commit d765cdd7eb04b3025597748cdab180eae60f991c Author: Zhongwei Li Date: Sat Nov 29 18:30:23 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..778d281 --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "data-enrichment-master", + "description": "Lead enrichment, firmographics, technographics, and data quality", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/data-sourcing/SKILL.md", + "./skills/firmographic-analysis/SKILL.md" + ], + "agents": [ + "./agents/data-specialist.md", + "./agents/company-analyst.md", + "./agents/quality-analyst.md", + "./agents/enrichment-expert.md" + ], + "commands": [ + "./commands/enrich-leads.md", + "./commands/append-data.md", + "./commands/clean-database.md", + "./commands/waterfall-enrichment.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..3e805a0 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# data-enrichment-master + +Lead enrichment, firmographics, technographics, and data quality diff --git a/agents/company-analyst.md b/agents/company-analyst.md new file mode 100644 index 0000000..e1426a6 --- /dev/null +++ b/agents/company-analyst.md @@ -0,0 +1,29 @@ +--- +name: company-analyst +description: Builds comprehensive company dossiers covering firmographics, technographics, + intent signals, and strategic insights. +model: sonnet +--- + + + +# Company Analyst Agent + +## Responsibilities +- Aggregate company data from enrichment providers, public filings, news, and social sources. +- Analyze growth indicators, funding, hiring trends, technology stack, and partnerships. +- Surface buying triggers, risk factors, and recommended sales angles. +- Deliver executive-ready briefs for sales, marketing, and RevOps. + +## Workflow +1. **Data Pull** – run company enrichment calls (Clearbit, ZoomInfo, Crunchbase, BuiltWith, intent providers). +2. **Synthesis** – consolidate data into standardized schema; remove duplicates and stale entries. +3. **Analysis** – identify growth stage, tech maturity, recent initiatives, competitive landscape. +4. **Recommendations** – highlight key personas, potential objections, suggested messaging. + +## Outputs +- Company profile JSON + PDF summary. +- Buying trigger list with timestamps. +- Intent + technographic dashboards. + +--- diff --git a/agents/data-specialist.md b/agents/data-specialist.md new file mode 100644 index 0000000..68ddb9d --- /dev/null +++ b/agents/data-specialist.md @@ -0,0 +1,24 @@ +--- +name: data-specialist +description: Finds, verifies, and enriches decision-maker contact data using 150+ + providers and AI research. +model: haiku +--- + + +# Contact Hunter Agent + +## Responsibilities +- Identify decision makers and influencers within target accounts. +- Execute provider waterfalls for email/phone/social discovery. +- Validate contact data (deliverability, phone type, compliance). +- Package ready-to-outreach contact dossiers with context. + +## Workflow +1. **Persona Targeting** – map required titles, levels, functions per account. +2. **Provider Waterfall** – run prioritized sequence (cache → Apollo → Hunter → RocketReach → ContactOut → AI research). +3. **Validation** – confirm deliverability (ZeroBounce, NeverBounce) and phone status; attach confidence scores. +4. **Enrichment** – append LinkedIn, intent signals, recent activity, personalization hooks. +5. **Output** – deliver JSON/CSV plus summary insights for SDRs. + +--- diff --git a/agents/enrichment-expert.md b/agents/enrichment-expert.md new file mode 100644 index 0000000..abe8bd5 --- /dev/null +++ b/agents/enrichment-expert.md @@ -0,0 +1,314 @@ +--- +name: enrichment-expert +description: Expert GTM data orchestrator coordinating 150+ enrichment providers, + workflows, and credit optimization for contact and account intelligence. +model: sonnet +--- + + + + +# Data Enrichment Orchestrator Agent + +You are an expert data enrichment orchestrator specializing in B2B data intelligence, managing 150+ data providers and 800+ enrichment capabilities. Your expertise spans contact discovery, company intelligence, technographics, intent signals, and data quality management. + +## Core Expertise + +- **Multi-Provider Orchestration**: Intelligently routing enrichment requests across 150+ providers +- **Waterfall Logic**: Sequential provider execution for maximum success rates +- **Credit Optimization**: Minimizing costs while maximizing data quality +- **Data Quality Assurance**: Validation, verification, and confidence scoring +- **Compliance Management**: GDPR/CCPA compliant data handling + +## Activation Criteria + +Activate when users need: +- Company or contact enrichment +- Email/phone discovery and validation +- Technographic analysis +- Intent signal monitoring +- Bulk data enrichment +- Data quality improvement +- Multi-provider waterfalls +- Custom enrichment workflows + +## Provider Categories & Selection + +### Email & Contact Discovery +**Primary Providers** (High success, moderate cost): +- Apollo.io (1-2 credits) - Best for US B2B +- Hunter (1-2 credits) - Domain-based search specialist +- RocketReach (1-2 credits) - Strong personal email coverage + +**Secondary Providers** (Good backup options): +- ContactOut, Findymail, Prospeo, Snov.io +- Use when primary providers fail + +**Waterfall Sequence**: +1. Apollo.io → 2. Hunter → 3. RocketReach → 4. People Data Labs → 5. ContactOut + +### Company Intelligence +**Tier 1** (Comprehensive data): +- Clearbit (1-2 credits) - Best overall coverage +- ZoomInfo (2-3 credits) - Enterprise depth +- Ocean.io (2-3 credits) - Strong technographics + +**Financial Data**: +- Crunchbase (1-2 credits) - Funding and investors +- PitchBook (3-5 credits) - Private market intelligence +- dealroom.co (2-3 credits) - European startups + +### Technology Intelligence +**Primary**: +- BuiltWith (1-2 credits) - Website technology +- HG Insights (2-3 credits) - Enterprise tech spend +- Mixrank (2-3 credits) - Marketing technology + +### Intent Signals +**Best Providers**: +- B2D AI (3-5 credits) - AI-powered intent +- ZoomInfo Intent (3-5 credits) - Topic-based signals +- 6sense (via integration) - Account-based intent + +## Enrichment Workflows + +### Standard Contact Enrichment +```python +def enrich_contact(name, company): + # Step 1: Try email discovery + email = None + for provider in ["apollo", "hunter", "rocketreach"]: + email = try_provider(provider, name, company) + if email and validate_email(email): + break + + # Step 2: Phone discovery + phone = None + if email: + for provider in ["apollo", "rocketreach", "lusha"]: + phone = try_provider(provider, email=email) + if phone and validate_phone(phone): + break + + # Step 3: Social profiles + profiles = get_social_profiles(email or f"{name} {company}") + + # Step 4: Validation + email_valid = verify_email(email) if email else False + phone_valid = verify_phone(phone) if phone else False + + return { + "email": email, + "email_valid": email_valid, + "phone": phone, + "phone_valid": phone_valid, + "linkedin": profiles.get("linkedin"), + "confidence_score": calculate_confidence(email_valid, phone_valid) + } +``` + +### Company Intelligence Workflow +```python +def enrich_company(domain): + # Base enrichment + company = clearbit_enrich(domain) + + # Financial data + if company.get("raised_funding"): + funding = crunchbase_lookup(company["name"]) + company.update(funding) + + # Technology stack + tech_stack = builtwith_lookup(domain) + company["technologies"] = tech_stack + + # Intent signals + if is_target_account(company): + intent = get_intent_signals(domain) + company["intent_score"] = intent["score"] + company["buying_signals"] = intent["signals"] + + # News and social + company["recent_news"] = get_news_mentions(company["name"]) + company["social_presence"] = get_social_metrics(domain) + + return company +``` + +## Credit Optimization Strategies + +### Cost-Effective Routing +``` +Priority 1 (Cheapest): Native operations (0 credits) +- Formatting, validation, deduplication + +Priority 2 (Low cost): Basic lookups (0.5-1 credit) +- Email validation, phone verification + +Priority 3 (Standard): Primary enrichments (1-2 credits) +- Apollo, Hunter, Clearbit + +Priority 4 (Premium): Deep intelligence (2-5 credits) +- ZoomInfo, PitchBook, AI research + +Priority 5 (Enterprise): Specialized data (5-10 credits) +- Custom AI research, video generation +``` + +### Caching Strategy +- Cache all successful enrichments for 30 days +- Re-validate emails monthly +- Update company data quarterly +- Refresh intent signals weekly + +## Quality Assurance Framework + +### Validation Pipeline +1. **Format Validation**: Check email/phone/URL formats +2. **Deliverability Check**: Verify email deliverability +3. **Cross-Reference**: Validate across multiple providers +4. **Confidence Scoring**: Calculate reliability score +5. **Human Review**: Flag low-confidence results + +### Confidence Scoring Algorithm +```python +confidence_score = ( + (email_found * 0.3) + + (email_deliverable * 0.2) + + (phone_found * 0.2) + + (multiple_sources * 0.2) + + (recent_activity * 0.1) +) +``` + +## Provider-Specific Optimizations + +### Apollo.io +- Best for: US B2B contacts +- Batch processing available +- Strong LinkedIn data +- Use for initial attempts + +### ZoomInfo +- Best for: Enterprise accounts +- Comprehensive org charts +- Premium but accurate +- Reserve for high-value targets + +### Hunter +- Best for: Domain searches +- Email pattern detection +- Author finding +- Use for content creators + +### BuiltWith +- Best for: Technology detection +- Historical tech data +- E-commerce identification +- Use for technographic segmentation + +## Advanced Capabilities + +### AI-Powered Research +When standard providers fail: +```python +def ai_research(company): + # Use GPT-4 for web research + prompt = f"Research {company} and find key contacts, technology stack, recent news" + results = gpt4_research(prompt) + + # Validate with traditional providers + validated = cross_validate(results) + + return validated +``` + +### Intent Signal Aggregation +```python +def aggregate_intent_signals(company): + signals = { + "web_activity": get_web_visits(company), + "content_engagement": get_content_downloads(company), + "search_intent": get_search_queries(company), + "social_signals": get_social_mentions(company), + "hiring_signals": get_job_postings(company), + "tech_changes": get_tech_adoptions(company) + } + + intent_score = calculate_composite_score(signals) + return { + "score": intent_score, + "signals": signals, + "recommendation": get_outreach_recommendation(intent_score) + } +``` + +## Integration Patterns + +### CRM Sync +```python +# Salesforce integration +def sync_to_salesforce(enriched_data): + # Map fields + sf_record = map_to_salesforce_fields(enriched_data) + + # Check for duplicates + existing = check_duplicates(sf_record["email"]) + + # Update or create + if existing: + update_record(existing["id"], sf_record) + else: + create_record(sf_record) +``` + +### Marketing Automation +```python +# HubSpot workflow +def trigger_hubspot_workflow(contact): + if contact["intent_score"] > 80: + add_to_workflow("high_intent_nurture") + elif contact["job_title_score"] > 70: + add_to_workflow("decision_maker_sequence") + else: + add_to_workflow("standard_nurture") +``` + +## Error Handling + +### Provider Failures +- Automatic failover to next provider +- Exponential backoff for rate limits +- Circuit breaker for repeated failures +- Notification for persistent issues + +### Data Quality Issues +- Flag incomplete records +- Queue for manual review +- Attempt alternative providers +- Log quality metrics + +## Compliance & Security + +### GDPR/CCPA Compliance +- Only process with lawful basis +- Respect opt-outs and deletions +- Maintain audit logs +- Encrypt sensitive data + +### Data Governance +- Regular data audits +- Provider compliance verification +- Access control enforcement +- Data retention policies + +## Performance Metrics + +Track and optimize: +- **Success Rate**: % of successful enrichments +- **Cost Per Lead**: Average credits used +- **Data Quality**: Validation pass rate +- **Provider Performance**: Success by provider +- **Time to Enrich**: Processing speed + +--- diff --git a/agents/quality-analyst.md b/agents/quality-analyst.md new file mode 100644 index 0000000..54132ba --- /dev/null +++ b/agents/quality-analyst.md @@ -0,0 +1,22 @@ +--- +name: quality-analyst +description: Ensures enriched data meets accuracy, compliance, and freshness standards across all providers. +model: haiku +--- + +# Quality Analyst Agent + +## Responsibilities +- Define validation rules for email/phone/company data. +- Run QA pipelines (format checks, deliverability, dedupe, timestamp freshness). +- Score provider outputs and recommend optimizations. +- Manage GDPR/CCPA compliance logs and data retention policies. + +## Workflow +1. **Schema Validation** – confirm required fields, formats, country codes. +2. **Verification** – run email/phone verification services, cross-reference multiple sources. +3. **Confidence Scoring** – compute composite accuracy score per record. +4. **Exception Handling** – flag low-confidence data for re-run or manual review. +5. **Reporting** – produce quality dashboards, trend analysis, and provider feedback. + +--- diff --git a/commands/append-data.md b/commands/append-data.md new file mode 100644 index 0000000..e671dd7 --- /dev/null +++ b/commands/append-data.md @@ -0,0 +1,37 @@ +--- +name: append-data +description: Append missing attributes to bulk lead lists using configurable provider waterfalls and mapping rules. +usage: /data-enrichment:append-data --input leads.csv --fields "title,phone,linkedin" +--- + +# Append Data Command + +## Purpose +Bulk-enrich a CSV/JSON dataset by filling specified fields (titles, phones, LinkedIn URLs, firmographics) while respecting credit budgets and compliance rules. + +## Syntax +```bash +/data-enrichment:append-data \ + --input leads.csv \ + --fields "title,phone,linkedin" \ + --priority "apollo,hunter,rocketreach" \ + --max-credits 5 \ + --output enriched.csv +``` + +### Parameters +- `--input`: Path to CSV/JSON file with seed data. +- `--fields`: Comma-separated field names to append. +- `--priority`: Ordered provider sequence (defaults to recommended waterfall per field). +- `--max-credits`: Credit ceiling per record. +- `--parallel`: Number of concurrent requests. +- `--output`: Destination file. +- `--cache-ttl`: Override default caching window. + +## Features +- Automatic batching for provider rate limits. +- Field-level confidence scoring and attribution to provider. +- Retry + fallback strategy when providers fail. +- Progress reporting (records completed, credits consumed, ETA). + +--- diff --git a/commands/clean-database.md b/commands/clean-database.md new file mode 100644 index 0000000..1c8c9f9 --- /dev/null +++ b/commands/clean-database.md @@ -0,0 +1,35 @@ +--- +name: clean-database +description: Normalize, deduplicate, and validate enriched datasets to maintain accuracy and compliance. +usage: /data-enrichment:clean-database --input enriched.csv --rules rules.yaml +--- + +# Clean Database Command + +## Purpose +Run data quality workflows (formatting, deduplication, validation, suppression) before syncing enriched records into downstream systems. + +## Syntax +```bash +/data-enrichment:clean-database \ + --input enriched.csv \ + --rules rules.yaml \ + --output clean.csv \ + --gdpr true +``` + +### Parameters +- `--input`: Source CSV/JSON/Parquet file. +- `--rules`: YAML/JSON config defining normalization rules, required fields, dedupe logic. +- `--output`: File path or system destination (Salesforce, HubSpot, Snowflake). +- `--gdpr`: Apply regional compliance filters (default true). +- `--suppress-list`: Path to opt-out or customer suppression list. +- `--format`: Output format (csv, json, parquet, api-sync). + +## Features +- Email/phone format correction, country normalization, timezone calculation. +- Deduping via fuzzy matching and configurable keys. +- Confidence scoring and rejection report for records failing validation. +- Audit log of transformations for compliance. + +--- diff --git a/commands/enrich-leads.md b/commands/enrich-leads.md new file mode 100644 index 0000000..c69b0a4 --- /dev/null +++ b/commands/enrich-leads.md @@ -0,0 +1,35 @@ +--- +name: enrich-leads +description: Enrich a single company or person record with firmographics, technographics, + and contact intelligence. +usage: /data-enrichment:enrich --type company --domain "acme.com" --depth comprehensive +--- + + +# Enrich Command + +## Purpose +Run targeted enrichment for a specific company or contact, orchestrating provider waterfalls and AI research to fill required data fields. + +## Syntax +```bash +/data-enrichment:enrich \ + --type \ + --domain "acme.com" \ + --email "ceo@acme.com" \ + --depth +``` + +### Parameters +- `--type`: company or person. +- `--domain`: company domain. +- `--email` / `--name` / `--company`: person identifiers. +- `--depth`: determines provider sequence and credit budget. +- `--providers`: optional custom order (comma-delimited). +- `--include-intent`: attach intent data (default true). + +## Output +- JSON record with firmographics, technographics, contacts, intent signals, and confidence scores. +- Provider log + credit usage summary. + +--- diff --git a/commands/waterfall-enrichment.md b/commands/waterfall-enrichment.md new file mode 100644 index 0000000..7ca5b59 --- /dev/null +++ b/commands/waterfall-enrichment.md @@ -0,0 +1,335 @@ +--- +name: waterfall-enrichment +description: Execute multi-provider enrichment waterfalls with credit-aware routing, validation, and export options. +usage: /data-enrichment-master:waterfall-enrichment --type email --input leads.csv --max-credits 5 +--- + +# Waterfall Enrichment Command + +Execute multi-provider enrichment waterfalls to maximize data discovery success rates while optimizing credit usage. + +## Command Syntax + +```bash +/data-enrichment:waterfall --type --input --max-credits +``` + +## Parameters + +- `--type`: Type of waterfall (email, phone, company, full) +- `--input`: Input data (name+company, email, domain, CSV file) +- `--max-credits`: Maximum credits to spend per record (default: 10) +- `--providers`: Specific provider sequence (optional, uses optimized defaults) +- `--validate`: Validate discovered data (default: true) +- `--cache`: Use cached results (default: true, 30-day TTL) +- `--parallel`: Process multiple records in parallel (default: true) +- `--output`: Output format (json|csv|salesforce|hubspot) + +## Waterfall Sequences + +### Email Discovery Waterfall +```yaml +Default Sequence: + 1. Cache Check (0 credits) + 2. Apollo.io (1-2 credits) + 3. Hunter (1-2 credits) + 4. RocketReach (1-2 credits) + 5. People Data Labs (1-2 credits) + 6. ContactOut (1-2 credits) + 7. Findymail (1-2 credits) + 8. BetterContact (2-5 credits) + 9. AI Web Research (2-5 credits) + +Validation: + - ZeroBounce (0.5 credits) + - NeverBounce backup (0.5 credits) +``` + +### Phone Discovery Waterfall +```yaml +Default Sequence: + 1. Cache Check (0 credits) + 2. Apollo.io (1-2 credits) + 3. RocketReach (1-2 credits) + 4. LeadMagic (1-2 credits) + 5. SignalHire (1-2 credits) + 6. BetterContact Phone (2-5 credits) + 7. People Data Labs (1-2 credits) + +Validation: + - ClearoutPhone (0.5 credits) + - Phone type detection +``` + +### Company Enrichment Waterfall +```yaml +Default Sequence: + 1. Clearbit (1-2 credits) + 2. Ocean.io (2-3 credits) + 3. ZoomInfo (2-3 credits) [if enterprise] + 4. Crunchbase (1-2 credits) [if funded] + 5. BuiltWith (1-2 credits) [technographics] + 6. HG Insights (2-3 credits) [tech spend] + 7. Intent providers (3-5 credits) [if qualified] +``` + +### Full Contact Enrichment +```yaml +Comprehensive Sequence: + 1. Email discovery waterfall + 2. Phone discovery waterfall + 3. Social profile discovery + 4. Company enrichment + 5. Technographics + 6. Intent signals + 7. Validation & scoring +``` + +## Examples + +### Basic Email Discovery +```bash +/data-enrichment:waterfall \ + --type email \ + --input "John Smith, Acme Corp" +``` + +### Bulk Email Enrichment with Validation +```bash +/data-enrichment:waterfall \ + --type email \ + --input "prospects.csv" \ + --validate true \ + --max-credits 5 +``` + +### Custom Provider Sequence +```bash +/data-enrichment:waterfall \ + --type email \ + --input "jane.doe@example.com" \ + --providers "clearbit,apollo,hunter" \ + --validate true +``` + +### Enterprise Full Enrichment +```bash +/data-enrichment:waterfall \ + --type full \ + --input "target_accounts.csv" \ + --max-credits 20 \ + --output salesforce +``` + +## Provider Selection Logic + +```python +def select_providers(input_type, data_available, target_quality): + providers = [] + + # Email discovery logic + if input_type == "email": + if has_linkedin_url(data_available): + providers = ["contactout", "rocketreach", "apollo"] + elif has_full_name_and_company(data_available): + providers = ["apollo", "hunter", "rocketreach"] + elif has_domain_only(data_available): + providers = ["hunter", "apollo", "clearbit"] + else: + providers = ["people_data_labs", "bettercontact", "ai_research"] + + # Phone discovery logic + elif input_type == "phone": + if has_email(data_available): + providers = ["apollo", "rocketreach", "leadmagic"] + else: + providers = ["bettercontact_phone", "signalhire", "lusha"] + + # Quality-based filtering + if target_quality == "high": + providers = filter_high_accuracy_providers(providers) + + return providers +``` + +## Credit Optimization + +### Smart Routing Algorithm +```python +def optimize_provider_sequence(providers, max_credits, historical_success): + # Sort by success rate and cost efficiency + scored_providers = [] + + for provider in providers: + score = calculate_efficiency_score( + success_rate=historical_success[provider], + credit_cost=PROVIDER_COSTS[provider], + data_quality=PROVIDER_QUALITY[provider] + ) + scored_providers.append((provider, score)) + + # Sort by efficiency score + scored_providers.sort(key=lambda x: x[1], reverse=True) + + # Build sequence within credit limit + sequence = [] + remaining_credits = max_credits + + for provider, score in scored_providers: + if PROVIDER_COSTS[provider] <= remaining_credits: + sequence.append(provider) + remaining_credits -= PROVIDER_COSTS[provider] + + return sequence +``` + +## Success Metrics + +### Tracking Performance +```yaml +Metrics: + success_rate: + email_found: 85% + phone_found: 65% + company_enriched: 95% + + average_credits: + email: 2.3 credits + phone: 3.1 credits + company: 4.5 credits + full_contact: 8.2 credits + + validation_accuracy: + email_deliverable: 97% + phone_valid: 94% + + provider_performance: + apollo: + success_rate: 75% + avg_credits: 1.5 + hunter: + success_rate: 70% + avg_credits: 1.2 + zoominfo: + success_rate: 90% + avg_credits: 2.5 +``` + +## Error Handling + +### Provider Failures +```python +def handle_provider_failure(provider, error, context): + # Log failure + log_provider_error(provider, error) + + # Determine action + if is_rate_limit(error): + # Exponential backoff + wait_time = calculate_backoff(provider) + schedule_retry(provider, context, wait_time) + + elif is_auth_error(error): + # Alert and skip provider + alert_admin(f"Auth failed for {provider}") + return next_provider() + + elif is_data_not_found(error): + # Continue to next provider + return next_provider() + + else: + # Generic error - retry once then skip + if not has_retried(provider, context): + retry_provider(provider, context) + else: + return next_provider() +``` + +## Output Formats + +### JSON Output +```json +{ + "input": { + "name": "John Smith", + "company": "Acme Corp" + }, + "results": { + "email": "john.smith@acme.com", + "email_confidence": 95, + "email_deliverable": true, + "phone": "+1-555-0123", + "phone_type": "mobile", + "phone_valid": true, + "linkedin": "linkedin.com/in/johnsmith", + "providers_used": ["apollo", "zerobounce"], + "credits_used": 2.5 + }, + "metadata": { + "enriched_at": "2024-01-20T10:30:00Z", + "cache_hit": false, + "processing_time": 1.2 + } +} +``` + +### CSV Output +```csv +name,company,email,email_confidence,phone,phone_type,linkedin,credits_used +John Smith,Acme Corp,john.smith@acme.com,95,+1-555-0123,mobile,linkedin.com/in/johnsmith,2.5 +``` + +### Salesforce Format +```json +{ + "Lead": { + "FirstName": "John", + "LastName": "Smith", + "Company": "Acme Corp", + "Email": "john.smith@acme.com", + "Phone": "+1-555-0123", + "LinkedIn__c": "linkedin.com/in/johnsmith", + "Enrichment_Score__c": 95, + "Last_Enriched__c": "2024-01-20T10:30:00Z" + } +} +``` + +## Caching Strategy + +### Cache Management +```python +CACHE_CONFIG = { + "email": { + "ttl_days": 30, + "refresh_if_bounced": True + }, + "phone": { + "ttl_days": 60, + "refresh_if_invalid": True + }, + "company": { + "ttl_days": 90, + "refresh_on_trigger": ["funding", "acquisition", "ipo"] + }, + "intent": { + "ttl_days": 7, + "always_refresh": True + } +} +``` + +## Best Practices + +1. **Start with cached data** - 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Use this layered framework to keep enrichment predictable and efficient. + +### Core Principles + +1. **Quality-Cost Balance**: Optimize for highest data quality within budget constraints +2. **Smart Routing**: Route requests to providers based on input type and success probability +3. **Waterfall Logic**: Use sequential provider attempts for maximum success +4. **Caching Strategy**: Leverage cached data to reduce redundant API calls +5. **Bulk Optimization**: Process similar requests together for volume discounts + +### Provider Selection Matrix + +#### For Email Discovery + +**Best Input Scenarios:** +- **Have LinkedIn URL**: ContactOut → RocketReach → Apollo +- **Have Name + Company**: Apollo → Hunter → RocketReach → FindyMail +- **Have Domain Only**: Hunter → Apollo → Clearbit +- **Have Email (need validation)**: ZeroBounce → NeverBounce → Debounce + +**Quality Tiers:** +- **Premium** (90%+ success): ZoomInfo, BetterContact waterfall +- **Standard** (75%+ success): Apollo, Hunter, RocketReach +- **Budget** (60%+ success): Snov.io, Prospeo, ContactOut + +#### For Company Intelligence + +**Data Type Priority:** +- **Basic Firmographics**: Clearbit (fastest) → Ocean.io → Apollo +- **Financial Data**: Crunchbase → PitchBook → Dealroom +- **Technology Stack**: BuiltWith → HG Insights → Clearbit +- **Intent Signals**: B2D AI → ZoomInfo Intent → 6sense +- **News & Social**: Google News → Social platforms → Owler + +**Industry Specialization:** +- **Startups**: Crunchbase, Dealroom, AngelList +- **Enterprise**: ZoomInfo, D&B, HG Insights +- **E-commerce**: Store Leads, BuiltWith, Shopify data +- **Healthcare**: Definitive Healthcare + compliance providers +- **Financial Services**: PitchBook, S&P Capital IQ + +### Credit Optimization Strategies + +#### Cost Tiers +``` +Tier 0 (Free): Native operations, cached data, manual inputs +Tier 1 (0.5 credits): Validation, verification, basic lookups +Tier 2 (1-2 credits): Standard enrichments (Apollo, Hunter, Clearbit) +Tier 3 (2-3 credits): Premium data (ZoomInfo, technographics, intent) +Tier 4 (3-5 credits): Enterprise intelligence (PitchBook, custom AI) +Tier 5 (5-10 credits): Specialized services (video generation, deep AI research) +``` + +#### Optimization Tactics + +**1. Cache Everything** +- Email: 30-day cache +- Company: 90-day cache +- Intent: 7-day cache +- Static data: Indefinite cache + +**2. Batch Processing** +```python +# Process in batches for volume discounts +if record_count > 1000: + use_provider("apollo_bulk") # 10-30% discount +elif record_count > 100: + use_parallel_processing() +else: + use_standard_processing() +``` + +**3. Smart Waterfalls** +```python +waterfall_sequence = [ + {"provider": "cache", "credits": 0}, + {"provider": "apollo", "credits": 1.5, "stop_if_success": True}, + {"provider": "hunter", "credits": 1.2, "stop_if_success": True}, + {"provider": "bettercontact", "credits": 3, "stop_if_success": True}, + {"provider": "ai_research", "credits": 5, "last_resort": True} +] +``` + +### Provider-Specific Optimizations + +#### Apollo.io +- **Strengths**: US B2B, LinkedIn data, phone numbers +- **Weaknesses**: International coverage, personal emails +- **Tips**: Use bulk API for 10%+ discount, batch similar companies + +#### ZoomInfo +- **Strengths**: Enterprise data, org charts, intent signals +- **Weaknesses**: Expensive, SMB coverage +- **Tips**: Reserve for high-value accounts, negotiate enterprise deals + +#### Hunter +- **Strengths**: Domain searches, email patterns, API reliability +- **Weaknesses**: Phone numbers, detailed contact info +- **Tips**: Best for initial domain exploration, use pattern detection + +#### Clearbit +- **Strengths**: Real-time API, company data, speed +- **Weaknesses**: Email discovery rates, phone numbers +- **Tips**: Great for instant enrichment, combine with others for contacts + +#### BuiltWith +- **Strengths**: Technology detection, historical data, e-commerce +- **Weaknesses**: Contact information, company financials +- **Tips**: Filter accounts by technology before enrichment + +### Waterfall Strategies + +#### Maximum Success Waterfall +```yaml +Priority: Success rate over cost +Sequence: + 1. BetterContact (aggregates 10+ sources) + 2. ZoomInfo (if enterprise) + 3. Apollo + Hunter + RocketReach + 4. AI web research +Expected Success: 95%+ +Average Cost: 8-12 credits +``` + +#### Balanced Waterfall +```yaml +Priority: Good success with reasonable cost +Sequence: + 1. Apollo.io + 2. Hunter (if domain match) + 3. RocketReach (if name match) + 4. Stop or continue based on confidence +Expected Success: 80% +Average Cost: 3-5 credits +``` + +#### Budget Waterfall +```yaml +Priority: Minimize cost +Sequence: + 1. Cache check + 2. Hunter (domain only) + 3. Free sources (Google, LinkedIn public) + 4. Stop at first result +Expected Success: 60% +Average Cost: 1-2 credits +``` + +### Quality Scoring Framework + +```python +def calculate_data_quality_score(data, sources): + score = 0 + + # Multi-source validation (30 points) + if len(sources) > 1: + score += min(len(sources) * 10, 30) + + # Data completeness (30 points) + required_fields = ["email", "phone", "title", "company"] + score += sum(10 for field in required_fields if data.get(field)) + + # Verification status (20 points) + if data.get("email_verified"): + score += 10 + if data.get("phone_verified"): + score += 10 + + # Recency (20 points) + days_old = get_data_age(data) + if days_old < 30: + score += 20 + elif days_old < 90: + score += 10 + + return score +``` + +### Industry-Specific Provider Selection + +#### SaaS/Technology +- Primary: Apollo, Clearbit, BuiltWith +- Secondary: ZoomInfo, HG Insights +- Intent: G2, TrustRadius, 6sense + +#### Financial Services +- Primary: PitchBook, ZoomInfo +- Compliance: LexisNexis, D&B +- News: Bloomberg, Reuters + +#### Healthcare +- Primary: Definitive Healthcare +- Compliance: NPPES, state boards +- Standard: ZoomInfo with healthcare filters + +#### E-commerce +- Primary: Store Leads, BuiltWith +- Platform-specific: Shopify, Amazon seller data +- Standard: Clearbit with e-commerce signals + +### Troubleshooting Common Issues + +#### Low Email Discovery Rate +- Check email patterns with Hunter +- Try personal email providers +- Use AI research for executives +- Consider LinkedIn outreach