/octave:research - Context-Aware Research & Prep
Research prospects and prepare for calls, meetings, demos, outreach, and deal reviews. Adapts output based on the occasion—whether you're prepping for a discovery call, following up on a deal, or researching a new prospect.
Usage
/octave:research <target> [--for <occasion>]
Examples
/octave:research john@acme.com # General research /octave:research acme.com # Company research /octave:research john@acme.com --for discovery # Discovery call prep /octave:research "meeting with Acme Corp" --for demo # Demo prep /octave:research acme.com --for outreach # Cold outreach angles /octave:research "Acme deal" --for pipeline-review # Deal review
Occasions
| Occasion | Output Focus |
|---|---|
discovery | Questions to ask, pain points to probe, qualification criteria |
demo | Use cases to show, proof points to cite, objections to prepare for |
follow-up | Next steps, open questions, momentum builders |
outreach | Hooks, angles, personalization points, CTAs |
pipeline-review | Deal health, risks, next moves, stakeholder mapping |
general | Comprehensive research (default) |
Instructions
When the user runs /octave:research:
Step 1: Parse Input and Detect Occasion
Identify the target:
- •Email address → Person research
- •Domain → Company research
- •LinkedIn URL → Person research
- •Name + company → Person research
- •Meeting/deal description → Context-based (extract company/people)
Detect or ask occasion:
If --for not specified, infer from context or ask:
What are you preparing for? 1. Discovery call - First conversation, qualifying the opportunity 2. Demo - Showing the product, proving value 3. Follow-up - Continuing a conversation, next steps 4. Outreach - Cold/warm outreach, getting a response 5. Pipeline review - Assessing deal health, planning next moves 6. General research - Just want to know more Your choice:
Step 2: Research the Target
For Person:
# Try to enrich the person
enrich_person({
person: {
email: "<email>", # if provided
linkedInProfile: "<url>", # if provided
firstName: "<first>", # if provided
lastName: "<last>", # if provided
companyDomain: "<domain>" # if provided
}
})
# Also get company context
enrich_company({ companyDomain: "<domain>" })
# Match to personas
qualify_person({
person: { ... },
additionalContext: "Match to our buyer personas and playbooks"
})
For Company:
# Enrich the company
enrich_company({ companyDomain: "<domain>" })
# Qualify against ICP
qualify_company({
companyDomain: "<domain>",
additionalContext: "Evaluate fit against our segments and playbooks"
})
# Find key contacts
find_person({
searchMode: "people",
companyDomain: "<domain>",
fuzzyTitles: ["<titles from matching persona>"],
limit: 5
})
Gather Library Context:
Use MCP tools:
# Find matching playbook
search_knowledge_base({
query: "<company industry> <persona title> <identified pain points>",
entityTypes: ["playbook"]
})
# Get relevant proof points
search_knowledge_base({
query: "<company industry> <company size> results",
entityTypes: ["proof_point", "reference"]
})
# Get competitor context if detected
search_knowledge_base({
query: "<any competitor signals>",
entityTypes: ["competitor"]
})
Step 3: Generate Occasion-Specific Output
Discovery Call Prep
DISCOVERY CALL PREP: [Person] at [Company] ========================================== PERSON PROFILE -------------- Name: [Full name] Title: [Title] LinkedIn: [URL] Background: • [Career history highlights] • [Relevant experience] • [Notable achievements] Matched Persona: [Persona name] Confidence: [High/Medium/Low] --- COMPANY SNAPSHOT ---------------- Company: [Name] Industry: [Industry] Size: [Employees] Stage: [Funding/maturity] Location: [HQ] Recent Signals: • [News, funding, hiring, etc.] • [Technology changes] • [Leadership changes] ICP Fit Score: [X/100] Matched Segment: [Segment name] --- RECOMMENDED PLAYBOOK -------------------- [Playbook name] Strategic Angle: [Approach angle from playbook] Key Themes to Explore: 1. [Theme based on persona pain points] 2. [Theme based on company signals] 3. [Theme based on industry trends] --- DISCOVERY QUESTIONS ------------------- Opening (Rapport + Context): • "[Question about their role/background]" • "[Question about company initiative/news]" Pain Point Exploration: • "[Question probing pain point 1 from persona]" → Listen for: [Signals that indicate fit] • "[Question probing pain point 2]" → Listen for: [Signals that indicate fit] • "[Question about current solution/process]" → Listen for: [Competitor mentions, gaps] Qualification: • "[Budget/authority question from playbook]" • "[Timeline question]" • "[Decision process question]" Future State: • "[Question about goals/desired outcomes]" • "[Question about success metrics]" --- POTENTIAL OBJECTIONS -------------------- Based on persona and company context, prepare for: 1. "[Likely objection]" Response: [Brief response strategy] 2. "[Likely objection]" Response: [Brief response strategy] --- PROOF POINTS TO REFERENCE ------------------------- • [Relevant customer story for their industry] • [Metric relevant to their likely pain points] • [Reference customer of similar size/stage] --- QUALIFICATION CHECKLIST ----------------------- □ Confirmed pain point exists □ Identified decision maker(s) □ Understood timeline □ Budget discussion initiated □ Next step agreed --- NEXT STEP SUGGESTIONS --------------------- If qualified: "[Specific next step, e.g., schedule demo with team]" If not ready: "[Nurture action, e.g., send relevant content]" If not fit: "[Graceful exit]" --- Want me to: 1. Generate email to confirm the call 2. Create a leave-behind one-pager 3. Research additional stakeholders 4. Draft follow-up email template
