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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]".
npx claudepluginhub sun2443/designer-skills --plugin salesHow this skill is triggered — by the user, by Claude, or both
Slash command
/sales:account-researchThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
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.
Guides Next.js Cache Components and Partial Prerendering (PPR): 'use cache' directives, cacheLife(), cacheTag(), revalidateTag() for caching, invalidation, static/dynamic optimization. Auto-activates on cacheComponents: true.
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Share bugs, ideas, or general feedback.
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.
┌─────────────────────────────────────────────────────────────────┐
│ 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 │
└─────────────────────────────────────────────────────────────────┘
Just tell me who to research:
I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.
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.
# 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)
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
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:
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:
If CRM available:
1. Search for account by domain
2. Get related contacts
3. Get opportunity history
4. Get activity timeline
CRM adds:
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
Focus on: Business overview, news, hiring, leadership
Focus on: Background, role, LinkedIn activity, talking points
Focus on: Product comparison, positioning, win/loss patterns
Focus on: Attendee backgrounds, recent news, relationship history