Research + Intelligence
Analyze public company filings — 10-K reports, earnings calls, investor presentations — for pain points, priorities, and budget signals. Free Claude skill.
[10k-analyze]The Problem
Enterprise sales to public companies requires understanding their financial priorities. The information is all there — in 10-K filings, earnings call transcripts, and investor presentations — but reading a 200-page SEC filing isn't realistic for every target account.
Reps either skip this entirely (and miss the most powerful personalization data available) or spend hours skimming for relevant sections. The CFO's comments about "operational efficiency initiatives" in the earnings call are gold for a sales email — but finding that quote buried in a 90-minute transcript takes patience most reps don't have.
The irony is that public companies literally tell you what they're worried about, what they're investing in, and where they're cutting costs. They do it every quarter. Most sales teams never read it.
What It Does
Annual Report Analyzer processes public company filings — 10-K reports, earnings calls, and investor presentations — and extracts the information most relevant to sales. It identifies stated priorities, budget signals, pain points, and strategic initiatives that you can reference in outreach and conversations.
Every output includes:
Example
[10k-analyze] Analyze HubSpot's latest 10-K and earnings call for sales intelligence1. “Become the #1 customer platform for scaling companies” — pushing beyond marketing into full CRM suite
2. AI integration across all hubs — stated as “largest R&D investment in company history”
3. Moving upmarket: average subscription revenue per customer up 12% YoY
4. International expansion: 48% of revenue now from outside North America
1. To HubSpot's sales team: “Your CEO said you're doing more with AI, not more headcount. We help sales teams operate at 2x capacity without additional hires.”
2. To HubSpot's customers (selling against HubSpot): “HubSpot's 10-K admits integration complexity with acquired products is a risk. If you're feeling that, here's an alternative that works natively.”
3. Board-level reference: “Your Q3 earnings call highlighted CAC pressure in enterprise. Our tool reduces acquisition costs by automating the most expensive part of outbound.”
Source: 10-K filing (FY2025) + Q3 2025 earnings call transcript
Strategic priorities extracted: 4
Budget signals: 4
Pain points: 4
Sales hooks: 3
Time to generate: ~25 seconds
Get Started
Open Claude Projects
Go to claude.ai and open your Projects section. Create a new project or use an existing one.
Add the skill instructions
Paste the skill prompt into your Project instructions. This teaches Claude the skill.
Start using it
Type `[10k-analyze]` followed by a public company name or ticker symbol. Paste the filing text directly for the deepest analysis, or let the skill search for the latest publicly available reports.
Use Cases
Reference the CEO's exact priorities from the earnings call in your email. "Your CEO mentioned 'doing more with AI, not more headcount' — here's what that looks like for outbound."
Use financial data from the filing to build ROI cases that speak the CFO's language. Reference their stated cost reduction targets and efficiency mandates.
Walk into a meeting knowing the company's revenue trajectory, margin targets, and strategic bets. You'll speak the same language as executive buyers.
Scan multiple companies' filings for technology investment signals, hiring plans, or efficiency mandates that indicate they're ready for your product.
Analyze your competitors' public filings to understand their strategy, spending priorities, and stated weaknesses. Their risk factors are your selling opportunities.
Skill Stack
Combine annual report analysis with prospect research for the most complete picture of a public company.
Use filing insights in your meeting prep — reference the CEO's own priorities from the earnings call.
Build ROI cases using the prospect's own financial data and stated priorities.
Generate discovery questions grounded in the company's publicly stated challenges and goals.
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