Demo Prep
DEMO PREP: [Person/Company] =========================== AUDIENCE -------- Primary: [Name, Title] - [Decision maker / Evaluator / User] Others expected: [If known] Audience Profile: • Technical depth: [High / Medium / Low] • Decision authority: [Final / Influencer / User] • Key concerns: [From persona] --- RECOMMENDED DEMO FLOW --------------------- Based on [Persona] priorities and [Company] context: 1. OPENING (2-3 min) - Recap their challenges: [Specific pain points discussed] - Confirm goals for the demo: "[What they want to see]" 2. USE CASE 1: [Most relevant use case] (10 min) - Show: [Specific feature/workflow] - Highlight: [Differentiator that matters to them] - Connect to their pain: "[How this solves X]" 3. USE CASE 2: [Second priority use case] (8 min) - Show: [Specific feature/workflow] - Proof point: "[Relevant metric/customer]" 4. USE CASE 3: [If time allows] (5 min) - Quick view of: [Additional capability] 5. CLOSING (5 min) - Summarize value for their specific situation - Address questions - Propose next step --- PROOF POINTS TO WEAVE IN ------------------------ • During [use case 1]: "[Stat/customer relevant to that use case]" • During [use case 2]: "[Stat/customer relevant to that use case]" • In closing: "[Industry-specific reference]" --- OBJECTIONS TO PREPARE FOR ------------------------- "How does this integrate with [their tech stack]?" → [Response based on product capabilities] "What about [competitor they mentioned]?" → [Key differentiation points] "This seems complex to implement" → [Implementation story, time to value proof point] "What's the pricing?" → [Response strategy per playbook] --- QUESTIONS TO ASK DURING DEMO ---------------------------- • "Does this address [pain point] we discussed?" • "Who else on your team would be using this?" • "How does this compare to your current process?" • "What would need to be true for you to move forward?" --- COMPETITIVE LANDMINES --------------------- If [Competitor] is in the mix, demonstrate: • [Feature they lack] • [Workflow that's better in our product] • [Ask: "Did [competitor] show you how they handle X?"] --- NEXT STEP TO PROPOSE -------------------- Primary: [Specific next step with stakeholders] Backup: [Alternative if they're not ready] --- Want me to: 1. Create a demo follow-up email template 2. Generate a custom one-pager for this account 3. Research other stakeholders to include 4. Prep for specific objections in more depth
Outreach Prep
OUTREACH PREP: [Person] at [Company] ==================================== TARGET PROFILE -------------- Name: [Name] Title: [Title] Company: [Company] LinkedIn: [URL] Personalization Hooks: • [Recent activity/post] • [Career move/milestone] • [Company news relevant to them] • [Shared connection/experience] --- ICP FIT ANALYSIS ---------------- Fit Score: [X/100] Why they're a fit: ✓ [Fit reason 1] ✓ [Fit reason 2] ✓ [Fit reason 3] Potential concerns: ⚠ [Any red flags or unknowns] --- RECOMMENDED PLAYBOOK -------------------- [Playbook name] For this [Persona], lead with: • Primary pain point: "[Pain point most likely to resonate]" • Value prop: "[Value prop from playbook]" • Proof point: "[Most relevant social proof]" --- OUTREACH ANGLES --------------- ANGLE 1: Pain-Led "[Opening line addressing pain point]" Hook: [Why this should resonate] CTA: [Low-commitment ask] ANGLE 2: Trigger-Based "[Opening line referencing company news/trigger]" Hook: [Why timing is right] CTA: [Relevant offer] ANGLE 3: Social Proof "[Opening line with relevant customer story]" Hook: [Similar company achieved X] CTA: [Learn how] ANGLE 4: Insight-Led "[Opening line with provocative insight]" Hook: [Challenges conventional thinking] CTA: [Discuss further] --- PERSONALIZATION ELEMENTS ------------------------ Use these in your outreach: • Company-specific: "[Recent news, initiative, or challenge]" • Role-specific: "[Something relevant to their title/function]" • Person-specific: "[LinkedIn activity, podcast appearance, etc.]" • Timing: "[Why now is relevant - quarter end, planning season, etc.]" --- MULTI-CHANNEL SEQUENCE SUGGESTION --------------------------------- Day 1: LinkedIn connection request (personalized note) Day 2: Email #1 (pain-led angle) Day 4: LinkedIn engagement (comment on their post) Day 6: Email #2 (social proof angle) Day 9: LinkedIn message (direct, different angle) Day 12: Email #3 (breakup / value-add) --- CTA OPTIONS ----------- Low commitment: • "Worth a 15-min chat?" • "Open to learning how [Company] did it?" • "Can I send you [resource]?" Medium commitment: • "Can I show you a quick demo?" • "Want to see your custom ROI analysis?" High commitment (warm only): • "Ready to start a pilot?" • "Can we get your team on a call?" --- Want me to: 1. Generate the full email sequence 2. Draft LinkedIn messages 3. Research more personalization angles 4. Find additional contacts at this company
