prospect-research
starsforks
How to install prospect-research?
salesably/salesably-marketplace/prospect-research
$npx -y skills add Salesably/salesably-marketplace --skill prospect-researchCreates comprehensive prospect profiles and knowledge capsules for sales preparation. Use this skill when researching new prospects, preparing for calls, onboarding to new accounts, or updating prospect intelligence.
SKILL.md
| 1 | # Prospect Research |
| 2 | |
| 3 | This skill creates comprehensive prospect profiles ("knowledge capsules") that give you everything you need to have relevant, personalized sales conversations. |
| 4 | |
| 5 | ## Objective |
| 6 | |
| 7 | Build deep understanding of individual prospects-their background, role, priorities, and connection points-to enable personalized outreach and meaningful conversations. |
| 8 | |
| 9 | ## Research Dimensions |
| 10 | |
| 11 | ### 1. Professional Profile |
| 12 | |
| 13 | **Basic Information:** |
| 14 | - Full name and preferred name |
| 15 | - Current title and company |
| 16 | - Location and time zone |
| 17 | - LinkedIn profile URL |
| 18 | - Email address (if available) |
| 19 | |
| 20 | **Career Context:** |
| 21 | - How long in current role |
| 22 | - Previous roles and companies |
| 23 | - Career trajectory and progression |
| 24 | - Industry experience depth |
| 25 | |
| 26 | ### 2. Role & Responsibilities |
| 27 | |
| 28 | **What They Own:** |
| 29 | - Department or function they lead |
| 30 | - Team size and structure |
| 31 | - Key metrics they're measured on |
| 32 | - Budget authority and scope |
| 33 | |
| 34 | **Daily Reality:** |
| 35 | - What does their typical day look like? |
| 36 | - What tools and systems do they use? |
| 37 | - Who do they report to? |
| 38 | - Who reports to them? |
| 39 | |
| 40 | ### 3. Professional Interests |
| 41 | |
| 42 | **LinkedIn Activity:** |
| 43 | - Topics they post about |
| 44 | - Content they engage with |
| 45 | - Groups they belong to |
| 46 | - Thought leadership themes |
| 47 | |
| 48 | **Public Content:** |
| 49 | - Articles or blogs they've written |
| 50 | - Podcasts or webinars they've appeared on |
| 51 | - Conference presentations |
| 52 | - Published perspectives or opinions |
| 53 | |
| 54 | ### 4. Connection Points |
| 55 | |
| 56 | **Mutual Connections:** |
| 57 | - Shared contacts on LinkedIn |
| 58 | - Common former employers |
| 59 | - Industry associations |
| 60 | - Alumni networks |
| 61 | |
| 62 | **Shared Context:** |
| 63 | - Similar career paths |
| 64 | - Common interests or hobbies |
| 65 | - Geographic connections |
| 66 | - Industry events attended |
| 67 | |
| 68 | ### 5. Recent News & Activity |
| 69 | |
| 70 | **Personal News:** |
| 71 | - Job changes or promotions |
| 72 | - Awards or recognition |
| 73 | - Public statements or interviews |
| 74 | - Social media activity |
| 75 | |
| 76 | **Company Context:** |
| 77 | - Recent company announcements |
| 78 | - Industry trends affecting their role |
| 79 | - Competitive pressures |
| 80 | - Growth or challenges |
| 81 | |
| 82 | ## Knowledge Capsule Format |
| 83 | |
| 84 | Create a condensed, actionable profile: |
| 85 | |
| 86 | ``` |
| 87 | ## [Name] - [Title] at [Company] |
| 88 | |
| 89 | ### Quick Facts |
| 90 | - Location: [City, Time Zone] |
| 91 | - Tenure: [X years at company, Y months in role] |
| 92 | - Background: [1-2 sentence career summary] |
| 93 | |
| 94 | ### Role Focus |
