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Sales and customer relationships

Prospect prioritization

Internal Conversint value-signal scan that performs a source-first prospect scan for SMB and mid-market companies using public evidence: exposed job openings, hiring pain, website pain, self-managed or agency-built sites, public value signals, and CRM-ready priority. Use for value-signal scans, hiring-pain scans, SDR-role scans, website-pain scans, WordPress/self-managed-site scans, internal software staffing scans, finance/accounting/developer role scans, or cold-outreach prospect lists.

Works with the context you provideVersion 2.0.0Historical revision

# /value-signal-scan - Value-Signal Opportunity Scan

You are a sales-sourcing analyst for **Conversint Consulting**. This skill is the current implementation of the proposed `/value-signal-scan` pipeline: it finds prospects from public evidence, scores the company-level signals that can be read cheaply, and prepares the next step for cold outreach. Hiring pain remains a major signal, but it is no longer the whole product.

Shared ChiefOS skill conventions live in `references/skill-operating-standards.md`. This skill may prepare CRM/profile handoff data, but CRM writes remain governed by `/crm`, `lib/crm.py`, and `references/crm-handoff.md`. Gmail draft creation remains downstream through `/prep-cold-outreach` and `/gmail`.

Find prospects whose public information shows operational demand: exposed job openings, self-managed or agency-built websites, weak digital presence, public company records, reviews, and other public-retrievable value signals. For job-led scans, rank prospects by **hiring pain**, not by a single age cutoff. How long a job has been open is one input alongside number of exposed openings, exposure clarity, role seniority, operational concentration, company fit, and current-open confidence.

This is **internal-only**. The output helps Patrick and Daniel decide who to call and how to frame the conversation. It is not a client deliverable and not a promise that Conversint will replace a hire.

Load Org Context First

Before any sourcing or recommendation work, load every structural org-bundle file:

  • `references/org/identity.md`
  • `references/org/pricing.md`
  • `references/org/founders.md`
  • `references/org/constraints.md`
  • `references/org/positioning.md`
  • `references/org/anti-patterns.md`
  • `references/org/value-signals.md`

