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sales-account-map AI Agent Skill
Quellcode ansehen: sales-skills/sales
MediumInstallation
npx skills add sales-skills/sales --skill sales-account-map 25
Installationen
Map the Buying Committee
Help the user map the full buying committee at a target account — identify who's involved in the purchase decision, what role each person plays, and how to multi-thread the account effectively. This skill is platform-agnostic but references Apollo.io as the primary data source for finding and enriching contacts. The same approach works with ZoomInfo, LinkedIn Sales Navigator, or any contact database.
Step 1 — Gather context
Ask the user:
Which account are you targeting? (Company name, size, industry)
What are you selling?
- Product/service category
- Approximate deal size (affects committee size and complexity)
- Which department does it primarily affect?
Where are you in the process?
- A) Prospecting — haven't engaged anyone yet
- B) Single-threaded — talking to one person, need to expand
- C) Active deal — have some contacts, need to map the full committee
- D) Stuck deal — need to find the missing stakeholder(s)
What do you know already?
- Any existing contacts at the account?
- Any org chart intel (reporting structure, team size)?
- Any intel on their buying process?
Company size? (This determines committee complexity)
- A) SMB (1-200 employees) — expect 1-3 decision-makers
- B) Mid-market (200-2,000 employees) — expect 3-6 stakeholders
- C) Enterprise (2,000+ employees) — expect 5-12+ stakeholders
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
Step 2 — Identify the committee roles
Map expected roles using this framework:
Buying committee roles
| Role | What they do | How to identify | Typical titles |
|---|---|---|---|
| Economic Buyer | Has budget authority, signs the check | Highest-ranking person in the buying org; often VP+ or C-suite | VP/SVP/CRO/CFO/CTO depending on what you sell |
| Champion | Wants your product to win, advocates internally | Has the problem you solve, engaged in conversations, asks for resources to share internally | Director/Senior Manager who owns the problem |
| Technical Evaluator | Vets the product technically | Asks detailed technical questions, runs POCs, owns integration | Architect, Staff Engineer, IT Manager, Solutions team |
| User Buyer | Will use the product daily | Cares about workflow, UX, and day-to-day impact | Individual contributors, team leads, end users |
| Coach | Gives you intel on internal politics and process | Usually someone you have a relationship with; may not have buying authority | Any level — could be a former customer, mutual connection, or friendly contact |
| Gatekeeper/Blocker | Can slow or kill the deal | Owns competing budget, prefers a competitor, or has political reasons to oppose | Procurement, Legal, IT Security, or a peer of the Champion who prefers the status quo |
Scaling the committee by company size
| Company size | Roles to map | Contacts to find |
|---|---|---|
| SMB (1-200) | Economic Buyer + Champion (often the same person), maybe 1 Technical Evaluator | 2-3 contacts |
| Mid-market (200-2,000) | Economic Buyer, Champion, Technical Evaluator, 1-2 User Buyers | 4-6 contacts |
| Enterprise (2,000+) | All 6 roles, potentially multiple people per role (committee of 8-12+) | 6-12 contacts |
Step 3 — Find the people
Using Apollo People Search
For the target account, run a People Search with these filters:
- Company: Exact match on company name
- Seniority: Start broad (Manager+), then narrow based on what you sell
- Department: Filter to the relevant function (Engineering, Sales, Marketing, Finance, IT, etc.)
- Title keywords: Search for title patterns that match each committee role
Interpreting org structure from data
Apollo (and most data providers) don't show reporting lines directly. Reconstruct the org chart by:
- Seniority mapping: Group contacts by seniority level (C-suite → VP → Director → Manager → IC)
- Department clustering: Group by department to see team structure
- Title analysis: Look for "Head of" (usually reports to VP/C-suite), "Senior Director" (reports to VP), etc.
- Team size inference: If a department has 3 Directors and 1 VP, the VP likely oversees them all
Finding "hidden" influencers
The most important person in the deal often doesn't have an obvious title:
- The IC who's actually the technical decision-maker: Look for Staff/Principal Engineers, Distinguished Architects — they may not have "manager" in their title but their recommendation carries more weight than their manager's
- The admin/EA who controls the executive's calendar: Knowing who gates access to the Economic Buyer matters for enterprise deals
- Recently promoted people: Someone who just became a Director may be more open to new approaches than a 10-year VP
Enrich contacts
For each committee member identified, enrich to get:
- Verified email address
- Direct phone number (for Economic Buyer and Champion at minimum)
- LinkedIn profile URL
- Job tenure (how long in current role — new leaders are more open to change)
- Previous companies (look for connections — did they use your product before?)
