account-research

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Account Research

目标账户调研

Get a complete picture of any company or person before outreach. This skill always works with web search, and gets significantly better with enrichment and CRM data.

在开展销售触达前，全面了解目标企业或个人的信息。本技能无需额外工具即可通过网页搜索运行，若关联Enrichment工具或CRM数据，调研效果将显著提升。

How It Works

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        │
└─────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────┐
│                     目标账户调研                             │
├─────────────────────────────────────────────────────────────────┤
│  基础模式（无需额外工具，通过网页搜索独立运行）                        │
│  ✓ 企业概况：业务范围、规模、所属行业               │
│  ✓ 近期动态：融资情况、管理层变动、重要公告      │
│  ✓ 招聘信号：开放岗位、增长指标                │
│  ✓ 核心人员：来自LinkedIn的领导团队信息                    │
│  ✓ 产品/服务：业务内容、服务对象              │
├─────────────────────────────────────────────────────────────────┤
│  增强模式（关联工具后启用）                      │
│  + Enrichment工具：验证过的邮箱、电话、技术栈、组织架构    │
│  + CRM：过往合作关系、历史商机、联系人信息        │
└─────────────────────────────────────────────────────────────────┘

Getting Started

快速上手

Just tell me who to research:

"Research Stripe"
"Look up the CTO at Notion"
"Intel on acme.com"
"Who is Sarah Chen at TechCorp?"
"Tell me about [company] before my call"

I'll run web searches immediately. If you have enrichment or CRM connected, I'll pull that data too.

只需告知调研对象即可：

"Research Stripe"
"Look up the CTO at Notion"
"Intel on acme.com"
"Who is Sarah Chen at TechCorp?"
"Tell me about [company] before my call"

我会立即启动网页搜索。若你已关联Enrichment工具或CRM，我也会同步调取对应数据。

Connectors (Optional)

关联工具（可选）

Connect your tools to supercharge this skill:

Connector	What It Adds
Enrichment	Verified emails, phone numbers, tech stack, org chart, funding details
CRM	Prior relationship history, past opportunities, existing contacts, notes

No connectors? No problem. Web search provides solid research for any company or person.

关联以下工具可大幅提升本技能的效能：

关联工具	新增功能
Enrichment	验证过的邮箱、电话号码、技术栈、组织架构、融资细节
CRM	过往合作历史、历史商机、现有联系人、备注信息

未关联工具？ 无需担心。网页搜索足以提供针对任意企业或个人的可靠调研信息。

Output Format

输出格式

markdown

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markdown

undefined

Research: [Company or Person Name]

调研结果：[企业或个人名称]

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

生成时间： [日期] 数据来源： 网页搜索 [+ Enrichment工具] [+ CRM]

Quick Take

核心要点

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

[2-3句话：企业/个人定位、潜在需求、最佳触达切入点]

Company Profile

企业档案

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

字段	内容
企业名称	[名称]
官网	[URL]
所属行业	[行业]
规模	[员工数量]
总部地址	[地点]
成立时间	[年份]
融资情况	[轮次 + 金额（若已知）]
营收	[预估金额（若有）]

What They Do

业务范围

[1-2 sentence description of their business, product, and customers]

[1-2句话描述企业业务、产品及客户群体]

近期动态

[Headline] — [Date] — [Why it matters for your outreach]
[Headline] — [Date] — [Why it matters]

[标题] — [日期] — [对销售触达的参考价值]
[标题] — [日期] — [参考价值]

Hiring Signals

招聘信号

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

个开放岗位，所属部门：[部门]
重点关注：[相关岗位如工程、销售、AI/ML]
增长指标：[招聘节奏解读]

Key People

核心人员

[Name] — [Title]

[姓名] — [职位]

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]

字段	详情
LinkedIn	[链接]
背景经历	[过往企业、教育背景]
任职时长	[在该企业的任职时间]
邮箱	[若关联Enrichment工具则显示]

沟通切入点：

[基于个人背景的沟通钩子]
[基于岗位的专业沟通钩子]

[重复上述格式展示其他相关联系人]

Tech Stack [If Enrichment Connected]

技术栈 [若关联Enrichment工具]

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]

分类	工具
云服务	[AWS, GCP, Azure等]
数据工具	[Snowflake, Databricks等]
CRM	[例如Salesforce, HubSpot]
其他	[相关工具]

集成机会： [你的产品与该技术栈的适配点]

Prior Relationship [If CRM Connected]

