AgentSkillsCN

Gtm Context Os

GTM 上下文操作系统

SKILL.md

GTM Context OS

Purpose: A unified operating system for researching accounts, contacts, and opportunities. Supports both W2 job hunting and freelance/agency prospecting by combining account-level intelligence, contact research, hiring signal detection, and personalized outreach strategies.

When to Use This Skill

Use this skill when:

  • Researching companies from GTM/sales lists
  • Pursuing W2 employment opportunities
  • Prospecting for freelance/agency clients
  • Analyzing job postings to understand company pain points
  • Building account intelligence dossiers
  • Scoring and prioritizing opportunities
  • Creating quick-win deliverables to stand out
  • Crafting personalized outreach strategies

Core Framework: Research Context Operating System

code
+=====================================================================+
|                    RESEARCH CONTEXT OPERATING SYSTEM                  |
+=====================================================================+
|  INPUT LAYER                                                          |
|  +-----------------------------------------------------------------+  |
|  | Core Fields              | Optional Job Fields                  |  |
|  | - Company Name           | - Job Title                          |  |
|  | - Company Domain         | - Job URL                            |  |
|  | - Company LinkedIn URL   | - Hiring Manager Name                |  |
|  |                          | - Employment Type (W2/Contract)      |  |
|  +-----------------------------------------------------------------+  |
+=====================================================================+
|  PROCESSING LAYER                                                     |
|  +-----------------------------------------------------------------+  |
|  | Account Research Engine | Contact Research Engine               |  |
|  | - Firmographics         | - Professional Profile                 |  |
|  | - Tech Stack            | - LinkedIn Activity                    |  |
|  | - Hiring Signals        | - Content Analysis                     |  |
|  | - Growth Indicators     | - Pain Point Detection                 |  |
|  +-----------------------------------------------------------------+  |
+=====================================================================+
|  ENRICHMENT LAYER                                                     |
|  +-----------------------------------------------------------------+  |
|  | Standard Enrichment     | Deep Research (Firecrawl)             |  |
|  | - Clearbit/Apollo       | - Career Pages                         |  |
|  | - BuiltWith             | - About/Mission                        |  |
|  | - Crunchbase            | - Blog/Content                         |  |
|  +-----------------------------------------------------------------+  |
+=====================================================================+
|  CONTEXT LAYER                                                        |
|  +-----------------------------------------------------------------+  |
|  | Signal Synthesis        | Playbook Selection                     |  |
|  | - Pain Points           | - W2 vs Freelance                      |  |
|  | - Why Now Timing        | - Outreach Sequence                    |  |
|  | - Opportunity Score     | - Quick Win Deliverables               |  |
|  +-----------------------------------------------------------------+  |
+=====================================================================+
|  OUTPUT LAYER                                                         |
|  +-----------------------------------------------------------------+  |
|  | Prioritized Opportunities | Research Dossiers | Outreach Ready  |  |
|  +-----------------------------------------------------------------+  |
+=====================================================================+

CSV Data Model

Input Schema

ColumnRequiredDescriptionResearch Use
Company NameYesTarget company nameAccount identification
Company DomainYesWebsite domainEnrichment key, Firecrawl target
Company LI URLYesLinkedIn company pageCompany research, follower count
Job TitleNoPosition titleRole fit scoring
Job URLNoLinkedIn/careers linkFull JD extraction
Hiring ManagerNoDecision maker nameContact research target
Employment TypeNoW2, Contract, EitherPlaybook selection

Derived Fields (From Research)

FieldSourcePurpose
IndustryEnrichment (Clearbit/Apollo)Qualification, segmentation
Employee CountLinkedIn, EnrichmentSize tier, capacity signals
Funding StageCrunchbase, NewsBudget signals, growth stage
Tech StackBuiltWith, Job PostsIntegration opportunities
Open RolesCareers page, LinkedInHiring signals, pain points
Decision MakersLinkedIn Sales NavContact research targets
Recommended PlaybookSignal AnalysisW2 or Freelance approach

