Package
lead-research-assistant
Version
1.0
Files
3 files
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
1. Start with company website and LinkedIn
2. Check recent news (last 6 months)
3. Review press releases and blog
4. Look at job postings for insights
5. Check review sites (G2, Glassdoor)
6. 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