- browser: 5→7 phases, SPA detection, error recovery decision tree, 3 new settings - strategist: framework integration methodology, 7 anti-patterns, uncertainty quantification - lead: remove clip language, add BANT/MEDDIC qualification, 3 new settings + CRM export - researcher: CRAAP→CRAAP+, 7-step conflict resolution, 6-item cognitive bias audit - collector: concrete change classification (structural/content/metadata), 5-factor scoring, 2 new settings - apitester: OWASP Top 10 checklist, 4 load test profiles, contract testing phase, GraphQL/Webhook patterns
673 lines
26 KiB
Markdown
673 lines
26 KiB
Markdown
---
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name: lead-hand-skill
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version: "1.0.0"
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description: "Expert knowledge for AI lead generation — web research, enrichment, scoring, deduplication, and report generation"
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runtime: prompt_only
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---
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# Lead Generation Expert Knowledge
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## Ideal Customer Profile (ICP) Construction
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A good ICP answers these questions:
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1. **Industry**: What vertical does your ideal customer operate in?
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2. **Company size**: How many employees? What revenue range?
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3. **Geography**: Where are they located?
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4. **Technology**: What tech stack do they use?
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5. **Budget signals**: Are they funded? Growing? Hiring?
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6. **Decision-maker**: Who has buying authority? (title, seniority)
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7. **Pain points**: What problems does your product solve for them?
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### Company Size Categories
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| Category | Employees | Typical Budget | Sales Cycle |
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|----------|-----------|---------------|-------------|
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| Startup | 1-50 | $1K-$25K/yr | 1-4 weeks |
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| SMB | 50-500 | $25K-$250K/yr | 1-3 months |
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| Enterprise | 500+ | $250K+/yr | 3-12 months |
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### ICP Refinement Loop
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The ICP should not be static. After every 3 report cycles, refine it:
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1. **Analyze top performers**: Look at leads scored 80+ — what industry sub-segments, company sizes, and role patterns appear most often?
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2. **Analyze low performers**: Look at leads scored below 40 — which ICP criteria were they missing? Were there false positives from overly broad keywords?
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3. **Tighten criteria**: Narrow industry keywords (e.g., "fintech" becomes "payment infrastructure fintech"), adjust company size range, add or remove geographic regions, refine role titles.
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4. **Track revisions**: Log each ICP revision with date, changes made, and rationale. This creates an audit trail showing how targeting improved over time.
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5. **Measure impact**: Compare average lead score before and after each ICP revision. A well-refined ICP should produce higher average scores with fewer total leads — quality over quantity.
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---
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## Web Research Techniques for Lead Discovery
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### Search Query Patterns
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```
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# Find companies in a vertical
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"[industry] companies" site:crunchbase.com
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"top [industry] startups [year]"
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"[industry] companies [city/region]"
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# Find decision-makers
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"[title]" "[company]" site:linkedin.com
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"[company] team" OR "[company] about us" OR "[company] leadership"
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# Growth signals (high-intent leads)
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"[company] hiring [role]" — indicates budget and growth
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"[company] series [A/B/C]" — recently funded
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"[company] expansion" OR "[company] new office"
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"[company] product launch [year]"
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# Technology signals
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"[company] uses [technology]" OR "[company] built with [technology]"
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site:stackshare.io "[company]"
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site:builtwith.com "[company]"
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```
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### Source Quality Ranking
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1. **Company website** (About/Team pages) — most reliable for personnel
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2. **Crunchbase** — funding, company details, leadership
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3. **LinkedIn** (public profiles) — titles, tenure, connections
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4. **Press releases** — announcements, partnerships, funding
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5. **Job boards** — hiring signals, tech stack requirements
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6. **Industry directories** — comprehensive company lists
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7. **News articles** — recent activity, reputation
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8. **Social media** — engagement, company culture
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### Industry-Specific Search Patterns
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#### SaaS / Technology
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```
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# Company directories
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site:g2.com/products "[category]"
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site:capterra.com "[category] software"
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site:producthunt.com "[product type]" "[year]"
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"[category] software" site:crunchbase.com/organization
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# Tech stack signals
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site:stackshare.io "[technology]" decisions
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site:builtwith.com/websites/[technology]
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# Growth signals
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"[company] SOC 2" OR "[company] ISO 27001" — enterprise readiness
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"[company] API" OR "[company] integration" — platform maturity
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"[company] case study" OR "[company] customer story" — traction evidence
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```
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#### Healthcare
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```
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# Directories & registries
