Can Claude do account research and pick your accounts for this week?

Can Claude do account research for sales?

Yes, with web search on. It reads the pages you point it to and the pages it finds, and writes a short read of the account.

The same prompt works in ChatGPT with search on. The skill steps in this handbook are for Claude.

• It works on one account per chat, and on what it can open today.
• It writes well and fast, so a wrong claim reads as well as a right one.
• It follows written rules. The rules decide whether its answer is safe to send.

• How to research an account in 10 minutes: The same research by hand, step by step.

What does Claude do well and badly in account research?

Anthropic says even the best models can write text that is wrong, and that its fixes reduce errors without removing them. Plan for both columns in the table.

How do you make Claude cite a dated source for every claim?

Write the rules into the prompt. Anthropic gives three fixes: let Claude say it does not know, ground answers in direct quotes, and cite a quote per claim.

The prompt in this section uses all three. Paste it, fill in the three brackets, and keep web search on.

Read the answer for the word unknown. An unknown line is honest, and it becomes a question for the call.

Research <company> for me. I sell <what you sell> to <the team that buys it>.

Rules:
1. Use only pages you open in this chat: job posts, filings, the company's own pages and news.
2. After every claim, give the URL and the date the page was published.
3. Quote the exact words on the page that support the claim.
4. If you find no source for a line, write "unknown". Do not guess.
5. Company facts only. Do not name or profile people.

Answer in this order:
- What they are working on (quote, URL, date)
- Build or buy, and what they use today
- Which team owns the work
- Reasons to skip them
- Call, wait or skip, with one line of reason

Then check each claim again. If the page does not hold the quote, remove the claim.

What is a Claude skill?

Anthropic says skills give Claude access to specialized knowledge and workflows. A skill is a folder with a SKILL.md file of instructions.

Claude reads each skill's description and loads the skill when your request matches it. In Claude Code, you can also type /skill-name to run one.

For account research, the skill holds the source rule, so you stop pasting it into every chat.

GTM teams share skills in public. Ryze AI's marketing-skills repository had 6,061 stars on GitHub on 28 October 2026.

ColdIQ's post on X giving away its Claude Code skills (23 April 2026) had 7,587 bookmarks on 28 October 2026.

How do you add a skill in Claude.ai?

Skills work on the Free, Pro, Max, Team and Enterprise plans. These steps follow Anthropic's help page as of 28 October 2026.

1. On Free, Pro or Max, open Settings, then Capabilities, and turn on code execution and file creation.
2. On Team or Enterprise, an admin turns on Skills under Organization settings, then Plugins and skills.
3. Download one skill folder and zip the folder itself, so the zip holds the folder at its top level.
4. Open Customize, then Skills. Select +, then Create skill, then Upload a skill, and pick the zip.
5. Turn on web search in the chat, and ask in plain words, for example, is Toast worth a call this week?

How do you add a skill in Claude Code?

Copy the skill folder into ~/.claude/skills/ for all your projects, or into .claude/skills/ inside one repository.

Each Kalko skill page on kalko.ai/skills has a Download SKILL.md button. Save the file in a folder named after the skill.

Start Claude Code and ask in plain words, or type /call-wait-skip with the company name.

Which free skills help you pick accounts?

The Kalko skills are free and need no Kalko account. Each one runs a handful of web searches, and each line has a source or says unknown.

Run them in this order. Decode the posts, decide call, wait or skip, then prep and write only for the accounts you call.

• Kalko skills library: All eight skills, with install steps.

What does a sourced answer look like?

Take one account and one live job post. Toast, the restaurant software company, posted a care engineering role on 13 October 2026.

The inputs were the company, what you sell and the source rule. The source was one post, open when we checked it on 28 October 2026.

Four lines have a quote and a date. The vendor line says unknown, because the post names no vendor.

The same post gives three different decisions, because the decision depends on what you sell.

• How to tell what a company is building: Read job posts and filings together, and the four questions behind call, wait or skip.

How do you check the sources Claude gives you?

Check every line before it goes into a message.

Dates are easy to mix up. Elastic's Revenue Cloud post went live on 18 September 2026 and was edited on 16 October 2026 (Greenhouse API).

Elastic's post says the role leads “the migration from Salesforce CPQ to Revenue Cloud”. Date that claim 18 September 2026.

1. Open the link. If it does not load, drop the line.
2. Find the quote on the page with your browser's find tool. If it is not there, drop the line.
3. Check the publish date on the page, and keep it apart from the date the post was last edited.
4. Check that the post is still open today.
5. Before you call, look for a second source that points at the same project.

How do you run this for every account?

The skills work on one account per run, on what Claude finds that day. A market has hundreds of accounts, and posts open and close every week.

Anthropic's docs say a skill cannot reach another service, and that live data comes from an MCP connector.

Kalko runs this read on every account in your market. Each one gets what it is working on, who to contact, and call, wait or skip.

Connect Claude to the Kalko MCP server and ask for your board in the same chat. Each account comes with these lines:

• What the company is working on but has not announced, quoted from its job posts, filings or buyer posts.
• The source link and the publish date for each claim.
• A rank by need, not only by fit, re-scored every week.
• Reasons to skip the account, when Kalko finds any.
• Who to contact and what to say, as a play you approve before anything sends.
• Call prep and drafted messages in the app, in Slack or through MCP.

• Kalko MCP: Connect Claude in a few steps. MCP access comes on every plan, and the trial gives 200 credits.
• How Kalko checks a claim: The checks every claim passes before it reaches you.

Questions people ask