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.
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Builds a ranked list of prospects worth contacting. Works out the owner's ideal customer profile from the customers they already have, finds look-alike companies and the right contact at each, enriches them with firmographics and buying signals, scores them, and delivers the list as an XLSX, with an offer to also create the records in the CRM. Runs on Apollo when connected and falls back to web research plus an uploaded customer list when it isn't. Use this whenever the owner wants new prospects, a target list, or help finding customers — including phrasings like "who should I be calling," "find me more customers like my best ones," "build me a prospect list," "I need leads," "who else looks like Acme," or "help me find companies in this area that need what we do." Reach for it even when the owner describes the customer they want rather than asking for a list.
安装前可以查看交给 AI 代理的指令内容。
Turn "I need more customers" into a ranked list of named companies and people, with a reason attached to each one.
Owners in this segment do this by hand, one company at a time, in the evenings. The job is to compress that into minutes without producing a generic list they'll ignore.
Do not ask the owner to describe their ideal customer in the abstract. They will describe who they wish they sold to, not who actually pays them. Derive it from evidence instead.
Pull the customer base:
Then look for the pattern that separates the best customers from the rest. See reference/icp_method.md for how to do this properly. The short version: rank customers by revenue and retention, take the top quartile, and find what they share that the bottom quartile does not.
Show the profile back in one compact block and ask for one correction pass. Owners almost always sharpen it — "yes, but not the ones under 10 employees" — and that single correction is worth more than any enrichment step.
Search for companies matching the profile.
With a lead-data connector connected — Apollo or Clay, peers per ../../shared/connector-neutrality.md — use it: firmographic filters, contact discovery, and buying signals in one place. Whichever is connected runs the search; if both are, ask which one the owner wants to spend credits in for this run, and say the estimated cost before searching.
Without either, use web research. This is a real path, not a consolation prize — industry directories, association member lists, local business registries, review sites, LinkedIn company pages, and permit or license databases for trades. It is slower and produces fewer rows, but the rows are often better because each one was actually looked at. See reference/sourcing.md for where to look by industry.
Target 40 to 60 companies. A list of 500 unqualified rows is worse than 40 good ones — the owner will bounce off it and never come back.
A company is not a lead. A named person with a role and a reason is.
For each company, identify the person who would actually decide. For SMB targets that is usually the owner, GM, or operations lead. Capture name, title, and the best available contact route. Note where each contact came from so the owner can judge it.
If a contact cannot be found, keep the company and mark the contact as unknown rather than dropping the row. A good-fit company with no contact yet is still worth the owner's attention.
Add what makes the row actionable, then score it. Scoring model and weights are in reference/scoring.md.
The three components:
Signal is what separates this from a directory scrape. A perfect-fit company with nothing happening is a cold call. A good-fit company that just opened a second location is a conversation.
Chat first, file second. Follow reference/output_template.md.
Lead with the top ten, each with a one-line reason to call. Then the summary of what the list contains and how it was built. The XLSX carries the full list with every enrichment column.
Writing rules:
Offer to create the list in HubSpot. This writes records, so ask first and say exactly what will be created: how many contacts, how many companies, and what they will be tagged with.
If the owner declines or there is no CRM, the XLSX is the deliverable and that is fine. Never write to a CRM without an explicit yes.
../../shared/untrusted-content.md).Deliver the ranked list per the owner's stored output preference — never default to a markdown file. Check the ## Business context block's Output preference (shared style guide rule, ../../shared/artifact-style.md):
The ranked list is delivered, with the reason on every row. The natural next step is "write this outreach" — outreach-composer turns the top rows into messages in the owner's voice, grounded in each row's signal. Also nearby: "fill my funnel" (/grow-pipeline) to run list, outreach, and logging as one chain next time, and "update the CRM" (crm-autopilot) to keep the new records current as touches happen. Offer at most three, and skip any offer the owner already declined this session.
reference/icp_method.md — deriving the profile from real customer datareference/sourcing.md — where to find look-alikes by industry, with and without Apolloreference/scoring.md — the fit, signal, and reachability modelreference/output_template.md — chat summary and XLSX column structurereference/gotchas.md — the failure modes that produce a list nobody callsThe connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
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Review a design or web page against WCAG 2.1 AA, an accessibility standard. Organize findings on contrast, keyboard access, forms, and screen reader behavior, with severity levels and practical recommendations for fixes.
中文简介正在准备中。当前显示英语简介。
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
中文简介正在准备中。当前显示英语简介。
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
中文简介正在准备中。当前显示英语简介。
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
中文简介正在准备中。当前显示英语简介。
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
中文简介正在准备中。当前显示英语简介。
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
中文简介正在准备中。当前显示英语简介。