Sales Research

Sales Research helps you decide what to ask, recommend, offer, or write next in a sales conversation. It adapts to consulting, SaaS, enterprise buying, recruiting, and partnerships. It is most useful when you have real buyer context and an unclear next step.

Install with npx

You need Node.js and npm, an agent that supports skills, and network access for the install. Run this in the project where you want to try it:

npx skills add ThatGuySam/skills --skill sales-research

Follow the installer prompts to choose your agent. This installs one skill at project scope. You do not need an npm package published under the skill’s name: the Skills CLI reads the GitHub repository.

For a specific agent:

npx skills add ThatGuySam/skills --skill sales-research --agent codex

npx skills add ThatGuySam/skills --skill sales-research --agent claude-code

Add --global if you want it across projects. See the Skills CLI documentation for supported agents and installation options.

Confirm it is installed

npx skills list

Start a new agent conversation so it can discover the new skill. Ask it to use Sales Research and confirm that it can read the practitioner-routing and selling-is-leading references.

Installation	Invocation
Standalone Codex	$sales-research
Standalone Claude Code	/sales-research
Claude collection plugin	/sam:sales-research
Other compatible agents	Ask to use the sales-research skill by name

If the skill is missing, check whether you installed it for the right agent and project or globally. List remote skills without installing them using:

npx skills add ThatGuySam/skills --list

Give it useful context

Provide what you sell, the buyer, their actual words, the stage of the conversation, your constraints, and the decision you need. Mark unknown information as unknown. Redact private details before sharing prompts or feedback with other testers.

Use $sales-research to draft my reply. I sell [service or product] to [buyer].
They asked: [paste their redacted message]. We are at [stage]. My constraints
are [constraints]. I want to decide [decision]. Give me the reply first, then
explain any assumptions that materially affect it. Draft only.

Replace the bracketed fields with your own facts. See examples for specific situations.

What to expect

The agent identifies the situation, reads the context you supplied, and selects one to three relevant practitioners. It checks primary sources when needed, separates facts from inference, and recommends a next step. A drafting request returns the draft first. A research request includes supporting source links.

The default communication posture is calm leadership, mutual qualification, a clear process, and room for either party to decline. A request for free consulting recommendations should not automatically become a free diagnosis. A job interview or a SaaS support question needs a different response.

Requirements and limits

The skill contains instructions and references, with no required scripts, credentials, CRM connection, private research archive, or companion skill. Web access helps verify fresh claims. Without it, the agent should work from provided evidence and disclose the limit.

Installing the skill does not authorize sending messages, changing a CRM, publishing research, or contacting anyone. Review drafts yourself. Sales results and advice quality have not been measured for this portable version; see the verification and tester guide.

Update or remove

Use the Skills CLI to check for updates or remove the project installation:

npx skills update
npx skills remove sales-research

The update command can update other installed skills too. For a global installation, use npx skills remove sales-research --global.