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jaimedhenriques
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account-research

Research companies and people for sales intelligence and outreach guidance.

Updated Apr 1, 2026
Search Tags:#web search#crm#sales intelligence#prospecting#lead qualification#company research#account research
One-click install
npx skills add https://github.com/jaimedhenriques/finsyt --skill account-research-jaimedhenriques
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-research
Source: https://github.com/jaimedhenriques/finsyt/tree/main/artifacts/platform/.agents/skills/account-research
Command: npx skills add https://github.com/jaimedhenriques/finsyt --skill account-research-jaimedhenriques

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you quickly understand a company or person before outreach, turning scattered public information into practical sales intelligence.

Core Features & Use Cases

  • Company research: Summarize what a business does, its size, industry, leadership, and recent news.
  • Person research: Identify who someone is, their role, background, and the best angle for a conversation.
  • Sales context: Capture hiring signals, product positioning, customer clues, and qualification risks to improve outreach.
  • Example: Before a demo call, use this Skill to research the account, find relevant stakeholders, and tailor your opening message.

Quick Start

Ask the skill to research a company or person, such as researching Stripe or looking up the CTO at Notion, and it will return a concise, actionable briefing.

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 intelligence before a outreach call?▼

Sales intelligence research gathers company overviews, recent news, hiring signals, and leadership data to prepare for prospecting. This Skill uses web search and CRM data to produce concise briefings with outreach guidance and qualification signals.

What is the best way to qualify leads and find prospects using web search?▼

Lead qualification using web search captures hiring signals, product positioning, and customer clues to assess prospect readiness. This Skill processes public information alongside enrichment data to deliver actionable qualification signals for your sales pipeline.

Can I use CRM data to enrich company research and account profiles?▼

Yes, CRM data can be incorporated to enrich company research and build detailed account profiles. This Skill combines CRM records with web search results to generate enriched prospect context and tailored outreach guidance.

How do I research a specific person to find the best angle for a sales conversation?▼

Person research for sales identifies an individual's role, background, and conversation angles to improve engagement. This Skill analyzes public information to deliver role-based prospect context and actionable outreach guidance.

Does account research work for finding stakeholders and tailoring B2B sales outreach?▼

Yes, account research helps identify relevant stakeholders and tailor B2B sales outreach by analyzing company positioning and leadership. This Skill generates concise briefings that map prospect context to your specific sales conversation.

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