Overview

Follow these 5 steps in order. Do not skip steps or reorder.

1. Company Research — Deeply understand the user's company, product, and who they sell to
2. Depth Mode Selection — Choose research depth based on how many targets they want
3. Discovery — Find target companies using diverse search queries
4. Deep Research & Scoring — Research each company, score ICP fit
5. Report & CSV — Present findings, compile scored CSV

---

Step 0: Setup Output Directory

Before starting, create the output directory on the user's Desktop:

OUTPUT_DIR=~/Desktop/{company_slug}_research_{YYYY-MM-DD}
mkdir -p "$OUTPUT_DIR"

Replace {company_slug} with the user's company name (lowercase, hyphenated) and {YYYY-MM-DD} with today's date. Pass {OUTPUT_DIR} (as a full literal path, not with ~) to all subagent prompts so they write research files there.

Also clean up discovery batch files from prior runs:

rm -f /tmp/company_discovery_batch_*.json

Step 1: Deep Company Research

This is the most important step. The quality of everything downstream depends on deeply understanding the user's company.

1. Ask the user for their company name or URL

2. Check for an existing profile:

   • List files in {SKILL_DIR}/profiles/ (ignore example.json)
   • If a matching profile exists → load it, present to user: "I have your profile from {researched_at}. Still accurate?" If yes → skip to Step 2.
   • If no profile exists → proceed with deep research below.

3. Run a full deep research on the user's company using the Plan→Research→Synthesize pattern. See references/research-patterns.md for sub-question templates and research methodology.

   Key research steps:

   • Search: bb search "{company name}" --num-results 10
   • Fetch homepage: node {SKILL_DIR}/scripts/extract_page.mjs "{company website}"
   • Discover site pages via sitemap (do NOT hardcode paths like /about or /customers):
     1. bb fetch --allow-redirects "{company website}/sitemap.xml" — sitemap is small, raw bb fetch is fine
     2. Scan for URLs with keywords: customer, case-stud, pricing, about, use-case, industry, solution
     3. Optionally also fetch /llms.txt for page descriptions
     4. Pick 3-5 most relevant URLs and extract with extract_page.mjs (NOT raw bb fetch)
   • Search for external context and competitors
   • Accumulate findings with confidence levels

   Synthesize into a profile: Company, Product, Existing Customers, Competitors, Use Cases. Do NOT include ICP or sub-verticals — those are per-run decisions.

4. Present the profile to the user for confirmation. Do not proceed until confirmed.

5. Save the confirmed profile to {SKILL_DIR}/profiles/{company-slug}.json

6. Ask clarifying questions using AskUserQuestion with checkboxes:

   • "Which segments are you targeting?" with options derived from the company research
   • "Company stage?" — Startups, Mid-market, Enterprise, All
   • "How many companies / depth?" — Quick (~100), Deep (~50), Deeper (~25)
   • This is the ONLY user interaction. After this, execute silently until results are ready.

Step 2: Depth Mode Selection

Mode	Research per company	Best for
quick	Homepage + 1-2 searches	~100 companies, broad scan
deep	2-3 sub-questions, 5-8 tool calls	~50 companies, solid research
deeper	4-5 sub-questions, 10-15 tool calls	~25 companies, full intelligence

Step 3: Discovery

Formula: ceil(requested_companies / 35) search queries needed. Over-discover by ~2-3x because filtering typically drops 50-70%.

Generate search queries with these patterns:

• Industry + company stage + geography ("fintech startups series A Bay Area")
• Technology stack + use case ("companies using Selenium for web scraping")
• Competitor adjacency ("alternatives to {known company in ICP}")
• Buyer persona + pain point ("engineering teams struggling with browser automation")

Process:

1. Launch ALL discovery subagents at once (up to ~6 per message). Each runs its queries in a SINGLE Bash call:

   bb search "{query}" --num-results 25 --output /tmp/company_discovery_batch_{N}.json
   

2. After all waves complete, deduplicate: node {SKILL_DIR}/scripts/list_urls.mjs /tmp
3. Filter the URL list — remove:
   • Blog posts, news articles (globenewswire.com, techcrunch.com, etc.)
   • Directories/aggregators (tracxn.com, crunchbase.com, g2.com)
   • The user's own competitors and existing customers (from profile) Keep only company homepages.

See references/workflow.md for subagent prompt templates and wave management.

Step 4: Deep Research & Scoring

Launch subagents to research companies in parallel. See references/workflow.md for the enrichment subagent prompt template. See references/research-patterns.md for the full research methodology.

Process:

1. Split filtered URLs into groups per subagent (quick: ~10, deep: ~5, deeper: ~2-3)

2. Launch ALL enrichment subagents at once (up to ~6 per message)

3. Each subagent uses ONLY Bash — for each company:

   Phase A — Plan (skip in quick mode): Decompose into 2-5 sub-questions based on ICP and enrichment fields.

   Phase B — Research Loop: Search and fetch pages, extract findings. Respect step budget (quick: 2-3, deep: 5-8, deeper: 10-15).

   Phase C — Synthesize: Score ICP fit 1-10 with evidence. Fill enrichment fields from findings.

4. Subagents write ALL markdown files in a SINGLE Bash call using chained heredocs to {OUTPUT_DIR}/

5. After ALL subagents complete, proceed to Step 5

Critical: Include the confirmed ICP description verbatim in every subagent prompt. Pass the full literal {OUTPUT_DIR} path to every subagent.

Step 5: Report & CSV

1. Generate HTML report + CSV (opens overview in browser automatically):

   node {SKILL_DIR}/scripts/compile_report.mjs {OUTPUT_DIR} --open
   

   This generates:

   • {OUTPUT_DIR}/index.html — overview page with scored table (opens in browser)
   • {OUTPUT_DIR}/companies/*.html — individual company pages (linked from overview)
   • {OUTPUT_DIR}/results.csv — scored spreadsheet for import into sheets/CRM

2. Present a summary in chat too:

## Company Research Complete

- **Total companies researched**: {count}
- **Depth mode**: {mode}
- **Score distribution**:
  - Strong fit (8-10): {count}
  - Partial fit (5-7): {count}
  - Weak fit (1-4): {count}
- **Report opened in browser**: ~/Desktop/{company_slug}_research_{date}/index.html

3. Show the top companies sorted by ICP score in a table:

| Company | Score | Product | Industry | Fit Reasoning |
|---------|-------|---------|----------|---------------|
| Acme | 9 | AI inventory management | E-commerce SaaS | Series A, uses Selenium, expanding to EU |

4. For the top 3-5 companies, show a brief research summary — key findings, why they're a good fit, and what specific angle to approach them with.

Offer to dig deeper into specific companies, adjust scoring criteria, or re-run discovery with different queries.