Hiring Signal Detection

Role Signal Categories

Signal TypeWhat to Look ForWhat It Means
Role Creation"First hire for this function"Building capability from scratch - high influence
Role ExpansionMultiple similar rolesScaling what works - need process/systems
Role ReplacementUrgent timeline, specific skillsSomething broke - quick wins valued
Seniority LevelIC vs Manager vs DirectorBudget level and decision complexity
Tech Stack ListedSpecific tools mentionedIntegration/migration opportunities
Pain Language"Fast-paced", "wear many hats"Under-resourced, need efficiency

Company Growth Signals

SignalSourceInterpretation
Funding roundCrunchbase, TechCrunchBudget unlocked, pressure to scale
Headcount growthLinkedIn, GlassdoorWhich departments growing fastest
New leadershipLinkedIn, press releasesNew priorities, open to change
Product launchesProduct Hunt, pressGTM motion needed
Geographic expansionJob locations, pressTerritory/localization needs
M&A activityNews, SEC filingsIntegration challenges
Tech stack changesBuiltWith, job postsMigration/implementation needs

Account Research Engine

Tier 1: Rapid Qualification (5 min)

code
## Rapid Assessment: {{Company Name}}

### Quick Qualification Score
| Factor | Score (1-5) | Notes |
|--------|-------------|-------|
| Role Fit | | Does title match experience? |
| Seniority Match | | Right level for career? |
| Location | | Remote-friendly or acceptable? |
| Recency | | Posted <14 days = 5 |
| **TOTAL** | /20 | 15+ = Deep research |

Tier 2: Standard Research (15-30 min)

Company Overview

  • Legal Name, Website, HQ, Founded, Employee Count, Industry

Funding & Financials

  • Stage (Seed/Series A-D/PE-backed/Public)
  • Last Round (Amount, Date, Investors)
  • Growth Trajectory

Technology Stack

CategoryToolsSource
CRMBuiltWith/Job Posts
Marketing Automation
Sales Engagement
Data Enrichment

GTM Motion Analysis

  • Sales Model: PLG / Sales-led / Hybrid
  • Target Market: SMB / Mid-Market / Enterprise
  • Team Structure from hiring signals

Hiring Signal Decode

  • Why This Role Exists: New team / Backfill / Expansion
  • Urgency Indicators: Reposted? Multiple similar roles?
  • Implicit Gaps: What skill combo is hard to find?

Tier 3: Deep Research with Firecrawl (45-60 min)

For high-priority (score 18+):

Career Page Analysis

  • Total Open Roles, GTM Roles count
  • Hiring Velocity (roles added last 30 days)
  • Growth Departments

Company Narrative (About page)

  • Mission Statement, Core Values
  • Key Differentiators, Culture Signals

Content Intelligence (Blog)

  • Recent Topics (last 90 days)
  • Content Frequency, Thought Leadership Areas

Customer Intelligence (Case Studies)

  • Featured Customers with industry/use case
  • Primary Industries Served
  • Value Propositions Proven

Contact Research Engine

Decision Maker Map

code
HIRING MANAGER          CHAMPION
(Has budget/authority)  (Advocates for you)
• VP Sales/Marketing    • Current team members
• RevOps Director       • Adjacent team leads
• CRO                   • Former colleagues there

INFLUENCER              GATEKEEPER
(Shapes opinion)        (Controls access)
• Team leads            • Recruiters
• Senior ICs            • HR/TA
• Cross-functional      • Executive assistants

Contact Profile Template

code
## Contact Research: {{Contact_Name}}

### Professional Identity
- Name: {{Contact_Name}}
- Title: {{Contact Title}}
- Company: {{Company Name}}
- LinkedIn: {{Contact_LinkedIn}}
- Email: {{Email}}

### Career Trajectory
- Current Role Tenure:
- Previous Company/Role:
- Career Pattern: Rising star / Steady climber / Lateral mover

### LinkedIn Deep Dive

#### Headline Analysis
- How They Position Themselves:
- Keywords Emphasized:

#### About Section
- Professional Philosophy:
- Key Accomplishments:
- What They Value:
- Tone: Formal / Casual / Data-driven / Story-driven

