account-research-skill

Generates sales account briefings with signals, key contacts, and conversation hooks.

Updated Aug 12, 2026
One-click install
npx skills add https://github.com/innFactory-AI/company-ai-stack-skills --skill account-research-skill-innfactory-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: account-research-skill
Source: https://github.com/innFactory-AI/company-ai-stack-skills/tree/main/de/skills/sales/account-research-skill
Command: npx skills add https://github.com/innFactory-AI/company-ai-stack-skills --skill account-research-skill-innfactory-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Preparing for a first sales call or taking over a new account requires hours of manual research across CRM records, news, and enrichment data. This Skill turns raw company data into a structured, source-tagged account briefing with signals, key people, and conversation hooks. ## Core Features & Use Cases - Structured Research Workflow: A six-step process covering target identification, firmographics, recent signals (prioritizing the last 90 days), key-person mapping, hook generation, and briefing assembly. - Signal Categorization & Recency Weighting: Classifies events as growth, leadership change, strategic shift, pain indicator, regulatory, technology, or competitive, with relevance decay beyond 90 days. - Source-Tagged Output Template: Produces a complete account briefing with company overview, CRM context, signal table, stakeholder map, ranked conversation hooks, and explicit data gaps. - Use Case: Before a discovery call with a new prospect, ask for an account briefing and receive a sourced summary of recent funding news, the likely buying committee, and two or three tailored opening questions. ## Quick Start Ask the agent to create an account briefing for a target company, for example: "Recherchiere Acme Corp und erstelle ein Account-Briefing für mein Erstgespräch nächste Woche."

Frequently Asked Questions about account-research-skill

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

FAQPage Schema
How do I prepare an account briefing before a first sales call?▼

Provide the company name and any context you have, and the skill runs a six-step workflow covering firmographics, recent signals, key people, and conversation hooks. The output is a structured briefing with source tags and a gaps list.

What data sources does account research use?▼

It pulls from CRM systems via MCP (Salesforce, HubSpot, Dynamics), web search for news and announcements, enrichment sources like LinkedIn or Crunchbase, and companyRAG collections or uploaded files. Missing sources are flagged as gaps rather than filled with assumptions.

Can I use account research without a connected CRM?▼

Yes, the skill works without an integrated source. Paste company data into the chat or upload relevant files, and the workflow proceeds the same way, marking unavailable data explicitly in the output.

How are buying signals prioritized in account research?▼

Signals are categorized by type such as growth, leadership change, or regulatory, then weighted by recency. Events from the last 30 days carry the highest relevance, 30-90 days moderate, and anything older is flagged as potentially outdated.

Does the skill invent contacts or financial figures?▼

No, guardrails prohibit fabricating contacts, org structures, or financial data. Unverified roles are listed as archetypes marked not yet identified, and unavailable figures are labeled not publicly available.