Add Account Intelligence Report skill with .docx generation

[arjunjaggi34]

Summary

Introduces a complete Account Intelligence Report generation skill for researching target companies and government agencies, producing executive-grade .docx files ready for C-suite meetings. Includes research protocols, industry vertical playbooks, outreach templates, and a full Node.js generation script.

Key Changes

• SKILL.md — Defines the Account Intelligence skill with 6-phase research methodology (Validate Inputs → Research Account → Map Opportunities → Build Credentials → Draft Proposals → Execute Outreach). Covers any industry vertical and federal agencies.

• docx-generator.md — Complete Node.js template for generating formatted .docx reports using the docx npm package (v8.x). Includes:

  • Color-coded section headers (navy, blue, teal)
  • Data table generation with alternating row shading
  • Org chart visualization with leadership tenure and flags
  • Callout boxes and styled typography
  • Helper functions for assumptions, spacing, and subsections

• research-protocol.md — Detailed search query patterns and source prioritization rules for 7 research dimensions:

  • Company Profile, Leadership Mapping, Strategic Priorities, Technology Signals, Job Posting Intelligence, News/Press Releases, and Competitive Landscape
  • Source tier ranking (SEC filings → press releases → trade press → inferred)
  • Confidence scoring system and data classification rules

• vertical-playbooks.md — Industry-specific research and engagement strategies for 10+ verticals:

  • Life Sciences (Pharma/Biotech, Medical Devices, Genomics/Diagnostics)
  • Financial Services (Banking, Insurance)
  • Retail/Consumer, Manufacturing, Energy, Technology, Healthcare, Federal/Government
  • Each includes priority focus areas, likely technology platforms, typical incumbents, and ranked entry points

• outreach-templates.md — Email opener templates by vertical with context triggers and subject line options. Emphasizes specificity: every opener must answer "why this person, right now" within two sentences.

• report-template.md — Fill-in-the-blank scaffold for all 10 report sections (Executive Summary, Company Snapshot, Leadership, Strategic Priorities, Tech Landscape, Opportunities, Credentials, Vision, Case Studies, Proposals, Outreach Strategy).

Notable Implementation Details

• Assumption flagging: Estimated or inferred values are marked inline with [ASSUMPTION — basis] in orange italic text, maintaining transparency about data confidence.
• Federal adaptation: Separate guidance for government agencies (budget vs. revenue, FITARA, SAM.gov contracts, USAJobs.gov).
• Minimum viable research: Protocol emphasizes 3 targeted searches per dimension (25 total) over exhaustive coverage; all facts must be sourced or flagged.
• Vertical-aware: Playbooks calibrate spending estimates, platform expectations, and incumbent threats by industry, reducing generic assumptions.

https://claude.ai/code/session_01EHjTKrZCkd9oWqoWA88vbB