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Company account research v1.0.0

Use this resource to research a company completely before a sales conversation

New

  • 588 downloads
  • 185 likes
  • 222 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install company-account-research

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent starts from your goals and the internal sources you have connected (CRM, calls, messages), then cross-checks Crustdata's public data and the web. You get an account plan, an org chart, a tech stack analysis or a competitive battlecard, depending on the mode chosen.

Mostly picked by

Updated November 2, 2026

Card for the “Company account research” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: four modes (account plan, org chart, stack, battlecard)
  • orgchart-playbook.md: method for mapping an org chart

Good fit for

  • You prepare a meeting with a large account
  • You want to compare your offer with a specific competitor

Not for

    Tags

    • account
    • org chart
    • competition

    About

    You say

    “Build the account plan and the sales org chart for this company before my Thursday meeting.”

    Card for the “Company account research” skill

    Skill published by crustdata under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to research a company completely before a sales conversation
    3. Review and adjust the result

    Content preview

    Files

    • assets/crustdata-logo-dark.png15.3 KB
    • assets/crustdata-logo-light.png14.8 KB
    • evals/evals.json6.1 KB
    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • orgchart-playbook.md9.5 KB
    • README.md5.1 KB
    • SKILL.md19.2 KB

    Origin and licence

    Listed unmodified

    Author
    crustdata
    Source
    github.com/crustdata/skills/tree/865a946386342974df56279fc32ebc23044f0867/skills/account-research
    Licence
    MIT

    Notice

    « account-research » (crustdata, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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