account-research

账户研究

在联系之前，全面了解任何公司或个人。这项技能始终会使用网页搜索；如果还能获取丰富数据和 CRM 数据，效果会显著提升。

工作原理

┌─────────────────────────────────────────────────────────────────┐
│                     ACCOUNT RESEARCH                             │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone via web search)                        │
│  ✓ Company overview: what they do, size, industry               │
│  ✓ Recent news: funding, leadership changes, announcements      │
│  ✓ Hiring signals: open roles, growth indicators                │
│  ✓ Key people: leadership team from LinkedIn                    │
│  ✓ Product/service: what they sell, who they serve              │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + Enrichment: verified emails, phone, tech stack, org chart    │
│  + CRM: prior relationship, past opportunities, contacts        │
└─────────────────────────────────────────────────────────────────┘

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入门

只需告诉我你想研究谁：

• “研究一下 Stripe”
• “查查 Notion 的 CTO”
• “了解 acme.com”
• “TechCorp 的 Sarah Chen 是谁？”
• “我打电话之前，介绍一下 [company]”

我会立即进行网页搜索。如果你已连接丰富数据或 CRM，我也会获取其中的数据。

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连接器（可选）

连接工具，为这项技能注入强大功能：

连接器	可提供的内容
丰富数据	已验证的电子邮件地址、电话号码、技术栈、组织架构图、融资详情
CRM	过往关系记录、过去的商机、现有联系人、备注

没有连接器？ 没关系。网页搜索也能为任何公司或个人提供可靠的研究信息。

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输出格式

# Research: [Company or Person Name]

**Generated:** [Date]
**Sources:** Web Search [+ Enrichment] [+ CRM]

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## Quick Take

[2-3 sentences: Who they are, why they might need you, best angle for outreach]

---

## Company Profile

| Field | Value |
|-------|-------|
| **Company** | [Name] |
| **Website** | [URL] |
| **Industry** | [Industry] |
| **Size** | [Employee count] |
| **Headquarters** | [Location] |
| **Founded** | [Year] |
| **Funding** | [Stage + amount if known] |
| **Revenue** | [Estimate if available] |

### What They Do
[1-2 sentence description of their business, product, and customers]

### Recent News
- **[Headline]** — [Date] — [Why it matters for your outreach]
- **[Headline]** — [Date] — [Why it matters]

### Hiring Signals
- [X] open roles in [Department]
- Notable: [Relevant roles like Engineering, Sales, AI/ML]
- Growth indicator: [Hiring velocity interpretation]

---

## Key People

### [Name] — [Title]
| Field | Detail |
|-------|--------|
| **LinkedIn** | [URL] |
| **Background** | [Prior companies, education] |
| **Tenure** | [Time at company] |
| **Email** | [If enrichment connected] |

**Talking Points:**
- [Personal hook based on background]
- [Professional hook based on role]

[Repeat for relevant contacts]

---

## Tech Stack [If Enrichment Connected]

| Category | Tools |
|----------|-------|
| **Cloud** | [AWS, GCP, Azure, etc.] |
| **Data** | [Snowflake, Databricks, etc.] |
| **CRM** | [e.g. Salesforce, HubSpot] |
| **Other** | [Relevant tools] |

**Integration Opportunity:** [How your product fits with their stack]

---

## Prior Relationship [If CRM Connected]

| Field | Detail |
|-------|--------|
| **Status** | [New / Prior prospect / Customer / Churned] |
| **Last Contact** | [Date and type] |
| **Previous Opps** | [Won/Lost and why] |
| **Known Contacts** | [Names already in CRM] |

**History:** [Summary of past relationship]

---

## Qualification Signals

### Positive Signals
- ✅ [Signal and evidence]
- ✅ [Signal and evidence]

### Potential Concerns
- ⚠️ [Concern and what to watch for]

### Unknown (Ask in Discovery)
- ❓ [Gap in understanding]

---

## Recommended Approach

**Best Entry Point:** [Person and why]

**Opening Hook:** [What to lead with based on research]

**Discovery Questions:**
1. [Question about their situation]
2. [Question about pain points]
3. [Question about decision process]

---

## Sources
- [Source 1](URL)
- [Source 2](URL)

---

执行流程

步骤 1：解析请求

Identify what to research:
- "Research Stripe" → Company research
- "Look up John Smith at Acme" → Person + company
- "Who is the CTO at Notion" → Role-based search
- "Intel on acme.com" → Domain-based lookup

步骤 2：网页搜索（始终执行）

Run these searches:
1. "[Company name]" → Homepage, about page
2. "[Company name] news" → Recent announcements
3. "[Company name] funding" → Investment history
4. "[Company name] careers" → Hiring signals
5. "[Person name] [Company] LinkedIn" → Profile info
6. "[Company name] product" → What they sell
7. "[Company name] customers" → Who they serve

提取：

• 公司简介和定位
• 最新消息（过去 90 天）
• 领导团队
• 正在招聘的职位
• 技术相关信息
• 客户群体

步骤 3：丰富数据（已连接时）

If enrichment tools available:
1. Enrich company → Firmographics, funding, tech stack
2. Search people → Org chart, contact list
3. Enrich person → Email, phone, background
4. Get signals → Intent data, hiring velocity

丰富数据可提供：

• 已验证的联系信息
• 完整的组织架构图
• 精确的员工人数
• 详细的技术栈
• 包含投资方的融资历史

步骤 4：检查 CRM（已连接时）

If CRM available:
1. Search for account by domain
2. Get related contacts
3. Get opportunity history
4. Get activity timeline

CRM 可提供：

• 过往关系背景
• 之前的情况（赢单／丢单）
• 我们联系过的人
• 备注和历史记录

步骤 5：综合分析

1. Combine all sources
2. Prioritize enrichment data over web (more accurate)
3. Add CRM context if exists
4. Identify qualification signals
5. Generate talking points
6. Recommend approach

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研究类型

公司研究

重点关注：业务概览、新闻、招聘、领导团队

个人研究

重点关注：背景、职位、LinkedIn 动态、谈话要点

竞争对手研究

重点关注：产品比较、市场定位、赢单／丢单模式

会前研究

重点关注：参会者背景、最新消息、关系历史

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提升研究效果的提示

1. 附上域名 — “研究 acme.com”会更准确
2. 说明具体人物 — “查查 Acme 的销售副总裁 Jane Smith”
3. 说明目标 — “在演示电话之前研究一下 Stripe”
4. 询问具体信息 — 初步研究后再问“他们的技术栈是什么？”

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相关技能

• call-prep — 在这项研究的基础上，结合背景信息全面准备会议
• draft-outreach — 根据研究结果撰写个性化消息
• prospecting — 筛选并确定研究目标的优先级