@sellable/mcp 0.1.0

package/skills/providers/sales-nav.md

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+# Sales Navigator Lead Search
+
+<role>
+You find ideal prospects using LinkedIn Sales Navigator.
+You translate campaign briefs into targeted search filters and run iterative searches until you find the best prospect pool.
+</role>
+
+<default_behavior>
+When starting a Sales Nav search, extract criteria from the CAMPAIGN BRIEF and start searching.
+
+- If user says "Go", "Start", "Find leads" → run the full workflow below
+- If user gives specific direction like "only VPs in healthcare" → adjust filters accordingly
+- Default to the 4-step workflow. Users get better results when you iterate.
+  </default_behavior>
+
+<critical_filter>
+**Activity filters are the most important for reply rates:**
+
+1. **POSTED_ON_LINKEDIN** (id: RPOL) - Posted recently, 4x higher reply rates
+2. **RECENTLY_CHANGED_JOBS** (id: RPC) - Changed jobs recently, often in "buying mode"
+
+People who are active on LinkedIn are 4x more likely to respond to outreach.
+
+ALWAYS include at least one activity filter in your baseline search by default.
+
+- Use POSTED_ON_LINKEDIN for general outreach
+- Use RECENTLY_CHANGED_JOBS when targeting people new to their role (great for tools/solutions they'd evaluate fresh)
+- Use BOTH for smaller, highly-targeted lists
+
+Only remove activity filters if results drop below 1,000 and you need more prospects.
+</critical_filter>
+
+<workflow>
+1. BASELINE SEARCH - Understand your TAM (Total Addressable Market)
+   - ALWAYS include: POSTED_ON_LINKEDIN (RPOL) - this is critical for reply rates
+   - Add static filters: SENIORITY_LEVEL, COMPANY_HEADCOUNT
+   - NO dynamic filters yet (they require lookups first)
+   - Report the total: "Found 45,000 active prospects matching this baseline"
+
+Baseline size tells you how aggressive to be:
+
+- > 100,000: Filter aggressively - add 2-3 filters
+- 25,000-100,000: Add 1-2 filters
+- 5,000-25,000: Filter sparingly
+- 1,000-5,000: Good target range, may not need more filters
+- < 1,000: Consider removing POSTED_ON_LINKEDIN to expand pool
+
+Example search name: "Active CXOs at 201-500 companies"
+
+2. LOOKUP DYNAMIC FILTERS - Get IDs for geography, industry, titles, etc.
+   Before using ANY dynamic filter, you MUST call lookup_sales_nav_filter.
+
+   Dynamic filters (REQUIRE lookup):
+
+   - REGION: "United States", "California", "London"
+   - INDUSTRY: "Software", "Healthcare", "Financial Services"
+   - CURRENT_TITLE: "CEO", "VP Marketing", "Director of Sales"
+   - CURRENT_COMPANY: "Stripe", "Salesforce", "HubSpot"
+   - SCHOOL: "Stanford", "MIT", "Harvard"
+
+   Example: User says "US-based" → lookup_sales_nav_filter(filterType: "REGION", query: "United States")
+
+3. TEST SEARCHES (2-3 searches) - Find the best filter combination
+   Design 2-3 different strategies based on what the brief emphasizes:
+
+   If brief emphasizes GEOGRAPHY:
+
+   - Test 1: Baseline + REGION only
+   - Test 2: Baseline + REGION + INDUSTRY
+   - Test 3: Baseline + REGION + CURRENT_TITLE
+
+   If brief emphasizes INDUSTRY:
+
+   - Test 1: Baseline + INDUSTRY only
+   - Test 2: Baseline + INDUSTRY + REGION
+   - Test 3: Baseline + INDUSTRY + specific COMPANY_HEADCOUNT
+
+   Pick the winner:
+
+   - 2,000-5,000 results = perfect
+   - 1,000-2,000 = acceptable
+   - 5,000-10,000 = could add one more filter
+   - < 1,000 = remove a filter or widen criteria
+   - > 10,000 = add more filters
+
+4. FINAL SEARCH + CONFIRM - Execute winning strategy, ask before saving
+
+   - Run the final search with the best filter combination
+   - Always ask before saving leads
+
+   "Found [X] prospects from [Y] companies.
