lead-intelligence
affaan-m/ECC
透過社交圖譜分析與暖線發掘,找出、鎖定並接觸高價值聯絡人,並為電子郵件、LinkedIn 及 X 生成個人化的聯繫草稿。
...展開全部潛在客戶情報
這是一套由智能代理驅動的潛在客戶情報處理流程,透過社交圖譜分析與暖線路徑發掘,協助尋找、評分並接觸高價值聯絡人。
何時啟動
- 使用者希望在特定產業中尋找潛在客戶或目標對象
- 為建立合作夥伴關係、銷售或募資而建立外聯名單
- 研究應聯繫的對象及最佳聯繫途徑
- 使用者提及「尋找潛在客戶」、「外聯名單」、「該聯繫誰」、「暖場引薦」
- 需要根據相關性對聯絡人清單進行評分或排序
- 希望透過映射共同人脈,找出「暖介紹」的途徑
工具需求
必備
- Exa MCP — 針對個人、企業及訊號的深網搜尋(
web_search_exa) - X API — 追蹤者/被追蹤者關係圖、共同聯繫人分析、近期活動(
X_BEARER_TOKEN,以及寫入上下文的憑證,例如X_CONSUMER_KEY,X_CONSUMER_SECRET,X_ACCESS_TOKEN,X_ACCESS_TOKEN_SECRET)
可選(提升搜尋結果)
- LinkedIn — 若有直接 API 則優先使用,否則透過瀏覽器控制進行搜尋、個人檔案檢視及草擬
- Apollo/Clay API — 若使用者具備存取權限,則用於資料豐富化與交叉參照
- GitHub MCP — 用於以開發者為中心的潛在客戶篩選
- Apple Mail / Mail.app — 草擬冷聯絡或暖聯絡電子郵件,且不會自動發送
- 瀏覽器控制 — 當 LinkedIn 和 X 的 API 支援不足或受限時使用
銷售管道概覽
┌─────────────┐ ┌──────────────┐ ┌─────────────────┐ ┌──────────────┐ ┌─────────────────┐
│ 1. Signal │────>│ 2. Mutual │────>│ 3. Warm Path │────>│ 4. Enrich │────>│ 5. Outreach │
│ Scoring │ │ Ranking │ │ Discovery │ │ │ │ Draft │
└─────────────┘ └──────────────┘ └─────────────────┘ └──────────────┘ └─────────────────┘
外展前的語音準備
切勿直接套用通用銷售文案來撰寫外聯郵件。
在 brand-voice ,並重複使用其 VOICE PROFILE ,而非在該技能內臨時重新編寫風格。
若可存取 X 平台,請在起草前擷取最近的原創貼文;若不可行,則使用提供的範例或現有最佳的儲存庫/網站素材。
第一階段:訊號評分
在目標垂直領域中搜尋信號值高的人士。根據以下標準為每人分配權重:
| 信號 | 權重 | 來源 |
|---|---|---|
| 職務/職稱對應程度 | 30% | Exa、LinkedIn |
| 產業匹配度 | 25% | Exa 公司搜尋 |
| 該主題的近期動態 | 20% | X API 搜尋,Exa |
| 追蹤者數/影響力 | 10% | X API |
| 地理位置鄰近度 | 10% | Exa、LinkedIn |
| 與您內容的互動 | 5% | X API 互動 |
Signal 搜尋方法
# Step 1: Define target parameters
target_verticals = ["prediction markets", "AI tooling", "developer tools"]
target_roles = ["founder", "CEO", "CTO", "VP Engineering", "investor", "partner"]
target_locations = ["San Francisco", "New York", "London", "remote"]
# Step 2: Exa deep search for people
for vertical in target_verticals:
results = web_search_exa(
query=f"{vertical} {role} founder CEO",
category="company",
numResults=20
)
# Score each result
# Step 3: X API search for active voices
x_search = search_recent_tweets(
query="prediction markets OR AI tooling OR developer tools",
max_results=100
)
# Extract and score unique authors
第二階段:相互排名
針對每個已評分的目標,分析使用者的社交圖譜以找出最熱絡的路徑。
排序模型
- 擷取使用者的 X 追蹤清單及 LinkedIn 聯繫人
- 針對每個高訊號目標,檢查是否有共同聯繫人
- 套用
social-graph-ranker模型來評分「橋接價值」 - 依據以下因素對共同聯繫人進行排序:
| 因素 | 權重 |
|---|---|
| 與目標的連結數 | 40% — 權重最高,連結數最多 = 排名最高 |
| 共同聯繫人的現任職務/任職公司 | 20% — 決策者 vs 個人貢獻者 |
| 聯繫對象的所在地 | 15% — 同城 = 更容易引薦 |
| 產業契合度 | 15% — 同屬垂直領域 = 自然介紹 |
| 對方的 X 帳號/LinkedIn | 10% — 便於外展聯繫時辨識 |
標準規則:
Use social-graph-ranker when the user wants the graph math itself,
the bridge ranking as a standalone report, or explicit decay-model tuning.
