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account-research

Identifies and summarizes sales intelligence from web searches into structured briefs.

14|3|Updated Jan 19, 2026
Search Tags:#research#crm#prospecting#web-search#enrichment#sales-intel
One-click install
npx skills add https://github.com/kevinlin/cowork-z --skill account-research-kevinlin
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-research
Source: https://github.com/kevinlin/cowork-z/tree/main/src-tauri/resources/skill-templates/sales-account-research
Command: npx skills add https://github.com/kevinlin/cowork-z --skill account-research-kevinlin

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Identify and summarize actionable sales intel about a company or person using web search.

Core Features & Use Cases

  • Standalone web research: generate a concise company/person profile from public sources.
  • Enriched data: augment with verified emails, org charts, and CRM data when connectors are available.
  • Output-ready: deliver structured briefs with leadership, recent news, hiring signals, products, and customers.

Quick Start

Tell me who to research, for example Research Stripe or Intel on Acme Corp

Frequently Asked Questions about account-research

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

FAQPage Schema
How do I gather sales intel on a company before outreach?▼

Gather sales intel by running a web search to summarize a company's leadership, recent news, hiring signals, and talking points. The output is a structured brief ready for prospecting and outreach.

Can I research a person's profile for sales prospecting using web search?▼

Yes, you can research a person's profile for sales prospecting using web search. The tool summarizes public sources to generate a concise profile, which is enhanced with verified emails and org charts when enrichment tools are connected.

Do I need a CRM connected to generate a company profile?▼

No, a CRM is not required to generate a company profile. The tool works standalone via web search to produce structured outputs, but connecting a CRM or enrichment tools provides richer context like verified emails and org charts.

What's the best way to find hiring signals for a target account?▼

The best way to find hiring signals for a target account is to use web search to identify and summarize recent company news and growth indicators. The tool delivers these signals directly within a structured sales intel brief.

Does this sales intel tool work with data enrichment connectors?▼

Yes, this sales intel tool works with data enrichment connectors. When connected, it augments standalone web search results with verified emails, org charts, and CRM data to provide richer prospecting context.

What limitations exist when researching sales intel without enrichment tools?▼

When researching sales intel without enrichment tools, the limitation is that outputs rely solely on public web search sources. You will receive a concise company profile, but it will lack verified emails, org charts, and direct CRM data context.

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