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lead-finderPurpose, usage and source

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.

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
small-business/skills/lead-finder/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
research
Last collected

License: Apache-2.0

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

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.

How the upstream workflow works

Step 2 — Find look-alikes

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.

Upstream passage · L40 ↗

Step 3 — Find the right person

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.

Upstream passage · L50 ↗

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

Step 1 — Build the ideal customer profile from real customers

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: QuickBooks — customers by revenue, tenure, and payment behavior HubSpot — closed-won deals, industries, deal size, cycle length

Upstream passage · L25 ↗

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
11b7c02457890addb8da5d3eeeffba45ca095e564bd5555a8e4e337fe67f0b76
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