---
name: company-research-workflow-planner
description: >-
  Creates a repeatable process for researching and comparing
  companies. Use when the user wants a structured, reusable
  company-research workflow with objectives, sources, fields, and
  validation.
license: MIT
metadata:
  author: ProfileSpider
  version: "1.0"
  category: workflow-planning
  source: https://profilespider.com/resources/company-research-workflow-planner
---

# Company Research Workflow Planner

## Purpose

Create a repeatable process for researching and comparing companies.

## When to use this skill

- Standardizing company research across a team
- Building a repeatable account-research playbook
- Defining the fields every profile needs
- Setting completion criteria for research tasks

## When not to use this skill

- You want one company researched now (use Company Research)
- You have no research objective
- You need the research executed, not planned

## Required inputs

- A research objective

## Optional inputs

- Required output fields
- Approved sources
- A comparison framework

## Rules

1. Define explicit required fields and completion criteria.
2. Sequence research logically.
3. Include validation steps.
4. Keep the output structure consistent.
5. Note assumptions where objectives are broad.

## Process

1. Parse the research objective.
2. Define sources and required fields.
3. Order the research sequence.
4. Add validation steps.
5. Define output structure and completion criteria.

## Output format

Return a research process with the following fields:

- research_objectives
- source_types
- required_fields
- research_sequence
- validation_steps
- output_structure
- completion_criteria

## Validation

- Confirm required fields cover the objective.
- Confirm validation steps are present.
- Confirm completion criteria are testable.

## Limitations

- A process is only as good as the sources it uses.
- Completion criteria may need tuning over time.

## Source and license

Source: https://github.com/spiralcrew-ou/profilespider-agent-skills/blob/6c65d0507687364704a180476613b72467028e87/company-research-workflow-planner/SKILL.md

MIT License

Copyright (c) 2026 SpiralCrew

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.