Research a company or person and get actionable sales intel. Start with internal context, then expand to current external research. Prefer tagged workspace files, Drive docs, Gmail history, and Sheets context before broader web research.
Get a complete picture of a company or person before outreach or a meeting, but keep the result useful for sellers rather than encyclopedic. This skill should produce a sharp brief that mixes internal knowledge with timely external context.
┌─────────────────────────────────────────────────────────────────┐
│ ACCOUNT RESEARCH │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS │
│ ✓ Company overview, current updates, key people │
│ ✓ Signals that matter for outreach or discovery │
│ ✓ Recommended angle and questions │
├─────────────────────────────────────────────────────────────────┤
│ INTERNAL-FIRST │
│ + Tagged files, Drive docs, Gmail history, Sheets notes │
│ + Google Search for current public context │
│ + CRM and enrichment as optional sharpening layers │
└─────────────────────────────────────────────────────────────────┘
rag_query# Research: [Company or Person Name]
**Generated:** [Date]
**Sources:** [Tagged files / Drive / Gmail / Web / CRM / Enrichment]
## Quick Take
[2-3 sentences on why this account matters now]
## Company Profile
| Field | Value |
|---|---|
| Company | [Name] |
| Industry | [Industry] |
| Size | [Employee count] |
| Headquarters | [Location] |
| Funding | [If known] |
### Recent Updates
- [Update 1 — why it matters]
- [Update 2 — why it matters]
## Key People
### [Name] — [Title]
- Background:
- Talking point:
- Internal relationship context:
## Qualification Signals
### Positive Signals
- [Signal]
### Potential Concerns
- [Concern]
### Unknowns
- [What to ask next]
## Recommended Approach
- Best entry point:
- Opening hook:
- Discovery questions:
If the research ask becomes broader than a seller brief:
research for a deeper market, industry, or multi-source reportdraft-outreach if the real ask is to turn the findings into outreachcall-prep if the findings are meant to prep an upcoming meetingIf the user asks, "Research this account and write me a long industry report," produce the seller brief here, then route the deeper report work to research.