In ZoomInfo
- Org Charts — ZoomInfo provides pre-built organizational charts showing reporting hierarchies. Available in SalesOS for any company in their database.
- Buying committee identification — filter contacts at a target account by department, seniority level, and management level to map economic buyer, champion, technical evaluator, and end users.
- Scoops — buying signals that reveal internal projects, vendor evaluations, and budget approvals — useful for identifying which stakeholders are involved in an active buying process.
- Intent + Org Chart — combine intent signals (which accounts are researching) with org charts (who the decision-makers are) for targeted multi-threading.
- Engage integration — once you've mapped the buying committee, push contacts directly to ZoomInfo Engage sequences for multi-threaded outreach.
- API — use Search Contacts with companyId + department/managementLevel filters to programmatically build buying committee maps.
Step 4 — Map relationships & entry strategy
Org chart reconstruction
Build a visual mental model of the account:
[Economic Buyer]
/ \
[Champion] [Potential Blocker]
/ \ |
[Tech Evaluator] [User Buyer] [Their Champion]Choosing your entry point
| Situation | Recommended entry | Why |
|---|---|---|
| No existing contacts | Champion or Coach | They have the problem, they'll advocate. Going straight to the C-suite without context usually fails. |
| Have one contact | Ask them to introduce you up or across | Warm introductions convert 5-10x better than cold outreach |
| Active deal, single-threaded | Technical Evaluator or User Buyer | Expand laterally before going up — build consensus first |
| Stuck deal | Coach (for intel) or Economic Buyer (direct escalation) | Find out what's blocking before escalating |
Multi-threading strategy
The goal: Engage 3+ contacts at different levels of the org before a decision is made. Single-threaded deals close at 1/3 the rate of multi-threaded deals.
"Power line" vs "access line" approach:
- Power line (top-down): Start with the Economic Buyer, get referred down. Works when you have executive relationships or strong brand recognition.
- Access line (bottom-up): Start with the Champion or User Buyer, build consensus, then get introduced up. Works for most sales teams.
- Dual track: Engage at both levels simultaneously — Champion builds internal case while you engage the Economic Buyer directly. Most effective for mid-market and enterprise.
Threading sequence
- First contact: Champion or Coach — validate the problem exists, get internal context
- Second contact: Technical Evaluator — address feasibility, integration, security
- Third contact: Economic Buyer — connect the problem to business outcomes they care about
- Ongoing: User Buyers — build grassroots support, get feedback on demo/POC
Don't engage everyone at once — stagger over 2-3 weeks to avoid looking like you're carpet-bombing the account.
Step 5 — Action plan
Per-person outreach approach
Each committee member needs a different message:
| Role | Message focus | Tone | Channel |
|---|---|---|---|
| Economic Buyer | Business outcomes, ROI, strategic alignment | Executive-level, concise, metric-driven | Email or warm intro, then executive briefing |
| Champion | Problem validation, how you solve it, internal advocacy materials | Collaborative, detailed, give them ammo | Email + call + LinkedIn |
| Technical Evaluator | Integration, security, architecture, POC plan | Technical, specific, no hand-waving | Email + call, offer a technical deep-dive |
| User Buyer | Day-to-day impact, workflow improvements, ease of adoption | Practical, show-don't-tell | Demo, free trial, or sandbox |
| Coach | Gratitude, keep them informed, ask for intel on internal dynamics | Personal, relationship-first | Call or LinkedIn message |
Related skills for execution
/sales-cadence— Design the multi-channel sequence for each committee member/sales-discovery— Prep discovery questions tailored to each role/sales-deal-inspect— Assess deal health once the committee is mapped/sales-enrich— Enrich all committee members with verified contact info/sales-intent— Check for buying signals at the account level/sales-zoominfo— ZoomInfo platform help (org charts, Scoops, Engage)/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skills sales-do
Ongoing committee monitoring
The committee isn't static. Monitor for:
- New hires in relevant departments (potential new stakeholder)
- Departures (if your Champion leaves, the deal may stall)
- Title changes (promotion = more authority, or reorganization = new dynamics)
- Additional departments getting involved (Legal, Procurement, IT Security often join late)
Set up Apollo alerts for the account to catch these changes.
Gotchas
- Don't go straight to the C-suite. Claude defaults to recommending you email the CEO. Start with the Champion or Coach — someone who has the problem your product solves and will advocate internally. Cold-emailing the CEO of a 5,000-person company about your SaaS tool rarely works.
- Don't treat titles as org chart. A "Director" at a 50-person startup and a "Director" at a Fortune 500 are completely different levels of authority. Always factor in company size before mapping titles to committee roles.
