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list-building

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Original

English
🇨🇳

Translation

Chinese

List Building Skill

潜在客户列表构建Skill

Build targeted lists of potential buyers from LinkedIn based on Ideal Customer Profile (ICP) criteria. This skill is for prospecting - finding people who might buy your product or service, not for competitive analysis.
基于ICP（理想客户画像）标准，从LinkedIn构建精准的潜在买家列表。该Skill用于潜在客户开发——寻找可能购买您产品或服务的人群，不适用于竞品分析。

Process

流程

Step 0: Load Defaults & Check Scope

步骤0：加载默认设置并检查范围

First, check for saved decisions:
Read 
.business_growth/sales/DECISIONS.md
if it exists. This file stores global defaults like:
  • Buyer persona and target titles
  • Target industries and exclusions
  • Company segment preferences
  • Sales Navigator availability
  • Competitors to exclude
If DECISIONS.md exists: Ask the user: "I found your saved preferences. Want to use these defaults, or customize for this specific list?"
  • (A) Use defaults → Skip to Step 1, only ask list-specific questions (target lead count, any overrides)
  • (B) Customize → Go through the full discovery questions below
  • (C) Update defaults → Go through questions and save new answers to DECISIONS.md
If DECISIONS.md doesn't exist: Go through the full discovery process and offer to save answers as defaults at the end.
首先，检查已保存的决策：
如果存在
.business_growth/sales/DECISIONS.md
文件，请读取它。该文件存储全局默认设置，例如：
  • 买家画像与目标职位头衔
  • 目标行业与排除项
  • 企业细分偏好
  • Sales Navigator可用性
  • 需排除的竞品
若DECISIONS.md已存在： 询问用户："我找到了您保存的偏好设置。是否要使用这些默认设置，还是针对本次列表进行自定义？"
  • (A) 使用默认设置 → 跳至步骤1，仅询问列表专属问题（目标线索数量、任何覆盖设置）
  • (B) 自定义 → 执行下方完整的需求调研问题
  • (C) 更新默认设置 → 执行需求调研问题并将新答案保存至DECISIONS.md
若DECISIONS.md不存在： 执行完整的需求调研流程，并在最后询问是否将答案保存为默认设置。

Step 0b: Resolve Campaign Context

步骤0b：确定营销活动上下文

If 
campaign_id
provided:
  • Use it directly as the campaign context
If 
campaign_id
not provided:
  1. Check for existing campaigns in 
    .business_growth/sales/campaigns/
  2. If campaigns exist, ask user:
    • (A) Create new campaign → Generate a meaningful snake_case name based on criteria (e.g., 
      campaign_fintech_vp_eng
      )
    • (B) Add to existing campaign → Select from available campaigns
  3. If no campaigns exist, create a new one
Establish 
campaign_id
before proceeding.
若提供了
campaign_id
：
  • 直接将其作为营销活动上下文使用
若未提供
campaign_id
：
  1. 检查
    .business_growth/sales/campaigns/
    目录下的现有营销活动
  2. 若存在营销活动，询问用户：
    • (A) 创建新营销活动 → 根据筛选条件生成有意义的蛇形命名（例如：
      campaign_fintech_vp_eng
      ）
    • (B) 添加至现有营销活动 → 从可用营销活动中选择
  3. 若不存在任何营销活动，则创建新活动
在继续后续步骤前先确定
campaign_id
。

Step 0c: Full Discovery (if not using defaults)