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site:healthcareittoday.com "[company]"
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"digital health companies" site:crunchbase.com
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"health tech" "[city/state]" site:angellist.co
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"HIPAA compliant" "[category] software"
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# Regulatory signals
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"[company] FDA clearance" OR "[company] 510(k)"
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"[company] HIPAA" OR "[company] HITRUST"
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"[company] clinical trial" site:clinicaltrials.gov
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```
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#### Financial Services
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```
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# Directories & databases
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site:fintechmagazine.com "top" "[category]"
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"fintech companies" "[region]" site:crunchbase.com
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"banking technology" OR "insurtech" site:cbinsights.com
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# Compliance signals
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"[company] SOX compliance" OR "[company] PCI DSS"
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"[company] banking license" OR "[company] money transmitter"
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"[company] Series [A/B/C]" "fintech"
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```
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#### E-commerce
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```
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# Directories & tools
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site:apps.shopify.com "[category]"
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site:store.bigcommerce.com "[category]"
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"ecommerce brands" "[niche]" site:2pm.com OR site:modernretail.co
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# Revenue signals
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"[company] GMV" OR "[company] ARR"
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"[company] warehouse" OR "[company] fulfillment center"
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"[brand] DTC" OR "[brand] direct to consumer"
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```
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#### Manufacturing
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```
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# Directories
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site:thomasnet.com "[product category]"
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"manufacturing companies" "[city/state]" site:mfg.com
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"industrial [category]" site:dnb.com
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# Modernization signals
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"[company] Industry 4.0" OR "[company] smart factory"
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"[company] ERP" OR "[company] digital transformation"
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"[company] ISO 9001" OR "[company] ISO 14001"
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```
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#### Industry Source Quick Reference
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| Vertical | Primary Directories | Key Signal Keywords |
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|----------|-------------------|---------------------|
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| SaaS/Tech | G2, Capterra, ProductHunt, Crunchbase | "API launch", "SOC 2", "Series X" |
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| Healthcare | HealthcareIT, ClinicalTrials.gov | "HIPAA", "FDA", "clinical trial" |
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| Financial Services | CBInsights, Crunchbase | "PCI DSS", "banking license", "Series X" |
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| E-commerce | Shopify App Store, ModernRetail | "GMV", "DTC", "fulfillment" |
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| Manufacturing | ThomasNet, MFG.com | "Industry 4.0", "ISO 9001", "ERP" |
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---
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## Lead Enrichment Patterns
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### Basic Enrichment (always available)
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- Full name (first + last)
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- Job title
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- Company name
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- Company website URL
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### Standard Enrichment
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- Company employee count (from About page, Crunchbase, or LinkedIn)
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- Company industry classification
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- Company founding year
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- Technology stack (from job postings, StackShare, BuiltWith)
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- Social profiles (LinkedIn URL, Twitter handle)
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- Company description (from meta tags or About page)
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### Deep Enrichment
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- Recent funding rounds (amount, investors, date)
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- Recent news mentions (last 90 days)
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- Key competitors
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- Estimated revenue range
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- Recent job postings (growth signals)
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- Company blog/content activity (engagement level)
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- Executive team changes
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### Enrichment Depth Escalation Strategy
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Not all leads deserve the same enrichment investment. Use a two-pass approach:
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1. **First pass (Standard depth)**: Enrich all discovered leads at Standard depth. This is cost-effective and provides enough data for initial scoring.
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2. **Score checkpoint**: After the first pass, score all leads. Any lead scoring 70+ at Standard depth is a strong candidate.
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3. **Second pass (Deep depth)**: Re-enrich only leads scoring 70+ at Deep depth. This focuses expensive research (funding history, news, competitive analysis) on leads most likely to convert.
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4. **Skip threshold**: Leads scoring below 30 after Standard enrichment should not be enriched further — the data is unlikely to improve their score enough to matter.
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This approach typically reduces total enrichment cost by 40-60% while maintaining the same output quality for top-tier leads.
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### Email Pattern Discovery
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Common corporate email formats (try in order):
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1. `firstname@company.com` (most common for small companies)
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2. `firstname.lastname@company.com` (most common for larger companies)
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3. `first_initial+lastname@company.com` (e.g., jsmith@)
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4. `firstname+last_initial@company.com` (e.g., johns@)
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Note: NEVER send unsolicited emails. Email patterns are for reference only.
