Prospect Research Agent
An agent that takes a company name and produces a full ABM dossier with org structure, tech stack, pains, and talk tracks in about 4 minutes.
The prospect research agent chains CRM lookup, web research, job posting analysis, and competitive positioning into a single dossier. It starts with CRM as priority-0 source (HubSpot contact and company records), then supplements with web data. Output includes company overview, key contacts with role context, technology stack signals, hypothesized pains mapped to your solution, and recommended talk tracks. The 4-minute runtime reflects a deliberate constraint: research that takes longer than meeting prep is research nobody uses. The agent writes dossiers to a standard format that the meeting-prep skill consumes directly.
Where it shows up:
Related Terms
Skills Layer
Research Prospect
Account-level B2B research that produces a one-page company brief with confidence-cited evidence acr...
Skills Layer
Meeting Prep
A context-aware meeting dossier skill that pulls from CRM, web research, and prior interactions to b...
Methodology
ICP Model
An Ideal Customer Profile definition with firmographic criteria, behavioral signals, and pain hypoth...
Architecture
HubSpot Integration
The CRM connection that research and deal management skills query for account data, contact history,...