lead-intelligence
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ChineseLead Intelligence
线索情报
Agent-powered lead intelligence pipeline that finds, scores, and reaches high-value contacts through social graph analysis and warm path discovery.
基于Agent驱动的线索情报流程,通过社交图谱分析和暖路径发现功能,实现高价值联系人的查找、评分与对接。
When to Activate
触发场景
- User wants to find leads or prospects in a specific industry
- Building an outreach list for partnerships, sales, or fundraising
- Researching who to reach out to and the best path to reach them
- User says "find leads", "outreach list", "who should I reach out to", "warm intros"
- Needs to score or rank a list of contacts by relevance
- Wants to map mutual connections to find warm introduction paths
- 用户需要查找特定行业的线索或潜在客户
- 为合作、销售或募资搭建外联名单
- 调研需要对接的对象以及最佳对接路径
- 用户提及「找线索」、「外联名单」、「我该联系谁」、「熟人介绍」等内容
- 需要按相关性对联系人列表进行评分或排名
- 需要梳理共同联系人以找到熟人介绍路径
Tool Requirements
工具要求
Required
必选
- Exa MCP — Deep web search for people, companies, and signals ()
web_search_exa - X API — Follower/following graph, mutual analysis, recent activity (,
X_BEARER_TOKEN)X_ACCESS_TOKEN
- Exa MCP — 用于人物、企业和信号的深度网络搜索()
web_search_exa - X API — 用于关注/粉丝关系图谱、共同关联分析、近期动态查询(需要配置、
X_BEARER_TOKEN)X_ACCESS_TOKEN
Optional (enhance results)
可选(用于优化结果)
- LinkedIn — Via browser-use MCP or direct API for connection graph
- Apollo/Clay API — For enrichment cross-reference if user has access
- GitHub MCP — For developer-centric lead qualification
- LinkedIn — 通过browser-use MCP或者直接调用API获取关系图谱
- Apollo/Clay API — 如果用户有访问权限,可用于数据交叉补全
- GitHub MCP — 用于面向开发者群体的线索筛选
Pipeline Overview
流程概览
┌─────────────┐ ┌──────────────┐ ┌─────────────────┐ ┌──────────────┐ ┌─────────────────┐
│ 1. Signal │────>│ 2. Mutual │────>│ 3. Warm Path │────>│ 4. Enrich │────>│ 5. Outreach │
│ Scoring │ │ Ranking │ │ Discovery │ │ │ │ Draft │
└─────────────┘ └──────────────┘ └─────────────────┘ └──────────────┘ └─────────────────┘┌─────────────┐ ┌──────────────┐ ┌─────────────────┐ ┌──────────────┐ ┌─────────────────┐
│ 1. Signal │────>│ 2. Mutual │────>│ 3. Warm Path │────>│ 4. Enrich │────>│ 5. Outreach │
│ Scoring │ │ Ranking │ │ Discovery │ │ │ │ Draft │
└─────────────┘ └──────────────┘ └─────────────────┘ └──────────────┘ └─────────────────┘Stage 1: Signal Scoring
阶段1:信号评分
Search for high-signal people in target verticals. Assign a weight to each based on:
| Signal | Weight | Source |
|---|---|---|
| Role/title alignment | 30% | Exa, LinkedIn |
| Industry match | 25% | Exa company search |
| Recent activity on topic | 20% | X API search, Exa |
| Follower count / influence | 10% | X API |
| Location proximity | 10% | Exa, LinkedIn |
| Engagement with your content | 5% | X API interactions |
在目标垂直领域搜索高信号值人物,根据以下维度为每个对象分配权重:
| 信号 | 权重 | 来源 |
|---|---|---|
| 角色/职位匹配度 | 30% | Exa、LinkedIn |
| 行业匹配度 | 25% | Exa企业搜索 |
| 相关主题近期动态 | 20% | X API搜索、Exa |
| 粉丝数/影响力 | 10% | X API |
| 地理位置邻近度 | 10% | Exa、LinkedIn |
| 对你内容的互动度 | 5% | X API互动数据 |
Signal Search Approach
信号搜索方法
python
undefinedpython
undefinedStep 1: Define target parameters
Step 1: Define target parameters
target_verticals = ["prediction markets", "AI tooling", "developer tools"]
target_roles = ["founder", "CEO", "CTO", "VP Engineering", "investor", "partner"]
target_locations = ["San Francisco", "New York", "London", "remote"]
target_verticals = ["prediction markets", "AI tooling", "developer tools"]
target_roles = ["founder", "CEO", "CTO", "VP Engineering", "investor", "partner"]
target_locations = ["San Francisco", "New York", "London", "remote"]
Step 2: Exa deep search for people
Step 2: Exa deep search for people
for vertical in target_verticals:
results = web_search_exa(
query=f"{vertical} {role} founder CEO",
category="company",
numResults=20
)
# Score each result
for vertical in target_verticals:
results = web_search_exa(
query=f"{vertical} {role} founder CEO",
category="company",
numResults=20
)
# Score each result
Step 3: X API search for active voices
Step 3: X API search for active voices
x_search = search_recent_tweets(
query="prediction markets OR AI tooling OR developer tools",
max_results=100
)
x_search = search_recent_tweets(
query="prediction markets OR AI tooling OR developer tools",
max_results=100
)
Extract and score unique authors
Extract and score unique authors
undefinedundefinedStage 2: Mutual Ranking
阶段2:双向排名
For each scored target, analyze the user's social graph to find the warmest path.
