neotoma 0.3.0 → 0.3.2

package/docs/releases/archived/aspirational/v1.0.0/discovery_filtering_criteria.md

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-## Discovery Participant Filtering Criteria
-### Purpose
-This document defines granular filtering criteria to ensure proper ICP matching for discovery participants. These criteria are derived from `docs/specs/ICP_PROFILES.md` and should be applied during lead sourcing and participant selection.
-### AI-Native Individual Operators — Enhanced Filtering
-**Current Basic Filters:**
-- Job title keywords: `founder`, `indie hacker`, `AI engineer`
-- Bio keywords: `building with AI`, `Claude user`, `indie hacker`
-**Enhanced Filters to Add:**
-#### 1. Paid AI Tool Subscriptions (Strong Signal)
-**Detection Methods:**
-**Direct Mentions (Detectable):**
-- Bio mentions: "ChatGPT Plus user", "Claude Pro subscriber", "Cursor Pro"
-- Post mentions: "I pay for ChatGPT Plus", "subscribed to Claude Pro"
-- Profile descriptions: Mentions of paid subscriptions
-**Proxy Indicators (Inferable):**
-- **High usage frequency**: Daily usage patterns suggest paid access (free tiers have rate limits)
-- **Feature usage signals**: Mentions of features only available in paid tiers
-  - ChatGPT Plus: GPT-4 access, plugins, browsing
-  - Claude Pro: Claude 3 Opus, higher rate limits
-  - Cursor: Pro features, AI completions
-- **GitHub activity**: Cursor users often have GitHub activity patterns
-- **Community engagement**: Paid users more likely to be active in communities
-**Self-Reported (Not Detectable):**
-- Payment history (not accessible)
-- Subscription status API (not publicly available)
-- Account verification (requires user access)
-**Filter Keywords:**
-- Bio/Post mentions: `ChatGPT Plus`, `ChatGPT Pro`, `Claude Pro`, `Cursor Pro`, `Raycast Pro`
-- Payment mentions: `paid for ChatGPT`, `paid for Claude`, `subscribed to Cursor`, `ChatGPT subscriber`
-- Feature mentions: `GPT-4`, `Claude Opus`, `Cursor AI`, `Raycast AI` (suggests paid access)
-**Scoring Weight**: High (strong commitment signal)
-**Detection Strategy:**
-1. **Primary**: Self-reported in screening survey (most reliable)
-2. **Secondary**: Direct mentions in bios/posts (high confidence)
-3. **Tertiary**: Proxy indicators (usage frequency + feature mentions = inferred paid access)
-4. **Fallback**: Ask directly in interview if not detected
-**Note**: Most reliable detection is self-reported in screening survey. Public signals (bio mentions, posts) are secondary. Proxy indicators (usage patterns) are supporting evidence but not definitive.
-#### 2. Activity Signals (Medium Signal)
-- **Posts in AI tool communities**: Reddit (r/ChatGPT, r/ClaudeAI, r/Cursor), Discord servers
-- **Follows AI tool creators**: @anthropicai, @openai, @cursor, @raycast
-- **Engages with AI tool content**: Likes, retweets, comments on AI tool posts
-**Filter Keywords:**
-- Reddit: `r/ChatGPT`, `r/ClaudeAI`, `r/Cursor`
-- Twitter follows: `anthropicai`, `openai`, `cursor`, `raycast`
-- Engagement: Check for likes/retweets on AI tool posts
-**Scoring Weight**: Medium
-#### 3. Proxy Indicators (Medium Signal)
-- **GitHub profile with AI-related projects**: Repositories with AI topics, automation projects
-- **Product Hunt early adopter badge**: Check Product Hunt profile
-- **Indie Hackers member**: Active member with AI-related posts
-- **MCP/server content**: Posts about MCP, server integrations
-**Filter Keywords:**
-- GitHub topics: `AI`, `automation`, `productivity`, `mcp`, `model-context-protocol`
-- Product Hunt: Check for early adopter badge, AI tool launches
-- Indie Hackers: Check for AI-related posts, projects
-**Scoring Weight**: Medium
-#### 4. Behavior Signals (High Signal)
-- **Uses AI tools daily**: Check for daily mentions, workflows
-- **Mentions AI tools in social profiles**: Bio mentions ChatGPT, Claude, Cursor
-- **Has AI tool integrations**: Mentions integrations, automations
