Company Research
Purpose
Turn company records into a structured research summary: overview, market position, and relevance.
When to use this skill
- Building account research before outreach
- Producing comparable company profiles at scale
- Summarizing a target account list
- Flagging what still needs manual research
When not to use this skill
- The records contain no usable company signal
- You need real-time financials or news the data lacks
- You want verified contact details rather than a profile
Required inputs
- Company names or records
Optional inputs
- Your offering or angle for relevance scoring
- Industries of interest
- Fields you want prioritized
Rules
- Use only supplied information and clearly marked context.
- Do not invent financials, headcounts, or customers.
- Separate facts from inferences.
- List research gaps rather than filling them.
- Keep the structure identical across companies.
Process
- Parse each company record.
- Summarize overview, industry, offering, and customers.
- Assess market position from available signal.
- List research gaps.
- Assess relevance to the stated goal.
Output format
Return one profile per company with the following fields:
- company_overview
- industry
- products_or_services
- target_customers
- market_position
- research_gaps
- relevance_assessment
Validation
- Confirm each field is supported or marked as a gap.
- Confirm no invented figures appear.
- Confirm relevance ties to the stated goal.
Limitations
- Profiles are only as current as the input data.
- Market position is an interpretation, not a ranking.