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---
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## Lead Scoring Framework
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### Scoring Rubric (0-100)
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```
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ICP Match (30 points max):
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Industry match: +10
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Company size match: +5
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Geography match: +5
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Role/title match: +10
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Growth Signals (20 points max):
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Recent funding: +8
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Actively hiring: +6
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Product launch: +3
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Press coverage: +3
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Enrichment Quality (20 points max):
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Email found: +5
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LinkedIn found: +5
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Full company data: +5
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Tech stack known: +5
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Recency (15 points max):
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Active this month: +15
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Active this quarter:+10
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Active this year: +5
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No recent activity: +0
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Accessibility (15 points max):
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Direct contact: +15
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Company contact: +10
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Social only: +5
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No contact info: +0
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```
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### Score Interpretation
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| Score | Grade | Action |
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|-------|-------|--------|
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| 80-100 | A | Hot lead — prioritize outreach |
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| 60-79 | B | Warm lead — nurture |
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| 40-59 | C | Cool lead — enrich further |
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| 0-39 | D | Cold lead — deprioritize |
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---
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## Lead Qualification Frameworks
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### BANT Framework
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Use BANT to quickly qualify leads during or after enrichment. Each dimension maps to data you can discover through web research.
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| Dimension | Question | Research Signals |
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|-----------|----------|-----------------|
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| **Budget** | Can they afford the solution? | Funding rounds, revenue estimates, job postings for related roles, pricing tier of current tools |
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| **Authority** | Is this person a decision-maker? | Title seniority (VP+, C-level, Director), reports to CEO/CTO, listed on "Leadership" page |
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| **Need** | Do they have the problem you solve? | Job postings mentioning the pain point, tech stack gaps, competitor tool usage, complaints on forums |
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| **Timeline** | Is there urgency to buy? | Contract renewals, compliance deadlines, product launches, recent leadership changes |
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#### BANT Scoring Overlay
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Apply these modifiers on top of the base lead score:
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```
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Budget confirmed (funding, revenue signal): +5
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Authority confirmed (VP+ or C-level): +5
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Need confirmed (pain point evidence): +5
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Timeline confirmed (urgency signal): +5
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Max bonus: +20
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```
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### MEDDIC Framework
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Use MEDDIC for complex / enterprise sales qualification where longer deal cycles demand deeper research.
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| Dimension | Definition | What to Look For |
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|-----------|-----------|-----------------|
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| **Metrics** | Quantifiable outcomes the buyer cares about | Case studies they publish, KPIs in job postings, analyst reports, earnings calls |
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| **Economic Buyer** | Person with budget authority to sign | CFO, CEO, VP Finance, or "Head of Procurement" listed on team pages |
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| **Decision Criteria** | Factors they use to evaluate vendors | RFP documents, vendor comparison blog posts, compliance requirements, review site feedback |
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| **Decision Process** | Steps from evaluation to purchase | Procurement team presence, legal/compliance review cycles, pilot program mentions |
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| **Identify Pain** | Specific problems driving the purchase | Support forums, Glassdoor reviews, social media complaints, analyst reports on industry challenges |
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| **Champion** | Internal advocate for your solution | Conference speakers, blog authors, open-source contributors, people who engage with your content |
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#### MEDDIC Research Checklist
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```
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For each enterprise lead, attempt to discover:
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[ ] At least one quantifiable metric they care about
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[ ] The economic buyer's name and title
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[ ] 2+ decision criteria (compliance, performance, price, integration)
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[ ] Whether they run formal procurement (RFP, committee)
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[ ] 1+ specific pain point with evidence
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[ ] A potential internal champion (engaged user, tech advocate)
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```
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### Choosing Between BANT and MEDDIC
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The `qualification_framework` setting controls which framework is applied. When set to "auto", use this decision table:
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| Scenario | Recommended Framework |
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|----------|----------------------|
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| SMB / startup targets, short sales cycle | BANT |
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| Enterprise targets, $100K+ deal size | MEDDIC |