#### Content Analysis (Last 90 days)
| Date | Topic | Engagement | Insight |
|------|-------|------------|---------|
| | | | |

#### Themes & Patterns
- Professional Interests:
- Pain Points Expressed:
- Wins Celebrated:

### Personalization Hooks
1. Shared Experience:
2. Content Reference:
3. Mutual Connection:
4. Industry Insight:

Pain Point Detection Signals

Signal CategoryExample LanguageYour Value Response
Data Quality"CRM is a mess", "bad data"Enrichment/hygiene audit
Tool Integration"Tools don't talk", "manual entry"Integration architecture
Scaling Chaos"Growing pains", "things breaking"Process documentation
Attribution"Can't prove ROI", "reporting nightmare"Attribution model
Pipeline Velocity"Deals stuck", "slow pipeline"Signal-based prioritization
Lead Volume"Top of funnel weak"Enrichment build, Clay table
Team Enablement"Onboarding takes forever"Documentation, training

Opportunity Scoring Model

Composite Score (0-100)

code
SCORE = (Fit × 25) + (Signal Strength × 20) + (Access × 15)
      + (Timing × 15) + (Alignment × 10) + (Economics × 10) + (Competition × 5)

Component Scoring

FactorWeight5 (Best)3 (Medium)1 (Low)
Fit25%Exact matchModerate matchMismatch
Signal Strength20%Urgent signalsModerate signalsVague
Access15%Warm introLinkedIn activeCold only
Timing15%Urgent hire (<7 days)Active searchNo urgency
Alignment10%Mission matchNeutralMisalignment
Economics10%Exceeds targetAcceptableGap
Competition5%Few applicantsAverageOverwhelming

Priority Matrix

ScorePriorityActionCadence
85-100P1 HotImmediate deep research + outreachSame day
70-84P2 WarmStandard research, queue outreach3 days
55-69P3 CoolLight research, watchlistWeekly
40-54P4 ColdArchiveMonthly
0-39P5 SkipDo not pursueN/A

Playbook Selection: W2 vs Freelance

Decision Logic

code
IF timing_urgency > 80 AND signal_strength > 70:
    → W2 (they need someone now, full commitment)
ELIF company_has_budget_constraints OR role_is_project_based:
    → FREELANCE (lower commitment, prove value first)
ELIF access_quality < 50 AND fit > 70:
    → FREELANCE (Trojan Horse - get in the door)
ELSE:
    → W2_OR_FREELANCE (present both options)

W2 Application Sequence

code
Touch 1: Application + LinkedIn connection (with note)
    ↓ (2-3 days)
Touch 2: Value-add content share or comment on their post
    ↓ (3-5 days)
Touch 3: Send quick win deliverable
    ↓ (1 week)
Touch 4: Follow up with insight or reference offer

Freelance "Trojan Horse" Approach

Don't pitch services. Pitch a specific project based on their signals:

  1. Identify a gap from your research
  2. Propose a scoped 1-2 week project
  3. Show expected outcome with metrics
  4. Price it as a no-brainer ($2-5K range)
  5. Deliver exceptional value → expand relationship

Quick Win Deliverables

By Role Type

RevOps/GTM Ops Roles:

DeliverableTime to CreateImpact
Lead Scoring Audit2-3 hoursShows analytical depth
HubSpot Workflow Diagram1-2 hoursDemonstrates tool expertise
Integration Architecture2-4 hoursShows systems thinking
Data Quality Assessment3-4 hoursIdentifies quick wins

Sales/BDR Leadership:

DeliverableTime to CreateImpact
Sequence Teardown1-2 hoursShows outbound expertise
ICP Refinement2-3 hoursStrategic thinking
Territory Analysis2-3 hoursAnalytical skills
Competitive Battlecard3-4 hoursMarket knowledge

Marketing Ops:

