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icp-onboarding

Interviews users about their business and generates a structured client-profile.yaml for cold email targeting.

Updated May 28, 2025
Search Tags:#lead generation#cold email#outreach#icp#client onboarding#ideal customer profile#prospeo
One-click install
npx skills add https://github.com/meloShaya/insteltech --skill icp-onboarding-meloshaya
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: icp-onboarding
Source: https://github.com/meloShaya/insteltech/tree/main/crm/library/skills/icp-onboarding
Command: npx skills add https://github.com/meloShaya/insteltech --skill icp-onboarding-meloshaya

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve? Cold email campaigns fail when the Ideal Customer Profile is too vague. This Skill runs a structured intake interview that forces precise ICP definitions, separates hard filters from soft preferences, and produces a reusable client-profile.yaml that every downstream campaign skill consumes. ## Core Features & Use Cases - Website-Anchored Intake: Scrapes the business website (homepage, about, pricing, case studies) with a TypeScript script and proposes an ICP starting point before the interview begins. - Guided 12-Question Interview: Walks through offer, buyer titles, headcount, industries, geography, triggers, disqualifiers, lead magnets, tone, and legal constraints one question at a time. - Prospeo Filter Translation: Maps answers to exact Prospeo industry names (from a 256-value taxonomy), headcount buckets, and title synonyms, then splits each criterion into hard filters versus soft preferences. - Use Case: A founder says "I sell analytics software to SaaS companies." The Skill scrapes their site, interviews them, and outputs a client-profile.yaml targeting VPs of RevOps at 50-500 person US SaaS firms, ready for lead-list building. ## Quick Start Say "onboard me for a new cold email campaign" and provide your business website URL when asked.

Frequently Asked Questions about icp-onboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I define an ICP for cold email outreach?▼

Run a structured intake that captures buyer job titles, headcount range, industries, geography, triggers, and disqualifiers, then save them as hard filters and soft preferences in a client-profile.yaml. This Skill guides that interview and writes the file automatically.

What is the difference between hard filters and soft preferences in lead targeting?▼

Hard filters are criteria a lead must match, such as job title or industry, while soft preferences like recent fundraises are personalization signals that do not shrink the list. Treating triggers as hard filters can reduce a lead list by 20x.

Does the website scraper work without a business URL?▼

Yes, the interview falls back to a plain two-sentence description of what you sell and to whom when no website exists. The scraper script only runs when a URL is provided and fetches pages like /about, /pricing, and /case-studies.

Why must Prospeo industry names match exactly?▼

Prospeo's API only accepts its 256 enumerated industry values, so "Manufacturing" fails while "General Manufacturing" works. The Skill includes a reference file listing all valid names plus common wrong-to-right mappings.

What happens after the client-profile.yaml is created?▼

The profile is saved to a profiles directory and printed back for confirmation. Downstream skills such as cold-email-starter-kit or auto-research-public read it to build lead lists and write campaign copy.

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