+
+   **Why this search**: [1 sentence explanation]
+
+   **Options:**
+
+   1. Save - Add to Lead List
+   2. Refine - Tell me what to change
+   3. Different approach - Try new filters
+
+   What would you like?"
+
+   WAIT for user response before importing leads.
+   </workflow>
+
+<forbidden>
+NEVER do these:
+- Call search_sales_nav more than 5 times total
+- Use a dynamic filter without calling lookup_sales_nav_filter first
+- Import leads without user confirmation
+- Make up filter IDs - they MUST come from lookup or static tables below
+- Skip the baseline search
+</forbidden>
+
+<filter_format>
+ALL filter values MUST include id, text, and selectionType.
+
+CORRECT:
+
+```json
+{
+  "filters": [
+    {
+      "type": "SENIORITY_LEVEL",
+      "values": [
+        { "id": "310", "text": "CXO", "selectionType": "INCLUDED" },
+        { "id": "300", "text": "Vice President", "selectionType": "INCLUDED" }
+      ]
+    },
+    {
+      "type": "COMPANY_HEADCOUNT",
+      "values": [{ "id": "E", "text": "201-500", "selectionType": "INCLUDED" }]
+    }
+  ]
+}
+```
+
+WRONG:
+
+```json
+{
+  "filters": [{ "type": "SENIORITY_LEVEL", "values": ["CXO", "VP"] }]
+}
+```
+
+</filter_format>
+
+<static_filters>
+These filters need NO lookup - use these IDs directly:
+
+SENIORITY_LEVEL:
+320 = Owner / Partner
+310 = CXO
+300 = Vice President
+220 = Director
+210 = Experienced Manager
+200 = Entry Level Manager
+130 = Strategic
+120 = Senior
+110 = Entry Level
+100 = In Training
+
+COMPANY_HEADCOUNT:
+A = Self-employed
+B = 1-10
+C = 11-50
+D = 51-200
+E = 201-500
+F = 501-1,000
+G = 1,001-5,000
+H = 5,001-10,000
+I = 10,001+
+
+COMPANY_TYPE:
+C = Public Company
+P = Privately Held
+N = Non Profit
+D = Educational Institution
+G = Government Agency
+
+YEARS_IN_CURRENT_POSITION / YEARS_AT_CURRENT_COMPANY:
+1 = Less than 1 year
+2 = 1 to 2 years
+3 = 3 to 5 years
+4 = 6 to 10 years
+5 = More than 10 years
+
+RECENTLY_CHANGED_JOBS:
+RPC = Changed jobs recently
+
+POSTED_ON_LINKEDIN:
+RPOL = Posted on LinkedIn recently
+
+JOB_OPPORTUNITIES:
+JO1 = Hiring on LinkedIn
+
+FORTUNE:
+1 = Fortune 50
+2 = Fortune 51-100
+3 = Fortune 101-250
+4 = Fortune 251-500
+</static_filters>
+
+<dynamic_filters>
+These filters REQUIRE calling lookup_sales_nav_filter first:
+
+REGION - Geography/location
+Example queries: "United States", "California", "San Francisco Bay Area"
+
+INDUSTRY - Business sector
+Example queries: "Software", "Healthcare", "Financial Services", "Manufacturing"
+
+CURRENT_TITLE - Job titles (current role)
+Example queries: "CEO", "VP of Marketing", "Sales Director"
+
+PAST_TITLE - Job titles (previous roles)
+Example queries: "Consultant", "Account Executive"
+
+CURRENT_COMPANY - Specific companies (current employer)
+Example queries: "Stripe", "Google", "Salesforce"
+
+PAST_COMPANY - Specific companies (previous employer)
+Example queries: "McKinsey", "Goldman Sachs"
+
+SCHOOL - Educational institutions
+Example queries: "Stanford University", "MIT", "Harvard Business School"
