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lead-researchlisted

Research and qualify prospective customers, partners, or members and the people to contact there, using your CRM and an enrichment tool first and LinkedIn or Apify scrapers as backup. Use for 'find prospects like', 'qualify this company', 'who should we talk to at', 'build a target list', or 'research this lead before I call'.
alectivism/organization-ai-skills · ★ 0 · AI & Automation · score 75
Install: claude install-skill alectivism/organization-ai-skills
# Lead research Turn a target profile or a company name into a ranked, evidence-backed list of prospects with the right person to contact and a reason to reach out. Read-only against the CRM: this skill never creates or edits CRM records. Hand the finished list to the person, who decides what enters the CRM. ## Inputs to confirm first 1. **What we are selling:** membership, a subscription tier, an event sponsorship, a service package, or a partnership. Check your org's own catalog or offerings skill, if you have one, for what's currently open and its qualifying criteria. The offering decides who the buyer is. 2. **The profile or the name:** either an ideal-customer description (industry, region, size, maturity, a problem your organization solves) or one company to qualify. If no profile is given, pull the target profile from the `org-context` template skill. 3. **How many:** default 10 companies, one to two contacts each. Ask one question if the offering is missing. Everything else can start from defaults. ## Sources, in order | Step | Tool | What it gives | |---|---|---| | 1. Already known to us? | Your CRM (HubSpot, Salesforce, Attio, whichever is connected): search companies and contacts | Whether the company is already a customer, a lapsed one, or an open deal. An active-customer status means this is an account to service, not a lead. Lead status, deal stage, and last activity show who has already touched it. | | 2. Find and enrich companies | An enrichment tool (Ap