针对每个完成评分的目标对象,分析用户的社交图谱,找到最顺畅的对接路径。
Algorithm
算法
- Pull user's X following list and LinkedIn connections
- For each high-signal target, check for shared connections
- Rank mutuals by:
| Factor | Weight |
|---|---|
| Number of connections to targets | 40% — highest weight, most connections = highest rank |
| Mutual's current role/company | 20% — decision maker vs individual contributor |
| Mutual's location | 15% — same city = easier intro |
| Industry alignment | 15% — same vertical = natural intro |
| Mutual's X handle / LinkedIn | 10% — identifiability for outreach |
- 拉取用户的X关注列表和LinkedIn联系人
- 针对每个高信号值目标,检查是否有共同联系人
- 按以下维度对共同联系人排名:
| 影响因素 | 权重 |
|---|---|
| 与目标的连接数 | 40% — 权重最高,连接数越多排名越高 |
| 共同联系人的当前职位/所属公司 | 20% — 决策者权重高于普通员工 |
| 共同联系人的地理位置 | 15% — 同城更容易促成介绍 |
| 行业匹配度 | 15% — 同垂直领域的介绍更自然 |
| 共同联系人的X账号/LinkedIn信息 | 10% — 身份可识别度高便于外联 |
Output Format
输出格式
MUTUAL RANKING REPORT
=====================
#1 @mutual_handle (Score: 92)
Name: Jane Smith
Role: Partner @ Acme Ventures
Location: San Francisco
Connections to targets: 7
Connected to: @target1, @target2, @target3, @target4, @target5, @target6, @target7
Best intro path: Jane invested in Target1's company
#2 @mutual_handle2 (Score: 85)
...MUTUAL RANKING REPORT
=====================
#1 @mutual_handle (Score: 92)
Name: Jane Smith
Role: Partner @ Acme Ventures
Location: San Francisco
Connections to targets: 7
Connected to: @target1, @target2, @target3, @target4, @target5, @target6, @target7
Best intro path: Jane invested in Target1's company
#2 @mutual_handle2 (Score: 85)
...Stage 3: Warm Path Discovery
阶段3:暖路径发现
For each target, find the shortest introduction chain:
You ──[follows]──> Mutual A ──[invested in]──> Target Company
You ──[follows]──> Mutual B ──[co-founded with]──> Target Person
You ──[met at]──> Event ──[also attended]──> Target Person为每个目标对象找到最短的介绍链路:
You ──[follows]──> Mutual A ──[invested in]──> Target Company
You ──[follows]──> Mutual B ──[co-founded with]──> Target Person
You ──[met at]──> Event ──[also attended]──> Target PersonPath Types (ordered by warmth)
路径类型(按亲近度排序)
- Direct mutual — You both follow/know the same person
- Portfolio connection — Mutual invested in or advises target's company
- Co-worker/alumni — Mutual worked at same company or attended same school
- Event overlap — Both attended same conference/program
- Content engagement — Target engaged with mutual's content or vice versa
- 直接共同联系人 — 你们都关注/认识同一个人
- 投资组合关联 — 共同联系人投资过目标的公司或担任其顾问
- 同事/校友关系 — 共同联系人和目标曾就职于同一家公司或就读于同一所学校
- 活动交集 — 双方都参加过同一场会议/项目
- 内容互动 — 目标互动过共同联系人的内容,反之亦然
Stage 4: Enrichment
阶段4:信息补全
For each qualified lead, pull:
- Full name, current title, company
- Company size, funding stage, recent news
- Recent X posts (last 30 days) — topics, tone, interests
- Mutual interests with user (shared follows, similar content)
- Recent company events (product launch, funding round, hiring)
为每个通过筛选的线索拉取以下信息:
- 全名、当前职位、所属公司
- 公司规模、融资阶段、近期动态
- 近期X帖子(近30天)—— 主题、语气、兴趣点
- 与用户的共同兴趣(共同关注的账号、相似内容偏好)
- 公司近期事件(产品发布、融资、招聘)
Enrichment Sources
补全信息来源
- Exa: company data, news, blog posts
- X API: recent tweets, bio, followers
- GitHub: open source contributions (for developer-centric leads)
- LinkedIn (via browser-use): full profile, experience, education
- Exa:企业数据、新闻、博客文章
- X API:近期推文、个人简介、粉丝数据
- GitHub:开源贡献记录(面向开发者类线索)
- LinkedIn(通过browser-use):完整个人资料、工作经历、教育背景
Stage 5: Outreach Draft
阶段5:外联草稿
Generate personalized outreach for each lead. Two modes:
为每个线索生成个性化外联内容,支持两种模式:
Warm Intro Request (to mutual)
向共同联系人请求介绍(暖介绍)
hey [mutual name],
quick ask. i see you know [target name] at [company].
