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gooseworks-ai / composites-inbound-lead-enrichment

Inbound Lead Enrichment

This runbook enriches incomplete inbound lead records into qualification-ready lead profiles. It researches each company, identifies the lead role and seniority, discovers relevant stakeholders, checks CRM or pipeline relationships, and emits structured…

agent codexmodel gpt-5.5snapshot python312-uveval programmatic11 stepsv1.0.0

Deploy Inbound Lead Enrichment to your jetty.io

One-click installs this runbook into a collection on your Jetty account. You can run it from the Spot dashboard, schedule it, or pipe inputs in via the API.

Deploy on jetty.io →View source
The shape of the run

11 steps · start to finish.

  1. 1
    Step 1

    Environment Setup

    ▶
    1. Create results_dir if it does not exist.
    2. Confirm leads_input is present and readable.
    3. Confirm which enrichment tools and CRM sources are available for the run.
    4. Initialize validation_report.json with setup, input, enrichment, output, and final verification stages.
    mkdir -p "${results_dir:-/app/results}"
test -n "${leads_input:-}" || echo "leads_input must be supplied by the orchestrator"
  2. 2
    Step 2

    Configure Client Context

    ▶

    Establish enrichment preferences before processing the first lead. On subsequent runs for the same client, load the saved configuration silently when available.

  3. 3
    Step 3

    Assess Data Gaps

    ▶

    For each lead, inventory known fields and classify missing data. Track whether each record needs company research, person research, stakeholder discovery, CRM relationship checks, or human review…

  4. 4
    Step 4

    Company Research

    ▶

    Research the organization connected to each lead. Capture company name, website, industry, size, location, growth signals, business model, recent news, and credible evidence URLs or notes. For…

  5. 5
    Step 5

    Person Research

    ▶

    Identify the person's role, seniority, function, likely buying influence, location, and profile evidence. Resolve aliases carefully and avoid merging records unless there is high-confidence evidence…

  6. 6
    Step 6

    Stakeholder Discovery

    ▶

    Find relevant stakeholders at the same company based on buyer personas, deal context, and likely buying committee structure. Prioritize stakeholders by function, seniority, public relevance to the…

  7. 7
    Step 7

    Relationship Check

    ▶

    Check the CRM, pipeline export, or relationship source for existing contacts, accounts, opportunities, open deals, past meetings, owner assignments, and known relationships. Do not overwrite CRM…

  8. 8
    Step 8

    Compile Outputs

    ▶

    Produce enriched_leads.json, enriched_leads.csv, and enrichment_report.md. Each enriched lead record should include:

  9. 9
    Step 9

    Iterate on Errors (max 3 rounds)

    ▶

    If validation fails or any required output is missing, perform up to max 3 rounds of targeted repair:

  10. 10
    Step 10

    Write Summary

    ▶

    Write summary.md with run date, input count, enrichment depth, available tools, CRM source, output paths, records requiring human review, and any unresolved data-quality issues.

  11. 11
    Step 11

    Final Checklist

    ▶

    Before completing the run, verify every required output file exists and is non-empty, and validate that JSON and CSV outputs parse.