Account research brief
You need to research a target company before outreach, a first call or an account plan.
You get One-page account brief · Trigger events with sources · Three outreach angles
Use this when the question is "who should we sell to?". It produces a one-page ICP that a rep, a marketer and a list builder can all act on the same day.
Use it when you need to define or sharpen an ideal customer profile (ICP) for B2B sales: starting outbound, the reply rate is low, the pipeline is full of bad-fit deals, or leadership asks who we should really sell to.
“Here are our last 40 closed-won and 25 closed-lost deals. Build our ICP.”
What happens when you ask your agent with this skill installed. Every step below comes straight from the skill.
Here are our last 40 closed-won and 25 closed-lost deals. Build our ICP.
icp-builderReady for your review. Nothing is sent or changed until you approve.
What good looks like
What you bring
What you get
Use this when the question is "who should we sell to?". It produces a one-page ICP that a rep, a marketer and a list builder can all act on the same day.
Ask for as much as exists, then work with what you get:
Sort won deals by a blend of revenue, cycle speed and retention. The top 20% is the real ICP; the long tail is noise. A segment with many small, slow, churn-prone deals looks big on a pie chart and loses money.
For each trait, compare the share among top customers with the share among lost or churned ones. Traits worth keeping show a gap of at least 20 points. Look at four layers:
| Layer | Examples |
|---|---|
| Firmographic | Industry, headcount band, revenue band, region, business model |
| Technographic | Tools they already run, data maturity, stack that integrates with yours |
| Situational | Hiring for a role, new leader in seat, funding, expansion, a regulation deadline |
| Behavioural | How they buy: committee size, procurement, self-serve trial or demo |
Situational traits usually predict timing better than firmographics predict fit. Read references/icp-scoring.md for the comparison table and the scoring weights.
Pull phrases from call notes, emails and reviews. "We lose two days a month reconciling payouts" beats "operational inefficiency".
Hard noes save more time than must-haves. Typical ones: below a headcount that can afford the price, a region you cannot serve, a tech stack you cannot integrate with, a business model where the pain does not exist.
Every trait becomes a filter a list builder can run: industry codes, headcount ranges, job titles, keywords in job listings, technologies detected. Flag traits that cannot be filtered and must be checked by research.
ICP: <one-line name, e.g. "Multi-location restaurant groups, 5-50 sites">
Why they buy: <pain in their words> | Trigger: <what makes now the moment>
Must-haves: <3-5 traits>
Nice-to-haves: <2-4 traits that raise priority>
Disqualifiers: <3-5 hard noes>
Buyer: <title that signs> Champion: <title that feels the pain> Users: <who uses it>
Filters: <list-builder ready criteria>
Confidence: <high / medium / low and why: sample size, data gaps>
Build one row per candidate trait. Use shares, not counts.
| Trait | Top 20% of customers | Lost and churned | Gap | Keep? |
|---|---|---|---|---|
| 5-50 locations | 78% | 31% | +47 | Must-have |
| Has an operations leader | 70% | 40% | +30 | Must-have |
| Uses a modern POS | 64% | 52% | +12 | Not predictive |
| Raised funding in 12 months | 35% | 9% | +26 | Nice-to-have (timing) |
| Single location | 4% | 38% | -34 | Disqualifier |
Rules of thumb:
Turn the ICP into a 100-point score so lists and inbound leads can be ranked the same way.
| Component | Points | Notes |
|---|---|---|
| Must-haves met | 0-50 | Split evenly across must-haves; any miss caps the score at 49 |
| Nice-to-haves | 0-20 | Split evenly |
| Active trigger in last 90 days | 0-20 | Funding, new leader, relevant hiring, expansion |
| Reachable buyer identified | 0-10 | Named person with a verified channel |
| Disqualifier present | Score = 0 | Overrides everything |
Tiers: 80+ is Tier 1 (research and personalise), 60-79 is Tier 2 (segment-level personalization), under 60 stays out of outbound.
A payroll tool for restaurants had 34 customers. Revenue-weighted, the top seven were all groups with 8 to 30 locations and a dedicated operations manager. Single-location restaurants were 40% of logos but 70% of churn. The new ICP dropped single sites entirely, added "hiring an operations or payroll role" as the trigger and moved headcount from a filter to a check. Positive reply rate on the next 600 contacts rose from 1.1% to 3.4%.
Once the skill is installed, plain requests like these load it automatically. Swap in your own company, buyer and numbers.
“Here are our last 40 closed-won and 25 closed-lost deals. Build our ICP.”
“We have 7 customers. Help me write a first ICP and tell me what to test.”
“Our reply rate dropped to 1%. Check whether our ICP is too broad.”
Use this when the question is "who should we sell to?". It produces a one-page ICP that a rep, a marketer and a list builder can all act on the same day. You get: one-page icp, disqualifiers, list-building filters, confidence notes.
Use it when you need to define or sharpen an ideal customer profile (ICP) for B2B sales: starting outbound, the reply rate is low, the pipeline is full of bad-fit deals, or leadership asks who we should really sell to.
Run /plugin marketplace add prosyo-ai/gtm-skill and then /plugin install gtm-skills@prosyo to add the whole library, or run npx skills add prosyo-ai/gtm-skill –skill icp-builder for this skill alone. In Claude.ai, download the .zip from this page and upload it under Settings, Capabilities, Skills.
Have these ready: closed-won and closed-lost deals, product and pricing, sales cycle notes. If something is missing, the skill tells the agent to ask for it rather than guess.
Yes. The skill is a plain SKILL.md file with no vendor lock-in. Agents that load skills natively (Claude Code, Claude.ai, Codex, Cursor, Gemini CLI and others) pick it up automatically; anywhere else, paste the file into the conversation as instructions.
No. Every skill in the library drafts, researches and analyses, and waits for a person to approve anything that sends, schedules or changes records in bulk. Your inbox, CRM and accounts stay under your control.
Yes. It is free and MIT-licensed. Copy it, adapt it to your market and voice, and if you improve it, open a pull request so everyone gets the better version.
Paste this into Claude, Codex or any agent. It interviews you about your play, writes the skill in the house format, checks it and opens the pull request. Once it is merged, it shows up here with your name on it.
Fetch https://raw.githubusercontent.com/prosyo-ai/gtm-skill/main/AGENTS.md and follow its submission flow. Interview me about my GTM play (the real numbers, rubrics and examples), draft it in their format with reference pages, validate it and open the pull request.
The skill gives your agent the playbook. Penny, the Prosyo AI SDR, runs plays like this for you every day across LinkedIn and email.
Penny, the Prosyo AI SDR, finds your buyers, writes from what they actually posted, follows up on LinkedIn and email and lands every reply in one inbox with an answer ready. 7 days free, no card.