Check a company before a meeting

Pre-meeting company research is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.

Pre-meeting research has a five-minute budget, so it should return exactly three things: what changed recently, who you are talking to, and the one thing that would embarrass you not to know.

What is in this skill

nameour-icp
descriptionWho we sell to, the signals that indicate fit, and the disqualifiers. Use when scoring a lead, deciding whether to pursue an account, building a prospect list, or writing targeting copy.
allowed-toolsget_icp_context score_lead_against_icp research_account search_companies
compatibilityZealos, Claude Code, Cursor, Codex and any client that reads SKILL.md
licenseFree to use and edit

How it works

  1. 1Check what changed in the last quarter — funding, leadership, launches, layoffs — because a stale fact stated confidently is worse than no fact.
  2. 2Identify each attendee's actual remit rather than their title, and whether any of them has interacted with you before.
  3. 3Find the one thing it would be embarrassing not to know: an outage, an acquisition, a public commitment, a competitor announcement.
  4. 4Stop at five minutes' worth. Research beyond that is procrastination dressed as preparation.

The skill itself

---
name: our-icp
description: Who we sell to, the signals that indicate fit, and the disqualifiers. Use when scoring a lead, deciding whether to pursue an account, building a prospect list, or writing targeting copy.
---

# Our ICP

Start by calling `get_icp_context` — the workspace's configured profile is the
source of truth, and this skill is how to *reason* about it, not a copy of it.

## How to score

Weight in this order. Later signals cannot rescue a failure on an earlier one.

1. **Pain we actually solve.** Do they have the problem, today, at a size that
   hurts? Not "could benefit from".
2. **Trigger.** Something changed recently: new leader in the function, funding,
   a public commitment, a competitor switch, a hiring spike in the team we serve.
   Without a trigger, a good-fit account is still a cold one.
3. **Reachability.** Can we get to the person who feels the pain, not just to
   someone adjacent?
4. **Firmographics.** Size, industry, geography, stack. Last, not first —
   firmographics are a filter, not a reason.

## Disqualifiers

These end the evaluation regardless of anything else:

- No budget owner in the function we serve.
- Bought a direct competitor in the last 6 months.
- The pain is real but owned by a team we cannot reach.
- Requires a feature we do not have and are not building.

## Output

A score, the two strongest signals with evidence, the strongest counter-signal,
and the recommended next action. If the counter-signal is a disqualifier, say
"disqualified" plainly — do not average it away against strong firmographics.

Who uses it

Account executive

You never again open a call unaware that they announced an acquisition on Tuesday.

Founder

Back-to-back meetings each get two minutes of real context rather than one getting twenty and the rest getting none.

Consultant

A first client conversation starts from their recent public position rather than from a generic discovery script.

Frequently asked questions

How much research is enough before a call?

Enough to change one question you were going to ask. Beyond that the returns fall off quickly and the time is better spent on the question itself.

Where does the information come from?

Web search, SEC filings, LinkedIn context and your own CRM history — whatever tools the agent has. The skill decides which signals matter.

How is this different from an account plan?

An account plan is a standing document. This is a five-minute brief for one meeting, and it expires the moment the meeting ends.

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A pre-call brief is worth writing only if it changes what you ask: who is in the room, what they are measured on, what happened last time, and the one question you cannot afford to leave without answering.

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An AI SDR agent is only as good as the definition of a good customer it is working from, which is why the fit criteria belong in a written skill rather than buried in a prompt nobody can find.

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Research an account before you reach out

Account research earns its time only when it changes the first sentence you write, which means looking for what recently changed rather than assembling a profile anyone could have found.

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A follow-up gets a reply when it opens with the specific commitment made on the call, stays under 120 words, and asks for exactly one thing the recipient can answer in a sentence.

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Skills, in your workspace

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