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name research
description Deep research on leads for hyper-personalized outreach. Replaces manual Gemini research. Produces strategic account briefings with hooks, talking points, and personalization material from web search and social content.

Deep Research Skill

Perform comprehensive research on leads to enable hyper-personalized cold outreach. Replaces manual AI research (Gemini, ChatGPT, etc.) with an automated process.

Core Principles

  1. Deep over shallow — Don't just grab surface data. Find their values, philosophy, and what they care about.
  2. Recent over stale — Focus on content from the last 30-60 days.
  3. Their words over assumptions — Use quotes and references from their actual content.
  4. Actionable over academic — Every insight should translate to an outreach hook.

Output Format

Generate a Strategic Account Briefing document with these sections:

Section 1: Executive Overview

  • Quick summary of who they are
  • Core values and business philosophy
  • Top 3 strategic hooks for outreach
  • Key metrics and talking points

Section 2: Human Profile

  • Professional philosophy and communication style
  • What they care about deeply (based on their content)
  • How they present themselves publicly
  • Recent achievements, launches, or milestones
  • Geographic/cultural context (if relevant)
  • Quotes to reference in outreach

Section 3: Business Engine

  • Revenue model and pricing structure
  • Core value proposition to their audience
  • How they serve customers (delivery mechanisms)
  • Key challenges or opportunities
  • Competitive positioning
  • Size indicators (members, revenue, team)

Section 4: Actionable Intelligence

  • Hook language that resonates with their values
  • Suggested opener themes and subject lines
  • Specific references to use (video titles, quotes, achievements)
  • What NOT to say (anti-patterns for this person)

Research Process

Step 1: Check Available Socials

Identify which social URLs are available from the lead data:

  • YouTube channel → scrape recent videos + transcripts
  • LinkedIn profile → scrape recent posts
  • Twitter/X handle → scrape recent tweets
  • Podcast appearances → find and transcribe

Step 2: Scrape Social Content (if URLs available)

When social URLs are present:

  1. Pull recent content (last 30-60 days)
  2. Download video/audio transcripts
  3. Extract post text, topics, themes
  4. Store raw content for analysis

This scraped content is the primary source for personalization.

Step 3: Web Research

Always perform regardless of social availability:

  • Search: "{name} {company}" for background
  • Search: "{company} about" for business info
  • Search: "{name} interview podcast" for recent appearances
  • Search: "{company} news" for recent announcements
  • Check company website (about, offerings, testimonials)

Step 4: Analyze & Synthesize

  • Identify patterns in what they talk about
  • Find their core values and philosophy
  • Understand their business model
  • Discover what makes them unique
  • Extract quotable moments

Step 5: Generate Briefing

Compile findings into the structured document format with actionable hooks.

Inputs

Required:

  • lead_name — Full name of the person
  • company_name — Their company/community name

Optional (improve research quality):

  • youtube_url — YouTube channel URL
  • linkedin_url — LinkedIn profile URL
  • twitter_handle — Twitter/X handle
  • company_url — Company website
  • context — Any additional context (niche, offer, etc.)

Outputs

  • Strategic Account Briefing — Comprehensive markdown document
  • Personalization hooks — Ready for the WRITE skill
  • Scraped content — Transcripts/posts for reference
  • Confidence score — How much data was found

Quality Checklist

Before delivering the briefing:

  • Recent content included (within 60 days)?
  • At least 3 specific hooks identified?
  • Quotes or specific references from their content?
  • Business model understood?
  • Communication style captured?
  • Anti-patterns identified (what NOT to say)?

Example Output

# Strategic Account Briefing: Alex Hormozi

## Executive Overview
Alex Hormozi is a business strategist focused on scaling service businesses. 
Core philosophy: "Give away the secrets, sell the implementation."

**Top Hooks:**
1. Reference his $100M Offers framework
2. Mention his stance on giving value first
3. Connect to his "volume negates luck" principle

## Human Profile
- **Philosophy:** Aggressive transparency, anti-guru, proof-focused
- **Communication:** Direct, uses numbers, self-deprecating humor
- **Recent focus:** Acquisition.com portfolio, YouTube growth
- **Quote to use:** "Most people need to hear 'you're not working hard enough'"

## Business Engine
- **Model:** Acquisition.com (private equity for service businesses)
- **Audience:** $1-10M/year service business owners
- **Value prop:** "We buy businesses and make them better"
- **Differentiator:** Gives away playbooks free, earns from equity

## Actionable Intelligence
- **Hook:** Reference a specific YouTube video insight
- **Opener:** Lead with a metric or number (he respects data)
- **Avoid:** Fluffy language, vague promises, "just wanted to reach out"

Integration with Other Skills

This skill feeds into the cold-email and WRITE skills:

  1. RESEARCH (this skill) → produces briefing + hooks
  2. WRITE → uses hooks to craft personalized copy
  3. cold-email → formats into email sequences

Notes

The quality of research directly impacts reply rates. A 20-minute deep research session can turn a 2% reply rate into 20%+. Don't skip depth for speed — the briefing is the foundation of everything that follows.