Account Research

┌─────────────────────────────────────────────────────────────────┐
│                     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        │
└─────────────────────────────────────────────────────────────────┘

# 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]

---

## Key People

### [Name] — [Title]
| 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]

---

## Tech Stack [If Enrichment Connected]

| 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]

---

## Prior Relationship [If CRM Connected]

| 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]

---

## Qualification Signals

### Positive Signals
- ✅ [Signal and evidence]
- ✅ [Signal and evidence]

### Potential Concerns
- ⚠️ [Concern and what to watch for]

### Unknown (Ask in Discovery)
- ❓ [Gap in understanding]

---

## Recommended Approach

**Best Entry Point:** [Person and why]

**Opening Hook:** [What to lead with based on research]

**Discovery Questions:**
1. [Question about their situation]
2. [Question about pain points]
3. [Question about decision process]

---

## Sources
- [Source 1](URL)
- [Source 2](URL)

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

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

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

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

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