在此技能中,請採用相同的加權橋接模型:
B(m) = Σ_{t ∈ T} w(t) · λ^(d(m,t) - 1)
R(m) = B_ext(m) · (1 + β · engagement(m))
解讀:
- 第一層級:高
R(m)且直接的橋接路徑 → 溫和引薦請求 - 第 2 級:中等
R(m)且為單跳橋接路徑 → 條件式引薦請求 - 第三級:無可行橋接路徑 → 使用相同潛在客戶記錄進行直接冷聯繫
輸出格式
If the user explicitly wants the ranking engine broken out, the math visualized, or the network scored outside the full lead workflow, run `social-graph-ranker` as a standalone pass first and feed the result back into this pipeline.
MUTUAL RANKING REPORT
=====================
#1 @mutual_handle (Score: 92)
Name: Jane Smith
Role: Partner @ Acme Ventures
Location: San Francisco
Connections to targets: 7
Connected to: @target1, @target2, @target3, @target4, @target5, @target6, @target7
Best intro path: Jane invested in Target1's company
#2 @mutual_handle2 (Score: 85)
...
第三階段:暖引路徑發掘
針對每個目標,找出最短的引薦鏈:
You ──[follows]──> Mutual A ──[invested in]──> Target Company
You ──[follows]──> Mutual B ──[co-founded with]──> Target Person
You ──[met at]──> Event ──[also attended]──> Target Person
路徑類型(依關係親密度排序)
- 直接共同聯繫 — 雙方皆追蹤/認識同一人
- 投資組合連結 — 雙方皆曾投資或擔任目標公司的顧問
- 同事/校友 — 雙方曾任職於同一公司或就讀同一所學校
- 活動重疊 — 雙方皆曾參加同一場會議/計畫
- 內容互動 — 目標對象曾與共同聯繫人的內容互動,或反之
第 4 階段:資料豐富化
針對每條合格潛在客戶,請蒐集:
- 全名、現任職稱、公司名稱
- 公司規模、融資階段、近期新聞
- 最近的 X 則貼文(過去 30 天)—— 主題、語氣、興趣
- 與用戶的共同興趣(共同關注的對象、相似的內容)
- 近期公司動態(產品發布、融資輪次、招聘)
資料豐富化來源
- 範例:公司資料、新聞、部落格文章
- X API:近期推文、個人簡介、追蹤者
- GitHub:開源貢獻(針對以開發者為中心的潛在客戶)
- LinkedIn(透過瀏覽器使用):完整個人檔案、工作經歷、學歷
第五階段:外聯草稿
針對每位潛在客戶生成個人化的聯繫草稿。草稿內容應符合根據來源資料所建立的語氣輪廓,並配合目標管道。
管道規則
電子郵件
- 適用於最高價值的冷聯繫、暖介紹、投資者聯繫及合作邀約
- 當本地桌面控制功能可用時,預設在 Apple Mail / Mail.app 中撰寫草稿
- 請先建立草稿,除非使用者明確要求,否則勿自動發送
- 主旨行應簡潔明確,避免花俏的措辭
- 當目標對象在該平台活躍、LinkedIn 上的共同人脈關聯性較強,或透過電子郵件聯繫的成功率較低時使用
- 若可取得 API 存取權限,請優先使用
- 否則,請使用瀏覽器控制功能來檢視個人檔案、近期活動,並草擬訊息
- 內容應比電子郵件簡短,並避免虛假的專業熱情
X
- 適用於高語境背景的操作者、創建者或投資者聯繫,此時公開發文行為至關重要
- 搜尋、時間軸及互動分析時,應優先使用 API 存取
- 必要時改用瀏覽器控制功能
- 私訊與公開回覆應比電子郵件更簡潔,並應引用目標對象時間軸上的實際內容
管道選擇準則
依下列順序選擇一個主要管道:
- 透過電子郵件進行溫和的初步接觸
- 直接發送電子郵件
- LinkedIn 私訊
- X 私訊或回覆
僅在有充分理由且發送頻率不會讓人覺得像垃圾郵件時,才使用多管道策略。
暖場介紹請求(發送給共同聯絡人)
目標:
- 一個明確的請求
- 一個具體理由說明此引薦的合理性
- 如有需要,應附上便於轉發的簡短說明
應避免:
- 對公司進行過度說明
- 堆砌社會證明
- 聽起來像募款範本
直接冷聯繫(針對目標對象)
目標:
- 從具體且近期的事項切入
- 闡明為何雙方契合度極高
- 提出一項低門檻的請求
應避免:
- 泛泛的讚美
- 羅列自身優點
- 諸如「很樂意與您建立聯繫」這類籠統的請求
- 刻意提出的修辭問句
執行模式
針對每個目標,需產出:
- 建議的溝通管道
- 該管道為何最合適的理由
- 訊息草稿
- 可選的後續草稿
- 若選擇電子郵件作為管道且可使用 Apple Mail,請建立草稿,而非僅回傳純文字
若可控制瀏覽器:
- LinkedIn:檢視目標個人檔案、近期動態及雙方互動背景,然後起草或準備訊息
- X:檢視近期貼文或回覆,接著起草私訊或公開回覆的內容
若可使用桌面自動化功能:
- Apple Mail:建立包含主旨、內文及收件者的電子郵件草稿
未經使用者明確批准,請勿自動發送訊息。
反模式
- 缺乏個人化設定的通用範本
- 長篇大論地闡述貴公司整體情況
- 在一封郵件中提出多項要求
- 缺乏具體細節卻假裝熟稔
- 群發訊息中可見的合併欄位
- 在電子郵件、LinkedIn 和 X 上重複使用完全相同的內容
- 充斥平台制式化內容,而非作者真實的語氣
設定
使用者應設定以下環境變數:
# Required
export X_BEARER_TOKEN="..."
export X_ACCESS_TOKEN="..."
export X_ACCESS_TOKEN_SECRET="..."
export X_CONSUMER_KEY="..."
export X_CONSUMER_SECRET="..."
export EXA_API_KEY="..."
# Optional
export LINKEDIN_COOKIE="..." # For browser-use LinkedIn access
