Sales Enrich

# Enrich Contacts & Clean CRM Data

Help the user enrich contacts and companies with verified data, clean stale CRM records, and optimize their enrichment workflow. This skill is platform-agnostic but references Apollo.io as the primary tool. The same strategies apply to ZoomInfo, Clay, Lusha, Cognism, or any enrichment provider.

## Step 1 — Gather context


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

Ask the user:

1. **What do you need to do?**
   - A) Enrich a list of contacts with emails/phones
   - B) Enrich company/account records with firmographic data
   - C) Clean up stale or incomplete CRM data
   - D) Set up ongoing auto-enrichment
   - E) Deduplicate contacts or accounts
   - F) Verify existing email addresses before a campaign
   - G) Other — describe it

2. **How many records are involved?**
   - A) Under 100 (manual/one-time)
   - B) 100-1,000 (batch job)
   - C) 1,000-10,000 (bulk operation)
   - D) 10,000+ (large-scale cleanup)
   - E) Ongoing (continuous enrichment of new records)

3. **What enrichment tool(s) do you have?**
   - A) Apollo.io
   - B) ZoomInfo
   - C) Clay
   - D) Lusha / Cognism
   - E) Clearbit / Breeze
   - F) Multiple providers (waterfall)
   - G) None yet — recommend one

4. **What data do you need?**
   - A) Email addresses (verified/deliverable)
   - B) Phone numbers (direct/mobile)
   - C) Both email and phone
   - D) Firmographic data (company size, revenue, industry, tech stack)
   - E) All of the above

## Step 2 — Enrichment strategy

Choose the right approach based on volume and frequency:

### Single-record enrichment
- **When**: Researching a specific prospect, manual prospecting
- **How**: Look up individual records in your enrichment tool or via API
- **Credit cost**: 1 credit per person (email), more for phone numbers
- **Best for**: High-value ABM targets, executive-level contacts

### Batch enrichment
- **When**: Enriching a list before launching a campaign
- **How**: Upload CSV or select records in-platform for bulk enrichment
- **Credit cost**: 1 credit per record enriched (plan carefully)
- **Best for**: Campaign prep, list cleaning before outreach

### Auto-enrichment
- **When**: Keeping CRM data fresh continuously
- **How**: Set up rules to enrich new records on creation or on a schedule
- **Credit cost**: Ongoing — budget credits monthly
- **Best for**: Teams with steady lead flow who need data quality without manual effort

### Waterfall enrichment
- **When**: Single provider doesn't have enough coverage
- **How**: Try Provider A first → if no result, try Provider B → then Provider C
- **Credit cost**: Only pay for successful enrichments at each level
- **Best for**: Maximizing coverage when targeting niche personas or international contacts
- **Key waterfall