潜在客户调研员:B2B 线索情报 - Openclaw Skills
作者:互联网
2026-03-26
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。
- 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。
- 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。
- 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。
- 识别关键决策者及其公开的关注点和社交活动。
- 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。
- 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
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