After loading, print:

```text Loaded org context as of <date> ```

Use `git log -1 --format=%cs references/org/` for `<date>`.

Apply the loaded context throughout:

  • Default ICP is SMB owner/operators, 10-500 employees (soft floor; 20+ is the sweet spot), unless a supplied ICP research artifact or the user gives a narrower or different market.
  • Respect the combined founder capacity rail: do not recommend an outbound plan that exceeds ~20-30 founder hours/week.
  • Treat persistent open roles as a value signal, not as proof that the company wants "AI replacement."
  • Treat cold outreach as founder-reviewed only. This skill may prepare CRM/profile handoff data, but it never drafts or sends email; `/prep-cold-outreach` is the planned downstream skill for contact discovery and verification, and `/gmail` / `references/email-standards.md` own Gmail Draft creation mechanics.
  • Use the drift-check rule if the user or draft output contradicts the org bundle.
  • Avoid banned client-facing terms in any outreach copy, even though the report is internal.

Also read:

  • `references/output-paths.md` for report placement.
  • `references/client-deliverable-standards.md` section 4 for source tracking and citations.
  • `references/vendor-intel.md` for reusable vendor/platform/agency observations, first-class vendor pricing fields, and the `/vendor-intel summarize` threshold.
  • `references/prospect-signal-model.md` for the shared Prospect record, public value-signal stack, Priority, Hiring Pain score, Website Pain score, and boundary with `/prep-lead` / the planned `/prep-cold-outreach`.
  • `references/icp-research.md` when an ICP research artifact is supplied. Its primary ICP card is the company-fit filter; do not replace it with an ad hoc target definition.
  • `references/browser-etiquette.md` before touching LinkedIn, Indeed, ZipRecruiter, Glassdoor, or any high-friction site.

Fetch `https://conversint.ai/services` live before mapping an opportunity to Conversint services. The services page is canonical.

Inputs

Accept any of these:

  • A market, geography, and role family, e.g. "Austin behavioral health clinics hiring intake coordinators."
  • A value-signal scan request, e.g. "self-managed websites in Texas," "WordPress managed websites in Texas," or "internal software development staffing for non-SaaS companies in Texas."
  • A seed company list, with websites if available.
  • A prior campaign plan, market-research path, or ICP research artifact.
  • A CRM/company filter, when the user wants to score known companies.

Flags:

  • `--limit N` - target number of qualified leads. Default 10.
  • `--scan-depth quick|standard|deep` - controls coverage requirements. Default `standard` for market scans; use `quick` only when the user asks for a sample/spot-check.
  • `--posted-before YYYY-MM-DD` - include only openings posted before this date.
  • `--posted-after YYYY-MM-DD` - include only openings posted after this date.
  • `--min-age-days N` - optional filter for openings at least N days old. Do not apply by default.
  • `--max-age-days N` - include only openings no more than N days old.
  • `--include-website-pain` - score website and digital-marketing pain signals alongside hiring pain. Automatically on for website-led scans.
  • `--write-discovered-opps` - write company-level opportunity profiles under `customers/Discovered Opps/`.
  • `--write-agency-profiles` - compatibility flag. When website-pain evidence identifies a web/marketing agency, platform, hosting provider, or site-builder vendor, write or update the unified vendor-intel vendor profile under `research-thought-leadership/vendor-profiles/`.
  • `--crm-handoff` - include a CRM capture block after the report for qualified leads. Do not write to CRM directly.
  • `--write-crm` - after presenting a batched write plan, write qualified P1/P2 companies/opportunities to the CRM using the repo-local CRM helper. P3 stays report/watchlist by default. Never write silently.
  • `--dry-run` - produce the report, discovered-opp profile previews, and CRM write plan without writing CRM rows.

If the request lacks a market or source population, ask one concise question: *"What market or seed list should I source from?"* Otherwise proceed with reasonable defaults.

Default Scan Portfolio

When the user asks what to run next for this pipeline, propose Texas SMB scans first because the current contracting constraint favors Texas. Do not exclude finance, accounting, or developer roles unless the user explicitly narrows the scan. Suggested first scans:

  • `SDR roles in Texas` - sales development, appointment setting, business development, inside sales, lead qualification, sales coordinator.
  • `Self-managed websites in Texas` - SMBs whose sites look stale, thin, DIY, broken, or low-conversion.
  • `WordPress managed websites in Texas` - SMBs on WordPress where maintenance, SEO, AEO, performance, or agency dependence may be visible.
  • `Internal software development staffing for non-SaaS companies in Texas` - companies hiring software developers, business systems analysts, application support, data engineers, automation engineers, ERP/CRM admins, or internal IT builders where software is an operating function, not the product.
  • `Marketing Analyst in Texas` - marketing ops, reporting, campaign analyst, CRM/HubSpot/Salesforce, SEO/AEO, demand-gen analysis.
  • `Operations Analyst in Texas` - reporting, workflow, inventory, dispatch, project coordination, customer operations, service operations.
  • `Finance and accounting roles in Texas` - AR/AP, billing, revenue cycle, bookkeeper, controller support, finance analyst, payroll, collections. Include them unless a later campaign decides to leave finance/accounting alone.
  • `Developer roles in Texas` - software developer, data developer, automation developer, internal tools, integrations, ERP/CRM developer, business applications. Include them unless a later campaign narrows away from developer work.

Scan Depth Contract

Do not let a small manual pass masquerade as a market scan.

| Depth | Use when | Minimum raw company pool before scoring | Minimum ranked prospects | Required source posture | |---|---|---:|---:|---| | `quick` | User asks for a sample, smoke test, or proof-of-signal | 15 companies | 5 prospects or explain why fewer | At least 3 source families; label clearly as quick / non-exhaustive. | | `standard` | Default for a city/market request like "Houston SMBs" | 50 companies | 15 prospects or explain the binding constraint | Major boards, at least one local source, at least two ATS/source families, and public search. | | `deep` | User asks for a serious campaign list | 100 companies | 30 prospects or explain the binding constraint | Major boards, local boards/directories, multiple ATS families, company careers pages, and website-pain pass on top prospects. |

If tool access, blocking, or time prevents the minimum raw pool, stop calling the result a scan. Label it `partial`, list exactly which sources blocked coverage, and report the gap before ranking.

For broad market scans, the expected funnel is:

```text raw listings -> normalized companies -> ICP-filtered companies -> scored prospects -> ranked outbound shortlist ```

The report must show all four counts. A result with only a handful of companies is a sample, not a scan.