- Don't over-thread small accounts. A 200-person company doesn't have a 7-person buying committee. Adapt the framework to company size — 2-3 contacts for SMB, 5-8 for mid-market, 8-12 for enterprise. Over-threading a small account feels like overkill and can backfire.
- Don't assume the org chart is stable. People change roles, teams reorg, companies restructure. Check job tenure and recent title changes in Apollo before building your map. A map based on 6-month-old data may be wrong.
Examples
Example 1: Enterprise security product
User says: "Map the buying committee at Acme Corp for our security product"
Skill does:
- Identifies company size (enterprise, 5,000 employees)
- Maps expected committee: CISO (Economic Buyer), Director of Security (Champion), Security Architect (Technical Evaluator), SOC Analysts (User Buyers), VP Engineering (potential Blocker)
- Finds contacts via Apollo People Search filtered to Acme + Security/IT departments
- Recommends entry via Director of Security (Champion), with dual-track approach to CISO
- Creates per-person outreach plan with role-appropriate messaging
Result: Complete committee map with entry strategy and multi-threading plan
Example 2: SMB selling
User says: "I'm selling to a 100-person startup. Who do I need to talk to?"
Skill does:
- Scales the framework for SMB — 2-3 key contacts, not a 7-person committee
- Identifies that the founder/CEO is likely both Economic Buyer and Champion at this size
- Finds 2-3 relevant contacts (CEO, Head of Engineering, one IC user)
- Recommends a simpler approach — single-threaded may be sufficient for SMB
Result: Right-sized committee map that doesn't over-complicate a simple buying process
Example 3: Expanding a stuck deal
User says: "I have a champion at BigCo but the deal is stuck. Who else should I bring in?"
Skill does:
- Diagnoses the stall — is it missing Economic Buyer support? Technical blocker? Internal politics?
- Maps the existing committee contacts and identifies gaps
- Recommends specific roles to add (likely Technical Evaluator or Economic Buyer)
- Designs an expansion strategy using the Champion for warm introductions
Result: Committee gap analysis with specific people to engage and a path to unstick the deal
Troubleshooting
Can't find enough people at the target account
Cause: Small company, or data provider has limited coverage for that account
Solution: Try multiple data sources (Apollo + LinkedIn Sales Navigator). For small companies, the entire leadership team may be on the company's website. Ask your existing contact for org structure intel.
Champion left the company
Cause: Job change — your internal advocate is gone
Solution: Two actions: (1) Reach out to the Champion at their new company — they're a warm lead there. (2) At the original account, find a new Champion quickly — the deal will stall without internal advocacy. Check who the Champion was working with and whether they share the same problem.
Multiple people claim to be the decision-maker
Cause: Common in mid-market — titles overlap and authority is ambiguous
Solution: Ask the "budget question" — "Who would need to approve the budget for this?" and the "signature question" — "Whose signature goes on the contract?" The real Economic Buyer controls the money. Everyone else is an influencer, regardless of what they say.
Installationen
Sicherheitsprüfung
Quellcode ansehen
sales-skills/sales
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So verwenden Sie diesen Skill
Install sales-account-map by running npx skills add sales-skills/sales --skill sales-account-map in your project directory. Führen Sie den obigen Installationsbefehl in Ihrem Projektverzeichnis aus. Die Skill-Datei wird von GitHub heruntergeladen und in Ihrem Projekt platziert.
Keine Konfiguration erforderlich. Ihr KI-Agent (Claude Code, Cursor, Windsurf usw.) erkennt installierte Skills automatisch und nutzt sie als Kontext bei der Code-Generierung.
Der Skill verbessert das Verständnis Ihres Agenten für sales-account-map, und hilft ihm, etablierte Muster zu befolgen, häufige Fehler zu vermeiden und produktionsreifen Code zu erzeugen.
Was Sie erhalten
Skills sind Klartext-Anweisungsdateien — kein ausführbarer Code. Sie kodieren Expertenwissen über Frameworks, Sprachen oder Tools, das Ihr KI-Agent liest, um seine Ausgabe zu verbessern. Das bedeutet null Laufzeit-Overhead, keine Abhängigkeitskonflikte und volle Transparenz: Sie können jede Anweisung vor der Installation lesen und prüfen.
Kompatibilität
Dieser Skill funktioniert mit jedem KI-Coding-Agenten, der das skills.sh-Format unterstützt, einschließlich Claude Code (Anthropic), Cursor, Windsurf, Cline, Aider und anderen Tools, die projektbezogene Kontextdateien lesen. Skills sind auf Transportebene framework-agnostisch — der Inhalt bestimmt, für welche Sprache oder welches Framework er gilt.
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