crm-enrichment
Installation
SKILL.md
ENRICHMENT WORKFLOW
Scope Definition
Before enriching, confirm scope:
- Single contact or account (on-demand)
- Segment (e.g. all Tier 1 accounts with no activity >60 days)
- Full pipeline (monthly refresh)
- All HOT/WARM leads (weekly refresh)
- Trigger-based (new website visit, new content download)
Contact-Level Enrichment Fields
For each contact record, verify and update:
MANDATORY FIELDS: Full name: Verify spelling against LinkedIn Current title: Update if changed; flag role change for re-routing
Related skills