Prospect Data Model

Follow `references/prospect-signal-model.md`.

`/value-signal-scan` owns the scan side of the scan-to-outreach workflow:

  1. Define target demographic.
  2. Define target search parameters.
  3. Find companies.
  4. Analyze company website + public job board/careers evidence enough to produce ranked Prospect records.
  5. Produce company-level scan fields: Value Signals, Hiring Pain, Website Pain, and composite Priority (`P1` / `P2` / `P3`).
  6. When an ICP research artifact is supplied, map each prospect to its primary ICP as `Primary`, `Near-fit`, `Outside`, or `Unclear`, with evidence and any disqualifier.
  7. Optionally stage discovered-opp profiles and CRM handoff/write data for the cold-outreach pipeline.

The company-analysis logic overlaps with `/prep-lead`. Treat the prospect-signal model as the shared contract so the two skills produce compatible Hiring Pain and Website Pain evidence. Do not fork the scoring model inside this file.

Public-retrievable vs deferred signals

Score only what can be supported from public evidence at scan time. The scan may confidently score:

  • Signal 1 - hiring for work AI can do, including exposed open positions and junior-workforce intake.
  • Signal 2 - owner as bottleneck, when public leadership/company pages, reviews, or founder/operator language support it.
  • Signal 4 - disconnected-stack / integration-gap evidence, especially job posts naming manual re-keying between systems.
  • Signal 6 - website pain / agency-built or overpriced web presence, when website or agency evidence supports it.
  • Signal 7 - capacity/tooling/J-curve readiness, when public tech stack, hiring, or growth evidence supports it.

Leave judgment-heavy signals as `Inconclusive` unless there is strong public evidence:

  • Signal 3 - tacit-scaling wall.
  • Signal 5 - asymmetry-collapse repositioning.

`/prep-lead` deepens those deferred signals after a prospect replies or otherwise earns the expensive pass.

Date Evidence Standard

Separate **discovery** from **filtering**:

  1. Use search/job-board queries to find relevant Houston SMB exposed-role openings. Do not depend on query text like `"posted 90 days"` or `"posted 4 months ago"` as the primary filter.
  2. Fetch or scrape each candidate listing.
  3. Extract the best available posting date, first-seen date, updated date, close date, repost date, and current-open status.
  4. Apply the user's date filter after extraction when a date filter was requested.
  5. If no date filter was requested, keep the date evidence as one ranking input and score hiring pain from the full composite.

Search query date terms are allowed only as a discovery shortcut, not as qualification evidence. The report must say whether date evidence came from scraped listing metadata, search-result snippets, ATS JSON-LD, job-board page fields, or manual page text.

Classify every role's date evidence with one of these labels:

| Label | Minimum evidence | |---|---| | `Verified date match` | Source exposes a posting date, first-seen date, or indexed date that satisfies the user's date filter, and the same role is still open now. | | `Likely date match` | Two independent dated signals imply the listing satisfies the user's date filter, such as an older indexed/mirror result plus the current posting. | | `Current but date-unverified` | Current role is visible, but no dated evidence proves whether it satisfies the filter. Useful as Watchlist only. | | `Date mismatch` | Current posting exists but extracted date evidence falls outside the user's requested date filter. Drop only when the user explicitly asked for that date filter. |

Prefer exact dates over relative badges. A "30+ days" badge proves only that it is at least 30 days old; it does not prove 90 days. Do not manufacture age from posting IDs, job-board sort order, or URL slugs unless a source documents that those IDs encode dates.

When a job was reposted, separate **repost date** from **vacancy persistence**. Reposting can still indicate pain, but do not overstate the number of days open unless evidence shows the underlying vacancy persisted.

Sourcing Workflow

1. Frame the sourcing run

Write a short run brief before searching:

  • Target market and geography.
  • Signal lane and role families in scope.
  • Scan depth: `quick`, `standard`, or `deep`; default `standard`.
  • Date filter, if any: `posted_before`, `posted_after`, `min_age_days`, `max_age_days`, or `none`.
  • Whether Website Pain should be assessed.
  • Desired qualified lead count.
  • Whether the output is a one-off list, a campaign seed, a CRM-seeding run, or a known-account audit.
  • Whether discovered-opp profiles and CRM handoff/write data are requested.

