Vendor Directory Builder

Vendor Directory Builder

What this produces

A filterable Excel workbook the user can actually work from:

• Directory tab: one row per provider, with contact info, service area, a "Serves " flag, ratings, license/credential status, strengths, the source signal (who recommended them / how they surfaced), cautions, a confidence read, and a top-pick star.
• Top Picks tab: the single best, verified, market-serving option per category, plus runners-up and a small summary block.
• Methodology tab: how the list was built and a reusable vetting playbook, so the user (or their team) trusts the list and can keep filling it.
• Optional reference tab(s): domain-specific "obscure but critical" data the job needs (e.g., the utility districts that own the water main and set tap fees, permit offices, licensing boards). Add these whenever the use case has a hidden layer.

scripts/build_directory.py generates all of this from one JSON config, so the format is consistent every time and you never hand-format a spreadsheet.

Why this method works (read this, it drives every decision)

Two weak signals combine into one strong one:

1. Community recommendations are social proof from people who actually paid. When an investor in a local Facebook group answers "who's a good plumber?" by naming a company, that's a referral backed by a real transaction, far better than an ad. The single strongest signal is cross-validation: when two or more different people independently name the same provider, call that one first.
2. Public records are independent verification. Reviews, license boards, BBB, and the company's own site confirm the provider exists, is licensed where required, is still in business, and serves the target area, none of which a forum post proves.

Neither alone is enough. A forum name with no paper trail might be someone's cousin; a 5-star Google result might be a national lead-gen shop that never picks up. The value of this skill is doing both and being honest about what couldn't be confirmed.

The workflow

Six phases. Don't skip Phase 0, and don't let Phase 2 (verification) slide: an unverified directory is worse than no directory because someone will act on it.

Phase 0: Scope it (ask before building)

Use AskUserQuestion to pin down what actually changes the work. At minimum:

• Market / geography: the county, city, or metro (and any secondary counties). This becomes the "Serves " column and the removal test in Phase 3.
• The use case: what is this directory for? This determines the role/category taxonomy you must cover (a house-flip crew is not a rental-turnover bench, and neither is a wedding vendor list). See references/use-case-taxonomies.md.
• The community source(s) to mine: which Facebook group / forum / subreddit / Slack / referral thread, and whether you can reach it (a private group needs the user's logged-in browser; confirm access or fall back to public sources).
• Deliverable + vetting priorities: usually the Excel directory; ask what to weight (experience, reliability/reviews, price, licensing) so ranking reflects their world.

If the session is unattended or the user says "just go," make the reasonable call, state your assumptions at the top of your response, and proceed. Don't block on a question no one is there to answer.

Phase 1: Source from the community

Mine the named community first, because its recommendations are the highest-signal input. Full techniques in references/sourcing-playbook.md; the essentials:

• Use the community's in-group search, once per category/trade term, rather than scrolling the feed. Harvest two things: providers advertising their own services (contact is right in the post) and recommendation-request threads where members name their people in the comments (open those threads to read the comments, because that's where the gold is).
• Capture for each: name/company, contact, category/trade, who recommended them, and sentiment. Flag anyone named by two or more people.
• If the group is thin for a category (specialty trades often are), note it and lean on public sourcing in Phase 2. That's expected, not a failure.

Phase 2: Cross-verify against public records

This is the phase that makes the list trustworthy. Fan this out with subagents (one per category cluster) so it's fast and each keeps a clean context. Full checklist in references/vetting-checklist.md; for each provider confirm: real business, best phone/email, website, service area covers the target market, rating + review count (a 5.0 on 3 reviews is not a 4.8 on 300), license/credential status on the relevant board, BBB, red flags, and a confidence read.

The non-negotiable rule: never fabricate. People will dial these numbers and sign contracts off this sheet. If a phone, license number, email, or rating can't be verified, write "not found", never a plausible guess. Accuracy beats completeness every time. This applies doubly when the user hands you a found or AI-generated list: treat every field as a claim to verify, not a fact. In practice these lists routinely contain wrong phone numbers, overstated capabilities, or businesses that don't exist in the target market, and catching those is the deliverable.

Phase 3: Market sweep, gap analysis, and the niche layer

Three checks that turn a pile of names into a usable bench:

• Geography sweep. Confirm each provider actually serves the target market. Cut the ones that don't (out-of-area, too far to realistically cover a secondary county). Mark metro-local providers whose coverage of a secondary area isn't published as "Confirm " rather than dropping them: likely fine, just verify on the call.
• Gap analysis. Compare what you have against the full role taxonomy for the use case (references/use-case-taxonomies.md). Name the missing categories and fill them from public sources. Cover the whole job, not just the obvious trades.
• The niche / obscure layer. Most use cases have a hidden layer the obvious list misses: the specialty vendors and the non-vendor bodies that gate the work (licensing boards, permit offices, HOAs, and for utilities, the districts that own the main and set tap fees). Surfacing this is often the most valuable part. Put reference data like this in its own tab.

Phase 4: Build the deliverable

Assemble everything into one JSON config and run the builder, and don't hand-format a spreadsheet:

python scripts/build_directory.py <config.json> <output.xlsx>

The config schema and a runnable example are in assets/ (config_schema.md, example_config.json). The script produces the Directory + Top Picks + Methodology tabs and any reference tabs you define, with consistent formatting, a filter, confidence and "serves-market" color coding, and computed summary counts.

Phase 5: Verify and deliver

Spot-check a few phone numbers and any license claims, sanity-check that nothing fabricated slipped in, then deliver the file. Offer the natural next steps: expand a thin category, geography-check against a new sub-market, or turn the top picks into a one-page call sheet.

A note on scale

Match effort to the ask. "Find me a couple good plumbers" is a light pass; "build my whole flip crew for this county and vet everyone" warrants the full six phases with fan-out verification. When in doubt on a sourcing/vetting task, lean thorough: the cost of a wrong number in this deliverable is a real person's wasted afternoon.

Reference material

Read these as the phase calls for them (don't front-load them all):