Account Research Skill Overview

The account-research skill enables you to gather actionable sales intelligence on companies and individuals before outreach. It operates in three tiers:

Core Functionality

Always Available (Web Search): The skill conducts automatic web searches to compile company overviews, recent news, hiring signals, key personnel, and product information. You activate it with triggers like "Research [company]" or "Look up [person]."

Supercharged (With Connectors): When you connect enrichment tools or CRM systems, the skill gains access to verified contact details, technology stacks, organizational charts, prior relationship history, and opportunity records.

Research Output

Results follow a structured format including:

• Quick assessment of relevance and outreach angle
• Company profile with foundational details
• Recent news tied to sales implications
• Leadership team information with talking points
• Technology stack details (when enrichment connected)
• Prior relationship context (when CRM connected)
• Qualification signals highlighting strengths and concerns
• Recommended entry points and discovery questions

Execution Process

The skill sequences five steps: parsing your request, conducting web searches, pulling enrichment data if available, checking CRM history if connected, and synthesizing all sources into actionable intelligence.

Best Practice: Include specific domains or full names for more precise results.