i'm building [your product] which [1-line relevance to target].
would you be open to a quick intro? happy to send you a
forwardable blurb.
[your name]hey [mutual name],
quick ask. i see you know [target name] at [company].
i'm building [your product] which [1-line relevance to target].
would you be open to a quick intro? happy to send you a
forwardable blurb.
[your name]Direct Cold Outreach (to target)
直接给目标的冷外联
hey [target name],
[specific reference to their recent work/post/announcement].
i'm [your name], building [product]. [1 line on why this is
relevant to them specifically].
[specific low-friction ask].
[your name]hey [target name],
[specific reference to their recent work/post/announcement].
i'm [your name], building [product]. [1 line on why this is
relevant to them specifically].
[specific low-friction ask].
[your name]Anti-Patterns (never do)
反面案例(绝对不要做)
- Generic templates with no personalization
- Long paragraphs explaining your whole company
- Multiple asks in one message
- Fake familiarity ("loved your recent talk!" without specifics)
- Bulk-sent messages with visible merge fields
- 无任何个性化内容的通用模板
- 大段文字介绍你的公司全貌
- 一条消息里提出多个请求
- 虚假的熟悉感(比如没有具体依据就说「loved your recent talk!」)
- 批量发送带有明显合并字段的消息
Configuration
配置
Users should set these environment variables:
bash
undefined用户需要设置以下环境变量:
bash
undefinedRequired
Required
export X_BEARER_TOKEN="..."
export X_ACCESS_TOKEN="..."
export X_ACCESS_TOKEN_SECRET="..."
export X_API_KEY="..."
export X_API_SECRET="..."
export EXA_API_KEY="..."
export X_BEARER_TOKEN="..."
export X_ACCESS_TOKEN="..."
export X_ACCESS_TOKEN_SECRET="..."
export X_API_KEY="..."
export X_API_SECRET="..."
export EXA_API_KEY="..."
Optional
Optional
export LINKEDIN_COOKIE="..." # For browser-use LinkedIn access
export APOLLO_API_KEY="..." # For Apollo enrichment
undefinedexport LINKEDIN_COOKIE="..." # For browser-use LinkedIn access
export APOLLO_API_KEY="..." # For Apollo enrichment
undefinedAgents
Agents
This skill includes specialized agents in the subdirectory:
agents/- signal-scorer — Searches and ranks prospects by relevance signals
- mutual-mapper — Maps social graph connections and finds warm paths
- enrichment-agent — Pulls detailed profile and company data
- outreach-drafter — Generates personalized messages
本技能在子目录下包含多个专用Agent:
agents/- signal-scorer — 根据相关性信号搜索并排名潜在客户
- mutual-mapper — 梳理社交图谱连接并找到暖路径
- enrichment-agent — 拉取详细的个人资料和企业数据
- outreach-drafter — 生成个性化消息
Example Usage
使用示例
User: find me the top 20 people in prediction markets I should reach out to
Agent workflow:
1. signal-scorer searches Exa and X for prediction market leaders
2. mutual-mapper checks user's X graph for shared connections
3. enrichment-agent pulls company data and recent activity
4. outreach-drafter generates personalized messages for top ranked leads
Output: Ranked list with warm paths and draft outreach for each用户:帮我找20个预测市场领域我应该对接的顶尖人物
Agent工作流:
1. signal-scorer通过Exa和X搜索预测市场领域的领袖
2. mutual-mapper检查用户的X社交图谱寻找共同联系人
3. enrichment-agent拉取企业数据和近期动态
4. outreach-drafter为排名靠前的线索生成个性化消息
输出:带暖路径的排名列表,以及每个线索的外联草稿