Pipeline Review
PIPELINE REVIEW: [Deal/Company] =============================== DEAL SNAPSHOT ------------- Company: [Company] Primary Contact: [Name, Title] Stage: [Current stage] Amount: [If known] Close Date: [If known] Days in Stage: [X days] --- DEAL HEALTH ASSESSMENT ---------------------- Overall Health: [🟢 Healthy / 🟡 At Risk / 🔴 Stalled] Positive Signals: ✓ [Positive indicator 1] ✓ [Positive indicator 2] Warning Signs: ⚠ [Risk factor 1] ⚠ [Risk factor 2] --- STAKEHOLDER MAP --------------- [If multiple contacts known] Decision Maker: [Name, Title] Status: [Champion / Neutral / Blocker] Last contact: [Date] Sentiment: [Positive / Neutral / Negative] Technical Evaluator: [Name, Title] Status: [Champion / Neutral / Blocker] Last contact: [Date] Economic Buyer: [Name, Title] Status: [Unknown / Engaged / Not engaged] Missing: [Roles not yet identified] --- DEAL GAPS --------- □ Champion identified and confirmed □ Economic buyer engaged □ Technical validation complete □ Business case built □ Timeline confirmed □ Competition known □ Next steps agreed --- COMPETITIVE SITUATION --------------------- Known competitors in deal: [List] Our position: [Leading / Tied / Behind / Unknown] Competitive risks: • [Risk 1] • [Risk 2] Counter-strategy: • [Action to differentiate] --- RECOMMENDED NEXT MOVES ---------------------- Immediate (This Week): 1. [Specific action with specific person] Why: [Reason this moves the deal forward] 2. [Specific action] Why: [Reason] This Month: 3. [Action to advance stage] 4. [Action to expand stakeholders] --- CONVERSATION STARTERS --------------------- For [Primary Contact]: • "When we last spoke, you mentioned [X]. Has that changed?" • "What's the latest on [initiative they mentioned]?" • "Who else should we loop in to evaluate [specific area]?" For [Other Stakeholder]: • "[Tailored question based on their role]" --- CONTENT TO SEND --------------- Based on deal stage and stakeholders: • For [Decision Maker]: [Case study / ROI analysis] • For [Technical Evaluator]: [Technical documentation / Demo] • For [Economic Buyer]: [Business case / Executive summary] --- RISK MITIGATION --------------- If deal is stalling: • Try: [Re-engagement tactic] • Offer: [Value-add to restart momentum] If competition is strong: • Emphasize: [Key differentiators] • Reference: [Competitive win story] If champion is weak: • Find: [Additional champions] • Build: [Executive sponsorship] --- Want me to: 1. Draft a re-engagement email 2. Create a business case document 3. Research additional stakeholders 4. Generate competitive positioning
Step 4: Offer Follow-Up Actions
After any research output, offer relevant next steps:
What would you like to do next? 1. Generate outreach content (/octave:generate) 2. Create collateral for this account (/octave:pmm) 3. Research additional people at the company 4. Deep dive on a specific topic 5. Save notes to [CRM integration if available] 6. Done for now
MCP Tools Used
Research Operations
- •
enrich_person- Full person intelligence report - •
enrich_company- Full company intelligence report - •
qualify_person- ICP scoring for person - •
qualify_company- ICP scoring for company - •
find_person- Find contacts at company
Content Generation
- •
generate_call_prep- Generate full call prep materials
Library Context
- •
get_playbook- Get recommended playbook - •
get_entity- Get persona, competitor details - •
search_knowledge_base- Find proof points, references, messaging
Error Handling
Person Not Found:
I couldn't find detailed information for [email/name].
I found their company ([Company]). Would you like me to:
- •Proceed with company research + generic persona guidance
- •Search for them on LinkedIn (provide URL)
- •Create research based on their title alone
Company Not Found:
I couldn't find [domain/company name].
Try:
- •Check the domain spelling
- •Provide the company website URL
- •Search by company name instead
No Matching Playbook:
No playbook matches this profile exactly.
Closest matches:
- •[Playbook 1] (60% fit)
- •[Playbook 2] (45% fit)
I'll use [Playbook 1] as a guide, but you may want to create a more specific playbook.
Related Skills
- •
/octave:generate- Generate outreach content - •
/octave:pmm- Create account-specific collateral - •
/octave:prospector- Find more prospects like this one - •
/octave:analyzer- Analyze past interactions with this account