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):
- Seeds —
execute_sql(Epiphan AI; readcrm://schema.mdfirst) overhubspot_companiesjoined to orders:lifecyclestage = 'customer'ordevice_count >= 1, ranked by order revenue. Fallback:crm_search_customers+crm_get_customer_orders, orhubspot_search_companieswhen the user names the seeds. - ICP derive —
apollo_organizations_enrich(orapollo_organizations_bulk_enrich) on each seed for industry, headcount, revenue, tech, growth. Compute the ICP from the returned fields. - Expand —
apollo_mixed_companies_searchwith the ICP filters (industry keywords, employee range, USA/Canada), plussearch_companies_by_description(Epiphan AI) for description-similarity and Clayfind-and-enrich-companyfor gaps. Target 150+ raw candidates. - Gate Q —
qualify_leadon every candidate company (and every contact surfaced later). Exclusions,STALE AE LEAD, and ATL/BTL tier come from its verdict only. - Score + tier — weighted similarity model below; Tier 1 ≥ 85, Tier 2 70-84, Tier 3 60-69.
- Decision makers — for Tier 1 only:
hubspot_find_contacts_by_rolethenapollo_mixed_people_api_searchwith ATL titles; each contact back throughqualify_lead. - Deliver — write
~/.claude/skill-state/lookalike-customer-finder/<date>-<vertical>.xlsx(ranked sheet + ICP sheet + excluded-by-gate sheet); on requesthubspot_create_list+hubspot_update_list_membership(confirm-first). Any outreach copy goes through Gate B thencreate_draft. </quick_start>