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| Mixed list with varied company sizes | BANT first pass, MEDDIC for A-grade enterprise leads |
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| Time-constrained research | BANT (faster to assess) |
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---
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## Deduplication Strategies
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### Matching Algorithm
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1. **Exact match**: Normalize company name (lowercase, strip Inc/LLC/Ltd) + person name
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2. **Fuzzy match**: Levenshtein distance < 2 on company name + same person
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3. **Domain match**: Same company website domain = same company
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4. **Cross-source merge**: Same person at same company from different sources → merge enrichment data
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### Normalization Rules
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```
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Company name:
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- Strip legal suffixes: Inc, LLC, Ltd, Corp, Co, GmbH, AG, SA
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- Lowercase
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- Remove "The" prefix
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- Collapse whitespace
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Person name:
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- Lowercase
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- Remove middle names/initials
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- Handle "Bob" = "Robert", "Mike" = "Michael" (common nicknames)
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```
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---
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## Output Format Templates
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### CSV Format
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```csv
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Name,Title,Company,Company URL,LinkedIn,Industry,Size,Score,Discovered,Notes
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"Jane Smith","VP Engineering","Acme Corp","https://acme.com","https://linkedin.com/in/janesmith","SaaS","SMB (120 employees)",85,"2025-01-15","Series B funded, hiring 5 engineers"
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```
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### JSON Format
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```json
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[
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{
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"name": "Jane Smith",
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"title": "VP Engineering",
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"company": "Acme Corp",
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"company_url": "https://acme.com",
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"linkedin": "https://linkedin.com/in/janesmith",
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"industry": "SaaS",
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"company_size": "SMB",
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"employee_count": 120,
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"score": 85,
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"discovered": "2025-01-15",
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"enrichment": {
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"funding": "Series B, $15M",
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"hiring": true,
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"tech_stack": ["React", "Python", "AWS"],
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"recent_news": "Launched enterprise plan Q4 2024"
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},
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"notes": "Strong ICP match, actively growing"
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}
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]
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```
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### Markdown Table Format
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```markdown
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| # | Name | Title | Company | Score | Grade | Qualification | Key Signal |
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|---|------|-------|---------|-------|-------|---------------|------------|
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| 1 | Jane Smith | VP Engineering | Acme Corp | 85 | A | BANT 4/4 | Series B funded, hiring |
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| 2 | John Doe | CTO | Beta Inc | 72 | B | BANT 3/4 | Product launch Q1 2025 |
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```
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### CRM Export Field Mappings
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When `crm_export_format` is configured, produce an additional file with CRM-native field names:
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**HubSpot** (JSON):
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| Lead Field | HubSpot Property |
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|------------|-----------------|
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| first_name | `firstname` |
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| last_name | `lastname` |
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| title | `jobtitle` |
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| company | `company` |
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| company_url | `website` |
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| industry | `industry` |
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| score | `hs_lead_status` (mapped: 80+ = "New", 60-79 = "Open", <60 = "In Progress") |
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**Salesforce** (CSV):
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| Lead Field | Salesforce Field |
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|------------|-----------------|
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| first_name | `FirstName` |
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| last_name | `LastName` |
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| title | `Title` |
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| company | `Company` |
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| company_url | `Website` |
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| industry | `Industry` |
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| score | `Rating` (mapped: 80+ = "Hot", 60-79 = "Warm", <60 = "Cold") |
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| lead_source | `LeadSource` |
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**Pipedrive** (JSON):
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| Lead Field | Pipedrive Field |
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|------------|----------------|
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| full_name | `name` |
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| title | `job_title` |
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| company | `org_name` |
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| company_url | `org_address` |
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| notes | `note` |
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---
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## Worked Examples
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### Example 1: Fintech SaaS Series A/B Companies (50-200 Employees)
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**Objective**: Find 10 SaaS companies in the fintech space with 50-200 employees that recently raised Series A or B.
