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account-research

Skill

Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent news, scoops, and competitive landscape — framed by your GTM context and led with a TL;DR summary. Identify the account by ZoomInfo account/company ID (preferred) or by company name, do

0Sales

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/account-research

What is account-research?

Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent news, scoops, and competitive landscape — framed by your GTM context and led with a TL;DR summary. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step). Include detailed context on why the brief is being pulled.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~102 tokens of context used while enabled, before you invoke anything

Documentation

README · ~6 min read

Account Research

Produce a high-signal intelligence brief on a target company. Lead with a synthesized executive summary, suppress sections where data is thin, and tie next steps to specific people and concrete topics surfaced during research.

Input

The user will provide via $ARGUMENTS an account identifier (required) plus optional context:

  • Account identifier (required) — one of:
    • Preferred: a ZoomInfo account/company ID (numeric, e.g. 136118787). Use directly as companyId; skip the search step.
    • Fallback: a company name, domain, or ticker. Resolve to a companyId via search_companies as a first step (see Workflow step 2).
  • Research context (strongly recommended) — a sentence or two on why this brief is being pulled and what decision it supports. Examples: "preparing for a QBR — focus on renewal risk and expansion levers", "competitive analysis vs. Acme — looking for displacement angles", "cold outbound — find the warmest entry point and a credible reason to reach out". This shapes the account_research query, intent seeding, news/scoops triage, and the TL;DR framing.

Workflow

  1. Anchor on purpose. Read the research context from $ARGUMENTS.

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