sales-prospeo

What this skill does

# Prospeo Platform Help

Help the user with Prospeo platform questions — from person/company enrichment and search through bulk operations, Chrome extension, API, and integrations.

## Step 1 — Gather context


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

Ask the user:

1. **What area of Prospeo do you need help with?**
   - A) Person enrichment — finding verified emails and phones for specific contacts
   - B) Company enrichment — firmographic data, tech stack, funding
   - C) Person search — searching 200M+ contacts with filters
   - D) Company search — searching 30M+ companies with filters
   - E) Bulk operations — enriching up to 50 records at once via API
   - F) Chrome extension — LinkedIn Sales Navigator extraction
   - G) API — authentication, endpoints, integration
   - H) Integrations — HubSpot, Salesforce, Clay, Zapier, Make, n8n
   - I) Credits & billing — understanding credit costs, managing usage
   - J) Something else — describe it

2. **What's your role?**
   - A) Sales rep / AE / BDR
   - B) Sales manager / team lead
   - C) RevOps / Sales Ops
   - D) Growth / Marketing
   - E) Developer / Engineer
   - F) Founder / solo seller
   - G) Other

3. **What are you trying to accomplish?** (describe your specific goal or question)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- Building prospect lists from scratch → `/sales-prospect-list`
- Enrichment strategy across multiple tools → `/sales-enrich`
- Email deliverability / verification strategy → `/sales-deliverability`
- Buying signals / intent interpretation → `/sales-intent`
- Connecting tools / webhooks / Zapier → `/sales-integration`

Otherwise, answer directly from platform knowledge using the reference below.

## Step 3 — Prospeo platform reference

**Read `references/platform-guide.md`** for detailed module documentation, pricing, integrations, and data model.

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

## Step 4 — Actionable guidance

Based on the user's specific question:

1. **Step-by-step instructions** — numbered steps to accomplish their goal in Prospeo
2. **Configuration recommendations** — specific settings, with navigation paths
3. **Common pitfalls** — what can go wrong and how to avoid it
4. **Verification** — how to confirm the change worked
5. **For API questions** — always include: "For the full endpoint catalog, request/response schemas, and rate limits, see `references/prospeo-api-reference.md`."

## Gotchas

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

- **Don't confuse Search with Enrichment.** Person Search and Company Search return profile data but NOT emails or phones. You must call Enrich Person/Company separately to get contact info. This is a two-step process and each step costs credits.
- **Don't forget mobile enrichment costs 10x.** A standard enrichment is 1 credit, but adding `enrich_mobile: true` makes it 10 credits. At scale this adds up fast. Only enable mobile for contacts you'll actually call.
- **Don't use deprecated endpoints.** The old Email Finder, Mobile Finder, Email Verifier, Domain Search, and Social URL Enrichment endpoints were removed March 1, 2026. Use the new Enrich Person/Company endpoints instead.
- **Don't ignore the lifetime dedup.** Prospeo doesn't charge for re-enriching the same record. If you need updated data on someone you've already enriched, re-run the enrichment for free. But note this is per-account, not per-team-member.
- **Don't search by company name alone.** Company name matching is fuzzy and can return wrong results. Always use website/domain or LinkedIn URL as the company identifier when possible.

- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Step 5 — Related skills

- `/sales-enrich` — Enrichment strategy across multiple tools (waterfall, CRM hygiene, credit optimization)
- `/sales-prospect-list` — Build prospect lists to enrich with Prospeo
- `/sales-deliverability` — Email deliverability — verify emails before sending
- `/sales-intent` — Layer buying signals on enriched contacts to prioritize outreach
- `/sales-cadence` — Design outbound sequences for enriched contacts
- `/sales-integration` — Connect Prospeo to other tools via API, Zapier, Make, n8n
- `/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: Enrich a list of prospects
**User says**: "I have 200 LinkedIn URLs from Sales Navigator. How do I enrich them all with emails in Prospeo?"
**Skill does**:
1. Recommends using the Bulk Enrich Person API endpoint with LinkedIn URLs
2. Explains batching into groups of 50 (API limit per call)
3. Shows the API request format with `linkedin_url` as the data field
4. Recommends setting `only_verified_email: true` to save credits
5. Calculates credit cost: 200 credits max (1 per match, free for no-match)
**Result**: User has a batched enrichment plan with API examples and credit estimate

### Example 2: Find decision-makers at target companies
**User says**: "I need to find VP-level contacts at 50 SaaS companies with 100-500 employees"
**Skill does**:
1. Recommends using Search Person with company filters (headcount_range, industry) and person filters (seniority: VP)
2. Shows how to use `company.websites` filter with a list of target domains
3. Explains that search results need separate enrichment to get emails
4. Suggests a workflow: Search → filter results → Bulk Enrich top matches
**Result**: Two-step search-then-enrich workflow with filter configuration

### Example 3: API integration with CRM
**User says**: "How do I set up auto-enrichment of new HubSpot contacts with Prospeo?"
**Skill does**:
1. Checks if the user wants native HubSpot integration or custom API pipeline
2. For native: walks through connecting HubSpot in Prospeo settings
3. For custom: designs a Zapier/Make workflow — HubSpot "New Contact" trigger → Prospeo Enrich Person action → HubSpot "Update Contact" with enriched fields
4. Addresses credit budgeting for ongoing auto-enrichment
**Result**: Auto-enrichment pipeline with credit management strategy

## Troubleshooting

### Low match rate on enrichments
**Symptom**: Many records return NO_MATCH
**Cause**: Insufficient identifying data, or contacts are in niche industries with low database coverage
**Solution**: Provide multiple data points (name + company website + LinkedIn URL) for best matching. Use `only_verified_email: false` to see unverified results. For low-coverage segments, consider waterfall enrichment with multiple providers — see `/sales-enrich`.

### API returning 429 errors
**Symptom**: Rate limit exceeded errors on API calls
**Cause**: Sending too many requests per minute/second for your plan tier
**Solution**: Check response headers (`x-minute-request-left`, `x-second-rate-limit`) to understand your limits. Implement exponential backoff on 429 responses. Use bulk endpoints (50 records per call) instead of single enrichments to reduce request count.

### Credits running out mid-month
**Symptom**: INSUFFICIENT_CREDITS error before billing cycle resets
**Cause**: Mobile enrichment consuming 10x credits, or bulk operations enriching unqualified records
**Solution**: Check usage via the Account Information endpoint or dashboard. Disable `enrich_mobile` for contacts you won't call. Use `only_verified_email: true` to skip unverifiable records. Apply