Stage: Research and qualification

Research Account

Use this skill to build a comprehensive picture of a target company before reaching out or prioritising them for outreach.

Goal

Produce a research brief covering: company overview, recent news and events, hiring signals, tech stack, LinkedIn presence, and any Saber signal results — ready to inform outreach or qualification decisions.

Step 1 — Identify the target

Ask the user for the company name or domain if not already in conversation context.

Step 2 — Gather available tools

Check what research tools are available:

Saber CLI (saber --help): can run ad-hoc signals against the domain for structured buying intent data.

MCP tools: scan available tools for:

• Web search (Brave, Perplexity, Tavily, or similar)
• LinkedIn MCP
• HubSpot MCP (to check if they're already a known contact/account)
• Any other research or enrichment tools

Note what's available — use everything you can find.

Step 3 — Research the company

Run these in parallel where possible:

Company overview

• What do they do, what market, what size, what business model
• Use web search MCP if available, otherwise rely on conversation context or ask the user

Recent news and events

Search for: funding rounds, acquisitions, leadership changes, product launches, layoffs, expansion announcements, press coverage. Focus on the last 6–12 months.

Hiring signals

Search for open roles on LinkedIn or their careers page. Note:

• Volume of open roles (growth vs. contraction)
• Roles in sales, RevOps, or buyer-relevant departments
• Senior hires that indicate strategic shifts

Tech stack

Check job descriptions, BuiltWith mentions in search results, or G2/Capterra reviews for technology signals — e.g. what CRM, data stack, or infra they run.

LinkedIn presence

If a LinkedIn MCP is available, look up the company page:

• Employee count and recent growth
• Recent company posts or announcements
• Key decision-makers and their recent activity

Saber signal results

If the Saber CLI is available, check for existing signal data on this domain:

# Check if signals have already been run for this domain
saber signal --domain <domain> --question "Is this company actively hiring in sales or revenue roles?" --answer-type boolean

If pre-defined signal subscriptions exist for a list containing this company, retrieve those results:

saber subscription list
saber subscription get <subscriptionId>

HubSpot check

If a HubSpot MCP is available, look up whether this company already exists as a contact or deal in HubSpot — note the current stage and any logged activity.

Step 4 — Present the research brief

Structure the output as a brief:

## [Company Name] — Research Brief

**Overview:** 2–3 sentence summary of what they do and why they matter.

**Recent signals:**
- [Key finding from news/events]
- [Key finding from hiring]
- [Saber signal results if available]

**Tech stack:** [Notable tools]

**LinkedIn:** [Employee count, growth trend, notable activity]

**HubSpot status:** [Known / not known; deal stage if applicable]

**Outreach angle:** 1–2 sentence recommendation for how to approach them based on the research.

Step 5 — Suggested next steps

After presenting the brief, suggest:

• Use write-outreach to draft a personalised message using this research
• Use qualify-inbound if you need a formal signal-based qualification score
• Use enrich-contacts to find specific contact details for the people to reach out to