export APOLLO_API_KEY="..." # For Apollo enrichment
代理程式
此技能包含位於 agents/ 子目錄中包含專用的代理程式:
- signal-scorer — 根據相關性訊號搜尋並對潛在客戶進行排序
- mutual-mapper — 映射社交圖譜連結並找出潛在客戶的暖聯絡路徑
- enrichment-agent — 擷取詳細的個人檔案及公司資料
- outreach-drafter — 生成個人化訊息
使用範例
User: find me the top 20 people in prediction markets I should reach out to
Agent workflow:
1. signal-scorer searches Exa and X for prediction market leaders
2. mutual-mapper checks user's X graph for shared connections
3. enrichment-agent pulls company data and recent activity
4. outreach-drafter generates personalized messages for top ranked leads
Output: Ranked list with warm paths, voice profile summary, and channel-specific outreach drafts or drafts-in-app
相關技能
brand-voice用於標準化語音擷取connections-optimizer用於在進行外聯前,先進行「審核優先」的網路修剪與擴展
---
name: lead-intelligence
description: Finds, scores, and reaches high-value contacts through social graph analysis and warm path discovery, generating personalized outreach drafts for email, LinkedIn, and X.
---
# Lead Intelligence
Agent-powered lead intelligence pipeline that finds, scores, and reaches high-value contacts through social graph analysis and warm path discovery.
## When to Activate
- User wants to find leads or prospects in a specific industry
- Building an outreach list for partnerships, sales, or fundraising
- Researching who to reach out to and the best path to reach them
- User says "find leads", "outreach list", "who should I reach out to", "warm intros"
- Needs to score or rank a list of contacts by relevance
- Wants to map mutual connections to find warm introduction paths
## Tool Requirements
### Required
- **Exa MCP** — Deep web search for people, companies, and signals (`web_search_exa`)
- **X API** — Follower/following graph, mutual analysis, recent activity (`X_BEARER_TOKEN`, plus write-context credentials such as `X_CONSUMER_KEY`, `X_CONSUMER_SECRET`, `X_ACCESS_TOKEN`, `X_ACCESS_TOKEN_SECRET`)
### Optional (enhance results)
- **LinkedIn** — Direct API if available, otherwise browser control for search, profile inspection, and drafting
- **Apollo/Clay API** — For enrichment cross-reference if user has access
- **GitHub MCP** — For developer-centric lead qualification
- **Apple Mail / Mail.app** — Draft cold or warm email without sending automatically
- **Browser control** — For LinkedIn and X when API coverage is missing or constrained
## Pipeline Overview
```
┌─────────────┐ ┌──────────────┐ ┌─────────────────┐ ┌──────────────┐ ┌─────────────────┐
│ 1. Signal │────>│ 2. Mutual │────>│ 3. Warm Path │────>│ 4. Enrich │────>│ 5. Outreach │
│ Scoring │ │ Ranking │ │ Discovery │ │ │ │ Draft │
└─────────────┘ └──────────────┘ └─────────────────┘ └──────────────┘ └─────────────────┘
```
## Voice Before Outreach
Do not draft outbound from generic sales copy.