步骤0c：完整需求调研（若不使用默认设置）

Gather context:
  • Check existing campaigns in 
    .business_growth/sales/campaigns/
    to understand prior work
  • Review any existing ICP definitions or campaign history
Ask clarifying questions (one at a time):
  • Prefer multiple choice when options are clear
  • Focus on understanding: purpose, constraints, success criteria
Global questions (save to DECISIONS.md):
  • "Who is your buyer? What role typically makes or influences the purchase decision?"
  • "What problem does your product solve for them?"
  • "Any industries where your buyers typically work? (e.g., security, fintech, healthcare)"
  • "Any spaces to exclude? (e.g., no agencies, no consulting firms, no competitors)"
  • "Company segment: (A) SMB (< 50 employees), (B) Mid-market (50-500), (C) Enterprise (500+), or (D) Any size?"
  • "Do you have LinkedIn Sales Navigator?"
List-specific questions (always ask):
  • "What's the goal for this specific list - demos, trials, partnerships?"
  • "How many leads are you looking to have in this list?"
  • "Any specific geography or filters for this list?"
Explore approaches: After understanding requirements, propose 2-3 different approaches:
  • Present options conversationally with trade-offs
  • Lead with your recommended approach and explain why
Save decisions: If user went through full discovery, ask: "Want me to save these as your defaults for future lists?" If yes, create/update 
.business_growth/sales/DECISIONS.md
收集上下文信息：
  • 查看
    .business_growth/sales/campaigns/
    下的现有营销活动，了解过往工作内容
  • 审阅任何已有的ICP定义或营销活动历史
提出澄清问题（逐一询问）：
  • 若选项明确，优先使用选择题形式
  • 重点了解：目标、约束条件、成功标准
全局问题（保存至DECISIONS.md）：
  • "您的目标买家是谁？通常是谁做出或影响购买决策？"
  • "您的产品为他们解决了什么问题？"
  • "您的买家通常就职于哪些行业？（例如：安全、金融科技、医疗健康）"
  • "有哪些领域需要排除？（例如：不包含代理机构、咨询公司、竞品）"
  • "企业细分：(A) 中小企业（<50名员工），(B) 中大型企业（50-500名员工），(C) 大型企业（500+名员工），或(D) 不限规模？"
  • "您是否拥有LinkedIn Sales Navigator？"
列表专属问题（必问）：
  • "本次列表的目标是什么？安排演示、试用、建立合作关系？"
  • "您希望该列表包含多少条线索？"
  • "本次列表有特定的地域或筛选条件吗？"
探索实施方法： 在了解需求后，提出2-3种不同的实施方法：
  • 以对话形式呈现选项及各选项的优劣势
  • 优先推荐您认为最合适的方法并说明理由
保存决策： 若用户完成了完整的需求调研，询问："是否要将这些设置保存为未来列表的默认设置？" 若用户同意，创建/更新
.business_growth/sales/DECISIONS.md
文件

Step 1: Define ICP Criteria

步骤1：定义ICP筛选条件

Once you understand the user's goals from Step 0, nail down the specific buyer criteria. Fill in any gaps by asking targeted questions (one at a time):
  • Buyer Persona: Who buys? Decision-maker vs. influencer vs. end-user
  • Target Titles: VP Engineering, Head of Product, CTO, Director of Sales, etc.
  • Target Industries/Verticals: Where do your buyers work? Security, fintech, healthcare, SaaS, etc.
  • Company Segment: SMB (< 50), mid-market (50-500), enterprise (500+)
  • Company Characteristics: Funding stage, revenue range, tech stack
  • Geography: Countries, states, cities
  • Exclusions: Industries to skip, competitors, company types to avoid
  • Additional Filters: Years in role, keywords, specific companies to include/exclude
在步骤0中了解用户目标后，明确具体的买家筛选条件。通过逐一询问针对性问题填补信息空白：
  • 买家画像：谁是买家？决策者、影响者还是终端用户
  • 目标职位头衔：工程副总裁、产品负责人、CTO、销售总监等
  • 目标行业/垂直领域：买家就职于哪些行业？安全、金融科技、医疗健康、SaaS等
  • 企业细分：中小企业（<50人）、中大型企业（50-500人）、大型企业（500+人）
  • 企业特征：融资阶段、收入范围、技术栈
  • 地域：国家、州、城市
  • 排除项：需跳过的行业、竞品、需排除的企业类型
  • 额外筛选条件：任职年限、关键词、需包含/排除的特定企业

Step 2: Create ICP Document

步骤2：创建ICP文档

Save ICP definition to 
.business_growth/sales/campaigns/<campaign_id>/icp.md
:
markdown
undefined
将ICP定义保存至
.business_growth/sales/campaigns/<campaign_id>/icp.md
：
markdown
undefined

ICP Definition

ICP Definition

Buyer Profile

Buyer Profile

  • Buyer Persona: <decision-maker / influencer / end-user>
  • Titles: <list of titles>
  • Problem We Solve: <what pain point does this buyer have?>
  • Buyer Persona: <decision-maker / influencer / end-user>
  • Titles: <list of titles>
  • Problem We Solve: <what pain point does this buyer have?>

Target Companies

Target Companies

  • Industries/Verticals: <list of industries>
  • Company Segment: <SMB / Mid-market / Enterprise>
  • Company Size: <employee count or revenue range>
  • Funding Stage: <stages>
  • Geography: <locations>
  • Industries/Verticals: <list of industries>
  • Company Segment: <SMB / Mid-market / Enterprise>
  • Company Size: <employee count or revenue range>
  • Funding Stage: <stages>
  • Geography: <locations>

