Claude skill · Prospecting

Prospect research in one page: fit, what changed and a first line

Account brief researches a company before you reach out and returns one page: is it a fit, what changed in the last six months, who is likely in the buying group, why they might care now, and a first line about their situation.

Claude Code/plugin marketplace add revops-lab/agents/plugin install find-accounts@revopslab

What does Account brief do?Account brief researches a company before you reach out and returns one page: is it a fit, what changed in the last six months, who is likely in the buying group, why they might care now, and a first line about their situation. Every fact is dated and sourced, and anything unverified is marked.

What you get

  • A fit verdict with the reason
  • Dated changes: leaders, funding, hiring, launches
  • Likely buying group by role
  • Hypotheses on what pushes them and what holds them back
  • One opening line about them, not you

What it asks you

Only what your website, CRM and company context cannot answer.

  • In one line, what do you sell and to whom? (only if company context is missing)

The method

Forces of progress

People change when the push of today’s problem and the pull of a better future outweigh anxiety about the new and the habit of the old. The brief writes one hypothesis for each force, so your first message speaks to what actually moves a buyer.

The research behind it: Jobs to be done, Buying groups, Personalisation pays, when it is right

Reads these HubSpot fields

The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.

  • Company owner
  • Lifecycle stage
  • Number of open deals
  • Last contacted
  • Target account

Playbook Win your top accounts

More in Prospecting

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New versions, new research and new agents, about twice a month. No sign-up needed to download.

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