Imported from aaronmsantos/Segundo (skills/account-research/SKILL.md). Install upstream with npx skills add aaronmsantos/Segundo --skill account-research. Copyright stays with the author.

Account Research

Research a company and score it against your ICP. Outputs a structured dossier.

When to Use

• New prospect identified, need to qualify
• User says "research [company]"
• Pre-meeting research for a new account

Process

Step 1: Gather Intel

Research the company across available sources:

• Company website (product, pricing, team)
• LinkedIn (headcount, growth, key hires)
• News (funding, acquisitions, launches)
• Job postings (what they're building, tech stack)
• Financial data if public (revenue, growth rate)

Step 2: ICP Score

Score against config/company.yaml ICP definition:

ICP Score: [X]/100

Step 3: Identify Entry Points

• Who is the likely champion? (title, LinkedIn profile)
• Who is the likely EB? (CFO, VP, etc.)
• Any warm connections? (mutual contacts, shared companies)
• Any trigger events? (funding, new hire, expansion, mandate)

Step 4: Build Dossier

Output Format

ACCOUNT RESEARCH: [Company]
DATE: [Today]
ICP SCORE: [X]/100 - [Verdict]

COMPANY SNAPSHOT
- Industry: [X]
- Headcount: [X]
- Revenue: [X] (if known)
- HQ: [Location]
- Funding: [Stage/amount]

KEY PEOPLE
- [Name] ([Title]) - likely [champion/EB/user]

TRIGGER EVENTS
- [Event]: [relevance to {{company.name}}]

RISKS
- [Why this might not work]

RECOMMENDED APPROACH
[How to get in the door]

Never Do

• Never fabricate company data
• Never guess revenue without a source
• Never recommend pursuing a <40 ICP score account without flagging the risk