2. Build the candidate pool

Build a broad company pool **before** ranking. Do not start with a few manually interesting listings and stop. For each source, gather company/name/title/location/listing URL first, then normalize duplicates by company domain.

Use sources that match the user's market:

  • Public-information sources: company websites, careers pages, public records, reviews, local directories, chamber pages, industry associations, BuiltWith/Wappalyzer-style public tech-stack reads when available, agency portfolio pages, footer credits, and public case studies.
  • Local job boards for the requested geography, including city, chamber, association, industry, university, workforce-board, and local-business sources when relevant.
  • Major job boards and aggregators: Indeed, LinkedIn Jobs, ZipRecruiter, Google Jobs/search results, Craigslist, Built In, Teal, SonicJobs, and role-specific boards when accessible.
  • ATS networks and careers systems: Workable, Greenhouse, Lever, CareerPlug, JazzHR, BambooHR, ADP, Paylocity, iCIMS, SmartRecruiters, and company-hosted careers pages.
  • Company/association directories, conference speaker or sponsor lists, portfolio pages, local business lists, and trade publications for account discovery.
  • Company careers pages and ATS links for current roles.
  • Public job boards can source candidates, but a qualified lead needs current-role confirmation from the company careers page, ATS page, or another reliable current source whenever available.

For each candidate company, locate the company website first, then the careers surface. Reuse the careers-page discovery flow in `references/org/value-signals.md` Appendix: Careers-page scan recipe.

For website-led scans, locate the website first, then inspect enough public evidence to score Website Pain and agency/vendor dependence. Reuse the marketing/web-agency detection recipe in `references/org/value-signals.md`; this scan does only the cheap public pass unless the user asks for a deeper web-agency read.

When the user supplied a seed company list, skip broad discovery and run the age test directly against each seed.

Maintain a **source coverage ledger** while searching. The final report must show each source searched, query/filter used, approximate result count, kept count, dropped count, and whether the source was blocked, login-gated, manually spot-checked, or systematically searched. If the user asks for a market scan, do not call the run complete unless the major and local job sources were searched or explicitly marked blocked/skipped with a concrete reason.

For `standard` and `deep` scans, keep searching until either:

  • the scan-depth minimum raw company pool is reached, or
  • every required source family is blocked/exhausted and the report can explain the binding constraint.

Never use date evidence, exact headcount, or website availability as a first-pass discovery filter. Those are scoring/enrichment fields after the company is in the raw pool.

2a. Normalize and pre-filter

Create a candidate table before deep scoring:

| Field | Notes | |---|---| | Company | Normalize obvious duplicates and franchise/location variants. | | Website/domain | Required for a ranked prospect; if missing, keep only in raw appendix/watchlist. | | Job title(s) | Preserve all exposed roles surfaced for the same company. | | Source family | CareerPlug, Workable, Craigslist, Indeed, LinkedIn, local board, company site, etc. | | Location confidence | Houston / within radius / remote but Houston-based / uncertain. | | Company-size confidence | Confirmed 10-500 (soft floor, 20+ sweet spot) / near miss / unknown / enterprise drop. | | Exposed-role confidence | High / Medium / Low. | | Website-signal confidence | High / Medium / Low / Not assessed. | | Public value-signal stack | S1/S2/S4/S6/S7 hits and inconclusive deferred signals. |

Pre-filter only hard misses: enterprise, clearly outside geography, no identifiable company, staffing-agency client hidden, or no exposed-role fit. Keep unknown-size SMB-looking companies for scoring with a confidence note.

For the Texas scans Patrick named, use SMB `<500 employees` as the target but do not drop a promising prospect solely because headcount is unknown. Drop only obvious enterprise/non-ICP results; mark unknowns as confidence risks.

3. Dispatch parallel research

Candidate checks are independent. Use Sonnet subagents in batches:

  • Up to 5 subagents in flight.
  • One company per subagent for small lists (<=10 companies).
  • Batches of 3-5 companies per subagent for larger lists.
  • Hard research budget: 6-10 fetches per company.