Exclusions

Exclusions

  • Industries to Skip: <e.g., agencies, consulting, government>
  • Competitors: <companies to exclude>
  • Other Exclusions: <e.g., no startups under 10 people>
  • Industries to Skip: <e.g., agencies, consulting, government>
  • Competitors: <companies to exclude>
  • Other Exclusions: <e.g., no startups under 10 people>

List Goals

List Goals

  • Target Lead Count: <estimated number of leads>
  • Sales Navigator: <yes/no>
  • Target Lead Count: <estimated number of leads>
  • Sales Navigator: <yes/no>

Search Strategy

Search Strategy

  • LinkedIn Search URL: <url>
  • Filters Applied: <description>
  • LinkedIn Search URL: <url>
  • Filters Applied: <description>

Notes

Notes

<any additional context> ```
<any additional context> ```

Step 3: Search LinkedIn

步骤3：在LinkedIn上搜索

  1. Get browser context with 
    tabs_context_mcp
  2. Navigate to the appropriate search tool:
    • With Sales Navigator: Go to 
      linkedin.com/sales/search/people
      - better filters (company size, seniority, years in role), higher limits, lead saving
    • Without Sales Navigator: Use standard LinkedIn search at 
      linkedin.com/search/results/people/
  3. Apply search filters based on ICP
  4. Take screenshot to verify results
  5. Adjust filters if results don't match expected count
Important Rate Limits:
  • Sales Navigator: ~100 profile views/day, can save leads to lists
  • Standard LinkedIn: ~30 profiles/hour, ~100/day
  • Space out searches to avoid restrictions
  1. 使用
    tabs_context_mcp
    获取浏览器上下文
  2. 导航至合适的搜索工具：
    • 拥有Sales Navigator权限：访问
      linkedin.com/sales/search/people
      ——具备更丰富的筛选条件（企业规模、职级、任职年限）、更高的搜索限制、可保存线索
    • 无Sales Navigator权限：使用LinkedIn标准搜索
      linkedin.com/search/results/people/
  3. 基于ICP设置应用搜索筛选条件
  4. 截图验证搜索结果
  5. 若结果数量不符合预期，调整筛选条件
重要的访问限制:
  • Sales Navigator：约100个资料/天，可将线索保存至列表
  • 标准LinkedIn：约30个资料/小时，约100个/天
  • 分散搜索时间以避免账号受限

Step 4: Extract Lead Data

步骤4：提取线索数据

For each prospect, capture:
  • Name: Full name
  • Title: Current job title
  • Company: Current employer
  • LinkedIn URL: Profile URL
  • Location: Geographic location
  • Headline: Profile headline
Use 
read_page
to extract structured data from search results or profiles.
针对每个潜在客户，收集以下信息：
  • 姓名：全名
  • 职位头衔：当前职位
  • 企业：当前雇主
  • LinkedIn URL：个人主页链接
  • 地域：地理位置
  • 个人简介：主页头部简介
使用
read_page
从搜索结果或个人主页中提取结构化数据。

Step 5: Save Lead List

步骤5：保存线索列表

Create 
.business_growth/sales/campaigns/<campaign_id>/LIST.md
:
markdown
undefined
创建
.business_growth/sales/campaigns/<campaign_id>/LIST.md
：
markdown
undefined

Lead List: <Descriptive Name>

Lead List: <Descriptive Name>

Metadata

Metadata

  • Campaign: <campaign_id> # e.g., campaign_fintech_vp_eng
  • Created: <ISO timestamp>
  • Source: LinkedIn Search
  • ICP: See icp.md
  • Total Leads: <count>
  • Campaign: <campaign_id> # e.g., campaign_fintech_vp_eng
  • Created: <ISO timestamp>
  • Source: LinkedIn Search
  • ICP: See icp.md
  • Total Leads: <count>

Leads

Leads

1. <Full Name>

1. <Full Name>

  • LinkedIn: <url>
  • Role: <title> at <company>
  • Location: <location>
  • Headline: <headline>
  • LinkedIn: <url>
  • Role: <title> at <company>
  • Location: <location>
  • Headline: <headline>

2. <Full Name>

2. <Full Name>

  • LinkedIn: <url>
  • Role: <title> at <company>
  • Location: <location>
  • Headline: <headline>
<!-- Continue for all leads --> 
undefined
  • LinkedIn: <url>
  • Role: <title> at <company>
  • Location: <location>
  • Headline: <headline>
<!-- Continue for all leads --> 
undefined

