map-contacts

Instructions

Setup state. Not yet configured for this org. Load the Setup sub-page to confirm the persona model (buying-committee shape) is defined and identify which relationship-history data sources are available (CRM, email sender, Fireflies, LinkedIn, prospect search) before mapping anything. (After setup is performed, rewrite this paragraph via swan-update-skill to describe the current state — persona model loaded, which of the five data sources are available, and last-refreshed date — so future runs see the current configuration without re-checking.)

Step 1 — Confirm the target account + intent

Get the company domain or name. Get the intent in one line: net-new ABM mapping, renewal prep, champion-tracking, or expansion of a single-threaded deal. Each shifts priority slightly (renewal leans heavy on current users + economic buyers; champion-tracking leans heavy on past contacts who moved).

Step 2 — Pull the persona model

Load the org's defined personas. Hold the named roles, their title aliases, and their JTBDs as the schema for the map. Do not invent personas — the map is keyed to what the org has saved.

Step 3 — Mine known relationships first (highest signal)

Lead with data the org already has. Each source is checked if connected; skip and note if not.