16 skills · sorted by relevance
Enriches inbound leads with firmographic and technographic data. Takes minimal lead info and enriches via WebSearch, Apollo, or ZoomInfo to produce a complete lead record with company size, revenue, tech stack, social profiles, and decision-maker details.
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Find prospective customers resembling your best existing customers, identify relevant decision makers, and rank them by fit, buying signals, and ease of contact. Results include reasons to reach out, source information, and a full XLSX list.
Input your best customers and find 100+ companies that match the profile. Uses firmographic data, tech stack, growth signals, and similarity scoring to identify ideal prospects. Use when building target account lists or expanding to new markets.
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Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality. Use when the user requests crm data enrichment or provides relevant inputs for this workflow.
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Score and prioritize leads based on firmographic fit and behavioral engagement signals, producing ranked tiers for sales team focus. Use when the user requests lead scoring or provides relevant inputs for this workflow.
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Research startups and emerging companies with funding data, team composition, product positioning, market traction, and news coverage. Combines Apollo firmographics, LinkedIn team data, and web intelligence for comprehensive startup due diligence.
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Prepare for sales conversations with comprehensive account intelligence — company news, hiring signals, product launches, social activity, and decision-maker profiles. Combines firmographic data, news monitoring, and social signals for sales-ready briefings.
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Research potential partners by analyzing company profiles, product fit, market positioning, team background, and mutual connections. Combines firmographic data, content analysis, and social signals for partnership qualification and relationship mapping.
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Enrich any company with comprehensive firmographic data including industry, size, revenue, funding, tech stack, beneficial ownership, and regulatory status. Combines multiple data sources for complete B2B company intelligence and due diligence.
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Search companies, enrich profiles with firmographic data, find job postings, and track company news through Apollo. Covers company search, detailed enrichment (industry, size, funding, tech stack), hiring activity, and news monitoring for B2B sales intelligence.
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You are an expert in Clay, the data enrichment and outbound sales platform that pulls from 75+ data providers to build rich prospect profiles. You help teams automate lead discovery, enrich contacts with firmographic and technographic data, score leads against ICP criteria, and trigger personalized outreach sequences — replacing manual research with automated, data-driven prospecting.
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Builds an ideal customer profile from evidence: case studies, testimonials, customer logos, solutions pages, reviews and any sales notes you have. Produces market sizing layers, firmographic segments, a champion and an economic buyer persona, a negative ICP, intent signals, customer proof points and a voice-of-customer section in the buyers' own words, every claim sourced. Triggers: "ICP research", "ideal customer profile", "who are our customers", "customer segments", "buyer personas", "who should we target". Run after /company-context. Not for competitor analysis (use /competitor-research) or call transcript patterns (use /win-loss).
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Build structured ICP documentation by scraping case studies, testimonials, and solutions pages from your website. Produces firmographics, champion + economic buyer personas, pain points, decision criteria, anti-ICP, customer proof points, and voice-of-customer synthesis. Writes to marketing/icp/ICP.md as the canonical ICP every downstream skill reads. Triggers - "icp research", "ideal customer profile", "persona research", "customer segments", "who are our customers", "build ICP"
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Build a detailed buyer persona or customer profile. Use when the user says "write a persona", "build a buyer persona", "customer persona for [product]", "who is our target customer", "ICP document", "ideal customer profile", "define our buyer", "who are we building this for", "customer profile", "audience profile", or wants to create a documented, research-backed profile of who buys the product and why. For sourcing the real research behind a persona, see customer-research. For segment and firmographic definition, see icp-research. For writing it into the knowledge base, see brand-context.
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Use this skill when designing or documenting a lead scoring model in Salesforce Sales Cloud or Account Engagement: qualifying criteria, MQL/SQL threshold definitions, scoring dimensions (demographic, firmographic, behavioral), and sales handoff SLA. NOT for configuring the scoring, grading, and automation rules in Account Engagement — use admin/mcae-lead-scoring-and-grading. NOT for the whole marketing program's lifecycle stages and platform scope — use admin/marketing-automation-requirements.
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Multi-dimensional lead qualification scoring. Evaluates leads against BANT criteria, firmographic fit, behavioral signals, and intent indicators. Outputs qualified/disqualified verdict with detailed reasoning.
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