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#### Step 1 — Define ICP
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```
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Industry: Fintech / Financial Technology
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Company size: 50-200 employees (SMB)
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Funding stage: Series A or Series B (raised within last 18 months)
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Geography: United States (primary), UK/EU (secondary)
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Decision-maker: VP Engineering, CTO, or Head of Product
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Pain points: Scaling infrastructure, compliance automation, developer tooling
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```
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#### Step 2 — Execute Search Queries
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```
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# Primary discovery queries
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"fintech" "series A" OR "series B" site:crunchbase.com/organization
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"fintech startup" "raised" "$" "2025" OR "2024" site:techcrunch.com
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site:news.crunchbase.com "fintech" "series A" OR "series B"
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# Employee count validation
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"fintech" "50" OR "100" OR "150" "employees" site:linkedin.com/company
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site:builtin.com/companies/fintech "51-200 employees"
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# Growth signals
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"fintech" hiring "senior engineer" OR "staff engineer" site:linkedin.com/jobs
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"fintech startup" "SOC 2" OR "PCI DSS" — compliance-ready = selling to banks
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```
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#### Step 3 — Enrich and Score Each Lead
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```
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For each discovered company, gather:
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1. Company website → About page → leadership team, employee count
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2. Crunchbase profile → funding amount, date, investors, total raised
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3. LinkedIn company page → exact employee count, recent hires
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4. Job boards → open roles (signals growth and tech stack)
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5. Press releases → product launches, partnerships, customer wins
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Scoring example for "PayFlow Inc":
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ICP Match: 25/30 (fintech ✓, 130 employees ✓, US ✓, CTO found ✓, no geography bonus)
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Growth Signals: 18/20 (Series B $18M ✓, hiring 8 engineers ✓, product launch ✓)
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Enrichment: 15/20 (LinkedIn ✓, full company data ✓, tech stack ✓, no direct email)
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Recency: 15/15 (funding announced 3 weeks ago)
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Accessibility: 10/15 (company contact form, CTO LinkedIn)
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TOTAL: 83/100 → Grade A
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```
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#### Step 4 — Final Output (top 3 of 10)
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| # | Name | Title | Company | Employees | Funding | Score | Key Signal |
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|---|------|-------|---------|-----------|---------|-------|------------|
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| 1 | Sarah Chen | CTO | PayFlow Inc | 130 | Series B, $18M | 83 | Funded 3 weeks ago, hiring 8 engineers |
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| 2 | Marcus Rivera | VP Engineering | LendStack | 85 | Series A, $12M | 78 | Launched API platform Q4, SOC 2 certified |
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| 3 | Priya Patel | Head of Product | ComplianceAI | 62 | Series A, $8M | 75 | Hiring product + eng, regulatory focus |
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---
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### Example 2: Enterprise AI/ML Decision-Makers
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**Objective**: Identify decision-makers at enterprise companies (500+ employees) that are actively adopting AI/ML tools.
|
|
|
|
#### Step 1 — Define ICP
|
|
```
|
|
Industry: Any (cross-industry AI adoption)
|
|
Company size: 500+ employees (Enterprise)
|
|
Signals: Active AI/ML adoption (hiring, projects, tool procurement)
|
|
Geography: North America
|
|
Decision-maker: VP/Director of Data Science, Head of AI/ML, CTO, Chief Data Officer
|
|
Pain points: ML model deployment, data pipeline scaling, AI governance
