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

1. Cover the full pipeline, not just sourcing.
2. Order stages logically with QC before export.
3. Tie fields to the qualification goal.
4. State risks and assumptions.
5. Keep the plan tool-agnostic unless tools are given.

Process

1. Parse the goal and constraints.
2. Define ordered workflow stages.
3. Specify sources, fields, and enrichment.
4. Add quality-control steps.
5. Define output and list risks.

Output format

Return a workflow plan with the following fields:

• workflow_stages
• source_types
• extraction_fields
• enrichment_steps
• quality_control_steps
• output_format
• risks_and_assumptions

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.