How to use the Sales Company Research agent skill

What the Sales Company Research skill makes the agent do

The skill covers research-to-outreach work. The agent resolves the target and your commercial purpose, gathers the narrowest useful evidence from authoritative sources first, and then separates sourced facts from its own inferences about fit, likely buyer need and recommended motion.

It then explains whether the target looks promising, uncertain or a poor fit, names the evidence gaps it could not fill, and drafts only the outreach artifact you asked for, such as an approach, a short email, a connection request or a partner script.

• Sourced context: company or partner facts with their sources, where available.
• Fit and motion: a fit hypothesis with confidence, the likely need or partner angle, and the risks or gaps.
• Recommended outreach approach: audience, angle, sequencing and a safe next step.
• Draft outreach: a message you can review, labelled as draft-only.

Install the skill: download, unzip and place it

Download the ZIP for the skill from this page. Unzip it and place the sales-company-research folder in one of two locations: your personal skills folder at ~/.claude/skills/, or a project-specific folder at .claude/skills/ inside your project.

If you use the Claude apps instead, upload the skill under Settings → Capabilities → Skills.

The package contains two files: SKILL.md, which holds the instructions, and agents/openai.yaml.

• Personal install: ~/.claude/skills/
• Project install: .claude/skills/ in your project folder
• Claude apps: Settings → Capabilities → Skills, then upload

Check what the skill needs before you start

The skill relies on public web research, so the agent needs access to public sources. Without that, it cannot gather the company-controlled facts, reputation signals and partner programme information the brief depends on.

Connected sales tools are optional. The skill refers to Sales Intelligence, CRM, and knowledge or file tools, but the files do not install those connections. If none are connected, the agent works from public sources and labels its context accordingly, and internal context may be less accurate.

• Required: public web research access for the agent.
• Optional: Sales Intelligence, CRM, and knowledge/files tools.
• Runs scripts: no.
• Uses network: yes.

Trigger the skill with natural requests

You do not need a special command. Describe the company, partner or referral channel and what you want to do with it. Give the agent a concrete anchor such as a company name, domain, partner type, product or offer, because the skill uses that anchor as the starting point.

If a key anchor is missing, the skill asks for the smallest input that would change the research path. Otherwise it proceeds and labels its assumptions.

• Research [company name] and draft a first email for our sales lead.
• Look at [partner name] as a referral partner for our product and suggest an approach.
• Before my call with [domain], give me a short sourced brief and a connection request draft.
• Research the referral landscape for [partner type] and draft a partner script.

Review the output and what happens next

The skill is built to draft, not act. It does not send messages, post anything, create drafts in external systems or change CRM records. Every output ends with a statement that no message was sent and no CRM record was changed.

After the first output, the skill suggests one follow-up, such as refining the angle, drafting a version for a different stakeholder, or closing the most important evidence gap. Review the sourced facts yourself before you use any draft.

• Check each sourced fact against its link before relying on it.
• Treat fit and need statements as the agent's inference.
• Edit the draft and send it yourself through your own tools.

Know what the skill is not for

The skill routes other jobs elsewhere. If your main goal is building or enriching a prospect list, with missing fields, contacts, segmentation or firmographic comparison, the skill points you to enrich-company-and-contact-data. If you need to know which internal owner, document or source of truth to use, it points to find-key-internal-sources. If you are advancing an active deal, negotiation, renewal or buying process, it points to plan-deal-strategy.

• Prospect lists and enrichment: use enrich-company-and-contact-data.
• Internal owners and source-of-truth lookup: use find-key-internal-sources.
• Active deals and negotiations: use plan-deal-strategy.