过往合作关系 [若关联CRM]

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]

字段	详情
状态	[新客户/潜在客户/现有客户/流失客户]
最后联系时间	[日期及沟通类型]
历史商机	[成交/流失情况及原因]
已知联系人	[CRM中已有的联系人姓名]

合作历史总结： [过往合作情况概述]

Qualification Signals

资质评估信号

Positive Signals

积极信号

✅ [Signal and evidence]
✅ [Signal and evidence]

✅ [信号及依据]
✅ [信号及依据]

Potential Concerns

潜在顾虑

⚠️ [Concern and what to watch for]

⚠️ [顾虑点及注意事项]

Unknown (Ask in Discovery)

待确认信息（调研阶段可询问）

❓ [Gap in understanding]

❓ [信息缺口]

Recommended Approach

Sources

数据来源

Source 1
Source 2

---

来源1
来源2

---

Execution Flow

执行流程

Step 1: Parse Request

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

明确调研类型：
- "Research Stripe" → 企业调研
- "Look up John Smith at Acme" → 个人+企业调研
- "Who is the CTO at Notion" → 岗位导向型搜索
- "Intel on acme.com" → 域名导向型调研

Step 2: Web Search (Always)

步骤2：网页搜索（必选）

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

Extract:

Company description and positioning
Recent news (last 90 days)
Leadership team
Open job postings
Technology mentions
Customer base

执行以下搜索：
1. "[企业名称]" → 官网、关于我们页面
2. "[企业名称] news" → 近期公告
3. "[企业名称] funding" → 融资历史
4. "[企业名称] careers" → 招聘信号
5. "[个人姓名] [企业名称] LinkedIn" → 个人主页信息
6. "[企业名称] product" → 产品服务
7. "[企业名称] customers" → 客户群体

提取信息：

企业描述及市场定位
近期动态（过去90天）
领导团队
开放岗位
技术提及
客户群体

Step 3: Enrichment (If Connected)

步骤3：Enrichment工具补充（若已关联）

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

Enrichment adds:

Verified contact info
Complete org chart
Precise employee count
Detailed tech stack
Funding history with investors

若Enrichment工具可用：
1. 企业数据补充 → 企业基本信息、融资、技术栈
2. 人员搜索 → 组织架构、联系人列表
3. 个人数据补充 → 邮箱、电话、背景经历
4. 信号获取 → 意向数据、招聘节奏

Enrichment工具新增内容：

验证过的联系信息
完整组织架构
精准员工数量
详细技术栈
含投资方的融资历史

Step 4: CRM Check (If Connected)

步骤4：CRM数据校验（若已关联）

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

CRM adds:

Prior relationship context
What happened before (won/lost deals)
Who we've talked to
Notes and history

若CRM可用：
1. 通过域名搜索客户账户
2. 获取关联联系人
3. 获取历史商机
4. 获取活动时间线

CRM新增内容：

过往合作背景
历史交易情况（成交/流失）
已对接联系人
备注及历史记录

Step 5: Synthesize

步骤5：信息整合

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

1. 整合所有数据源
2. 优先采用Enrichment数据（更精准）
3. 若有CRM数据则补充相关背景
4. 识别资质评估信号
5. 生成沟通切入点
6. 推荐触达方案

Research Variations

调研类型

Company Research

企业调研

Focus on: Business overview, news, hiring, leadership

重点：业务概况、动态、招聘、领导团队

Person Research

个人调研

Focus on: Background, role, LinkedIn activity, talking points

重点：背景经历、岗位、LinkedIn动态、沟通切入点

Competitor Research

竞品调研

Focus on: Product comparison, positioning, win/loss patterns

重点：产品对比、市场定位、赢单/丢单规律

Pre-Meeting Research

会前调研

Focus on: Attendee backgrounds, recent news, relationship history

重点：参会人背景、近期动态、合作历史

Tips for Better Research

优化调研的小贴士

Include the domain — "research acme.com" is more precise
Specify the person — "look up Jane Smith, VP Sales at Acme"
State your goal — "research Stripe before my demo call"
Ask for specifics — "what's their tech stack?" after initial research

包含域名 — "research acme.com" 调研精度更高
明确个人信息 — "look up Jane Smith, VP Sales at Acme" 定位更准确
说明调研目标 — "research Stripe before my demo call" 结果更贴合需求
索要特定信息 — 初始调研后可补充询问“他们的技术栈是什么？”