prospect_research

Automate target account research with company profiles, financial data, and contacts.

1|Updated Apr 8, 2026
One-click install
npx skills add https://github.com/sfc-gh-samaurer/Sam-Maurer-s-SnowWork-Skills-and-Files --skill prospect-research-sfc-gh-samaurer
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: prospect_research
Source: https://github.com/sfc-gh-samaurer/Sam-Maurer-s-SnowWork-Skills-and-Files/tree/main/skills/prospect_research
Command: npx skills add https://github.com/sfc-gh-samaurer/Sam-Maurer-s-SnowWork-Skills-and-Files --skill prospect-research-sfc-gh-samaurer

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates comprehensive prospect and company research, enabling users to gather detailed insights about target accounts efficiently.

Core Features & Use Cases

  • Account Resolution and Company Research: Resolves accounts and compiles detailed profiles including industry, competitors, and recent news.
  • Financial Status Analysis: Retrieves market cap, funding rounds, or earnings data to assess financial health.
  • Contacts and Decision Makers: Provides prioritized contact information for key stakeholders.
  • Use Case: Prepare thorough sales briefs by aggregating company insights, recent news, and financial data efficiently before client meetings.

Quick Start

Ask the AI: "Research [company name]" to generate a detailed prospect report, including company background, financials, and recent news.

Frequently Asked Questions about prospect_research

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

FAQPage Schema
How do I automate company research for sales prospects?

You can automate company research by requesting a prospect report for a specific target account, which compiles industry profiles, competitors, and recent news. This streamlines target account analysis by aggregating web-based intelligence into a single sales brief.

What's the best way to find decision makers and contacts for a target account?

To find decision makers for a target account, the research process retrieves and prioritizes contact information for key stakeholders. This provides sales teams with the necessary contact intelligence to prepare partnership strategies and direct outreach.

Can I assess a prospect's financial status using web search data?

Yes, you can assess a prospect's financial status by retrieving market cap, funding rounds, and earnings data. This financial analysis evaluates the financial health of target accounts to align with your sales workflows and decision-making needs.

What information do I need to start prospect research?

You only need to provide the target company name to start prospect research. The process resolves the account and automatically gathers detailed background insights, financial data, and recent developments without requiring additional input.

How does account resolution work for target accounts?

Account resolution identifies the correct corporate entity and compiles a detailed profile covering industry, competitors, and recent news. This ensures comprehensive account understanding by validating the target before gathering deeper financial and contact intelligence.

When should I use automated prospect research instead of manual web search?

Use automated prospect research when preparing thorough sales briefs before client meetings to gather detailed insights efficiently. It replaces manual web search when you need integrated company profiling, financial assessment, and contact intelligence aligned with sales workflows.