lookalike-customer-finder-skill

Installation
SKILL.md

Lookalike Customer Finder

<quick_start> Trigger: "find companies like [customer names]" or "build a lookalike target account list for [vertical]".

Tool order (every call is live; nothing in the list is inferred):

  1. Seeds — execute_sql (Epiphan AI; read crm://schema.md first) over hubspot_companies joined to orders: lifecyclestage = 'customer' or device_count >= 1, ranked by order revenue. Fallback: crm_search_customers + crm_get_customer_orders, or hubspot_search_companies when the user names the seeds.
  2. ICP derive — apollo_organizations_enrich (or apollo_organizations_bulk_enrich) on each seed for industry, headcount, revenue, tech, growth. Compute the ICP from the returned fields.
  3. Expand — apollo_mixed_companies_search with the ICP filters (industry keywords, employee range, USA/Canada), plus search_companies_by_description (Epiphan AI) for description-similarity and Clay find-and-enrich-company for gaps. Target 150+ raw candidates.
  4. Gate Q — qualify_lead on every candidate company (and every contact surfaced later). Exclusions, STALE AE LEAD, and ATL/BTL tier come from its verdict only.
  5. Score + tier — weighted similarity model below; Tier 1 ≥ 85, Tier 2 70-84, Tier 3 60-69.
  6. Decision makers — for Tier 1 only: hubspot_find_contacts_by_role then apollo_mixed_people_api_search with ATL titles; each contact back through qualify_lead.
  7. Deliver — write ~/.claude/skill-state/lookalike-customer-finder/<date>-<vertical>.xlsx (ranked sheet + ICP sheet + excluded-by-gate sheet); on request hubspot_create_list + hubspot_update_list_membership (confirm-first). Any outreach copy goes through Gate B then create_draft. </quick_start>
Installs
41
GitHub Stars
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First Seen
Mar 22, 2026