| 95 | [2-3 sentences on what they're responsible for and measured on] |
| 96 | |
| 97 | ### Recent Activity |
| 98 | - [Relevant recent event or news item] |
| 99 | - [Another relevant item] |
| 100 | |
| 101 | ### Connection Points |
| 102 | - [Mutual connection or shared context] |
| 103 | - [Common interest or background] |
| 104 | |
| 105 | ### Conversation Starters |
| 106 | 1. [Specific talking point based on their interests] |
| 107 | 2. [Reference to recent news or activity] |
| 108 | 3. [Question about their priorities] |
| 109 | |
| 110 | ### Potential Pain Points |
| 111 | Based on role and industry: |
| 112 | - [Likely challenge #1] |
| 113 | - [Likely challenge #2] |
| 114 | - [Likely challenge #3] |
| 115 | ``` |
| 116 | |
| 117 | ## Research Sources |
| 118 | |
| 119 | ### Primary Sources |
| 120 | - LinkedIn profile and activity |
| 121 | - Company website (about page, team page) |
| 122 | - Professional bio from conferences or publications |
| 123 | - Personal website or blog |
| 124 | |
| 125 | ### Secondary Sources |
| 126 | - News articles mentioning the prospect |
| 127 | - Company press releases |
| 128 | - Industry publications |
| 129 | - Podcast appearances or interviews |
| 130 | |
| 131 | ### Social Intelligence |
| 132 | - Twitter/X presence |
| 133 | - LinkedIn posts and comments |
| 134 | - Published articles or thought leadership |
| 135 | - Conference presentations (SlideShare, YouTube) |
| 136 | |
| 137 | ## Research Process |
| 138 | |
| 139 | ### Step 1: Basic Profile (5 minutes) |
| 140 | 1. Find LinkedIn profile |
| 141 | 2. Capture basic info (title, company, location) |
| 142 | 3. Note tenure and career history |
| 143 | 4. Identify reporting structure |
| 144 | |
| 145 | ### Step 2: Deep Dive (10 minutes) |
| 146 | 1. Review LinkedIn activity (posts, comments, shares) |
| 147 | 2. Search for news mentions |
| 148 | 3. Find any published content |
| 149 | 4. Check for mutual connections |
| 150 | |
| 151 | ### Step 3: Synthesis (5 minutes) |
| 152 | 1. Identify 2-3 key connection points |
| 153 | 2. Draft conversation starters |
| 154 | 3. Hypothesize likely pain points |
| 155 | 4. Create knowledge capsule |
| 156 | |
| 157 | ## Personalization Guidelines |
| 158 | |
| 159 | ### What Makes Research Actionable |
| 160 | |
| 161 | **Specific over generic:** |
| 162 | - Not: "They're a VP of Sales" |
| 163 | - But: "They've grown the sales team from 5 to 25 in 18 months" |
| 164 | |
| 165 | **Recent over historical:** |
| 166 | - Not: "They worked at Salesforce" |
| 167 | - But: "They just posted about hitting 150% of quota last quarter" |
| 168 | |
| 169 | **Relevant over interesting:** |
| 170 | - Not: "They went to Stanford" |
| 171 | - But: "They mentioned struggling with rep onboarding in a recent post" |
| 172 | |
| 173 | ### Red Flags to Note |
| 174 | |
| 175 | - Very limited online presence (harder to personalize) |
| 176 | - Recent job change (may not be decision-maker yet) |
| 177 | - Negative company news (tread carefully) |
| 178 | - Previous bad experience with similar vendors |
| 179 | |
| 180 | ## Output Format |
| 181 | |
| 182 | When researching a prospect, produce: |
| 183 | |
| 184 | 1. **Knowledge Capsule**: Condensed profile in standard format |
| 185 | 2. **Research Confidence**: How complete is the picture (High/Medium/Low) |
| 186 | 3. **Best Approach**: Recommended outreach strategy based on res |
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