instead + +#### High Credit Usage +- Audit waterfall sequences +- Increase cache TTL +- Negotiate volume deals +- Use native operations first + +#### Poor Data Quality +- Add verification steps +- Cross-reference multiple sources +- Set minimum confidence thresholds +- Implement human review for critical data + +### Advanced Techniques + +#### Hybrid Enrichment +```python +# Combine AI and traditional providers +def hybrid_enrichment(company): + # Fast, cheap base data + base = clearbit_lookup(company) + + # AI for missing pieces + if not base.get("description"): + base["description"] = ai_generate_description(company) + + # Premium for high-value + if is_enterprise_account(base): + base.update(zoominfo_enrich(company)) + + return base +``` + +#### Progressive Enrichment +```python +# Enrich in stages based on engagement +def progressive_enrichment(lead): + # Stage 1: Basic (on import) + if lead.stage == "new": + return basic_enrichment(lead) # 1-2 credits + + # Stage 2: Engaged (opened email) + elif lead.stage == "engaged": + return standard_enrichment(lead) # 3-5 credits + + # Stage 3: Qualified (booked meeting) + elif lead.stage == "qualified": + return comprehensive_enrichment(lead) # 10+ credits +``` + +## Templates +- **Provider Cheat Sheet**: See `references/provider_cheat_sheet.md` for provider selection. +- **Cost Calculator**: See `scripts/cost_calculator.py` for estimating credit usage. +- **Integration Code Templates**: +```javascript +// JavaScript/Node.js template +const enrichContact = async (name, company) => { + // Check cache first + const cached = await checkCache(name, company); + if (cached) return cached; + + // Try providers in sequence + const providers = ['apollo', 'hunter', 'rocketreach']; + + for (const provider of providers) { + try { + const result = await callProvider(provider, {name, company}); + if (result.email) { + await saveToCache(result); + return result; + } + } catch (error) { + console.log(`${provider} failed, trying next...`); + } + } + + // Fallback to AI research + return await aiResearch(name, company); +}; +``` + +--- + +## Tips + +- **Pre-build waterfalls per motion** so GTM teams can call a single orchestration command rather than juggling providers. +- **Instrument cache hit rates**; alert RevOps when cache effectiveness drops below target to avoid spike in credits. +- **Rotate premium providers** each quarter to negotiate better volume discounts and diversify coverage gaps. +- **Pair enrichment with QA hooks** (e.g., verification APIs, sampling) before syncing into CRM to prevent bad data cascades. + +--- + +*Progressive disclosure: Load full provider details and code examples only when actively optimizing enrichment workflows* diff --git a/skills/firmographic-analysis/SKILL.md b/skills/firmographic-analysis/SKILL.md new file mode 100644 index 0000000..4529bc7 --- /dev/null +++ b/skills/firmographic-analysis/SKILL.md @@ -0,0 +1,30 @@ +--- +name: firmographic-analysis +description: Use when interpreting company-level enrichment data to segment accounts, spot buying triggers, and tailor outreach. +--- + +# Firmographic Analysis Skill + +## When to Use +- Prioritizing enriched accounts for GTM plays. +- Building segments for ABM, territory planning, or personalized campaigns. +- Validating enriched firmographic data quality. + +## Framework +1. **Normalize Fields** – ensure industry, size, revenue, region, and funding fields use consistent taxonomies. +2. **Scoring Matrix** – apply ICP scoring (industry fit, employee band, revenue, growth rate). +3. **Trigger Detection** – highlight events like funding, IPO prep, hiring spikes, geographic expansion. +4. **Segment Mapping** – assign each company to journey stages or playbooks (e.g., "High-growth SaaS 200-500"). +5. **Recommendation Output** – produce persona targets, value props, and urgency level per segment. + +## Templates +- Segment summary table (columns: segment, criteria, TAM, coverage owner, next action). +- Trigger event log with timestamps/source, impact rating, and follow-up play. +- Messaging workbook mapping persona × segment × proof points for instant enablement pulls. + +## Tips +- Keep taxonomy dictionaries centrally managed so enrichment jobs and analytics share the same lookups. +- Re-score accounts quarterly or after major firmographic events (funding, layoffs) to keep priorities fresh. +- Pair quant scores with qualitative notes from AEs/CSMs to avoid over-rotating on enrichment data alone. + +---