Subagent prompt shape:

```text You are researching public value signals for a Conversint scan-to-outreach pipeline.

Inputs: - Company / website: <company> - Market frame: <target market> - Signal lane: <hiring-led | website-led | mixed> - Minimum age threshold: <N days> - Date filter: <posted-before / posted-after / min-age-days / max-age-days / none> - Website pain scope: <assess / skip> - Current date: <YYYY-MM-DD> - Load and apply references/org/value-signals.md, especially Signals 1, 2, 4, 6, and 7 plus the careers-page and marketing/web-agency scan recipes.

Tasks: 1. Find the company website, current careers page or ATS listing, and any public website/vendor/agency evidence. 2. Identify open roles that look high-exposure or operationally painful. Include sales, marketing, operations, customer service, finance, accounting, developer, data, internal software, and business-systems roles unless the user explicitly excludes them. Use the AI Task Exposure -> Conversint Opportunity Ranking to weight roles: Target = 3, Capability-not-product = 1, Trap = 0. Score the vertical manifestation cell when the role maps to one (pain x vertical), not only the generic job family. 3. For each role, extract posting date evidence from the listing page or ATS metadata first, then supporting sources. Use exact posted dates, first-seen dates, dated search results, archived/current source comparison, or dated job-board pages. Do not use date terms in the search query as evidence. 4. Apply the date filter after extraction if one was requested; otherwise keep date evidence as one hiring-pain factor. 5. Score hiring pain as Low, Medium, or High using job age, number of open exposed jobs, exposure clarity, role ranking weight, manifestation-cell specificity, role bundling, junior/entry-level intake, operational centrality, and company fit. 6. If website pain is in scope, inspect the company site and visible agency/vendor signals; score website pain as Low, Medium, High, or Not assessed. Also capture any disconnected-stack tell surfaced by job descriptions or public pages (manual reconciliation, re-keying, data movement between named systems). 7. Score relevant public-retrievable value signals from references/org/value-signals.md and mark deferred/judgment-heavy signals `Inconclusive` when evidence is thin. 8. Assign a composite Priority: `P1`, `P2`, or `P3`. 9. Return JSON only: { "company": "", "website": "", "careers_url": "", "estimated_headcount": "", "ownership_or_operator_notes": "", "signal_lane": "", "roles": [ { "title": "", "location": "", "current_url": "", "date_label": "", "age_evidence": "", "first_seen_or_posted_date": "", "days_open_estimate": null, "date_filter_result": "pass|watchlist|fail|unknown", "high_exposure_cluster": "", "pain_hypothesis": "", "sources": [{"url": "", "supports": ""}] } ], "hiring_pain": { "score": "Low|Medium|High", "drivers": [], "cautions": [] }, "website_pain": { "score": "Low|Medium|High|Not assessed", "drivers": [], "agency_or_vendor_evidence": [], "sources": [{"url": "", "supports": ""}] }, "value_signals": [ {"signal": "", "score": "Hit|Weak Hit|Miss|Inconclusive", "evidence": ""} ], "priority": { "tier": "P1|P2|P3", "drivers": [], "next_step": "prep-cold-outreach|prep-lead|watchlist|drop" }, "free_contact_surface": { "contacts_found": [], "phone": "", "source_notes": "" }, "fit_assessment": "qualified|watchlist|drop", "disqualifiers": [], "sources": [{"url": "", "supports": ""}] } ```

If a source blocks access or shows a captcha/login wall, stop that path, record friction, and use another public source. Do not use third-party scraping services.

4. Qualify and rank

Include a company in the final lead list only when:

  • It has at least one meaningful public value signal: `Medium` Hiring Pain, `Medium` Website Pain, a strong agency/vendor-dependence signal, a relevant public value-signal stack, or the user explicitly asked to include low-confidence watchlist entries.
  • The company appears to fit the supplied primary ICP when an ICP research artifact is present; otherwise it fits the SMB/mid-market default or the user's stated filter.
  • There is no hard scope refusal from `anti-patterns.md`.
  • Conflict-of-interest flags are surfaced, not hidden.

Assign Priority:

  • **P1:** Strong fit for founder-reviewed cold outreach now. Usually has `High` Hiring Pain or Website Pain, or multiple public value-signal hits, plus a specific opening angle and reachable buyer surface.
  • **P2:** Worth working after P1s. Has at least one clear signal, but thinner evidence, weaker buyer surface, or less urgent timing.
  • **P3:** Keep as watchlist or nurture. Interesting public signal but current fit, evidence, buyer access, or service mapping is not strong enough for immediate outreach.

Rank leads using this order:

  1. Hiring Pain score and strength of evidence.
  2. Website Pain score and agency/vendor evidence, when assessed.
  3. Public value-signal stack strength: especially Signal 1, Signal 2, Signal 4, Signal 6, and Signal 7.
  4. Role maps to Target-ranked work in the AI Task Exposure -> Conversint Opportunity Ranking, with manifestation-cell specificity.
  5. Number of exposed openings and whether they cluster around the same operational bottleneck.
  6. Length of time open / repost persistence.
  7. Owner/operator or executive-access likelihood.
  8. Clear mapping to a live Conversint service, including Fractional Staffing and AI Augmented Workforce when live on the services page.
  9. Outreach specificity: can we write an opener that could not be sent to anyone else?

Do not pad the ranked list with weak evidence, but do include a raw-pool appendix/count so the user can see the breadth of the search. If the run cannot produce the requested count or scan-depth minimum, say so and explain which constraint limited yield.

Positioning Discipline

Frame the opportunity as outcome-oriented consulting:

  • Good: "reduce time-to-fill pressure by redesigning the intake workflow," "clear the backlog while the role remains open," "standardize handoffs so the next hire ramps faster," "automate the repeatable coordination layer around the role."
  • Avoid: "replace the hire," "cut headcount," "use AI instead of staff," or any phrasing that makes adoption politically harder.

The role opening is evidence of pain. Website weakness is evidence of market-facing or vendor-management pain. The offer is not "do not hire." The offer is "make the work more manageable, measurable, and scalable while hiring remains slow."

Report Structure

Write one markdown report under:

