Inputs
Provide these when prompted. The skill asks for anything missing before it runs.
Required
- A lead-generation goal or ICP
Optional
- Tools available
- Output/CRM requirements
- Volume targets
Agent Skill
Lead Research Workflow Planner
Design an end-to-end process for finding, extracting, enriching, qualifying, and exporting leads.
Version 1.0 Updated June 2026 SKILL.md MIT 6 min read
Overview
What this skill does
Lead generation has many moving parts — sourcing, extraction, enrichment, qualification, QC, export — and skipping a stage shows up later as a messy or low-quality list.
This skill designs the whole pipeline: the stages in order, the source types, the fields to extract, the enrichment and quality-control steps, the output format, and the risks and assumptions to watch.
When to use it
Best used for
- 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
Know the limits
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
Outputs
A workflow plan with a consistent, inspectable schema.
workflow_stagesOrdered stages of the pipeline.
source_typesWhere leads come from.
extraction_fieldsFields to capture per lead.
enrichment_stepsHow to enrich records.
quality_control_stepsChecks before export.
output_formatFinal export structure.
risks_and_assumptionsWhat could go wrong.
Example
Example
A pipeline for outbound SaaS leads.
Input
Goal: 500 qualified mid-market SaaS leads/month for outbound.Output
workflow_stages: Source -> Extract -> Dedupe -> Enrich -> Qualify -> Export
source_types: Directories; search results; team pages
extraction_fields: Name, title, company, domain, source URL
enrichment_steps: Find verified emails; normalize companies
quality_control_steps: Dedupe; completeness check; ICP filter
output_format: Lead List Template (CSV)
risks_and_assumptions: Source freshness; email deliverabilityYou get a complete, ordered pipeline with QC built in and the risks named up front, ready to assign to tools and people.
Setup
How to use the skill
General steps first, then notes for specific clients where verified.
- 1Download the file using the button below, or copy the Markdown.
- 2Place it in a directory named after the skill (e.g. skill-name/).
- 3Make sure the filename stays exactly SKILL.md.
- 4Add any references or assets included with the package.
- 5Load the skill into a compatible agent and provide the required inputs.
Claude Code
- 1Create a folder for the skill and save SKILL.md inside it.
- 2Place the folder where your project's skills are discovered.
- 3Reference the skill when you want it applied to your data.
Other compatible clients
- 1Confirm the client supports the open Agent Skills format.
- 2Load the SKILL.md file as instructed by that client.
- 3If skills are not auto-loaded, paste the Markdown as instructions.
Source
Full SKILL.md source
Read the rendered skill or copy the complete Markdown. The download is generated from this exact source.
Version 1.0 SKILL.md ~2 KB MIT
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
- qualitycontrolsteps
- output_format
- risksandassumptions
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.
Before you rely on it
Safety and limitations
- A plan is not execution; results depend on tooling.
- Volume targets may need source validation.
- Review the output before acting on it.
- Do not upload confidential datasets to an external model without authorization.
- Outputs depend on the model and the source data and are not guaranteed to be accurate.
History
Changelog
- v1.0June 2026
- Initial release.
Questions
Agent Skill FAQ
What does the workflow plan cover?
Each stage end to end — sourcing, extraction, enrichment, qualification, and export — with the inputs, tools, and checks for each step so the process is repeatable.
How does this differ from the Directory Research Planner?
The Directory Research Planner focuses on where to source. This skill plans the entire pipeline from sourcing through export.
Do I need ProfileSpider to use this skill?
No. The skill works on any compatible data. ProfileSpider is one convenient way to produce that structured input.
Does running this skill send data to ProfileSpider?
No. Downloading or copying the file does not send any data to ProfileSpider. What happens afterward depends on the AI service you load it into.
Are Agent Skills the same as prompts?
No. A skill is a structured, reusable package — task, inputs, rules, process, and output format — so the workflow runs consistently and can be shared, versioned, and edited.