Lead Research Assistant

SKILL.md

Lead Research Assistant

Research and compile information about companies and contacts for effective sales outreach.

Overview

This skill helps you:

Research company backgrounds and key metrics

Find decision-maker information

Identify pain points and opportunities

Prepare personalized outreach

Prioritize leads by fit

How to Use
Company Research

"Research [Company Name] for a sales call"
"Give me a briefing on [Company]'s recent news and challenges"
"What should I know before contacting [Company]?"

Contact Research

"Find information about [Name] at [Company]"
"Who are the key decision makers at [Company] for [Product Type]?"
"Create a contact profile for [Name, Title, Company]"

Batch Research

"Research these 5 companies for our outreach campaign"
"Prioritize these leads based on our ICP"

Output Formats

Company Brief

# Company Research: [Company Name]

## Quick Facts
| Attribute | Value |
|-----------|-------|
| **Industry** | [Industry] |
| **Founded** | [Year] |
| **Headquarters** | [Location] |
| **Employees** | [Range] |
| **Revenue** | [Estimate] |
| **Funding** | [Stage/Amount] |
| **Website** | [URL] |

## Business Overview
[2-3 sentence description of what the company does]

## Products/Services
- [Product 1]: [Brief description]
- [Product 2]: [Brief description]

## Target Market
- **Customers**: [Who they sell to]
- **Industries**: [Industries served]
- **Geography**: [Markets]

## Key People
| Name | Title | LinkedIn |
|------|-------|----------|
| [Name] | CEO | [Link] |
| [Name] | [Relevant Title] | [Link] |

## Recent News & Developments
- [Date]: [Headline - brief summary]
- [Date]: [Headline - brief summary]

## Potential Pain Points
1. **[Pain Point]**: [Why this matters to them]
2. **[Pain Point]**: [Why this matters to them]

## Technology Stack
[Known technologies they use - relevant to your product]

## Competitive Landscape
- Current solutions: [What they use today]
- Competitors: [Their competitors]

## Outreach Angle
**Recommended approach**: [Specific angle based on research]

**Talking points**:
1. [Specific point relevant to them]
2. [Specific point relevant to them]

## Fit Score: [1-10]
**Reasoning**: [Why they are/aren't a good fit]

Contact Profile

# Contact Profile: [Name]

## Overview
| Attribute | Value |
|-----------|-------|
| **Name** | [Full Name] |
| **Title** | [Current Title] |
| **Company** | [Company] |
| **Location** | [City, Country] |
| **LinkedIn** | [URL] |
| **Email** | [If available] |

## Professional Background
- **Current Role**: [Title] at [Company] since [Date]
- **Previous**: [Previous role] at [Company]
- **Education**: [Degree, School]
- **Experience**: [X] years in [industry/function]

## Responsibilities
[What they likely own/decide based on title]

## Recent Activity
- [LinkedIn post/article summary]
- [Speaking engagement/podcast]
- [News mention]

## Interests & Topics
[Topics they engage with professionally]

## Connection Points
1. **Shared**: [Mutual connections, schools, interests]
2. **Relevant**: [Content they've engaged with]

## Outreach Strategy
**Best channel**: [Email/LinkedIn/Phone]
**Best time**: [Based on timezone/activity patterns]

**Personalization hooks**:
- [Specific thing to mention]
- [Recent activity to reference]

## Sample Opener
"Hi [Name], I noticed [personalized observation]. [Relevant question/value prop]..."

Lead Prioritization

# Lead Scoring: [Campaign Name]

## Scoring Criteria
| Factor | Weight | Description |
|--------|--------|-------------|
| Company Size | 25% | [X-Y employees = 10pts] |
| Industry Fit | 20% | [Target industries = 10pts] |
| Tech Stack | 20% | [Using X = 10pts] |
| Timing Signals | 20% | [Funding, hiring = 10pts] |
| Contact Level | 15% | [Decision maker = 10pts] |

## Ranked Leads

### 🔥 Hot (Score: 80-100)
| Company | Score | Key Signal |
|---------|-------|------------|
| [Company A] | 95 | Recent funding, hiring |
| [Company B] | 88 | Expansion announced |

### 🟡 Warm (Score: 60-79)
| Company | Score | Key Signal |
|---------|-------|------------|
| [Company C] | 72 | Good fit, no timing signal |

### 🔵 Nurture (Score: 40-59)
| Company | Score | Next Step |
|---------|-------|-----------|
| [Company D] | 55 | Monitor for triggers |

Research Areas

Company Information

Business model and revenue streams

Company size and growth trajectory

Recent news and announcements

Funding history and investors

Key partnerships and customers

Technology stack

Hiring trends

Competitive positioning

Contact Information

Professional background

Decision-making authority

Communication style (from content)

Network and connections

Recent professional activity

Interests and topics

Timing Signals

Recent funding rounds

Leadership changes

Expansion announcements

Product launches

Hiring surges

Contract renewals (industry timing)

Best Practices

Research Ethics

Use publicly available information only

Respect privacy boundaries

Don't misrepresent sources

Verify information accuracy

Effective Research

Start with company website and LinkedIn

Check recent news (last 6 months)

Review press releases and blog

Look at job postings for insights

Check review sites (G2, Glassdoor)

Analyze social media presence

Limitations

Cannot access paid databases (ZoomInfo, etc.)

Contact details may not be publicly available

Information accuracy depends on sources

Private companies have limited data

Real-time data may be outdated

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