Suite
Account Research and Targeting
Find the accounts worth working, build the profile of who buys, and read the signals that say now is the moment.
52 skill files. Each one carries the original prompt text plus the inputs to collect, the process, decision rules, quality checks, and guardrails.
Install this package
- Run the command below in your terminal. It downloads and extracts the package, then copies its skill folders into Claude Code's skills directory. Existing skill folders with the same names may be replaced.
- Keep the extracted
account-research-and-targetingfolder. Read its setup notes for any additional scripts, templates, or workspace steps before running the skills. For another assistant, follow its own skill installation instructions using the downloaded folders. - Start with the package's first step and check the output before using it.
curl -fL "https://www.therevenueaireport.com/agent-skills/suites/account-research-and-targeting/download.zip" -o "account-research-and-targeting.zip" && unzip -o "account-research-and-targeting.zip" && find "account-research-and-targeting" -name SKILL.md -print | while IFS= read -r file; do dir="$(dirname "$file")"; target="$HOME/.claude/skills/$(basename "$dir")"; mkdir -p "$target" && cp -R "$dir/." "$target/"; done- ResearchSales
Target Account Research
A short account brief built from a news article or announcement about the company: what changed, why it matters to them, and where your product fits, so reps open with a reason to talk.
- CreateSales, Leadership
Create a Sales Territory Plan
A territory plan a rep or manager can run this quarter: market research, at least 10 target accounts with a reason for each, actions with owners and timelines, and success metrics.
- CreateSales
Create a Customer Follow-Up Email
A personal follow-up email after a meeting or purchase that answers open concerns and keeps the relationship moving toward renewal or the next deal.
- CreateBusiness Development, Sales
Create a Target Account List
A target account list ranked by fit, with industry, size, and the reason each account belongs, so reps spend time on accounts that can buy.
- CreateBusiness Development, Sales, Customer Success
Create an Account Plan
An account plan with SWOT, objectives, plays, and implementation steps, so the account team knows how to grow revenue in one named account.
- CreateMarketing, Sales
Create Target Audience Personas
Target audience personas with roles, goals, pain points, and buying behavior, so marketing and sales write to the same buyer.
- AnalyzeAll Revenue Teams, Marketing
Adapt a Presentation to Your Audience
Specific edits to your presentation for one audience: what to cut, what to add, and how to reframe each section so it lands with that buyer or executive.
- ResearchAll Revenue Teams, Marketing
Persona Problem Research
A ranked list of the problems one buyer persona faces when considering a purchase like yours, so messaging and discovery start from their pain.
- ResearchLeadership
Create a Market Research Report
A market research report for a founder or leadership team: market size and trends, competitors, target customers, and what it means for your plan.
- AnalyzeSales, Leadership
Find the 20% of Accounts Driving 80% of Pipeline
A ranked list of the accounts in your book most likely to produce most of your pipeline and revenue, based on deal history, pipeline trends, and ICP fit. Adapted from Christian Krause.
- CreateSales
LinkedIn Sales Navigator Account Filtering Strategy
A set of LinkedIn Sales Navigator filters built from your ICP, so reps add accounts that fit their territory in minutes. Adapted from Christian Krause.
- AnalyzeSales, Marketing
Analyze a Closed-Won CRM Report to Identify Buyer Personas
The buyer personas that actually close for you, pulled from your closed-won CRM report by role, behavior, and buying motive. Adapted from Christian Krause.
- CreateSales, Marketing
Create Buyer Persona Profiles in a Table
Buyer persona profiles in a table, with traits, goals, challenges, KPIs, and preferred tools for each, so reps and marketers share one reference. Adapted from Christian Krause.
- AnalyzeSales
Identify Sales Triggers & Buying Signals from Company Descriptions
The buying signals hidden in a company's own description: pain points, inefficiencies, and goals that give reps a reason to reach out. Adapted from Christian Krause.
- AnalyzeSales
Identify Key Data Points for Account Research Based on Value Proposition
The account research data points that matter for your value proposition, so reps research what proves fit and skip the rest. Adapted from Christian Krause.
- ResearchSales
Company Research and Positioning
A research brief on one company: how it makes money, its priorities and challenges, competitors, and where your product helps. Adapted from Christian Krause.
- ResearchSales
Trigger Event Research for Cold Outreach
Recent trigger events at a target company, such as funding, expansion, or a launch, each with a reason to reach out now. Adapted from Christian Krause.
- CreateSales
3-Step Cold Email Sequence
A three-email cold sequence for one persona, short and direct, built from your account research to start real conversations. Adapted from Christian Krause.
- ResearchSales
LinkedIn Profile Research for Prospects
Five talking points from a prospect's LinkedIn profile, so reps open with something personal and relevant. Adapted from Daniel Disney.
- CreateSales
LinkedIn Post with Top Tips
A LinkedIn post of practical tips on your topic, written in a short, scannable format that keeps readers to the end. Adapted from Daniel Disney.
- CreateMarketing
Personal Outbound Email Sequence
An outbound email sequence that reads like a person wrote it, using stories and useful ideas to earn replies. Adapted from Nick Bennet.
- CreateMarketing
Turn a Podcast into a LinkedIn Post
A LinkedIn post that turns a podcast episode's best insights into a short read with a question for your audience. Adapted from Nick Bennet.
