SOP 03UniversalIntermediate9 steps

Rank accounts by timing, not just fit

Pull hiring, funding, news and feed signals, classify them, and score accounts by how recent and how relevant the signal is.

5 steps not yet verified live

Tool names and credit costs in this recipe are validated. Some steps work around a platform gap that has not been decisively probed, so treat those as a workaround rather than a documented capability. Check the result before you act on it.

Where the list comes from

Signal first or list first. Either pull companies from the signal, or attach signals to a list you already hold.

The steps

  1. 1

    Orient

    Confirm the inputs, compute the expected cost, and tell the user what the run will do before anything spends a credit.

  2. 2

    Define the signal set

    Map each wanted signal to what actually exists.

  3. 3

    Pull signal data (signal-first) or attach it (list-first)

    Two directions, and choosing wrong wastes a lot of money.

  4. 4

    Extract and normalize companies

    Transpose JSON signal lists (job postings, RSS items) into their own rows.

  5. 5

    Classify the signal

    Workaround

    No signal classifier. Nothing maps raw signal text into a taxonomy. Use AI - System Prompt (0.5c), no web lookup needed.

  6. 6

    Enrich firmographics

    Industry Classifier (0.2c), Company Headcount (0.2c), Clean Location (0.1c), Business Model Finder (0.2c). Apply the ICP filter now, free, before any contact work. Gate: out-of-ICP rows excluded by filter, not deleted.

  7. 7

    Intent score

    Workaround

    Recency × signal type × ICP fit. Recency is the part no tool computes. no recency-weighted intent score. Scoring Agent (FREE) handles fit but has no notion of "14 days ago beats 80 days ago".

  8. 8

    Segment

    Free filter groups: Hot ≥70, Warm 40-69, Low <40. Run the shared tail on Hot first. Warm can wait for the next cycle; that ordering is what keeps the 5c email spend proportionate to the opportunity.

  9. 9

    Run the shared outbound tail

    Follow the numbered detail in the skill file. This step is mechanical and its exact tool ids are resolved at run time.

Where the run should stop

  • The signal set is defined before anything is pulled.
  • Signals are classified before scoring, so a funding round and a job post are not treated as the same evidence.

What you should end up with

Accounts segmented by intent, each carrying the signal that fired, when it fired, and the source behind it.