Run `brand-voice` first whenever the user's voice matters. Reuse its `VOICE PROFILE` instead of re-deriving style ad hoc inside this skill.
If live X access is available, pull recent original posts before drafting. If not, use supplied examples or the best repo/site material available.
## Stage 1: Signal Scoring
Search for high-signal people in target verticals. Assign a weight to each based on:
| Signal | Weight | Source |
|--------|--------|--------|
| Role/title alignment | 30% | Exa, LinkedIn |
| Industry match | 25% | Exa company search |
| Recent activity on topic | 20% | X API search, Exa |
| Follower count / influence | 10% | X API |
| Location proximity | 10% | Exa, LinkedIn |
| Engagement with your content | 5% | X API interactions |
### Signal Search Approach
```python
# Step 1: Define target parameters
target_verticals = ["prediction markets", "AI tooling", "developer tools"]
target_roles = ["founder", "CEO", "CTO", "VP Engineering", "investor", "partner"]
target_locations = ["San Francisco", "New York", "London", "remote"]
# Step 2: Exa deep search for people
for vertical in target_verticals:
results = web_search_exa(
query=f"{vertical} {role} founder CEO",
category="company",
numResults=20
)
# Score each result
# Step 3: X API search for active voices
x_search = search_recent_tweets(
query="prediction markets OR AI tooling OR developer tools",
max_results=100
)
# Extract and score unique authors
```
## Stage 2: Mutual Ranking
For each scored target, analyze the user's social graph to find the warmest path.
### Ranking Model
1. Pull user's X following list and LinkedIn connections
2. For each high-signal target, check for shared connections
3. Apply the `social-graph-ranker` model to score bridge value
4. Rank mutuals by:
| Factor | Weight |
|--------|--------|
| Number of connections to targets | 40% — highest weight, most connections = highest rank |
| Mutual's current role/company | 20% — decision maker vs individual contributor |
| Mutual's location | 15% — same city = easier intro |
| Industry alignment | 15% — same vertical = natural intro |
| Mutual's X handle / LinkedIn | 10% — identifiability for outreach |
Canonical rule:
```text
Use social-graph-ranker when the user wants the graph math itself,
the bridge ranking as a standalone report, or explicit decay-model tuning.
```
Inside this skill, use the same weighted bridge model:
```text
B(m) = Σ_{t ∈ T} w(t) · λ^(d(m,t) - 1)
R(m) = B_ext(m) · (1 + β · engagement(m))
```
Interpretation:
- Tier 1: high `R(m)` and direct bridge paths -> warm intro asks
- Tier 2: medium `R(m)` and one-hop bridge paths -> conditional intro asks
- Tier 3: no viable bridge -> direct cold outreach using the same lead record
### Output Format
```
If the user explicitly wants the ranking engine broken out, the math visualized, or the network scored outside the full lead workflow, run `social-graph-ranker` as a standalone pass first and feed the result back into this pipeline.
MUTUAL RANKING REPORT
=====================
#1 @mutual_handle (Score: 92)
Name: Jane Smith
Role: Partner @ Acme Ventures
Location: San Francisco
Connections to targets: 7
Connected to: @target1, @target2, @target3, @target4, @target5, @target6, @target7
Best intro path: Jane invested in Target1's company
#2 @mutual_handle2 (Score: 85)
...
```
## Stage 3: Warm Path Discovery
For each target, find the shortest introduction chain:
```
You ──[follows]──> Mutual A ──[invested in]──> Target Company
You ──[follows]──> Mutual B ──[co-founded with]──> Target Person
You ──[met at]──> Event ──[also attended]──> Target Person
```
### Path Types (ordered by warmth)
1. **Direct mutual** — You both follow/know the same person
2. **Portfolio connection** — Mutual invested in or advises target's company
3. **Co-worker/alumni** — Mutual worked at same company or attended same school
4. **Event overlap** — Both attended same conference/program
5. **Content engagement** — Target engaged with mutual's content or vice versa
## Stage 4: Enrichment
For each qualified lead, pull:
- Full name, current title, company
- Company size, funding stage, recent news
- Recent X posts (last 30 days) — topics, tone, interests
- Mutual interests with user (shared follows, similar content)
- Recent company events (product launch, funding round, hiring)
### Enrichment Sources
- Exa: company data, news, blog posts
- X API: recent tweets, bio, followers
- GitHub: open source contributions (for developer-centric leads)
- LinkedIn (via browser-use): full profile, experience, education
## Stage 5: Outreach Draft
Generate personalized outreach for each lead. The draft should match the source-derived voice profile and the target channel.