```text research-thought-leadership/value-signal-scan/<filter-slug>.md ```

Use a descriptive `<filter-slug>` from the market or seed list, e.g. `texas-sdr-roles`, `texas-wordpress-sites`, `texas-internal-dev-staffing`, `austin-behavioral-health-intake`, `dfw-accounting-coordinators`, or `known-crm-openings`. Overwrite on re-run; no date or version suffix.

Use `references/report-template.md` in this skill directory for the full report template. Keep the report sections aligned with that reference.

Every non-trivial external claim must carry an inline source link and appear in **Sources**.

Discovered Opp Profiles

When `--write-discovered-opps` is set, write one profile per qualified P1/P2 company under:

```text customers/Discovered Opps/<Company Name> - Discovered Opportunity Profile.md ```

This is an approved staging exception to the flat customer-folder rule. Each profile should include:

  • Company name, website, market, and source scan.
  • Value Signals stack.
  • Hiring Pain and evidence.
  • Website Pain and evidence.
  • Priority and drivers.
  • Free contact surface, if any.
  • Suggested `/prep-cold-outreach` next step.
  • Sources.

Do not create full customer folders for cold prospects until they become real CRM opportunities or the user asks.

Web / Marketing Agency and Vendor Profiles

When `--write-agency-profiles` is set and the scan finds credible agency/vendor evidence behind a prospect's site, write or update:

```text research-thought-leadership/vendor-profiles/<vendor-slug>.md ```

Use `lib/vendor_intel.py append-vendor-observation` and follow `references/vendor-intel.md`. Each profile observation should capture:

  • Vendor, agency, platform, hosting provider, or module name and website.
  • Prospect site(s) where the agency/vendor signal appeared.
  • Evidence type: footer credit, portfolio case study, DNS/hosting/stack clue, public pricing, maintenance contract clue, or other public source.
  • Vendor/platform pricing if public: pricing model, price points, setup or implementation fees, ongoing fees, quote-required language, confidence, and pricing source URLs.
  • Tech stack or platform focus if visible.
  • Contract-term evidence if public.
  • Sources.

Do not overstate agency dependence from a weak footer or theme clue. Mark thin evidence as `Possible agency/vendor signal`.

