client-research

Client Research Skill

Turn a company's sources into the research every campaign skill builds on: research.md in the campaign workspace, with a quick-reference summary, the full research for strategy and copy, and a short company context that personalization prompts run with.

{workspace} = the campaign workspace, default ./cold-email/{slug}/ under the current directory:

{workspace}/
├── research.md       # this skill's output (keep its metadata when updating)
├── notes.md          # optional: the client's preferences
└── research/         # source material: website pages, transcripts, documents
    └── website/

When the company keeps a knowledge folder (./knowledge/, written by knowledge-setup), read it first: its overview, ideal customer profile, pricing, proof, competitors, voice and instructions are sourced facts. Start from them, cite them, and add what this campaign's sources say on top.

Sources

• Website pages (the primary source). Read them with your own web tools, or ask the user to paste the page text, following references/website-scraping.md: at most 8 pages from the site's own host, homepage, about, product, pricing, and customers first, never blog posts, careers, legal, or login pages.
• Meeting transcripts (Fireflies, Otter, Gong, etc.), product docs, sales materials, case studies, testimonials, competitor notes, and any links or uploads the user shared in the conversation.
• Existing research: {workspace}/research.md, and the company knowledge folder ./knowledge/ when it exists. Preserve metadata and facts that still hold; extend rather than overwrite.

Read saved files only when they are not already in the conversation: {workspace}/research/ holds saved website pages (research/website/*.md), transcripts and documents, and {workspace}/notes.md the client's preferences.

Critical Rules

1. Extract, don't invent: Only include information present in the sources. Never suggest new ideas or speculate.
2. Avoid generic language: Never use "innovative", "cutting-edge", "AI-powered" without explaining the actual mechanism. Be specific about how things work.
3. Quantify when possible: Include specific metrics, percentages, dollar amounts, time savings. Numbers make content actionable for outbound.
4. Include outbound angles: Every problem, advantage, and lead magnet gets a concrete question or hook for cold email.
5. Prioritize by ICP fit: Pick the case studies, lead magnets, and problems most relevant to the primary target audience.
6. Write for dual audiences: Scannable by humans AND parseable by AI agents. Use consistent headers and structured formats.