account research

Actual Agent / Skill files

This complete upstream plugin source package includes this skill, other skills, scripts, references, and bundled connection configuration. Preview files show the current skill and essential package information. External connectors, models, runtime dependencies, and accounts still require official setup; individual workflows are not execution-tested.

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

Imported source metadata: runtime behavior, costs and compatibility have not been independently verified. Open the official source for current setup instructions.

Requirements

A compatible plugin or Agent Skills client is required; capabilities vary by client.
If connecting business data, check the plugin connectors, account permissions and organization policies first.

Use steps

Open the source documentation and confirm scope, supported clients and prerequisites.
Find the sales plugin in Claude's plugin browser, or follow the repository's Claude Code instructions to install the complete bundle.
Authorize required connections as instructed by the client, start a new session, try an example task and review the output before delivery.

Example

Example prompt: Use the account-research workflow with my supplied material. Identify missing information first, then produce a result I can review.

Limitations

Imported from source metadata; not execution-tested in every client.
Copying only SKILL.md can omit connectors, commands, scripts and references; use the publisher’s complete package.

Browse the resource directory