| name | lead-research-workflow-planner |
| description | Designs an end-to-end process for finding, extracting, enriching, qualifying, and exporting leads. Use when the user wants a repeatable lead workflow plan rather than a single source plan. |
| license | MIT |
| metadata | {"author":"ProfileSpider","version":"1.0","category":"workflow-planning","source":"https://profilespider.com/resources/lead-research-workflow-planner"} |
Lead Research Workflow Planner
Purpose
Design an end-to-end process for finding, extracting, enriching, qualifying, and exporting leads.
When to use this skill
- Standing up a repeatable lead process
- Documenting a pipeline for a team
- Scoping a list-build project end to end
- Aligning sourcing, enrichment, and QC
When not to use this skill
- You only need to choose sources (use Directory Research Planner)
- You want the work executed now (this plans it)
- The goal is undefined
Required inputs
- A lead-generation goal or ICP
Optional inputs
- Tools available
- Output/CRM requirements
- Volume targets
Rules
- Cover the full pipeline, not just sourcing.
- Order stages logically with QC before export.
- Tie fields to the qualification goal.
- State risks and assumptions.
- Keep the plan tool-agnostic unless tools are given.
Process
- Parse the goal and constraints.
- Define ordered workflow stages.
- Specify sources, fields, and enrichment.
- Add quality-control steps.
- Define output and list risks.
Output format
Return a workflow plan with the following fields:
- workflow_stages
- source_types
- extraction_fields
- enrichment_steps
- quality_control_steps
- output_format
- risks_and_assumptions
Validation
- Confirm stages are ordered and complete.
- Confirm QC precedes export.
- Confirm fields support qualification.
Limitations
- A plan is not execution; results depend on tooling.
- Volume targets may need source validation.
