sales-research

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Best practices for prospect research including company analysis, contact profiling, and signal detection. Triggers when researching companies, contacts, or preparing for sales calls.

jeffrschneider By jeffrschneider schedule Updated 1/19/2026

name: sales-research description: Best practices for prospect research including company analysis, contact profiling, and signal detection. Triggers when researching companies, contacts, or preparing for sales calls.

Sales Research

Overview

This skill provides methodology and best practices for researching sales prospects. It covers company research, contact profiling, and signal detection to surface actionable intelligence.

Usage

The company-researcher and contact-researcher sub-agents reference this skill when:

  • Researching new prospects
  • Finding company information
  • Profiling individual contacts
  • Detecting buying signals

Research Methodology

Company Research Checklist

  1. Basic Profile

    • Company name, industry, size (employees, revenue)
    • Headquarters and key locations
    • Founded date, growth stage
  2. Recent Developments

    • Funding announcements (last 12 months)
    • M&A activity
    • Leadership changes
    • Product launches
  3. Tech Stack

    • Known technologies (BuiltWith, StackShare)
    • Job postings mentioning tools
    • Integration partnerships
  4. Signals

    • Job postings (scaling = opportunity)
    • Glassdoor reviews (pain points)
    • News mentions (context)
    • Social media activity

Contact Research Checklist

  1. Professional Background

    • Current role and tenure
    • Previous companies and roles
    • Education
  2. Influence Indicators

    • Reporting structure
    • Decision-making authority
    • Budget ownership
  3. Engagement Hooks

    • Recent LinkedIn posts
    • Published articles
    • Speaking engagements
    • Mutual connections

Resources

  • resources/signal-indicators.md - Taxonomy of buying signals
  • resources/research-checklist.md - Complete research checklist

Scripts

  • scripts/company-enricher.py - Aggregate company data from multiple sources
  • scripts/linkedin-parser.py - Structure LinkedIn profile data
Install via CLI
npx skills add https://github.com/jeffrschneider/OpenHarness --skill sales-research
Repository Details
star Stars 14
call_split Forks 0
navigation Branch main
article Path SKILL.md
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