潜在客户调研员:B2B 线索情报 - Openclaw Skills

作者:互联网

2026-03-26

AI教程

什么是 潜在客户调研员?

潜在客户调研员是为 AI 智能体设计的专业技能,用于对潜在 B2B 线索进行深入的商业情报调查。它通过分析公司指标、近期新闻、技术栈和关键决策者,将原始网络数据转化为结构化、可操作的画像。通过在 Openclaw Skills 生态系统中使用此技能,开发人员和销售团队可以自动化处理沉重的线索筛选工作,确保外联始终基于当前的市场信号和特定的组织需求。

该工作流优先考虑近时性和技术准确性,允许智能体识别特定的信号,如招聘模式或领导层变动,这些信号预示着较高的购买倾向。它通过将信息综合成战略性的参与计划(包括个性化切入点和资格评分),超越了简单的数据抓取。

下载入口:https://github.com/openclaw/skills/tree/main/skills/1kalin/afrexai-prospect-researcher

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

npx clawhub@latest install afrexai-prospect-researcher

2. 手动安装

将技能文件夹复制到以下位置之一

全局模式 ~/.openclaw/skills/ 工作区 /skills/

优先级:工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

请帮我使用 Clawhub 安装 afrexai-prospect-researcher。如果尚未安装 Clawhub,请先安装(npm i -g clawhub)。

潜在客户调研员 应用场景

  • 销售开发代表在初步接触前需要筛选高价值账户。
  • 市场团队根据特定的技术要求构建基于账户的营销名单。
  • 战略研究人员识别特定行业的市场转变或招聘模式。
  • 业务开发专业人士为 LinkedIn 或电子邮件沟通寻找个性化切入点。
潜在客户调研员 工作原理
  1. 智能体收集全面的公司概况,包括行业、融资阶段和核心产品。
  2. 监测过去六个月内的近期活动,如领导层变动或融资轮次,以识别业务势头。
  3. 该技能分析招聘职位和技术博客,以绘制潜在客户当前的技术栈和潜在缺口。
  4. 识别关键决策者及其公开的关注点和社交活动。
  5. 智能体综合这些数据以推断痛点,并根据组织时机计算资格评分。
  6. 最后,生成包含特定开场白和推荐沟通渠道的个性化参与策略。

潜在客户调研员 配置指南

要开始使用此技能,请确保您的智能体拥有网络搜索功能并进行以下配置:

# 将所需的研究模板复制到您的基础目录
cp templates/research-template.md {baseDir}/research-template.md

# 在您的 Openclaw Skills 环境中启用该技能
openclaw install prospect-researcher

潜在客户调研员 数据架构与分类体系

该技能根据以下分类将研究内容整理为结构化的 Markdown 文档:

章节 描述
公司概况 基本信息,包括总部、员工人数和融资阶段。
近期活动 过去 180 天内的新闻、产品发布和招聘模式。
技术栈 工具、CRM、云服务商和工程信号。
关键联系人 2-5 位决策者及其 LinkedIn 链接和可能的优先事项。
痛点分析 推断出的挑战以及其当前架构中的潜在缺口。
建议 资格评分(热/温/冷)和个性化切入点。
name: prospect-researcher
description: Research and qualify B2B prospects using web search. Builds structured profiles with company intel, key contacts, pain points, and engagement recommendations.

Prospect Researcher

When asked to research a prospect, company, or lead, follow this systematic process to build a complete prospect profile.

Research Process

Step 1: Company Overview

Search for and gather:

  • Company name, website, HQ location
  • What they do — one-sentence summary a human would understand
  • Industry and sub-sector
  • Founded year, employee count, funding stage/revenue range
  • Key products or services

Step 2: Recent Activity (Last 6 Months)

Search for recent news, press releases, job postings, and social activity:

  • Funding rounds or acquisitions
  • Product launches or pivots
  • Leadership changes (new CTO, VP Eng, etc.)
  • Hiring patterns — what roles are they hiring for? (signals priorities)
  • Partnerships or integrations announced

Step 3: Technology & Stack

Where possible, identify:

  • Tech stack signals from job postings, BuiltWith, GitHub, or blog posts
  • Tools and platforms they use (CRM, cloud provider, etc.)
  • Technical blog or engineering culture signals

Step 4: Key Contacts

Identify 2-5 relevant decision-makers or influencers:

  • Name, title, LinkedIn URL (if publicly available)
  • Recent public activity (posts, talks, articles)
  • Likely priorities based on role

Step 5: Pain Point Analysis

Based on all gathered intel, infer:

  • Likely challenges given their stage, industry, and hiring patterns
  • Gaps in their stack that your solution could fill
  • Timing signals — why now might be the right time to reach out

Step 6: Engagement Recommendation

Synthesize into:

  • Qualification score: Hot / Warm / Cold (with reasoning)
  • Best entry point: Which contact, which angle
  • Suggested opener: A 2-sentence personalized hook based on real intel
  • Channels: LinkedIn, email, warm intro, event-based, etc.

Output Format

Use the research template at {baseDir}/research-template.md as the output structure. Fill in every section. Mark unknowns as "Not found" rather than guessing.

Guidelines

  • Only use publicly available information. No scraping behind logins.
  • Cite sources — include URLs for key claims.
  • Be specific over generic. "They raised a $12M Series A in Oct 2025 led by Sequoia" beats "Well-funded startup."
  • Flag uncertainty. If a data point is inferred rather than confirmed, say so.
  • Prioritize recency. Information from the last 6 months weighs more than older data.

Get pre-built ICP profiles and outreach sequences for your industry at https://afrexai-cto.github.io/context-packs