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sales-research

Business
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Best practices for prospect research including company analysis, contact profiling, and signal detection. Triggers when researching companies, contacts, or preparing for sales calls.

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Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/analysis/sales-research-jeffrschneider-openharness-2/SKILL.md

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Sales Research

Overview

This skill provides methodology and best practices for researching sales prospects. It covers company research, contact profiling, and signal detection to surface actionable intelligence.

Usage

The company-researcher and contact-researcher sub-agents reference this skill when:

  • Researching new prospects
  • Finding company information
  • Profiling individual contacts
  • Detecting buying signals

Research Methodology

Company Research Checklist

  1. Basic Profile

    • Company name, industry, size (employees, revenue)
    • Headquarters and key locations
    • Founded date, growth stage
  2. Recent Developments

    • Funding announcements (last 12 months)
    • M&A activity
    • Leadership changes
    • Product launches
  3. Tech Stack

    • Known technologies (BuiltWith, StackShare)
    • Job postings mentioning tools
    • Integration partnerships
  4. Signals

    • Job postings (scaling = opportunity)
    • Glassdoor reviews (pain points)
    • News mentions (context)
    • Social media activity

Contact Research Checklist

  1. Professional Background

    • Current role and tenure
    • Previous companies and roles
    • Education
  2. Influence Indicators

    • Reporting structure
    • Decision-making authority
    • Budget ownership
  3. Engagement Hooks

    • Recent LinkedIn posts
    • Published articles
    • Speaking engagements
    • Mutual connections

Resources

  • resources/signal-indicators.md - Taxonomy of buying signals
  • resources/research-checklist.md - Complete research checklist

Scripts

  • scripts/company-enricher.py - Aggregate company data from multiple sources
  • scripts/linkedin-parser.py - Structure LinkedIn profile data