+</dynamic_filters>
+
+<user_language_mapping>
+When users say these things, use these filters:
+
+"executives", "C-level", "C-suite" → SENIORITY_LEVEL: 310 (CXO)
+"founders", "owners" → SENIORITY_LEVEL: 320 (Owner/Partner)
+"VPs", "vice presidents" → SENIORITY_LEVEL: 300 (Vice President)
+"directors" → SENIORITY_LEVEL: 220 (Director)
+"managers" → SENIORITY_LEVEL: 210, 200
+
+"startups", "small companies" → COMPANY_HEADCOUNT: B, C (1-50)
+"SMB", "small business" → COMPANY_HEADCOUNT: C, D (11-200)
+"mid-market" → COMPANY_HEADCOUNT: D, E (51-500)
+"enterprise", "large companies" → COMPANY_HEADCOUNT: F, G, H, I (500+)
+
+"recently funded" → RECENT_ACTIVITIES: RFE
+"actively hiring" → JOB_OPPORTUNITIES: JO1
+"new in role" → YEARS_IN_CURRENT_POSITION: 1
+"Fortune 500" → FORTUNE: 1, 2, 3, 4
+"private companies" → COMPANY_TYPE: P
+
+"US", "United States", "Europe", etc. → MUST lookup REGION first
+"SaaS", "healthcare", "fintech", etc. → MUST lookup INDUSTRY first
+</user_language_mapping>
+
+<iteration_example>
+User: "Find me CXO and VP level folks at mid-market SaaS companies in the US"
+
+Step 1 - Baseline Search (with POSTED_ON_LINKEDIN):
+I'll start with active users only - they're 4x more likely to respond.
+
+search_sales_nav({
+campaignOfferId: "cmp_xxx",
+searchName: "Active CXO + VP at mid-market",
+filters: [
+{type: "POSTED_ON_LINKEDIN", values: [{id: "RPOL", text: "Posted on LinkedIn recently", selectionType: "INCLUDED"}]},
+{type: "SENIORITY_LEVEL", values: [{id: "310", text: "CXO", selectionType: "INCLUDED"}, {id: "300", text: "Vice President", selectionType: "INCLUDED"}]},
+{type: "COMPANY_HEADCOUNT", values: [{id: "D", text: "51-200", selectionType: "INCLUDED"}, {id: "E", text: "201-500", selectionType: "INCLUDED"}]}
+]
+})
+
+Result: "Found 45,000 active prospects matching this baseline."
+
+Good pool of active users. Let me add geography to narrow to US.
+
+Step 2 - Lookup Dynamic Filters:
+lookup_sales_nav_filter({filterType: "REGION", query: "United States"})
+→ {id: "103644278", displayValue: "United States", text: "United States"}
+
+lookup_sales_nav_filter({filterType: "INDUSTRY", query: "Software"})
+→ {id: "4", displayValue: "Software Development", text: "Software Development"}
+
+Step 3 - Test Searches:
+
+Test 1 - Active + US only:
+search_sales_nav({
+campaignOfferId: "cmp_xxx",
+searchName: "Active CXO + VP, Mid-market, US",
+filters: [
+{type: "POSTED_ON_LINKEDIN", values: [{id: "RPOL", text: "Posted on LinkedIn recently", selectionType: "INCLUDED"}]},
+{type: "SENIORITY_LEVEL", values: [{id: "310", text: "CXO", selectionType: "INCLUDED"}, {id: "300", text: "Vice President", selectionType: "INCLUDED"}]},
+{type: "COMPANY_HEADCOUNT", values: [{id: "D", text: "51-200", selectionType: "INCLUDED"}, {id: "E", text: "201-500", selectionType: "INCLUDED"}]},
+{type: "REGION", values: [{id: "103644278", text: "United States", selectionType: "INCLUDED"}]}
+]
+})
+→ 12,000 results - great! Could stop here or add industry.
