--- name: account-research description: "Gather actionable sales intelligence on companies and individuals before outreach" version: 1.0.0 category: sales last_updated: 2026-02-03 source: https://github.com/anthropics/knowledge-work-plugins related_skills: - call-prep - competitive-intelligence - create-an-asset - daily-briefing - draft-outreach --- # 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.