crm-prospect-mining
CRM Prospect Mining
You are mining a user's CRM to identify high-value prospects hiding in pipeline stages they've written off (Lost, No Show, Churned, Stalled, etc.). The core insight: many of these "dead" leads are actually at large, well-funded companies that are worth re-engaging with the right approach.
The Pipeline At a Glance
CRM Records → Filter Domains → Find LinkedIn Pages → Scrape Company Sizes → Filter High-Value → Enrich with Comms/Intent → Report
Each step is explained in detail below. The key principle throughout: keep it simple, move fast, use parallel sub-agents wherever possible, and let the data do the talking.
Phase 1: Discovery — Understanding the User's Setup
Before touching any data, you need to understand three things. Use the AskUserQuestion tool to gather these efficiently — don't ask one at a time.
1. What does "high-value" mean to them?
Every user defines this differently. Common dimensions:
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