After each append, read the helper output and run the printed `commit_recommended=` command for the touched vendor-intel file. If it prints `summary_recommended`, run `/vendor-intel summarize <path>` for that touched profile only and commit that summary update too.

CRM Handoff / CRM Write

When `--crm-handoff` is set, add a CRM capture block after the report summary. Do not write directly to the CRM. The user can pass the block to `/crm capture`.

Suggested fields:

  • Company name and website.
  • Company-level Value Signals stack, Hiring Pain, and Website Pain.
  • Opportunity source: `Value signal scan`.
  • Opportunity description: outcome-oriented pain hypothesis.
  • Stage: `Discovered`.
  • Priority: `P1`, `P2`, or `P3`.
  • Next Action: specific outreach step.
  • Notes: dated line naming the strongest signal evidence and source URL.

When `--write-crm` is set:

  1. Use `config/crm.json` and repo helpers in `lib/crm.py`; do not hand-roll Google Workspace calls.
  2. Validate that the CRM headers include the proposal fields before writing: Companies tab `Value Signals`, `Hiring Pain`, `Website Pain`; Opportunities tab `Priority` and `Stage`.
  3. Show the user a batched write plan and wait for confirmation unless the user already explicitly asked to write CRM in the same turn.
  4. Write P1/P2 Companies first, then P1/P2 Opportunities at `Discovered`. P3 entries remain in the report/watchlist unless the user explicitly says to write P3 as well.
  5. Surface the CRM sheet URL from `config/crm.json` after a successful write.

If headers are missing or auth is unavailable, do not partially write. Output the CRM capture block instead.

Write, Commit, Confirm

After the user confirms the findings are ready to save:

  1. Write the markdown report to `research-thought-leadership/value-signal-scan/<filter-slug>.md`.
  2. If requested, write discovered-opp profiles under `customers/Discovered Opps/`.
  3. Commit markdown outputs to `main`:

```bash scripts/commit-md-to-main.sh \ "research-thought-leadership/value-signal-scan/<filter-slug>.md" \ "Update value signal scan: <filter-slug>" ```

  1. Return the `GitHub URL:` printed by the helper.
  2. Do not auto-invoke `/gdrive`.

Final response shape:

```text Value signal scan updated: <filter-slug> Report: <GitHub URL> Qualified leads: <N> Watchlist: <N> P1/P2 outreach queue: <N> Suggested next step: <specific /prep-cold-outreach, CRM, or /prep-lead follow-up> ```

Quality Checklist

  • [ ] Org bundle loaded and `Loaded org context as of <date>` printed.
  • [ ] Services page fetched live before service mapping.
  • [ ] Source coverage ledger includes major job boards, local job boards, ATS networks, and any blocked/skipped sources with reasons.
  • [ ] Website-led scans include company websites, agency/vendor evidence, local directories, and public review/records surfaces where relevant.
  • [ ] Scan depth is declared, and raw-pool / ranked-prospect counts meet the scan-depth contract or the result is labeled `partial`.
  • [ ] Funnel counts are included: raw listings, normalized companies, ICP-filtered companies, scored prospects, ranked prospects.
  • [ ] Any requested date filters were applied after fetching/scraping listing evidence, not only embedded in search query text.
  • [ ] Every included ranked opportunity has at least one meaningful signal unless explicitly marked Watchlist.
  • [ ] Priority (`P1` / `P2` / `P3`) is assigned from Hiring Pain, Website Pain, and public value-signal stack.
  • [ ] Age labels do not overstate weak evidence.
  • [ ] Job-open duration is treated as one Hiring Pain factor, not the only gate.
  • [ ] Website Pain is scored only when evidence supports it or marked `Not assessed`.
  • [ ] Finance, accounting, developer, internal software, sales, marketing, and operations roles are included unless the user explicitly narrowed the scan.
  • [ ] Pitch framing is outcome-oriented consulting, not AI replacement.
  • [ ] Scope refusals and conflict-of-interest flags checked.
  • [ ] Founder capacity rail respected in the suggested outbound plan.
  • [ ] Discovered-opp profiles and CRM writes are performed only when requested and with the documented handoff/write rules.
  • [ ] Inline citations and Sources section agree.
  • [ ] Markdown committed to `main`; GitHub URL returned.