-**Filter Keywords:**
-- Bio mentions: `ChatGPT`, `Claude`, `Cursor`, `Raycast`, `AI tools`
-- Integration mentions: `MCP`, `API integration`, `automation`, `workflow`
-**Scoring Weight**: High
-#### 5. Content Consumption (Low Signal)
-- **Engages with AI tool comparison content**: Likes/comments on comparison posts
-- **AI productivity content**: Follows productivity + AI accounts
-- **MCP/server content**: Engages with MCP-related content
-**Scoring Weight**: Low (supporting signal)
-### High-Context Knowledge Workers — Enhanced Filtering
-**Current Basic Filters:**
-- Job title keywords: `product manager`
-- LinkedIn: Role-based filtering
-**Enhanced Filters to Add:**
-#### 1. Specific Job Titles (High Signal)
-- **Analyst**: `Analyst`, `Business Analyst`, `Data Analyst`, `Research Analyst`
-- **Researcher**: `Researcher`, `Research Scientist`, `Research Analyst`, `Policy Analyst`
-- **Consultant**: `Consultant`, `Management Consultant`, `Strategy Consultant`
-- **Lawyer**: `Lawyer`, `Attorney`, `Legal Counsel`, `Paralegal`
-- **Strategist**: `Strategist`, `Business Strategist`, `Strategy Consultant`
-**Filter Keywords:**
-- `Analyst`, `Researcher`, `Consultant`, `Lawyer`, `Attorney`, `Strategist`, `Research Scientist`, `Policy Analyst`
-**Scoring Weight**: High
-#### 2. Company Type (Medium Signal)
-- **Consulting firms**: McKinsey, BCG, Deloitte, Accenture, boutique consultancies
-- **Research institutions**: Universities, think tanks, research labs
-- **Law firms**: Law firms of any size
-- **Strategy firms**: Strategy consulting, corporate strategy teams
-**Filter Keywords:**
-- Company names: Check for consulting firms, research institutions, law firms
-- Company keywords: `Consulting`, `Research`, `Law Firm`, `Think Tank`, `University`
-**Scoring Weight**: Medium
-#### 3. Tool Usage (Medium Signal)
-- **Research tools**: Zotero, Mendeley, EndNote
-- **Legal research platforms**: Westlaw, LexisNexis, Bloomberg Law
-- **Consulting software**: Consulting-specific tools
-**Filter Keywords:**
-- `Zotero`, `Mendeley`, `EndNote`, `Westlaw`, `LexisNexis`, `Bloomberg Law`
-- Mentions of research tools, legal research, consulting software
-**Scoring Weight**: Medium
-#### 4. Activity Signals (Medium Signal)
-- **Posts about research methodology**: Research process, document management
-- **Document management content**: Information synthesis, knowledge management
-- **Information synthesis**: Cross-document reasoning, research workflows
-**Filter Keywords:**
-- `research methodology`, `document management`, `information synthesis`, `knowledge management`, `cross-document`
-**Scoring Weight**: Medium
-#### 5. Proxy Indicators (Low Signal)
-- **Publications**: Research papers, articles
-- **Conference presentations**: Professional conferences
-- **Professional certifications**: Relevant certifications
-**Scoring Weight**: Low (supporting signal)
-### Enhanced Screening Survey Questions
-**Add to Current Survey:**
-#### For AI-Native Operators:
-1. **Paid Subscriptions:**
-   - "Which AI tools do you currently pay for?" (Multiple choice: ChatGPT Plus/Pro, Claude Pro, Cursor, Raycast, Other)
-   - "How much do you spend per month on AI tools?" ($0/$10-20/$20-50/$50+)
-2. **Tool Usage Frequency:**
-   - "How often do you use ChatGPT/Claude?" (Daily/Weekly/Monthly)
-   - "How often do you use Cursor or Raycast?" (Daily/Weekly/Monthly/Never)
-3. **Community Engagement:**
-   - "Do you participate in AI tool communities?" (Reddit, Discord, Twitter/X, None)
-   - "Do you follow AI tool creators on social media?" (Yes/No)
-4. **Integration Experience:**
-   - "Have you set up any integrations with AI tools?" (MCP servers, API integrations, Other, None)
-#### For Knowledge Workers:
-1. **Job Title Specificity:**
-   - "What is your exact job title?" (Open text)
-   - "What type of organization do you work for?" (Consulting firm, Research institution, Law firm, Other)