### Channel Rules
#### Email
- Use for the highest-value cold outreach, warm intros, investor outreach, and partnership asks
- Default to drafting in Apple Mail / Mail.app when local desktop control is available
- Create drafts first, do not send automatically unless the user explicitly asks
- Subject line should be plain and specific, not clever
#### LinkedIn
- Use when the target is active there, when mutual graph context is stronger on LinkedIn, or when email confidence is low
- Prefer API access if available
- Otherwise use browser control to inspect profiles, recent activity, and draft the message
- Keep it shorter than email and avoid fake professional warmth
#### X
- Use for high-context operator, builder, or investor outreach where public posting behavior matters
- Prefer API access for search, timeline, and engagement analysis
- Fall back to browser control when needed
- DMs and public replies should be much tighter than email and should reference something real from the target's timeline
#### Channel Selection Heuristic
Pick one primary channel in this order:
1. warm intro by email
2. direct email
3. LinkedIn DM
4. X DM or reply
Use multi-channel only when there is a strong reason and the cadence will not feel spammy.
### Warm Intro Request (to mutual)
Goal:
- one clear ask
- one concrete reason this intro makes sense
- easy-to-forward blurb if needed
Avoid:
- overexplaining your company
- social-proof stacking
- sounding like a fundraiser template
### Direct Cold Outreach (to target)
Goal:
- open from something specific and recent
- explain why the fit is real
- make one low-friction ask
Avoid:
- generic admiration
- feature dumping
- broad asks like "would love to connect"
- forced rhetorical questions
### Execution Pattern
For each target, produce:
1. the recommended channel
2. the reason that channel is best
3. the message draft
4. optional follow-up draft
5. if email is the chosen channel and Apple Mail is available, create a draft instead of only returning text
If browser control is available:
- LinkedIn: inspect target profile, recent activity, and mutual context, then draft or prepare the message
- X: inspect recent posts or replies, then draft DM or public reply language
If desktop automation is available:
- Apple Mail: create draft email with subject, body, and recipient
Do not send messages automatically without explicit user approval.
### Anti-Patterns
- generic templates with no personalization
- long paragraphs explaining your whole company
- multiple asks in one message
- fake familiarity without specifics
- bulk-sent messages with visible merge fields
- identical copy reused for email, LinkedIn, and X
- platform-shaped slop instead of the author's actual voice
## Configuration
Users should set these environment variables:
```bash
# Required
export X_BEARER_TOKEN="..."
export X_ACCESS_TOKEN="..."
export X_ACCESS_TOKEN_SECRET="..."
export X_CONSUMER_KEY="..."
export X_CONSUMER_SECRET="..."
export EXA_API_KEY="..."
# Optional
export LINKEDIN_COOKIE="..." # For browser-use LinkedIn access
export APOLLO_API_KEY="..." # For Apollo enrichment
```
## Agents
This skill includes specialized agents in the `agents/` subdirectory:
- **signal-scorer** — Searches and ranks prospects by relevance signals
- **mutual-mapper** — Maps social graph connections and finds warm paths
- **enrichment-agent** — Pulls detailed profile and company data
- **outreach-drafter** — Generates personalized messages
## Example Usage
```
User: find me the top 20 people in prediction markets I should reach out to
Agent workflow:
1. signal-scorer searches Exa and X for prediction market leaders
2. mutual-mapper checks user's X graph for shared connections
3. enrichment-agent pulls company data and recent activity
4. outreach-drafter generates personalized messages for top ranked leads
Output: Ranked list with warm paths, voice profile summary, and channel-specific outreach drafts or drafts-in-app
```
## Related Skills
- `brand-voice` for canonical voice capture
- `connections-optimizer` for review-first network pruning and expansion before outreach
所有檔案
5 個檔案安裝 lead-intelligence
請下載並將技能檔案解壓縮至您的 .claude/skills/ 目錄中。
下載 ZIP複製儲存庫並將技能檔案複製到您的專案中。
git clone https://github.com/affaan-m/ECC/tree/main/skills/lead-intelligence # Copy SKILL.md to your .claude/skills/ directory
複製





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