Research a target account before outreach

  • Sales
  • Account Research
  • Prospecting

Get skill on GitHubRaw SKILL.md on GitHub

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Source Anthropic (@anthropics) — anthropics/knowledge-work-plugins

Installnpx skills add anthropics/knowledge-work-plugins --skill account-research

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Overview

This skill researches a prospect company, and a named contact if you give one. It checks your CRM first, then gathers a company summary, the latest news, what they probably care about, and a score for fit against your ideal customer. It closes with hooks you could use in outreach.

Use cases

Alternatives

  • Build a scored prospect listThis skill finds and qualifies prospects, with separate paths for software companies, other business-to-business sellers, and neighborhood shops. It defines the ideal customer, gathers candidates, checks each one, and scores them. Results come back as a table, or as a CSV file once the list gets long. Compliance rules forbid mass scraping.SalesProspectingLead Generation
  • Write a lead brief with FirecrawlThis skill uses Firecrawl to look into a company and the people who run it before a meeting. The brief covers an overview, recent activity, things to bring up, problems they likely face, an angle for outreach, and sources. It suits sales calls, partner meetings, investor chats, and customer interviews. A Firecrawl API key is required.SalesProspectingWeb Research
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