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20 changes: 20 additions & 0 deletions README.md
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| Skill | Description |
|---|---|
| `account-prioritization` | Rank accounts by ICP fit, intent, trigger signals, whitespace, and explainable next-best action. |
| `account-research` | Produce an account intelligence brief with firmographics, relationship context, intent, news, and next actions |
| `build-list` | Build targeted account or contact lists from natural-language criteria |
| `build-tam` | Build a market or territory TAM using ZoomInfo company search counts, reusable ICP filters, sample accounts, and assumption notes. |
| `business-case-builder` | Draft a buyer-specific business case using account scale, pain hypotheses, relevant signals, stakeholders, and measurable outcome assumptions. |
| `buying-committee` | Map decision-makers, influencers, champions, and coverage gaps at a target account |
| `campaign-builder` | Turn an ICP, trigger, or product motion into a segmented campaign audience with personas, proof points, messaging angles, and activation fields. |
| `champion-tracking` | Track champion movement, title changes, departures, influence, and replacement contacts across target or customer accounts. |
| `clay-migration` | Convert Clay-style enrichment tables and workflows into governed ZoomInfo MCP skill runs with equivalent outputs and fewer manual provider chains. |
| `competitive-battlecard` | Build an account- or competitor-specific battlecard from firmographics, news, scoops, intent, buying committee, and positioning evidence. |
| `competitor-analysis` | Create fact-led competitor briefs using ZoomInfo data plus public context |
| `crm-cleanup` | Audit and repair CRM account/contact data using ZoomInfo matching, confidence scoring, duplicate detection, and safe writeback recommendations. |
| `deal-qualification` | Qualify an account or opportunity using firmographics, buyer fit, urgency signals, stakeholder coverage, and data confidence. |
| `deal-risk-scorer` | Score deal risk using account context, stakeholder coverage, trigger evidence, competitor signals, and missing buying-committee roles. |
| `demo-scripting` | Create account-specific demo talk tracks using company context, persona priorities, trigger signals, and competitive angles. |
| `discovery-brief` | Prepare a discovery-call brief with account context, buyer hypotheses, recent signals, personas, questions, and talk tracks. |
| `enrich-company` | Look up company profiles, firmographics, financials, structure, and growth signals |
| `enrich-contact` | Look up professional contact profiles, title, department, contact data, and accuracy signals |
| `find-similar` | Find lookalike companies or contacts based on a reference account or person |
| `icp-definition` | Derive a reusable ICP from target accounts, winners, hypotheses, or market criteria using ZoomInfo firmographic and signal data. |
| `meeting-prep` | Prepare for upcoming calls with account, attendee, relationship, and talking-point context |
| `personalize-email` | Draft outreach grounded in account, contact, intent, and trigger signals |
| `pipeline-hygiene` | Inspect open pipeline for stale deals, bad data, missing stakeholders, weak timing signals, and account-risk indicators. |
| `procurement-prep` | Prepare for procurement by mapping stakeholders, account structure, risk signals, vendor/contract clues, and negotiation angles. |
| `recommend-contacts` | Get AI-ranked contact recommendations at a target company |
| `renewal-risk-brief` | Assess renewal or expansion risk using account signals, champion status, stakeholder gaps, growth/contraction clues, and next actions. |
| `score-accounts` | Prioritize accounts by ICP fit, intent, trigger signals, and explainable scoring |
| `score-leads` | Rank inbound leads by fit, urgency, verified contact data, and recommended action |
| `stakeholder-mapper` | Map stakeholders at a target account by role, seniority, likely influence, buying-committee coverage, and recommended outreach order. |
| `tam-sizer` | Size a market or territory and produce a reusable ICP filter set |
| `tech-stack-snapshot` | Summarize detected technologies, displacement angles, and integration plays |
| `territory-planning` | Design or rebalance territories using ZoomInfo account counts, fit, coverage, trigger density, and rep-actionable segments. |
| `trigger-based-list-build` | Build account or contact lists around buying triggers such as intent, scoops, news, funding, hiring, technology, and leadership changes. |
| `waterfall-enrich` | Enrich company and contact records with ZoomInfo-first matching, field-level confidence, provenance, unresolved rows, and activation-ready output. |

## Project Structure

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54 changes: 54 additions & 0 deletions skills/account-prioritization/SKILL.md
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---
name: account-prioritization
description: Rank accounts by ICP fit, intent, trigger signals, whitespace, and explainable next-best action.
---

# Account Prioritization

Rank accounts by ICP fit, intent, trigger signals, whitespace, and explainable next-best action.

