PostHog Onboarding Lead Research & Qualification

Deep-research a company referred from the onboarding team. Produces a complete brief: company overview, $2K+/month likelihood score, Vitally usage/billing analysis, onboarding team context, business growth trajectory assessment, and - when the recommendation is to engage - a draft outreach email with Slack channel guidance.

Context

The PostHog onboarding team works with self-serve accounts that have a forecasted bill > $100 for an 8-week engagement. When accounts reach ~$1-1.5K/month and show growth potential, they hand them to the TAE via the "Sales Handoff" pipeline status in Vitally.

This skill does the research, scores the lead, and - when the recommendation is to engage - drafts the outreach. The TAE needs to understand the company, its trajectory, and the full context of the onboarding engagement before reaching out.

Inputs

Ask the TAE for:

• Company name (required)
• Any context from the referral - e.g. a Slack message or email from the onboarding team (optional but helpful)
• Contact name if known (optional)

If the TAE only gives a company name, that's enough to start - pull the rest from Vitally and web research.