list-building

Compare original and translation side by side

🇺🇸

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

campaign_id

provided:

Use it directly as the campaign context

campaign_id

not provided:

Check for existing campaigns in
```
.business_growth/sales/campaigns/
```
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
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

：

检查
```
.business_growth/sales/campaigns/
```
目录下的现有营销活动
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
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

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

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

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

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

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

Search Strategy

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

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

Notes

<any additional context> ```

Step 3: Search LinkedIn

步骤3：在LinkedIn上搜索

Get browser context with
```
tabs_context_mcp
```
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/
```
Apply search filters based on ICP
Take screenshot to verify results
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

使用
```
tabs_context_mcp
```
获取浏览器上下文
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/
```
基于ICP设置应用搜索筛选条件
截图验证搜索结果
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>

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

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>

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

undefined

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

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

Tool	Purpose
`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

Use Boolean search: Combine terms with AND, OR, NOT
Leverage 2nd degree connections: Often higher response rates
Check for recent activity: Active profiles are more responsive
Note shared connections: Useful for warm introductions
Save search URL: Can rerun later for new prospects

使用布尔搜索：用AND、OR、NOT组合关键词
利用二度人脉：通常回复率更高
查看近期动态：活跃的资料回复率更高
记录共同人脉：有助于获得温暖引荐
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):

Use

/opportunity-master:lead-research <campaign_id>

to research top prospects

Use

/opportunity-master:campaign-creation <campaign_id>

to create outreach campaign

Review and prioritize list before outreach

向用户建议以下操作（需传入

campaign_id

）：

使用

/opportunity-master:lead-research <campaign_id>

调研重点潜在客户

使用

/opportunity-master:campaign-creation <campaign_id>

创建触达营销活动

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

Last Updated

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

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

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

Sales Navigator: <yes/no>

Sales Navigator: <yes/no>

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