-2. **Tool Usage:**
-   - "What tools do you use for research/document management?" (Zotero, Mendeley, Legal research platforms, Other)
-   - "How many documents do you typically work with per week?" (1-10/11-50/51-100/100+)
-3. **Workflow Characteristics:**
-   - "Do you need to synthesize information across multiple documents?" (Yes/No)
-   - "How long are your typical research cycles?" (Days/Weeks/Months)
-### Scoring System for ICP Match
-**High Priority (Score 0.8-1.0):**
-- Paid AI tool subscription (ChatGPT Plus/Pro, Claude Pro) + Daily usage
-- Specific job title match (Analyst, Researcher, Consultant, Lawyer) + Company type match
-- Multiple strong signals (paid subscription + daily usage + community engagement)
-**Medium Priority (Score 0.6-0.8):**
-- Daily AI tool usage + Community engagement
-- Job title match + Tool usage match (Zotero, Mendeley)
-- Paid subscription + Weekly usage
-**Low Priority (Score 0.4-0.6):**
-- Weekly AI tool usage only
-- Job title match only (no other signals)
-- Community engagement only (no paid subscription)
-**Exclude (Score <0.4):**
-- Monthly or less frequent AI tool usage
-- No commitment signals (no paid tools, no time spent)
-- No ICP match (wrong segment entirely)
-### Implementation in Lead Sourcing Tools
-**Update Filter Keywords:**
-#### LinkedIn Sales Navigator:
-- Add job titles: `Analyst`, `Researcher`, `Consultant`, `Lawyer`, `Attorney`, `Strategist`
-- Add company keywords: `Consulting`, `Research`, `Law Firm`, `Think Tank`
-- Add headline keywords: `ChatGPT Plus`, `Claude Pro`, `Cursor`, `Raycast`
-#### Twitter/X:
-- Add bio keywords: `ChatGPT Plus`, `Claude Pro`, `Cursor`, `Raycast`, `MCP`
-- Add follows accounts: `cursor`, `raycast` (in addition to anthropicai, openai)
-- Check for engagement with AI tool posts
-#### GitHub:
-- Add repo topics: `mcp`, `model-context-protocol`, `cursor`, `raycast`
-- Check for AI-related projects, automation projects
-#### Indie Hackers:
-- Add keywords: `MCP`, `Cursor`, `Raycast`, `ChatGPT Plus`, `Claude Pro`
-- Check for AI tool integration posts
-#### Reddit/Discord:
-- Add subreddits: `r/Cursor` (if exists)
-- Check for active participation in AI tool communities
-### Selection Criteria Update
-**Prioritize participants who:**
-**For AI-Native Operators:**
-1. ✅ Paid AI tool subscription (ChatGPT Plus/Pro, Claude Pro, Cursor)
-2. ✅ Daily AI tool usage
-3. ✅ Spend 15+ min/week preparing data
-4. ✅ Community engagement (posts, follows AI creators)
-5. ✅ Has integrations or mentions MCP
-**For Knowledge Workers:**
-1. ✅ Specific job title match (Analyst, Researcher, Consultant, Lawyer, Strategist)
-2. ✅ Works at relevant company type (consulting, research, law firm)
-3. ✅ Uses research/document management tools (Zotero, Mendeley, legal research)
-4. ✅ Needs cross-document synthesis
-5. ✅ Works with multiple documents per week (11+)
-**Minimum Threshold:**
-- Must meet at least 3 criteria from above
-- Must have at least one "high priority" signal
-- Must have commitment signal (paid tools OR time spent preparing data)
-### Updated Filtering Keywords Reference
-See `discovery_filtering_keywords.md` for complete keyword list, updated with:
-- Paid subscription keywords
-- Specific job titles for Knowledge Workers
-- Company type keywords
-- Tool usage keywords
-- Activity signal keywords

package/docs/releases/archived/aspirational/v1.0.0/discovery_filtering_keywords.md

@@ -1,143 +0,0 @@
-## Discovery Lead Sourcing — Filtering Keywords Reference
-### LinkedIn Sales Navigator
-**Job Title Keywords:**
-- `founder`
-- `indie hacker`
-- `AI engineer`
-- `product manager`
-**Company Size:**
-- `1-10 employees` (for indie hackers)
-**Other Filters:**
-- Keywords in profile/headline
-- Industry
-- Location
-**Example Filter String:**
-```
-job_title:founder|indie hacker,company_size:1-10
-```
-### LinkedIn Connections Export
-**Position/Job Title Keywords:**
