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品牌与营销

潜在客户研究助手 Lead Research Assistant

ComposioHQ community contributorsApache-2.0Skill 语言: 英文
协议已核对不含脚本依赖外部服务
演示真实运行记录 · claude-sonnet-5-5 · 2026年10月
I'm building a tool that automatically reconciles bank transactions against invoices for small accounting firms (2 to 20 people) in the UK. Find 4 companies that would be good leads. Companies only, with the job title to target, but please don't include names of individual people or personal LinkedIn pages.
Skill: lead-research-assistant
WebSearch: {"query": "small independent accounting firm UK cloud accounting Xero practice bookkeeping small team"}
WebSearch: {"query": "UK accountancy practice \"our team\" small firm Xero QuickBooks gold partner bookkeeping SME"}

Here are 4 UK firms that look like a fit. I haven't verified headcount for any of them, so check each is in the 2–20 range before you reach out.

# Company Location Target job title Why they fit
1 JacRox Manchester Practice Manager (or Managing Partner/Director if there's no practice manager) A Xero Gold Partner offering bookkeeping, VAT and payroll to SMEs on fixed monthly fees. Fixed fees make time spent on manual reconciliation come straight out of their margin.
2 Simplex Accounting UK Director / Founder An exclusive Xero practice for small businesses. All their client work runs through bank feeds, so reconciliation is central to what they do.
3 de Jong Phillips UK Managing Partner Xero Small Firm of the Year 2022, with every accountant Xero-certified. They already use cloud tools and are likely open to adding automation.
4 Naylor Accountancy Southampton Practice Manager or Managing Director A QuickBooks ProAdvisor Elite and Xero Gold Partner. Working across both platforms means they handle varied bank and invoice data.
  • Titles: In firms this small, the owner usually makes the buying decision. Start with the Practice Manager where one exists, and otherwise go to the Director or Partner.
  • Integrations: All four use Xero or QuickBooks, so integrations with those two will matter in your pitch.
  • Beyond these four: Beany and Meru Accounting also came up in the search, so I can research those or find more.

Sources:

Real run recorded with claude-code / claude-sonnet-5-5. Web search (WebSearch) was enabled. The company details come from its search results at the time and we have not verified each one. The prompt asked for companies and job titles only, with no personal names. The model output is unmodified.

它做什么

帮你建立潜在客户名单:先弄清你的理想客户是谁,再搜索匹配的公司并按契合度排序。

工作方式

  1. 通过你的描述或阅读你的代码库来了解产品,并定义理想客户画像(行业、规模、地区、痛点、技术栈)。
  2. 搜索匹配的公司,并寻找有需求的信号,比如招聘、技术栈、新闻或融资。
  3. 给每条线索打 10 分制的分,写明契合理由、该联系的职位、价值主张和开场话题。
  4. 可以进一步生成能导入 CRM 的 CSV、外联信草稿,以及对最优线索的深入研究。

适合场景

销售开拓、合作伙伴调研和早期客户发现。

需要了解

我们试用时开放了联网搜索,它给出了四家英国会计事务所并附上来源,说明没有核实它们的人数,并且按我们的要求只给职位而不给个人姓名。

说明与风险

纯指令文件:没有脚本。 它需要你的代理有联网搜索才能找公司,返回的内容来自当时的搜索结果,我们没有逐一核实。它可能建议决策人的职位和 LinkedIn 页面,而为了外联处理个人信息,要遵守你所在地区的隐私和反垃圾信息规定。联系任何人之前,请自己核对每条线索。 原 skill 目录没有单独的协议文件,协议依据是来源仓库 README 对整个仓库的 Apache-2.0 声明(同时注明个别 skill 可能不同)。 压缩包里另有 LICENSE(Apache-2.0 全文)和 SOURCE.txt(来源与协议依据说明,由 AIBars 添加)。