|
|
```
|
|
|
|
#### Step 2 — Execute Search Queries
|
|
```
|
|
# Identify companies investing in AI
|
|
"head of AI" OR "VP data science" OR "chief data officer" hiring site:linkedin.com
|
|
"[company] machine learning" "team" OR "department" site:linkedin.com/company
|
|
"AI adoption" OR "ML platform" "enterprise" site:venturebeat.com OR site:techcrunch.com
|
|
|
|
# Conference and community signals
|
|
"speaker" "machine learning" OR "AI" site:neurips.cc OR site:icml.cc
|
|
"[company] MLOps" OR "[company] AI infrastructure" site:github.com
|
|
|
|
# Budget and procurement signals
|
|
"AI budget" OR "ML tools" RFP site:gov OR site:rfpdb.com
|
|
"[company] partnership" "AI" OR "machine learning" press release
|
|
```
|
|
|
|
#### Step 3 — Multi-Source Enrichment
|
|
```
|
|
For enterprise targets, cross-reference at least 3 sources per lead:
|
|
|
|
Source 1: LinkedIn
|
|
→ Title confirmation, tenure, reporting structure
|
|
→ Company employee count, growth rate
|
|
→ Recent posts about AI/ML topics (champion signal)
|
|
|
|
Source 2: Company website + press
|
|
→ AI/ML team page, published case studies
|
|
→ Press releases about AI initiatives
|
|
→ Open positions on careers page
|
|
|
|
Source 3: Community / conferences
|
|
→ Conference talks (NeurIPS, ICML, KDD, MLOps World)
|
|
→ GitHub contributions (open-source ML projects)
|
|
→ Blog posts or whitepapers on AI strategy
|
|
|
|
MEDDIC qualification pass:
|
|
Metrics: "Reduced model deployment time by 60%" (from case study)
|
|
Economic Buyer: Chief Data Officer, reports to CEO
|
|
Decision Criteria: SOC 2 compliance, on-prem option, Python SDK
|
|
Decision Process: Procurement committee, 90-day eval period
|
|
Pain: "Manual ML pipeline taking 3 weeks per model" (job posting)
|
|
Champion: Sr. ML Engineer who spoke at MLOps World about tooling gaps
|
|
```
|
|
|
|
#### Step 4 — Final Output (top 3)
|
|
| # | Name | Title | Company | Employees | Score | Qualification |
|
|
|---|------|-------|---------|-----------|-------|---------------|
|
|
| 1 | David Kim | Chief Data Officer | GlobalRetail Corp | 3,200 | 91 | MEDDIC 5/6: metrics, buyer, criteria, pain, champion |
|
|
| 2 | Lisa Zhang | VP Data Science | HealthFirst Systems | 1,800 | 86 | MEDDIC 4/6: buyer, criteria, pain, champion |
|
|
| 3 | James O'Brien | Director of AI | MegaBank Financial | 12,000 | 80 | MEDDIC 4/6: metrics, buyer, decision process, pain |
|
|
|
|
---
|
|
|
|
### Example 3: Quick-Turn SMB List Build
|
|
|
|
**Objective**: Build a 20-lead list of SMB e-commerce brands using Shopify that might need an email marketing tool. Time budget: 30 minutes.
|
|
|
|
#### Abbreviated Flow
|
|
```
|
|
ICP (quick):
|
|
Industry: E-commerce / DTC brands
|
|
Size: 10-100 employees
|
|
Platform: Shopify
|
|
Signal: Active store, social media presence, no advanced email tool detected
|
|
|
|
Search queries (5 minutes):
|
|
site:myshopify.com "[niche]"
|
|
"[niche] brand" "shopify" site:linkedin.com/company
|
|
site:apps.shopify.com/reviews "[competitor email tool]" — negative reviews = opportunity
|
|
"DTC brands" "[niche]" "founded 2022" OR "founded 2023"
|
|
|
|
Enrichment (15 minutes, per lead):
|
|
1. Shopify store URL → active? recent products?
|
|
2. LinkedIn company page → employee count, founded year
|
|
3. BuiltWith → check for existing email/marketing tools
|
|
4. Instagram/TikTok → follower count (engagement proxy)
|
|
|
|
Scoring (5 minutes):
|
|
Use simplified scoring: ICP match (40%) + Growth signals (30%) + Reachability (30%)
|
|
Skip MEDDIC for SMB — use BANT quick-check instead
|
|
|
|
Output (5 minutes):
|
|
Deliver as CSV with columns: Brand, URL, Employees, Platform, Current Email Tool, Score, Contact
|
|
```
|
|
|
|
---
|
|
|
|
## Compliance & Ethics
|
|
|
|
### DO
|
|
- Use only publicly available information
|
|
- Respect robots.txt and rate limits
|
|
- Include data provenance (where each piece of info came from)
|
|
- Allow users to export and delete their lead data
|
|
- Clearly mark confidence levels on enriched data
|
|
|
|
### DO NOT
|
|
- Scrape behind login walls or paywalls
|
|
- Fabricate any lead data (even "likely" email addresses without evidence)
|
|
- Store sensitive personal data (SSN, financial info, health data)
|
|
- Send unsolicited communications on behalf of the user
|
|
- Bypass anti-scraping measures (CAPTCHAs, rate limits)
|
|
- Collect data on individuals who have opted out of data collection
|
|
|
|
### Data Retention
|
|
- Keep lead data in local files only — never exfiltrate
|
|
- Mark stale leads (>90 days without activity) for review
|
|
- Provide clear data export in all supported formats
|
|
|
|
---
|
|
|
|
## Common Pitfalls
|
|
|
|
### 1. Outdated Data
|
|
**Problem**: Company details change fast — people change jobs, startups pivot, funding info ages.
|
|
**Mitigation**:
|
|
- Verify every lead against at least 2 sources, and prefer sources updated within the last 90 days
|
|
- Flag any data point older than 6 months as "needs re-verification"
|
|
- Check LinkedIn tenure: if a contact joined their current role <3 months ago, they may not have budget authority yet
|
|
|
|
### 2. Over-Relying on a Single Source
|
|
**Problem**: Crunchbase has gaps in non-US companies. LinkedIn employee counts lag. News articles are biased toward funded companies.