-- `founder`
-- `indie hacker`
-- `AI engineer`
-**Other Filters:**
-- Company name
-- Industry (if enriched via Sales Navigator)
-- Date connected (recent vs. old connections)
-**Example Filter String:**
-```
-position:founder|indie hacker|AI engineer
-```
-### Twitter/X Search
-**Bio Keywords:**
-- `building with AI`
-- `Claude user`
-- `indie hacker`
-**Follows Accounts:**
-- `anthropicai`
-- `openai`
-**Other Filters:**
-- `--min-followers 100`
-**Example Filter String:**
-```
---bio-keywords "building with AI|Claude user|indie hacker"
---follows-accounts "anthropicai|openai"
---min-followers 100
-```
-### Indie Hackers Search
-**Keywords:**
-- `AI`
-- `Claude`
-- `ChatGPT`
-**Other Filters:**
-- `--min-posts 5`
-**Example Filter String:**
-```
---keywords "AI|Claude|ChatGPT"
---min-posts 5
-```
-### GitHub User Search
-**Repository Topics:**
-- `AI`
-- `automation`
-- `productivity`
-**Other Filters:**
-- `--min-stars 10`
-- `--min-recent-activity "2024-01-01"`
-**Example Filter String:**
-```
---repo-topics "AI|automation|productivity"
---min-stars 10
---min-recent-activity "2024-01-01"
-```
-### Reddit/Discord Search
-**Subreddits:**
-- `ChatGPT`
-- `ClaudeAI`
-**Other Filters:**
-- `--min-activity 10`
-**Example Filter String:**
-```
---subreddits "ChatGPT|ClaudeAI"
---min-activity 10
-```
-### Unified Lead Manager
-**ICP Match Score Threshold:**
-- `--min-score 0.7`
-**Segment Alignment:**
-- `AI-Native Operator`
-- `Knowledge Worker`
-**Scoring Criteria:**
-- Segment alignment (AI-Native Operator vs Knowledge Worker)
-- Profile keywords match
-- Activity signals
-- Engagement with AI tools
-**Deduplication Fields:**
-- `email`
-- `linkedin_url`
-- `username`
-**Example Filter String:**
-```
---min-score 0.7
---dedupe-by email,linkedin_url,username
-```
-### Summary by Platform
-| Platform                     | Keyword Types                  | Example Values                                                                |
-| ---------------------------- | ------------------------------ | ----------------------------------------------------------------------------- |
-| **LinkedIn Sales Navigator** | Job title, Company size        | `founder`, `indie hacker`, `AI engineer`, `product manager`, `1-10 employees` |
-| **LinkedIn Connections**     | Position, Company              | `founder`, `indie hacker`, `AI engineer`                                      |
-| **Twitter/X**                | Bio keywords, Follows accounts | `building with AI`, `Claude user`, `indie hacker`, `anthropicai`, `openai`    |
-| **Indie Hackers**            | Keywords                       | `AI`, `Claude`, `ChatGPT`                                                     |
-| **GitHub**                   | Repo topics                    | `AI`, `automation`, `productivity`                                            |
-| **Reddit/Discord**           | Subreddits                     | `ChatGPT`, `ClaudeAI`                                                         |
-| **Unified Manager**          | ICP score, Segment             | `0.7`, `AI-Native Operator`, `Knowledge Worker`                               |
-### Common Filter Patterns
-**AI-Native Operator Keywords:**
-- `founder`
-- `indie hacker`
-- `AI engineer`
-- `building with AI`
-- `Claude user`
-- `ChatGPT`
-- `AI`
-- `automation`
-- `productivity`
-**Knowledge Worker Keywords:**
-- `product manager`
-- (Additional keywords to be defined based on ICP profiles)
-**AI Tool References:**
-- `Claude`
-- `ChatGPT`
-- `anthropicai`
-- `openai`
-**Activity Thresholds:**
-- Minimum followers: `100`
-- Minimum posts: `5`
-- Minimum stars: `10`
-- Minimum activity: `10`
-- Minimum ICP match score: `0.7`
-### Usage Notes
-- All keywords support pipe-separated OR logic (`|`)
-- Multiple filter types can be combined with commas (`,`)
-- Case-insensitive matching recommended
-- Wildcard matching may be supported depending on platform API