Step 6: Report Summary

步骤6：生成总结报告

Provide summary to user:
  • Total leads found
  • Breakdown by title/company/location
  • Recommendations for next steps (create campaign, research top prospects)
  • Any issues encountered (rate limits, restricted profiles)
向用户提供以下总结：
  • 找到的线索总数
  • 按职位头衔/企业/地域划分的明细
  • 后续步骤建议（创建营销活动、重点潜在客户调研）
  • 遇到的任何问题（访问限制、受限资料）

Browser Tools Used

使用的浏览器工具

ToolPurpose
tabs_context_mcp
Get browser context
tabs_create_mcp
Create new tab for LinkedIn
navigate
Go to LinkedIn search
read_page
Extract search results and profiles
find
Locate search filters and results
form_input
Enter search criteria
computer
Click, scroll, screenshot
工具用途
tabs_context_mcp
获取浏览器上下文
tabs_create_mcp
创建LinkedIn新标签页
navigate
导航至LinkedIn搜索页面
read_page
提取搜索结果和个人主页数据
find
定位搜索筛选器和结果
form_input
输入搜索条件
computer
点击、滚动、截图

Tips for Better Results

优化结果的技巧

  1. Use Boolean search: Combine terms with AND, OR, NOT
  2. Leverage 2nd degree connections: Often higher response rates
  3. Check for recent activity: Active profiles are more responsive
  4. Note shared connections: Useful for warm introductions
  5. Save search URL: Can rerun later for new prospects
  1. 使用布尔搜索：用AND、OR、NOT组合关键词
  2. 利用二度人脉：通常回复率更高
  3. 查看近期动态：活跃的资料回复率更高
  4. 记录共同人脉：有助于获得温暖引荐
  5. 保存搜索链接：可后续重新运行以获取新线索

Next Steps After List Building

列表构建完成后的后续步骤

Suggest to user (pass 
campaign_id
to each):
  1. Use 
    /opportunity-master:lead-research <campaign_id>
    to research top prospects
  2. Use 
    /opportunity-master:campaign-creation <campaign_id>
    to create outreach campaign
  3. Review and prioritize list before outreach
向用户建议以下操作（需传入
campaign_id
）：
  1. 使用
    /opportunity-master:lead-research <campaign_id>
    调研重点潜在客户
  2. 使用
    /opportunity-master:campaign-creation <campaign_id>
    创建触达营销活动
  3. 在触达前审阅并优先处理列表

Global Decisions File

全局决策文件

The 
.business_growth/sales/DECISIONS.md
file stores user preferences to avoid repetitive questions:
markdown
undefined
.business_growth/sales/DECISIONS.md
文件存储用户偏好设置，避免重复询问相同问题：
markdown
undefined

Sales Decisions & Defaults

Sales Decisions & Defaults

Last Updated

Last Updated

<ISO timestamp>
<ISO timestamp>

Buyer Profile

Buyer Profile

  • Buyer Persona: <decision-maker / influencer / end-user>
  • Target Titles: <list of titles>
  • Problem We Solve: <what pain point do we address?>
  • Buyer Persona: <decision-maker / influencer / end-user>
  • Target Titles: <list of titles>
  • Problem We Solve: <what pain point do we address?>

Target Market

Target Market

  • Industries/Verticals: <list of industries>
  • Company Segment: <SMB / Mid-market / Enterprise>
  • Geography: <default regions>
  • Industries/Verticals: <list of industries>
  • Company Segment: <SMB / Mid-market / Enterprise>
  • Geography: <default regions>

Exclusions

Exclusions

  • Industries to Skip: <e.g., agencies, consulting, government>
  • Competitors: <companies to always exclude>
  • Other Exclusions: <company types to avoid>
  • Industries to Skip: <e.g., agencies, consulting, government>
  • Competitors: <companies to always exclude>
  • Other Exclusions: <company types to avoid>

Tools

Tools

  • Sales Navigator: <yes/no>
  • Sales Navigator: <yes/no>

Notes

Notes

<any other standing preferences> ```
When to update DECISIONS.md:
  • First time running list-building or lead-research
  • When user says "update my defaults"
  • When user's ICP fundamentally changes
<any other standing preferences> ```
何时更新DECISIONS.md：
  • 首次运行列表构建或潜在客户调研时
  • 当用户要求"更新我的默认设置"时
  • 当用户的ICP发生根本性变化时