Account Research
anthropics/knowledge-work-plugins/sales/skills/account-research作者 anthropicsae1513ea94dcb74a7f1505ddcf3b0ec3fab327f1無授權條款27K 個星標收錄於 2026年10月9日更新於 2026年10月9日儲存庫今天更新
Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| SKILL.md | 7.6 KB | text/markdown |
來源與署名
來源：anthropics/knowledge-work-plugins位於sales/skills/account-research提交ae1513e
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 anthropics/knowledge-work-plugins 的技能
Lead Triage
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為 HubSpot 進站潛在客戶評分，排出附談話要點的電話清單，起草後續郵件並建議行事曆時段。
Start
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初始化個人工作力系統：任務清單、工作記憶檔案和儀表板。
Call Prep
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為即將到來的客戶會議產出一頁式通話準備簡報，包含與會者、客戶歷史與通話計畫。
Prospect
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使用 Common Room 的 Prospector 建立目標客戶與聯絡人潛在客戶名單，支援反覆調整與網路補充資訊。
Competitive Brief
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產出競爭分析簡報，涵蓋競品定位、功能比較、贏單／輸單模式與市場趨勢。
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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
更多Research & Analysis技能
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Sector Overview
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Competitive Analysis
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根據分析師共識預估、公司基本面、歷史價格與總體經濟資料，產出結構化的股票研究快照。
Sector Overview
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