## Input

The user will describe the job via `$ARGUMENTS`. Capture any supplied accounts, contacts, domains, companies, CRM rows, segments, territories, product motion, timeframe, output format, or activation target.

If a required entity is missing, ask one concise clarifying question. If the request is broad but actionable, proceed with a stated assumption rather than blocking.

## MCP Tool Selection

Use free discovery before credit-consuming depth:

- `search_companies`: normalize or build the account universe.
- `search_intent`: discover accounts already researching relevant topics.
- `search_scoops`: discover accounts with recent events that create urgency.
- `enrich_companies`: deepen only the accounts being scored.
- `enrich_intent`, `enrich_scoops`, `enrich_news`: add why-now evidence for known accounts.
- `find_recommended_contacts`: include reachability/stakeholder strength in the score when seller actionability matters.
- `account_research`: use for synthesized context when CRM/conversation history can change the ranking.

## Workflow

1. **Capture the prioritization goal**: new logo, expansion, renewal, competitive takeout, territory focus, or campaign audience.
2. **Normalize the input account list or build one with `search_companies`; resolve all filters with `lookup`.**
3. **Enrich accounts with firmographics, technologies, hierarchy, growth, and department data via `enrich_companies`.**
4. **Pull intent, scoops, and news where relevant; keep only signals that map to the prioritization goal.**
5. **Score accounts with transparent factors**: ICP fit, timing/urgency, reachable personas, data confidence, and strategic value.
6. **Assign each account to an action tier with a concise why-now rationale and recommended owner action.**

## Output Format

Return a concise operator-ready artifact:

- **Objective**: what this run is solving
- **Inputs used**: accounts, contacts, filters, timeframe, and assumptions
- **ZoomInfo workflow**: MCP tools used and why
- **Results**: Ranked account list with score breakdown, evidence, confidence, action tier, and next-best action.
- **Evidence**: source fields, signal dates, confidence, and caveats
- **Next actions**: the 3-5 highest-leverage follow-ups

## Quality Bar

- Resolve taxonomy-backed fields with `lookup` before search or enrichment.
- Prefer stable identifiers: ZoomInfo IDs, company domains, and emails before fuzzy names.
- Keep confidence visible. Do not hide unmatched, ambiguous, stale, or conflicting records.
- Separate verified ZoomInfo data from inference and recommendations.
- Do not invent customer pain, internal initiatives, tools, budgets, or competitor usage without evidence.
53 changes: 53 additions & 0 deletions skills/build-tam/SKILL.md
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---
name: build-tam
description: Build a market or territory TAM using ZoomInfo company search counts, reusable ICP filters, sample accounts, and assumption notes.
---

# Build TAM

Build a market or territory TAM using ZoomInfo company search counts, reusable ICP filters, sample accounts, and assumption notes.

## Input

The user will describe the job via `$ARGUMENTS`. Capture any supplied accounts, contacts, domains, companies, CRM rows, segments, territories, product motion, timeframe, output format, or activation target.

If a required entity is missing, ask one concise clarifying question. If the request is broad but actionable, proceed with a stated assumption rather than blocking.

## MCP Tool Selection

Use TAM tools by job type:

- `lookup`: mandatory for industries, locations, technologies, job functions, and other controlled filters.
- `search_companies`: primary TAM counter and sample-account source; use `meta.totalResults` for counts.
- `find_similar_companies`: expand from seed/won accounts into lookalike ICP hypotheses before sizing.
- `search_intent`: size in-market subsegments when the TAM is topic-led or demand-led.
- `search_scoops`: size event-triggered subsegments such as funding, hiring, leadership changes, projects, or pain points.
- `enrich_companies`: enrich representative samples, not the whole TAM, unless the user explicitly approves credit-consuming enrichment.

