Sales
First-touch outreach
Draft a short first email to someone new from real research, with one specific reason for writing now and an easy way to say no. Draft only.
Add in the app
Sales · For your bots
Account research
Build a one-page brief on a company or contact from public sources: what they do, recent news, likely priorities, fit, and who to talk to. Every line sourced.
In Lobstack: Skills › Library › Add
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Before a first email, a call or a proposal, someone needs to know who a company is and why it might care.
What your bot will do
- 01
Confirm the company, the person if there is one, and what we would sell them. Fit can only be judged against a specific offer.
- 02
Read their own site first — what they sell, to whom, pricing, jobs page, announcements — then news, filings and the person's public work profile.
- 03
Write the brief:
- What they do, in two plain lines.
- Recent moves: funding, launches, hires, leadership changes, each dated.
- Likely priorities: what those moves suggest they care about now, marked as your reading.
- Fit: why our offer could matter to them, and why it might not.
- Who to talk to: roles and named people, with where you found them.
- Reasons to write now: two, both specific.
- 04
Link every fact. Date anything older than a year.
- 05
Business information only. Leave out family, home and personal life, even when it is public.
- 06
Post it as a document. Ask before adding it to Airtable, Notion or any other shared tool.
If the public record is thin, say so. A brief padded with guesses leads to an email that rings false.
The file
---name: account-researchdescription: "Build a one-page brief on a company or contact from public sources: what they do, recent news, likely priorities, fit, and who to talk to. Every line sourced."metadata: title: "Account research" category: sales tags: [sales, research]--- ## When to use this Before a first email, a call or a proposal, someone needs to know who a companyis and why it might care. ## How 1. Confirm the company, the person if there is one, and what we would sell them. Fit can only be judged against a specific offer.2. Read their own site first -- what they sell, to whom, pricing, jobs page, announcements -- then news, filings and the person's public work profile.3. Write the brief: - What they do, in two plain lines. - Recent moves: funding, launches, hires, leadership changes, each dated. - Likely priorities: what those moves suggest they care about now, marked as your reading. - Fit: why our offer could matter to them, and why it might not. - Who to talk to: roles and named people, with where you found them. - Reasons to write now: two, both specific.4. Link every fact. Date anything older than a year.5. Business information only. Leave out family, home and personal life, even when it is public.6. Post it as a document. Ask before adding it to Airtable, Notion or any other shared tool. If the public record is thin, say so. A brief padded with guesses leads to anemail that rings false.