---
name: recon-deal-research
description: Use when the user asks for full account context, deal research, journey timeline, or "tell me everything about [Company]" via Recon. Pulls firmographics, pipeline, contacts, journey events, and recommendations referencing the account.
---

# Recon: deal + account research skill

Pre-call brief in 30 seconds. The skill that turns "I have a call with Acme in 10 minutes" into a structured one-screen summary. Invoke when the user says: "tell me about [company]", "research [account]", "pre-call brief", "journey on [deal]", "what do you know about [domain]".

## What this skill does

1. Resolves the company by name OR domain via Recon MCP (the user might say "Acme", "acme.com", or paste a HubSpot company ID).
2. Calls `recon.list_segments` to find which segment the company falls in.
3. Pulls all deals associated with the company.
4. Pulls all contacts at the company.
5. Pulls the company's journey timeline (emails, meetings, calls, stage changes, UTM touches).
6. Pulls any recommendations Recon has made referencing the company.

## Output shape

**Header line** — Company name · Domain · Industry · Country · Size band · Current tier (color-coded).

**Pipeline state**:
- Won deals count + ARR
- Lost deals count + ARR
- Open deals count + amount (if any) + most-advanced stage
- Days since first touchpoint
- Days since last touchpoint

**Recent journey** — last 10 touchpoints chronologically, oldest-first:
- Date · Channel · Event kind · Subject (when applicable) · Sentiment (when applicable)

**Stakeholders** — every contact with title + email, sorted by recent engagement.

**Open deals** — for each:
- Deal name + amount
- Current stage
- Days in stage
- Days open total
- Last touchpoint
- Risk flag if stage hasn't changed in >30 days

**Recommendations referencing this company** — any rec citing this company_id, with response status + verdict if measured.

**Pre-call talking points** — 3-5 bullets the rep can read in 10 seconds. Pulled from: most recent positive sentiment touchpoint, latest stage change, any open recommendation.

## Tone rules

- Skip the chrome. The user is rushing into a call.
- Lead with the most-actionable detail: open pipeline + last positive touchpoint.
- If the company has zero touchpoints, say so plainly: "Cold account — no historical engagement on file."
- Never invent. If a contact has no title, don't guess one.

## Useful follow-ups

After producing the brief, suggest one of these:
- "Mark a recommendation as taken" if there's an unresolved rec for the account.
- "Show me similar companies" — calls list_segments for the company's segment, returns peers.
- "What's the journey shape for this segment?" — calls get_track_record context.

## When NOT to use this skill

- Daily standup → `recon-daily-brief`.
- Multi-segment analysis → `recon-pipeline-review`.
- ICP work → `recon-icp-refresh`.