## Workflow

1. **Translate the user request into an explicit ICP**: industries, geography, employee count, revenue, technologies, growth/funding, ownership, and exclusions.
2. **Use `lookup` for every taxonomy-backed field before search. For industries, fuzzy-match each term separately and prefer specific sub-industries over broad parents.**
3. **Run `search_companies` with `pageSize**: 1` to capture `meta.totalResults` for the headline TAM count.
4. **Run segmented counts for the dimensions that matter most**: region, employee band, industry, revenue band, or technology.
5. **Pull representative accounts with `search_companies` using sorted views such as `-employeeCount` or `-revenue`; label samples as illustrative, not a census.**
6. **Stress-test assumptions**: run a broader and narrower variant and show sensitivity of TAM to the highest-leverage filters.

## Output Format

Return a concise operator-ready artifact:

- **Objective**: what this run is solving
- **Inputs used**: accounts, contacts, filters, timeframe, and assumptions
- **ZoomInfo workflow**: MCP tools used and why
- **Results**: TAM estimate, applied filters, sensitivity ranges, segment breakdowns, sample accounts, exclusions, and reusable ICP filter set.
- **Evidence**: source fields, signal dates, confidence, and caveats
- **Next actions**: the 3-5 highest-leverage follow-ups

## Quality Bar

- Resolve taxonomy-backed fields with `lookup` before search or enrichment.
- Prefer stable identifiers: ZoomInfo IDs, company domains, and emails before fuzzy names.
- Keep confidence visible. Do not hide unmatched, ambiguous, stale, or conflicting records.
- Separate verified ZoomInfo data from inference and recommendations.
- Do not invent customer pain, internal initiatives, tools, budgets, or competitor usage without evidence.
52 changes: 52 additions & 0 deletions skills/business-case-builder/SKILL.md
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---
name: business-case-builder
description: Draft a buyer-specific business case using account scale, pain hypotheses, relevant signals, stakeholders, and measurable outcome assumptions.
---

# Business Case Builder

Draft a buyer-specific business case using account scale, pain hypotheses, relevant signals, stakeholders, and measurable outcome assumptions.

## Input

The user will describe the job via `$ARGUMENTS`. Capture any supplied accounts, contacts, domains, companies, CRM rows, segments, territories, product motion, timeframe, output format, or activation target.

If a required entity is missing, ask one concise clarifying question. If the request is broad but actionable, proceed with a stated assumption rather than blocking.

## MCP Tool Selection

Use data tools to size and de-risk assumptions:

- `account_research`: preferred when CRM, opportunity, or conversation context can inform the business case.
- `enrich_companies`: scale, revenue, employee footprint, technology, funding, and hierarchy assumptions.
- `enrich_intent`, `enrich_scoops`, `enrich_news`: urgency and executive narrative.
- `find_recommended_contacts` and `search_contacts`: identify economic, technical, finance, and executive stakeholders.
- `contact_research`: use for named buyer-specific priorities when relationship history is relevant.

## Workflow

1. **Clarify buyer persona, product, desired outcome, account, and any known metric assumptions.**
2. **Enrich company data to size the opportunity**: employee count, revenue, locations, departments, growth, technologies, and hierarchy.
3. **Pull news, scoops, and intent to support urgency and business relevance.**
4. **Map stakeholders who will care about financial, operational, technical, and risk outcomes.**
5. **Build the case with explicit assumptions; use ranges when inputs are uncertain and do not fabricate ROI numbers.**
6. **Recommend proof points or data the seller should collect next to tighten the case.**

## Output Format

Return a concise operator-ready artifact:

- **Objective**: what this run is solving
- **Inputs used**: accounts, contacts, filters, timeframe, and assumptions
- **ZoomInfo workflow**: MCP tools used and why
- **Results**: Business case outline with account context, value drivers, stakeholder lens, quantified assumptions, risk notes, and next data asks.
- **Evidence**: source fields, signal dates, confidence, and caveats
- **Next actions**: the 3-5 highest-leverage follow-ups

## Quality Bar

- Resolve taxonomy-backed fields with `lookup` before search or enrichment.
- Prefer stable identifiers: ZoomInfo IDs, company domains, and emails before fuzzy names.
- Keep confidence visible. Do not hide unmatched, ambiguous, stale, or conflicting records.
- Separate verified ZoomInfo data from inference and recommendations.
- Do not invent customer pain, internal initiatives, tools, budgets, or competitor usage without evidence.
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