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
- Start with company website and LinkedIn
- Check recent news (last 6 months)
- Review press releases and blog
- Look at job postings for insights
- Check review sites (G2, Glassdoor)
- 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