Account intelligence that combines account history and intent signals to help commercial teams prioritize opportunities.
AI SKILLS · Commercial intelligence
Research accounts & verify contact data
Define an ideal customer profile and validate company and business-contact evidence.
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.
Search Australian businesses and look up ABN and GST records from the Australian Business Register.
Ecommerce brands that just started, scaled or stopped Meta ads, with store platform and pixels.
Data and tools for your AI agent: company, people, SEO, social and EU register data.
Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →
Find the right AI tools for any job, task or industry.