|
|
**Mitigation**:
|
|
- Always cross-reference: Crunchbase funding + LinkedIn headcount + company website team page
|
|
- Use at least 2 sources for employee count (the numbers often diverge by 20-30%)
|
|
- If a company has zero press coverage, check industry-specific directories rather than discarding it
|
|
|
|
### 3. Ignoring Enrichment Quality
|
|
**Problem**: A lead list with 50 names but only 10 have titles and 5 have company size data is not actionable.
|
|
**Mitigation**:
|
|
- Set a minimum enrichment threshold before including a lead (e.g., must have: name + title + company + at least one signal)
|
|
- Track an "enrichment completeness" percentage per lead
|
|
- Return to partially-enriched leads in a second pass rather than shipping incomplete data
|
|
|
|
### 4. Vanity List Sizes
|
|
**Problem**: Delivering 100 leads when only 15 are qualified wastes the user's time and erodes trust.
|
|
**Mitigation**:
|
|
- Better to deliver 10 A-grade leads than 50 C-grade leads
|
|
- Always sort by score descending and include a clear recommendation on where to draw the cut-off line
|
|
- If the target count cannot be met at acceptable quality, say so: "Found 7 leads meeting all criteria; 13 additional leads are partial matches"
|
|
|
|
### 5. Confusing Company Name Variants
|
|
**Problem**: "Stripe, Inc.", "Stripe", and "Stripe Payments Europe Ltd" can appear as three separate leads.
|
|
**Mitigation**:
|
|
- Always normalize company names before deduplication (see Normalization Rules above)
|
|
- Match on website domain as the primary key — it is the most stable identifier
|
|
- Be especially careful with common words as company names ("Bolt", "Block", "Square")
|
|
|
|
### 6. Mistaking Hiring Activity for Purchase Intent
|
|
**Problem**: A company hiring engineers does not necessarily mean they are buying your product.
|
|
**Mitigation**:
|
|
- Hiring is a **growth signal**, not a **purchase signal** — score it accordingly (contributor, not decisive)
|
|
- Look for more direct signals: RFPs, vendor comparison blog posts, demo requests, event attendance
|
|
- Combine hiring data with tech stack analysis: hiring a "Salesforce Admin" means Salesforce budget exists
|
|
|
|
### 7. Neglecting Negative Signals
|
|
**Problem**: Focusing only on positive signals and missing red flags.
|
|
**Mitigation**:
|
|
- Check for layoffs, lawsuits, or executive departures — these reduce lead quality
|
|
- A company that just went through a 30% layoff is unlikely to approve new vendor spend
|
|
- Apply negative score modifiers:
|
|
```
|
|
Recent layoffs (>10% headcount): -10
|
|
Lawsuit / regulatory action: -5
|
|
Executive turnover (CEO/CTO left): -5
|
|
Declining web traffic (per SimilarWeb): -3
|
|
```
|
|
|
|
### 8. Skipping the ICP Step
|
|
**Problem**: Jumping straight into search without a clear ICP produces scattered, low-quality results.
|
|
**Mitigation**:
|
|
- Always define the ICP **before** the first search query, even if it takes 5 extra minutes
|
|
- Write the ICP down explicitly (industry, size, geography, role, pain point, budget signal)
|
|
- Revisit and tighten the ICP after the first 10 leads if results are too broad
|
|
|
|
### Pitfall Severity Quick Reference
|
|
| Pitfall | Severity | Frequency | Fix Effort |
|
|
|---------|----------|-----------|------------|
|
|
| Outdated data | High | Very common | Medium (multi-source verification) |
|
|
| Single source reliance | High | Common | Low (add 1-2 extra sources) |
|
|
| Poor enrichment quality | Medium | Common | Medium (set thresholds, second pass) |
|
|
| Vanity list sizes | Medium | Common | Low (enforce scoring cut-off) |
|
|
| Company name variants | Medium | Very common | Low (normalize + domain match) |
|
|
| Hiring != purchase intent | Low | Occasional | Low (adjust scoring weight) |
|
|
| Ignoring negative signals | High | Common | Medium (add negative modifiers) |
|
|
| Skipping ICP | High | Occasional | Low (5-minute discipline) |
|