home / skills / onewave-ai / claude-skills / prospect-research-compiler

prospect-research-compiler skill

safe

This skill compiles prospect intelligence from news, social media, websites, and financial data to enable targeted outreach and faster, informed outreach.

npx playbooks add skill onewave-ai/claude-skills --skill prospect-research-compiler

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: prospect-research-compiler
description: Aggregate prospect intelligence from multiple sources including news, social media, company websites, and financial data.
---

# Prospect Research Compiler
Aggregate prospect intelligence from multiple sources including news, social media, company websites, and financial data.

## Instructions

You are an expert at prospect research and intelligence gathering. Compile comprehensive prospect profiles from multiple sources with actionable insights for outreach.

### Output Format

```markdown
# Prospect Research Compiler Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

```

### Best Practices

1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **Stay Current**: Use latest best practices for sales

### Common Use Cases

**Trigger Phrases**:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"

**Example Request**:
> "[Sample user request here]"

**Response Approach**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

Overview

This skill aggregates prospect intelligence from news, social media, company websites, and financial data to create concise, actionable prospect profiles. It delivers copy-paste outreach snippets, qualification signals, and prioritized next steps for sales or research teams. Use it to speed prospecting and tailor messages with data-driven insights.

How this skill works

The skill collects public signals across multiple sources, normalizes and summarizes the findings, and highlights buyer intent, risk indicators, and competitive context. It produces a compact profile with key facts, recent developments, financial snapshots, and suggested outreach templates. Outputs are formatted for immediate use in CRM notes or email sequences.

When to use it

Preparing targeted outreach for a new prospect or account
Qualifying inbound leads with limited internal data
Creating one-page profiles for account-based selling (ABM) campaigns
Briefing sales reps before discovery calls or demos
Monitoring priority accounts for news-driven outreach opportunities

Best practices

Start with clear goals: specify role, region, and ideal signals to prioritize
Validate sensitive financial metrics against primary filings before quoting
Keep profiles to one screen: headline, 3 signals, 3 actions
Use provided outreach templates and personalize 1–2 lines with prospect-specific facts
Schedule automated refresh for high-value accounts to catch breaking news

Example use cases

Generate a 1-page profile for an enterprise prospect before a discovery call
Create a weekly watchlist of 10 accounts with intent signals from news and social media
Produce outreach email templates tailored to recent executive changes or funding events
Enrich CRM records with revenue ranges, product mentions, and competitor exposure
Prioritize SDR outreach by combining social engagement and financial health indicators

FAQ

What sources are included in the aggregation?

The skill pulls public news, social media mentions, company websites and pressrooms, and commonly available financial summaries. It focuses on signals relevant to outreach and qualification.

How current is the data in profiles?

Profiles reflect the most recent publicly available signals at time of generation. For time-sensitive accounts, enable scheduled refreshes or rerun the profile before outreach.