AgentSkillsCN

lead-sources-guide

按使用场景划分的潜在客户来源,搭配 Clay 提供的交付就绪模板——Apollo、LinkedIn Sales Navigator、Clay、Ocean.io、Openmart 以及本地目录。在选择潜在客户来源、构建拓扑客户工作流,或设置数据补充环节时使用。

SKILL.md
--- frontmatter
name: lead-sources-guide
description: Lead sources by use case with Clay delivery-ready templates - Apollo, LinkedIn Sales Navigator, Clay, Ocean.io, Openmart, and Local Directories. Use when choosing lead sources, building prospecting workflows, or setting up data enrichment.

Lead Sources & Clay Templates

Lead Sources by Use Case

Apollo.io

  • Best for: Broad targeting
  • Use with: LeadMagic scraper for enrichment
  • Pros: Good volume
  • Cons: Needs verification

LinkedIn Sales Navigator

  • Best for: Precise role/seniority targeting
  • Use with: Prospeo or Vayne scrapers
  • Pros: Higher quality
  • Cons: Lower volume

Clay Find People/Accounts

  • Best for: Quick lookups
  • Use case: Native database for enrichment workflows

Ocean.io

  • Best for: Lookalike accounts
  • Use case: Expanding TAM based on tech stack/ICP

Openmart

  • Best for: Local lead generation
  • Use case: SMB-focused targeting

Local Directories

  • Best for: Niche verticals
  • Tool: Instant Data Scraper
  • Use case: Specific industries

Clay Templates (Delivery-Ready)

General High-Volume

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Leadmagic → Apollo → Bouncebean → Import Template

Segmented by Title/Industry

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Leadmagic → Apollo Import → Persona Segment

Email Enrichment

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Leadmagic → Clay → Enrich Prospect Emails

Standard Sales Nav Workflow

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Prospeo → Sales Nav → Leads Import Template

Alternative Sales Nav Flow

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Vayne → Sales Nav → Import Template

List Building Pro Tips

  1. Mix sources - Don't rely on just one
  2. Scraping = step 1 - Still need Clay enrichment
  3. Templates are modular - Adjust for campaign goals
  4. Don't reinvent the wheel - Start with template, tweak

Source Selection Matrix

NeedBest SourceBackup
VolumeApolloClay Find
QualitySales NavigatorOcean.io
LookalikesOcean.ioClay
Local/SMBOpenmartDirectories
NicheDirectoriesApollo filters

Combines with

SkillWhy
clay-enrichment-9stepEnrich leads after sourcing
list-building-tipsApply quality principles
clay-buying-signals-5Add signals to sourced leads
buying-signals-6Prioritize by signal strength

Example prompts

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Which source should I use for targeting VP Engineering at Series B startups?
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Set up a Clay template for Apollo → enrichment → email verification.
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How do I find lookalike companies to my best customers?