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AI SKILLS · Commercial intelligence

Research accounts & verify contact data

Define an ideal customer profile and validate company and business-contact evidence.

Applied

Why this skill matters

AI accelerates research, but commercial decisions still need traceable evidence and human review.

What to learn

  • Write inclusion and exclusion criteria
  • Verify company and role matches against sources
  • Check lawful use and freshness before contacting anyone
  • Map decision makers and buying-group roles to dated source evidence

Before you begin

Basic spreadsheet and business research familiarity

PUT IT INTO PRACTICE

Build a work sample

Build a ten-company sample prospect list from permitted public company data and document why each account qualifies.

Evidence of progress

A sourced account list with confidence, date and exclusion reasons.

This exercise is an original ToolGrail suggestion. Use public, synthetic, or approved data.

LEARNING RESOURCE

Research accounts & verify contact data — vendor learning reference

Cognism · Resource checked 2026-11-13

Open learning resource ↗

This may be documentation, a framework, or a training path. Product access, accounts, or paid licenses may be needed for hands-on exercises.

Tools you could practice with

Matched by related tasks. Use a tool you already have access to; these are examples, not course requirements.

ToolPricing not verified
6senseAccount intelligence

Account intelligence that combines account history and intent signals to help commercial teams prioritize opportunities.

Account-based sales and marketing teams.
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MCPPricing not verified
ABN ExpertMarket & company data

Search Australian businesses and look up ABN and GST records from the Australian Business Register.

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Tool + MCPPricing not verified
AdvertiserLeadsSales & CRM

Ecommerce brands that just started, scaled or stopped Meta ads, with store platform and pixels.

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MCPPricing not verified
AhelSales & CRM

Data and tools for your AI agent: company, people, SEO, social and EU register data.

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Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →