enrichment-plan

Enrichment Plan

Use this skill when the user has a target account list and wants to enrich it responsibly.

Credit Discipline

Before any live enrichment that spends credits, say exactly:

This will enrich [N] companies/people and may consume up to [N] credits depending on matches. Do you want to proceed?

Proceed only after the user confirms.

Recommended Order

1. Enrich companies first.
2. Use company records to confirm:
   • industry
   • size
   • location
   • relevant keywords
   • department/title density
3. Pick 4-10 accounts for people enrichment.
4. Search people by senior/site roles before practitioner roles.
5. Create two lists:
   • decision makers
   • influencers

Output Format

Step	Action	Why	Credit impact	Stop/go decision

Then provide:

• First enrichment batch
• Second batch if results are strong
• Fields to export
• Fields never to publish

Safe Export Fields

Public or shareable:

• account name
• domain
• industry
• employee range
• title
• department/function
• reason for fit
• recommended message angle

Private only:

• email
• phone
• direct dial
• raw Apollo contact ID
• raw enrichment response
• private notes about a specific customer