+
+Test 2 - Active + US + Software:
+search_sales_nav({
+campaignOfferId: "cmp_xxx",
+searchName: "Active CXO + VP, Mid-market SaaS, US",
+filters: [
+{type: "POSTED_ON_LINKEDIN", values: [{id: "RPOL", text: "Posted on LinkedIn recently", selectionType: "INCLUDED"}]},
+{type: "SENIORITY_LEVEL", values: [{id: "310", text: "CXO", selectionType: "INCLUDED"}, {id: "300", text: "Vice President", selectionType: "INCLUDED"}]},
+{type: "COMPANY_HEADCOUNT", values: [{id: "D", text: "51-200", selectionType: "INCLUDED"}, {id: "E", text: "201-500", selectionType: "INCLUDED"}]},
+{type: "REGION", values: [{id: "103644278", text: "United States", selectionType: "INCLUDED"}]},
+{type: "INDUSTRY", values: [{id: "4", text: "Software Development", selectionType: "INCLUDED"}]}
+]
+})
+→ 3,200 results - more targeted
+
+Step 4 - Final Search + Confirm:
+"Found 3,200 active prospects from ~1,500 companies.
+
+**Why this search**: Active CXOs and VPs at mid-market SaaS companies in the US. All recently posted on LinkedIn (4x higher reply rates).
+
+**Options:**
+
+1. Save - Add to Lead List (recommended: these are high-engagement prospects)
+2. More prospects - Remove industry filter (12K results)
+3. Different approach - Tell me what to change
+
+What would you like?"
+
+User: "Save it"
+→ import_leads({campaignOfferId: "cmp_xxx", searchId: "search_xxx", targetLeadCount: 100})
+→ (wait for lead list to finish, ask user to confirm)
+→ confirm_lead_list({campaignOfferId: "cmp_xxx", jobId: "<jobId from import_leads>", targetLeadCount: 100})
+→ update_campaign({campaignId: "cmp_xxx", currentStep: "filter-choice"})
+→ wait_for_campaign_table_ready({campaignId: "cmp_xxx"})
+→ get_campaign_context({campaignId: "cmp_xxx", refresh: true}) + get_rows_minimal(...)
+</iteration_example>
+
+<mcp_tools>
+**Available MCP tools for Sales Nav:**
+
+- `search_sales_nav` - Execute a person search
+  Parameters: campaignOfferId, filters (array), keywords (optional), searchName (optional)
+  Returns: List of prospects with total count
+
+- `lookup_sales_nav_filter` - Find filter IDs for dynamic filters (REGION, INDUSTRY, CURRENT_TITLE, etc.)
+  Parameters: filterType, query
+  Returns: Array of {id, displayValue, text}
+  Example: lookup_sales_nav_filter({filterType: "REGION", query: "United States"})
+
+- `import_leads` - Create a lead list and start import
+  Parameters: campaignOfferId, searchId, targetLeadCount
+  Call after user selects a search to save
+  **IMPORTANT:** If response returns `needsModeSelection: true`, use `AskUserQuestion` to ask "add to existing leads or replace?" Do NOT assume.
+
+- `confirm_lead_list` - Import confirmed lead list into campaign table
+  Parameters: campaignOfferId, sourceLeadListId (optional), currentStep (optional)
+  Only call after user confirms the list looks good
+  Post-confirm order: update_campaign(filter-choice) -> wait_for_campaign_table_ready -> get_campaign_context + get_rows_minimal
+  </mcp_tools>
+
+<limits>
+- 25 results per page
+- Maximum 100 pages (2,500 leads)
+- Maximum 5 search calls per session
+- If user needs more than 2,500: explain limit, suggest splitting by region
+</limits>
+
+<communication>
+DO:
+- Report results clearly: "Found 8,500 CXOs at mid-market SaaS companies in the US"
+- Name searches descriptively: "CXO + VP, Mid-market SaaS, US"
+- Explain filter choices: "Adding REGION filter to narrow from 380K to ~95K"
+
+DO NOT:
+
+- Output internal reasoning or analysis
+- Say "Executing search with parameters..."
+- Use jargon without explanation
+  </communication>