Lead Research
Claude Office SkillsResearch leads with company data, contacts, and engagement history.
leadsresearchsales
# 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 ```markdown # 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 ```markdown # 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 ```markdown # 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 ### ๐ฅ Hot (Score: 80-100) | Company | Score | Key Signal | |---------|-------|------------| | [Company A] | 95 | Recent funding, hiring | | [Company B] | 88 | Expansion announced | ### ๐ก Warm (Score: 60-79) | Company | Score | Key Signal | |---------|-------|------------| | [Company C] | 72 | Good fit, no timing signal | ### ๐ต 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
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