Lead Enrichment Pipeline

Lead Enrichment Pipeline

Takes leads in NEW stage and enriches them through research, contact discovery, email validation, and personalization. Moves them to OUTREACH_READY.

Prerequisites

• agency.config.json populated (tools, ICP, CRM)
• Leads in CRM with stage = NEW (from signal-to-lead)
• Tool stack configured for enrichment method (API vs browser)

Capabilities Used

1. company-researcher -- business research
2. cro-auditor -- website audit
3. decision-maker-finder -- find contacts
4. apollo-lead-finder or manual enrichment -- get email/phone/LinkedIn
5. email-validator -- validate emails
6. personalization-enricher -- build personalization packet (for HOT leads)

Phase 0: Intake

Read agency.config.json:

• tools.lead_enrichment -- determines enrichment method
• tools.email_validation -- determines validation method
• crm.tabs -- where to read/write leads

Query CRM for leads with stage = NEW, sorted by score (HOT first).

Ask user:

• "Found N new leads. Enrich all, or just HOT leads?" (default: HOT + WARM)
• "Run personalization enricher for HOT leads?" (default: yes)

Phase 1: Company Research

For each lead, execute company-researcher:

• Visit website, research business
• Capture tech stack, social presence, pain points
• Update CRM with research data

Phase 2: CRO Audit

For each lead with a website, execute cro-auditor:

• Audit key pages
• Find 3 actionable issues with outreach hooks
• Update CRM with findings

Phase 3: Decision Maker Discovery

For each lead, execute decision-maker-finder:

• Find right contact based on company size + ICP titles
• Determine execution path from tools.lead_enrichment:

API Path (tools.lead_enrichment.access === "api")

• Use Apollo People Search API to find contacts
• Enrich to get email, phone, LinkedIn
• 1 Apollo credit per enrichment

Browser Path (tools.lead_enrichment.access === "browser")

• Use Chrome automation to search Apollo.io
• Navigate to People Search
• Enter company domain + title filters
• Copy contact details from results
• No API credits used (free plan)

Manual Path (tools.lead_enrichment.access === "manual")

• Use WebSearch to find team page, LinkedIn profiles
• Extract names, titles, LinkedIn URLs
• No emails without enrichment tool

APPROVAL GATE (API path only): "About to enrich N contacts using N Apollo credits. Proceed?"

Phase 4: Email Validation

Execute email-validator for all discovered emails:

• Check tool config for method (API vs browser)
• Validate each email
• Handle invalids (find alternatives or mark LinkedIn-only)

APPROVAL GATE: "About to validate N emails using N credits. Proceed?"

Phase 5: Personalization (HOT leads only)

For leads scored HOT, execute personalization-enricher:

• Build full personalization packet
• Assemble company + CRO + person research into JSON
• Generate recommended approach and opening line

WARM leads skip this step (Tier 2 personalization at message generation).

Phase 6: Update CRM

For each lead:

• Update stage: NEW -> RESEARCHED (after company research + CRO)
• Update stage: RESEARCHED -> ENRICHED (after contact discovery + email validation)
• Update stage: ENRICHED -> OUTREACH_READY (after personalization, or immediately for WARM)
• Write all collected data to CRM columns

Phase 7: Summary

ENRICHMENT PIPELINE SUMMARY
---
Leads processed: N
Company research completed: N
CRO audits completed: N
Decision makers found: N contacts across M companies
Emails validated: N (X valid, Y catch-all, Z invalid)
Personalization packets built: N (HOT leads)

Credits used:
- Apollo: N credits
- ZeroBounce: N credits

Leads now OUTREACH_READY: N
Next step: Run /outreach-draft-pipeline to generate messages

Example Usage

Trigger phrases:

• "Enrich today's leads"
• "Research and enrich HOT leads"
• "Run the enrichment pipeline"
• "Find contacts for these companies"