Account research brief Claude skill

Use this before the first touch on a Tier 1 account or before any first call. It produces a one-page brief that answers one question: why would this company care about us this quarter?

Inputs

• Company name and domain.
• Your offer and ICP, so research stays relevant.
• What the CRM already knows: past conversations, open or lost deals, current customers in the same group.

The play

1. Check history first

Search the CRM before the web. A lost deal from last year, an existing customer in a sister company or an unsubscribed contact changes the whole approach.

2. Read the primary sources, in this order

1. The company’s own site: homepage claim, pricing page, careers page, newsroom.
2. Job listings: the clearest public signal of priorities, budgets and tools in use.
3. Leadership posts and interviews from the last six months.
4. Press releases, funding announcements, earnings notes for public companies.
5. Customer reviews of their product: the problems their customers complain about often become their priorities.

Stop when the brief is complete. Thirty minutes of research for a Tier 1 account, five for Tier 2.

3. Pick the triggers that matter

A trigger is a change that creates urgency: a new leader, funding, expansion, a hiring wave, a launch, a regulation, a bad quarter. Keep only triggers from the last 6 months and only those that connect to your offer. Read references/trigger-library.md for the trigger list with suggested angles.

4. Connect triggers to pains

Write each as "Because <trigger>, they probably <pain>, which we solve by <outcome>." If you cannot fill all three parts, it is trivia, not an angle.

5. Name the people

Economic buyer, likely champion and one alternate. Include title, tenure and anything they have said publicly about the problem.

Output format

Account: <name> (<domain>)  |  Fit: Tier 1/2/3  |  CRM history: <one line>
What they do: <one sentence in plain words>
Priorities this year: <2-3 bullets, each with source>
Triggers (last 6 months): <date - event - source>
Likely pains: <2-3, each tied to a trigger or evidence>
People: <name - title - why them>
Angles:
  1. <angle> - opener idea - source
  2. ...
  3. ...
Risks: <reasons this might be a bad fit or bad timing>

What good looks like

• Every angle has a dated source. A brief full of unsourced claims is worse than no brief.
• The angles are about the prospect’s situation, not your features.
• The best researchers notice what is missing: no sales leader on the team page, a pricing page that changed, a product line that quietly disappeared.
• Risks are listed. A brief that only argues for outreach is a sales pitch to yourself.
• The common mistake is summarising the company’s About page. That tells a rep nothing they could not guess.

Rules

• MUST check CRM history before external research.
• MUST date and source every trigger and angle.
• NEVER treat information older than 12 months as a current trigger.
• NEVER use personal information unrelated to the person’s work.

Example prompts

• "Research northwind.com before my call on Thursday. We sell warehouse scheduling software."
• "Give me an account brief and three angles for Acme Health. Tier 1, VP Operations is the buyer."
• "Research these 10 accounts and rank them by how timely outreach would be."

Triggers ranked by how reliably they create a buying window. "Window" is how long the urgency usually lasts.

Weak triggers to skip

• Generic awards and "best places to work" lists.
• Website redesigns with no strategic change.
• Anniversaries.
• Old funding (over 12 months) presented as news.

Writing the trigger into an opener

Formula: observation → implication → question. Keep the observation factual and the implication humble.

• Weak: "Congrats on the funding! We help companies grow."
• Strong: "Saw the Series B last month and four SDR roles on your careers page. Teams in that spot usually hit a list-building bottleneck before they hit a headcount one. Is that on your radar yet?"