- AnalyzeMarketing
Find the Right B2B Influencers
A shortlist of B2B influencers scored on audience fit, engagement, and trust, so campaign spend reaches your buyers. Adapted from Nick Bennet.
- CreateMarketing
Influencer Outreach Message
A personal outreach message to an influencer or creator that explains the project, what is in it for them, and a clear next step. Adapted from Nick Bennet.
- CreateMarketing
ICP Problem Statements and Validation
A ranked list of your ICP's most pressing problems, with a way to validate each through customer research and surveys, so you build and sell against real pain. Written by Maja Voje and the GTM Strategist team.
- CreateMarketing
Create a Value Proposition Canvas
A value proposition canvas that matches your product's pain relievers and gains to your ICP's jobs, pains, and goals, so messaging rests on fit. Written by Maja Voje and the GTM Strategist team.
- CreateMarketing
LinkedIn Profile Optimization
A rebuilt LinkedIn profile that shows buyers your expertise, earns trust, and turns visits into leads. Written by Maja Voje and the GTM Strategist team.
- CreateMarketing
Product Name Ideas
Ten product name ideas grounded in your value proposition, ICP, and positioning, with notes on domains and trademarks to check. Written by Maja Voje and the GTM Strategist team.
- CreateMarketing, Leadership
Create a 90-Day Go-To-Market Plan
A week-by-week 90-day launch plan covering research, ICP, channels, messaging, and launch execution, so the team knows what ships when. Written by Maja Voje and the GTM Strategist team.
- ResearchSales, Marketing
ICP and Persona Refinement
A sharper ideal customer profile and personas, built step by step from firmographics, technographics, and behavior, whether you are defining them or refining what you have.
- ResearchSales
Account Research for Outreach
A research brief on one account with verified company facts, decision makers, and market context, plus personalized outreach angles for each contact.
- ResearchMarketing, Leadership
Market Research and Survey Plan
Market research done for you on the market you choose: industry analysis, trends, a survey to test your assumptions, and what it means for your segments.
- ResearchRevOps, Sales
B2B SaaS ICP Decision-Maker Research
A list of qualified decision makers at your ICP companies, found from each company's site and public profiles, ready to load into Clay for outbound.
- ResearchLeadership, Marketing
Market Research Report
A market analysis on the topic you name, with size, trends, players, and risks, written for executives, investors, or a strategy team.
- AnalyzeRevOps, Marketing
ABM Account Targeting
A ranked list of high-intent accounts segmented by engagement signals, digital footprint, and firmographics, so ABM spend goes to accounts likely to convert.
- ResearchRevOps, Sales
Sales Trigger Event Detection
A watch list of trigger events at your target accounts, such as funding, leadership changes, and hiring spikes, each with a suggested reason to reach out.
- ResearchRevOps, Sales
Find Competitors' Unhappy Customers
A list of companies using a named competitor, segmented by signs of dissatisfaction or growth, so reps target accounts open to switching.
- CreateRevOps, Sales
Intent-Based Outbound Sequence
A multi-channel outbound sequence for your ICP that changes step by step based on buyer intent, recent activity, and engagement.
- CreateRevOps, Sales
PLG Free-to-Paid Expansion Playbook
A playbook that finds the free users most likely to pay, using in-app usage patterns, and sets the outreach that converts them.
- CreateSales, Enablement
Cold Call Objection Handling Script
Objection answers for cold calls tailored to your prospect's industry and persona, so SDRs and AEs keep the conversation going.
- CreateSales
LinkedIn DM Sequence
A LinkedIn direct message sequence for one prospect, personalized to their role, activity, and engagement history.
- CreateMarketing, Leadership
Podcast Guest Pitch
A guest pitch for a specific podcast that shows the host why you fit their audience, to build visibility and inbound demand.
- AnalyzeSales, Marketing, RevOps
Inbound Lead Qualification
Inbound leads sorted into high, medium, and low priority using firmographics and behavior, with a follow-up recommendation for each.
- CreateMarketing, Sales
Lost Lead and Inactive Customer Retargeting
A retargeting sequence across email, LinkedIn, and ads that re-engages lost leads and inactive customers based on past objections and engagement.
- AnalyzeMarketing, Sales, RevOps
ICP Refinement from Deal Data
A refined ICP and segments built from your past deals and conversion patterns, so targeting follows the customers who actually buy.
- AnalyzeSales, Marketing
Buyer Intent Signal Analysis
Buying signals across your ICP, such as job changes, tech stack updates, and competitor mentions, ranked so reps reach the right accounts first.
- CreateSales
Account Multi-Threading Playbook
A multi-threading plan for one account that maps decision makers, influencers, and blockers, with outreach for each.
- CreateMarketing, Sales
Buyer Persona Development
Buyer personas built from your closed-won deals and buying signals, segmented by firmographics and behavior, so targeting matches who buys.
- CreateSales
Social Selling Playbook
A social selling plan from your prospects' LinkedIn activity, with connection requests, comments, and messages tailored to each.
- CreateSales
Cold Outreach Messaging
Personalized cold email and LinkedIn messages for one prospect based on their activity, buying signals, and industry trends.
- CreateSales, Marketing
Lost-Deal Win-Back Campaign
A win-back campaign for closed-lost deals that segments them by past objection and current intent, so reps reopen the ones worth a second try.
- CreateLeadership, Enablement
Personalized Rep Development Plans
A development plan for one person built on competency gaps, learning goals, and milestones, so growth plans are specific and trackable.
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