DeliverableTime to CreateImpact
Attribution Model Draft2-3 hoursTechnical depth
Campaign Naming Convention1 hourOperational thinking
Lead Source Analysis2-3 hoursData skills
Nurture Flow Map2-3 hoursCustomer journey focus

Context Management System

Research Pipeline Stages

StageDefinitionNext Action
0-RawCSV import, no researchRapid qualification
1-QualifiedPassed initial screenStandard account research
2-ResearchedAccount research completeContact research
3-Intel ReadyContact research completeSignal synthesis
4-Outreach ReadyPersonalization completeDraft outreach
5-ActiveOutreach in progressFollow-up sequence
6-EngagedTwo-way conversationNurture/interview
7-WonAccepted position/contractCelebrate, onboard

Daily Research Session (2 hours)

code
Warm-up (15 min)
- [ ] Review new CSV additions
- [ ] Quick scan for high-signal opportunities
- [ ] Prioritize research queue

Deep Work Block 1 (45 min)
- [ ] 2-3 Account Research Dossiers

Break (10 min)

Deep Work Block 2 (45 min)
- [ ] 2-3 Contact Research Profiles

Synthesis (15 min)
- [ ] Update pipeline tracker
- [ ] Flag high-priority for outreach
- [ ] Queue tomorrow's targets

AI-Assisted Research Prompts

Prompt 1: Company to Research Brief

code
Given this company from my GTM list:
Company: {{Company Name}}
Domain: {{Company Domain}}
LinkedIn: {{Company LI URL}}
Job Title (if applicable): {{Job Title}}

Create a research brief:
1. INITIAL ASSESSMENT - Company stage, industry, size signals
2. HIRING SIGNALS - What does this role/company signal about their needs?
3. RESEARCH PRIORITIES - What to investigate further
4. HYPOTHESIS - What challenges might they face? Growth signals?
5. CONTACT STRATEGY - Who to find, what roles to target
6. PLAYBOOK RECOMMENDATION - W2 or Freelance approach? Why?

Prompt 2: LinkedIn Profile Analysis

code
Analyze this decision maker's profile:
Name: {{Contact_Name}}
Title: {{Contact Title}}
LinkedIn: {{Contact_LinkedIn}}

Provide:
1. PROFESSIONAL CONTEXT - Career trajectory, expertise
2. CONTENT ANALYSIS - Topics, opinions, pain points
3. COMMUNICATION STYLE - Tone, formality
4. PERSONALIZATION HOOKS - 3 specific conversation starters
5. OUTREACH RECOMMENDATIONS - Channel, tone, value prop

Prompt 3: Opportunity Synthesis

code
Synthesize this opportunity:
Company: {{Company Name}}
Domain: {{Company Domain}}
Job Title: {{Job Title}}
Hiring Manager: {{Hiring Manager}}
Employment Type: {{W2/Contract/Either}}

Research gathered:
{{Paste research notes}}

Provide:
1. OPPORTUNITY SCORE - Calculate using 7-factor model
2. PLAYBOOK - W2 or Freelance? Justify.
3. QUICK WIN - Specific deliverable to create
4. OUTREACH DRAFT - First touch message
5. FOLLOW-UP PLAN - Full sequence with timing

Lead Scoring Framework

Composite Model

code
TOTAL SCORE = (Firmographic × 0.60) + (Behavioral × 0.40)

Firmographic Scoring (60%)

FactorWeightScoring
Company Size20%1-500: 2 / 500-2000: 4 / 2000+: 5
Industry Fit15%Tier 1: 5 / Tier 2: 3 / Tier 3: 1
Tech Stack15%Complementary: 5 / Competitor: 3
Geography10%Target: 5 / Secondary: 3 / Other: 1

Behavioral Scoring (40%)

FactorWeightScoring
Website Engagement15%Pricing page: 5 / Multiple visits: 3
Content Interaction10%Demo request: 5 / Whitepaper: 3
Direct Actions15%Meeting booked: 5 / Contact sales: 4

