recoup-internal-funnel-valuation-pipeline

name

recoup-internal-funnel-valuation-pipeline

description

INTERNAL — Recoup staff tooling, gated by the recoup-internal keyword. Invoke ONLY when the request explicitly includes "recoup-internal" (e.g. "recoup-internal work the valuation funnel"). Never use for customer-facing or artist requests. Work the Recoup "Valuation Leads" sales funnel in Attio — take an inbound catalog-valuation lead and progress it from "valuation ran" to "signed up for Pro." Researches who the lead is and their relationship to the artist they valued, qualifies the catalog against revenue goals, enriches and advances the Attio CRM record, and drafts the first outreach email plus a clean one-page valuation PDF. Use when asked to "work the valuation funnel", "qualify this lead", "who ran this valuation", "is this catalog worth our time", "update the Attio pipeline", "advance this lead", "draft outreach for this valuation", or "turn valuation leads into Pro signups". Requires an Attio API key and a Recoup API key.

Valuation Funnel

Turn inbound catalog-valuation leads into Recoup Pro signups. When someone runs Recoup's free "what is my catalog worth?" valuation, a lead lands in the Attio Valuation Leads funnel at stage New. This skill is the repeatable motion for working that lead to a paying customer.

The valuation is the wedge; the product is growing the catalog's value (recover uncollected royalties + grow streams + document it for a higher multiple). The job is to prove that quickly enough that the lead converts.

When to use

• "Work / triage the valuation funnel." "Who's in the pipeline?"
• "Who ran this valuation and what's their relationship to the artist?"
• "Is this catalog worth our time?" (qualify against goals)
• "Fill in the Attio profile and advance this lead."
• "Draft the welcome email + a clean valuation PDF for this lead."

Prerequisites

• ATTIO_API_KEY — an Attio access token (read-write on records + list entries).