lead-research

Researches and scores prospective customers using CRM, enrichment tools, and LinkedIn data.

Updated Jun 26, 2026
One-click install
npx skills add https://github.com/alectivism/organization-ai-skills --skill lead-research-alectivism
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: lead-research
Source: https://github.com/alectivism/organization-ai-skills/tree/main/org-research/skills/lead-research
Command: npx skills add https://github.com/alectivism/organization-ai-skills --skill lead-research-alectivism

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Building a qualified prospect list normally means hours of manual digging across your CRM, enrichment tools, and LinkedIn, with no consistent way to rank who is worth contacting. This Skill turns a target profile or company name into a ranked, evidence-backed list of prospects with the right person to contact and a reason to reach out. ## Core Features & Use Cases - Ordered source workflow: Checks your CRM first (HubSpot, Salesforce, Attio), then enrichment tools (Apollo, Clearbit), then LinkedIn or Apify scrapers as backup, so every fact traces to a tool result. - Transparent scoring: Ranks each company 1-10 across fit, need, reachability, and timing, showing the factors behind every score rather than a bare number. - Outreach-ready output: Produces a ranked table plus per-company blocks with the buyer contact, matching offering, and a personalized opener, with an optional CRM-import CSV. - Use Case: Ask it to "find 10 prospects like our best members in the healthcare sector" and receive a scored list with verified contacts, trigger signals, and draft openers, without anything being written to your CRM. ## Quick Start Ask the assistant to research and qualify ten companies matching your ideal customer profile and identify the best person to contact at each.

Frequently Asked Questions about lead-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a qualified B2B prospect list with AI?▼

Provide an ideal-customer profile or a company name and the skill searches your CRM first, enriches matches with tools like Apollo or Clearbit, then scores each company 1-10 on fit, need, reachability, and timing. The output is a ranked table with contacts and outreach openers.

How do I research a lead before a sales call?▼

Give the company name and the skill checks whether they are already in your CRM, pulls firmographics and hiring signals from enrichment tools, and surfaces recent LinkedIn activity. You get a short brief with the right contact, a relevant signal, and a suggested opener.

Does this lead research skill write to my CRM?▼

No, it is strictly read-only against CRMs like HubSpot, Salesforce, or Attio and never creates or edits records. It can produce a CSV in a standard CRM import format so you decide what gets imported.

What tools does lead qualification use besides LinkedIn?▼

The primary sources are your connected CRM and an enrichment tool such as Apollo or Clearbit for firmographics and people search. LinkedIn MCP or Apify scrapers are only a backup for recent posts, job changes, and hiring signals the enrichment tool misses.

What are the privacy limits when researching sales contacts?▼

Contact data is limited to name, title, company, and business contact path. The skill does not pull personal email, phone, or home location, and lists should not be pasted into shared channels without checking your organization's data-handling policy.