Recency Decay

  • Last 7 days: 100%
  • 8-30 days: 75%
  • 31-60 days: 50%
  • 60+ days: 25%

Firecrawl Integration

When to Use Firecrawl

Research NeedStandard SourcesUse Firecrawl When
Company overviewLinkedIn, CrunchbaseNeed mission/values depth
Job detailsLinkedIn job postNeed full JD from careers
Team structureLinkedIn searchNeed org chart from team page
Content strategySocial profilesNeed blog/resource analysis
Customer proofG2 reviewsNeed case study details

Firecrawl Patterns

Career Page Schema:

javascript
{
  "total_open_roles": number,
  "gtm_roles": array,
  "hiring_velocity": string,
  "culture_keywords": array
}

About Page Schema:

javascript
{
  "company_mission": string,
  "core_values": array,
  "key_differentiators": array,
  "target_customer_description": string
}

Blog Schema:

javascript
{
  "recent_post_titles": array,
  "primary_content_themes": array,
  "posting_frequency": string,
  "thought_leadership_topics": array
}

Output Templates

Research Dossier Export

code
# Opportunity Dossier: {{Job Title}} @ {{Company Name}}

## Executive Summary
**Score**: {{Score}}/100 | **Priority**: {{P1-P5}} | **Playbook**: {{W2/Freelance}}
**Domain**: {{Company Domain}} | **Posted**: {{Date}}

[2-3 sentence summary]

## Account Intelligence
[Company snapshot, GTM context, hiring signals, pain points]

## Contact Intelligence
[Profile summary, communication style, personalization hooks]

## Outreach Strategy
- Channel: LinkedIn / Email / Both
- Tone: Based on contact style
- Lead With: Pain point / Value / Connection
- Playbook: W2 Application / Freelance Trojan Horse

### Connection Request (150 chars)
{{Draft}}

### Initial Message (150 words)
{{Draft}}

### Quick Win Deliverable
{{Deliverable name}}
- Time to create: {{X hours}}
- Expected impact: {{Why it matters}}
- Delivery format: {{PDF/Loom/Doc}}

Integration with Other Skills

SkillIntegration Point
Clay AutomationBuild research tables, run enrichment, automate scoring
HubSpot OperationsTrack pipeline, manage follow-ups, CRM expertise for quick wins
Data OrchestrationConnect research to outreach sequences
CopywritingGenerate personalized messages, email sequences

Workflow Stack

code
GTM Ops CSV (Source data)
       ↓
GTM Context OS (Research, scoring, playbook selection)
       ↓
Clay Automation (Enrichment, Firecrawl)
       ↓
Copywriting (Personalized outreach)
       ↓
HubSpot / CRM (Pipeline tracking)

Key Insight

Job hunting is outbound sales where you're the product.

Apply the same GTM principles:

  1. Research deeply - Account + contact intelligence
  2. Detect signals - What are they trying to accomplish?
  3. Choose your playbook - W2 or Freelance based on signals
  4. Lead with value - Quick wins, not asks
  5. Personalize everything - Generic = ignored
  6. Follow up systematically - One touch isn't enough
  7. Track and optimize - What's working? Iterate.

Troubleshooting

IssueCauseSolution
Missing emailsCSV incompleteUse Hunter/Apollo to find
Stale opportunitiesPosted 30+ daysVerify still open
No manager contentLow LinkedIn activityFocus on company signals
Credits burning fastOver-enrichingQualify before enriching
Research too longGoing too deepUse tiered approach
Personalization forcedWeak signalsUse industry-level insights
W2 vs Freelance unclearMixed signalsDefault to Freelance (lower risk entry)

Quality Control Checklist

Account Research:

  • Company stage clear
  • Tech stack documented
  • Hiring signals decoded
  • Pain points with evidence
  • Why Now analyzed

Contact Research:

  • Career trajectory mapped
  • Content analyzed
  • Communication style identified
  • 3+ personalization hooks

Synthesis:

  • Opportunity score calculated
  • Priority assigned
  • Playbook selected (W2/Freelance)
  • Quick win identified
  • Outreach draft ready (if P1/P2)