Message & Outreach Research Brief Skill

Convert any pile of raw person‑ or account‑level data into a single, skimmable brief the sales team can act on immediately.

Output template

Previous research

(Short background paragraph orienting a newcomer in <100 words.)

Account

1‑sentence elevator pitch of the company.
Fit vs. Ideal Customer Account scorecard (0‑10 each): Geography · Tech Stack Maturity · AI Adoption · Growth Stage · Decision Agility.
Red‑flag signals (if any) and quick verdict: Qualify / Nurture / Disqualify.

Persona

Role, seniority tier (A/B/C), economic power, and buying‑center position.
3 bullets on pains/goals (e.g. tied to productivity or AI adoption).
Engagement cues: public posts, events, mutual connections.

Ongoing research

Timestamped discoveries (YYYY‑MM‑DD) — newest first.
Link or note source in‑line.

End with one forward‑looking question in italics.

Guidelines

Data ingestion: Accept JSON, CSV, or raw text. Normalize dates to ISO (YYYY‑MM‑DD) and currencies (e.g. €). Validate required fields: account name, contact name, contact role. If missing, annotate as N/A and log under “Follow‑Up Research.” Reject unsupported formats with a clear error message.

Evidence: Cite every fact inline (e.g. [LinkedIn:2025-07-20], [SalesNotes:RN-42]). For conflicting data, list variants with dates and choose the most recent with justification. Mark inferences (inferred) with brief logic.

Scoring (0–10): Geography, Tech Maturity, AI Adoption, Growth Stage, Decision Agility. Aggregate Fit = round(mean). Document bands (e.g. ARR, procurement cycle) per user context.

Output: Section order fixed; each section ≤200 words; bullets only; no extra sections.

Tone: Professional, concise, active voice. Metrics over adjectives. Every pain → specific next step; highlight one “killer insight” in bold.

When to use

User provides prospect/account data and wants a research brief.
User needs ICP/ICA-style scoring and qualification verdict.
User wants engagement cues and next-step recommendations.