prospecting

---
name: prospecting
description: Use when finding prospects, building target lists, and researching outbound accounts so the agent follows the marketingskills playbook instead of producing generic marketing advice.
source: https://github.com/coreyhaines31/marketingskills/tree/main/skills/prospecting
generated: 2026-06-29T18:01:20.599Z
category: concept
audience: marketing
---

## When to use

- The user asks for help finding prospects, building target lists, and researching outbound accounts
- A marketing task needs product, audience, positioning, and channel context before execution
- The agent should create a repeatable prospecting workflow instead of a one-off generic answer
- The work needs clear success metrics, deliverables, and next steps for a growth or GTM motion

## Key concepts

### Before Starting

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

### Pick the Branch

Prospecting motions differ enough that the workflow forks at intake. Pick one branch based on who the user is selling to: Branch Sell to What "qualified" looks like Primary sources SaaS Other SaaS companies / digital businesses ICP fit + tech stack match + growth signals (funding, hiring, product velocity) LinkedIn, BuiltWith, Crunchbase, Apollo, Clay.

### Shared Framework (all branches)

Every prospecting engagement follows the same five phases. Tools and qualification signals change per branch; the phases don't.

### Phase 1 — Define the ICP

Pull from product-marketing.md if available. Otherwise, gather: Firmographic fit — industry, company size, revenue band, geography, business model Technographic fit (SaaS branch) — what tools they already use, what they're missing

### Phase 2 — Build the candidate list (discovery)

Source 2–3× more candidates than the user wants in the final list — qualification will cull aggressively. SaaS / B2B: combine 2–3 sources for cross-verification. Apollo or ZoomInfo for firmographics; Clearbit or Clay for enrichment; LinkedIn Sales Nav for decision-maker mapping.

### Phase 3 — Qualify each candidate

Score every candidate against the ICP checklist. Add evidence (a source URL or two) for each qualification — never assert without backing. Confidence levels (used across all branches):

## API reference

```
npx skills add coreyhaines31/marketingskills --skill prospecting
```

Install the prospecting skill from coreyhaines31/marketingskills.

```
npx skills add coreyhaines31/marketingskills --skill prospecting
```

## Gotchas

- Read product-marketing context first when present; otherwise the agent may ask repeated setup questions or make weak positioning assumptions.
- Do not ship generic best practices without tying recommendations to the product, audience, channel, and conversion goal.
- Separate strategy from execution: clarify the campaign decision before drafting assets or implementation steps.
- Pick a primary metric before launch so the result can be judged without retrofitting success criteria.
- Respect channel mechanics; copy, cadence, and format should change between email, ads, social, SEO, and sales collateral.

---
Generated by SkillMake from https://github.com/coreyhaines31/marketingskills/tree/main/skills/prospecting on 2026-06-29T18:01:20.599Z.
Verify against source before relying on details.

File: ~/.claude/skills/prospecting/SKILL.md