sales-leadiq

What this skill does

# LeadIQ Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

Ask the user:

1. **What do you need help with?**
   - a) Capturing contacts from LinkedIn (Chrome Extension / Prospector)
   - b) Champion tracking / job change alerts
   - c) CRM enrichment (Salesforce or HubSpot)
   - d) API integration (GraphQL)
   - e) Scribe AI outreach writing
   - f) Credit management / usage optimization
   - g) Something else

2. **Which LeadIQ plan are you on?**
   - a) Free (50 credits/mo, 1 user)
   - b) Pro (~$200/mo, up to 5 users)
   - c) Enterprise (custom)
   - d) Not sure / evaluating

3. **What CRM do you use?**
   - a) Salesforce (native managed package)
   - b) HubSpot (via Workato)
   - c) Other / none

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to | Command |
|---|---|---|
| Building prospect lists across multiple tools | `/sales-prospect-list` | `/sales-prospect-list {user's question}` |
| General enrichment strategy / waterfall enrichment | `/sales-enrich` | `/sales-enrich {user's question}` |
| Outbound sequence design and cadence | `/sales-cadence` | `/sales-cadence {user's question}` |
| CRM data quality / deduplication | `/sales-data-hygiene` | `/sales-data-hygiene {user's question}` |
| Connecting LeadIQ to other tools | `/sales-integration` | `/sales-integration {user's question}` |
| Interpreting buying signals / intent data | `/sales-intent` | `/sales-intent {user's question}` |

When routing to another skill, provide the exact command: "This is a {problem domain} question — run: `/sales-{skill} {user's original question}`"

If the question is LeadIQ-specific, continue to Step 3.

## Step 3 — LeadIQ platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

If they're asking about the API, also **read `references/leadiq-api-reference.md`** for endpoint details.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

- **For Chrome Extension issues**: Clear cache, disable other extensions, check LinkedIn page type (profile vs Sales Navigator vs search). The extension works differently on each.
- **For credit optimization**: Phone lookups cost 10x email lookups. Capture emails first, then selectively reveal phones for high-priority contacts only. Use account enrichment (3 credits) to validate company fit before spending on individual contacts.
- **For Salesforce sync**: Ensure read/write permissions on all Lead, Contact, Account fields. Enable the stock Website field. Click "Resync Team" after any field changes in SFDC.
- **For HubSpot**: Integration works through Workato, adding complexity. LeadIQ checks for duplicates by matching emails, names, and company domains. Custom field mapping is available.
- **For champion tracking**: Set up alerts for past champions who change roles. This is LeadIQ's strongest differentiator — warm pipeline from people who already know your product.
- **For Scribe AI**: Treat output as a first draft that needs 30-50% editing. Feed it specific context about the prospect to improve quality.

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Phone numbers are expensive**: 10 credits per phone vs 1 per email. A combined email+phone lookup costs 11 credits. Budget accordingly — 200 Pro credits = only ~18 full contact reveals
- **Credits don't roll over**: Monthly credits expire at month-end (monthly plans) or year-end (annual). No accumulation
- **HubSpot integration requires Workato**: Unlike the native Salesforce managed package, HubSpot connects through Workato middleware, adding setup complexity and a potential point of failure
- **Salesforce account assignment bugs**: Contacts sometimes sync to wrong accounts in Salesforce. Ensure the Website field is enabled on Lead/Contact/Account objects for duplicate detection to work
- **AI Account Prospecting is Enterprise-only**: The automatic ICP-based account surfacing feature requires Enterprise plan. Pro users are limited to manual Chrome Extension prospecting
- **EMEA data gaps**: European coverage is weaker than competitors like Cognism. Validate EMEA data quality before committing to LeadIQ as your primary provider for European markets
- **Chrome Extension LinkedIn dependency**: The extension works best on standard LinkedIn profiles. Performance varies on Sales Navigator, search results pages, and non-LinkedIn sites

## Related skills

- `/sales-enrich` — General enrichment strategy, waterfall enrichment, credit optimization across all providers
- `/sales-prospect-list` — Building targeted prospect lists across Apollo, ZoomInfo, Cognism, Clay, and more
- `/sales-cadence` — Outbound sequence design and multi-channel cadence planning
- `/sales-integration` — Connecting sales tools via Zapier, Make, webhooks, and API pipelines
- `/sales-data-hygiene` — CRM data quality, deduplication, record matching
- `/sales-cognism` — Cognism platform help (EMEA-focused competitor with phone-verified mobiles)
- `/sales-apollo` — Apollo platform help (affordable all-in-one alternative)
- `/sales-zoominfo` — ZoomInfo platform help (enterprise-grade competitor)
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

**Example 1**: "I captured 200 contacts from LinkedIn but half the phone numbers are wrong"
→ Walks through LeadIQ phone number accuracy expectations, credit-efficient verification workflow, and when to waterfall to a second provider.

**Example 2**: "Our Salesforce keeps creating duplicate contacts when reps use LeadIQ"
→ Covers Salesforce managed package configuration, duplicate detection settings, Website field requirements, and Resync Team workflow.

**Example 3**: "Is LeadIQ worth $200/month for our 3-person SDR team?"
→ Compares credit economics (200 credits = ~18 full contacts), evaluates vs Apollo ($49/mo with sequences) and Cognism (unlimited EMEA data), and recommends based on team's primary market.

## Troubleshooting

**Phone numbers connecting to wrong people or voicemail**
- **Cause**: LeadIQ phone data has known accuracy issues — the #1 user complaint across 1,000+ reviews
- **Fix**: Cross-validate high-priority numbers through a second provider (Cognism Diamond Data, ZoomInfo). Use email-first outreach and reserve phone credits for verified decision-makers only

**Chrome Extension not loading or showing "visit a supported site"**
- **Cause**: Extension cache corruption, browser session conflicts, or unsupported page type
- **Fix**: Clear extension cache, close and reopen the extension. If on LinkedIn Sales Navigator, switch to a standard profile page. Uninstall/reinstall as last resort

**Salesforce contacts assigned to wrong accounts**
- **Cause**: LeadIQ can't determine account association when the Website field is missing or company domain doesn't match
- **Fix**: Enable the stock Website field on Lead, Contact, and Account objects. After changes, click "Resync Team" in LeadIQ settings. Verify IP restrictions aren't blocking the connection