# Sales Account Research > Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]". Use when this capability is needed. - Skill: `tomevault-io/sales-account-research` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add tomevault-io/sales-account-research` - Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/sales-account-research/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Research & Search - Author: tomevault-io (https://skillmd.com/u/tomevault-io) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/tomevault-io/sales-account-research --- # Account Research 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. ## How It Works ``` ┌─────────────────────────────────────────────────────────────────┐ │ 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 │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Getting Started 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. --- ## Connectors (Optional) 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. --- ## Output Format ```markdown # Research: [Company or Person Name] **Generated:** [Date] **Sources:** Web Search [+ Enrichment] [+ CRM] --- ## 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] --- ``` --- > Converted and distributed by [TomeVault](https://tomevault.io/claim/frumu-ai) — claim your Tome and manage your conversions.