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account-research

verified

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]".

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Marketplace

knowledge-work-plugins

anthropics/knowledge-work-plugins

Plugin

sales

Repository
Verified Org

anthropics/knowledge-work-plugins
2.8kstars

sales/skills/account-research/SKILL.md

Last Verified

February 2, 2026

Install Skill

Select agents to install to:

Scope:
npx add-skill https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-research/SKILL.md -a claude-code --skill account-research

Installation paths:

Claude
.claude/skills/account-research/
Powered by add-skill CLI

Instructions

# Account Research

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.

## How It Works

```
┌─────────────────────────────────────────────────────────────────┐
│                     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        │
└─────────────────────────────────────────────────────────────────┘
```

---

## Getting Started

Just tell me who to research:

- "Research Stripe"
- "Look up the CTO at Notion"
- "Intel on acme.com"
- "Who is Sarah Chen at TechCorp?"
- "Tell me about [company] before my call"

I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.

---

## Connectors (Optional)

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.

---

## Output Format

```markdown
# Research: [Company or Person Name]

**Generated:** [Date]
**Sources:** Web

Validation Details

Front Matter
Required Fields
Valid Name Format
Valid Description
Has Sections
Allowed Tools
Instruction Length:
6758 chars