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adrianliechti
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account-research

Research companies or people via web search and output structured sales briefs.

4|4|Updated Dec 15, 2024
Search Tags:#research#crm#web-search#enrichment#lead-generation#sales-intel
One-click install
npx skills add https://github.com/adrianliechti/wingman-chat --skill account-research-adrianliechti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-research
Source: https://github.com/adrianliechti/wingman-chat/tree/main/skills/sales/account-research
Command: npx skills add https://github.com/adrianliechti/wingman-chat --skill account-research-adrianliechti

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Research a company or person to obtain actionable sales intel, enabling outreach with accurate context.

Core Features & Use Cases

  • Web-first research: Quick company or person profiles, recent news, leadership, and hiring signals via web search.
  • Enrichment-ready: Enhances findings with CRM data or enrichment tools when connected.
  • Output-ready: Generates a structured brief suitable for outreach planning and SDR playbooks.

Quick Start

Research Stripe.

Frequently Asked Questions about account-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I research a company for sales intel and outreach planning?▼

Sales intel research relies on web search as the core input to gather company or person profiles, recent news, and leadership data, outputting a structured brief for outreach planning and SDR playbooks.

What is the best way to enrich lead generation data with CRM context?▼

Enriching lead generation data involves enhancing web search findings with connected CRM data or enrichment tools, producing a discovery-ready report with accurate context for SDR playbooks.

Can I use CRM data to enhance web search results for prospect research?▼

Yes, CRM data can enhance web search results for prospect research by acting as an enrichment layer, adding internal context to external findings and producing a discovery-ready sales intel report.

Does account research work without dedicated enrichment tools?▼

Yes, account research works without dedicated enrichment tools by relying on web search as the core input, though connecting CRM data or enrichment tools significantly enhances the final structured report.

What limitations exist when generating sales intel from standalone web search?▼

When generating sales intel from standalone web search, the limitation is the absence of internal CRM context, meaning the discovery-ready report relies solely on external data unless enrichment tools are connected.

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