Sales Client Sourcing

---
name: sales-client-sourcing
sheetId: "2.01"
description: "9-step sales client sourcing pipeline — turn a workshop/event satisfaction survey into an enriched outbound funnel with company website, background, tailored 陌生開發 strategy, Hot Lead flag, and Well-Known firm flag. Operates in BATCH on a WHOLE survey sheet and writes back only new columns — it creates no CRM records and drafts no email. For ONE person's row — or a single DM, website enquiry, or business card — hand that signal to sales-outbound instead, which creates the contact + deal and drafts the reply. Natural pairing: run this skill to triage the sheet, then sales-outbound on each Hot Lead row."
category: sales-consultant
project: sales-client-sourcing
platform: claude
status: Done
author: Peter Tu
input: "Google Sheet of survey participants — each row has company name, AI challenges, topic interests, and attend-motivation signals"
process: "Header auto-detection → generic-name filter → output column provisioning → formula writes (Hot Lead / 平均分數) → parallel WebSearch enrichment → strategy synthesis weaving challenges + interests → sort-safe write-back → Well-Known judgment → run summary"
output: "Same sheet + 5–7 new columns: 官網, 公司背景, 陌生開發策略, Hot Lead?, 知名企業? (and optionally 有普通?, 平均分數); plus a 'needs follow-up' list for unknowns"
synergy: []
house-style: bound

---

# Sales Client Sourcing

```bash
npx skills add https://github.com/peter-tu-zynkr/zynkr-skill-builder --skill sales-client-sourcing
```

Turn a post-event satisfaction survey into a tier-1 BD outbound funnel in one pass. Use this skill after any workshop, public class, or speaking event where you've collected attendee responses with company name + AI pain points + topic interests, and you want each row enriched with company context and a tailored cold-outbound (陌生開發) angle. Trigger on phrases like "處理活動問卷", "幫我做 BD 名單", "把問卷變成陌生開發清單", "process survey for BD", or "/sales-client-sourcing".

**Not this skill when — you have ONE person, not a sheet.** A single feedback row, DM,
website enquiry or business card goes to `/sales-outbound`, which writes the contact +
deal into the CRM and drafts the reply. This skill only enriches sheet columns; it never
touches the CRM or Gmail. They pair naturally: triage the whole sheet here, then run
`/sales-outbound` on each Hot Lead row.

---

## Step 0 — Load Config

Read the config file at:
`./sales-client-sourcing-config.md`

Store:
- `SHEET_ID` — Google Sheet ID
- `SHEET_TAB` — sheet tab name (default: first tab)
- `HEADER_HINTS` — fuzzy-match keyword lists per role
- `HOT_LEAD_SIGNALS` — regex phrases that fire the Hot Lead flag
- `GENERIC_PATTERNS` — company-name skip list
- `ADD_SATISFACTION_COLUMNS` — boolean; whether to also write 有普通? + 平均分數
- `SATISFACTION_SCORE_COLUMNS` — Likert (1–5) columns; auto-detect if blank

**If `SHEET_ID` is `TBD`:**
```
⚠️  Google Sheet ID not configured yet.
Please paste the Google Sheet URL or ID before continuing.
```
Wait for user input. Update `SHEET_ID` in memory for this session.

---

## Step 1 — Header Auto-Detection

Display:
```
---------------------------------------------
🎯 Sales Client Sourcing
---------------------------------------------
Phase: Header Detection
---------------------------------------------
```

Read row 1 with `mcp__google-workspace__read_sheet_values`:
- `user_google_email`: `<your-google-workspace-account>`
- `spreadsheet_id`: `SHEET_ID`
- `range`: `[SHEET_TAB]!A1:Z1`

Fuzzy-match each header cell to one of these roles using `HEADER_HINTS`:
- `company_col` — required
- `challenges_col` — required (the J-column equivalent)
- `topics_col` — required (the K-column equivalent)
- `attend_motivation_col` — required for Hot Lead detection
- `participant_name_col` — optional

Store as `COL_MAP`. Display:
```
Detected columns:
  公司名稱        → Column B
  參加原因        → Column C
  AI 挑戰         → Column J
  感興趣議題      → Column K
  學員姓名        → (not detected)

Type [OK] to proceed, or [SET role=X] to override (e.g. SET company=B).
```

Accept overrides until user types `OK`. If a required role can't be matched and the user can't supply it, halt with a clear error.

---

## Step 2 — Generic-Name Filter

Read the full company column with `mcp__google-workspace__read_sheet_values`:
- `range`: `[SHEET_TAB]![company_col]2:[company_col]`

For each row, classify:
- **`generic`** if the cell value (trimmed, lowercased) matches any `GENERIC_PATTERNS` entry, is blank, or is purely numeric.
- **`searchable`** otherwise.

Build `ROWS[]` — one object per row with `{sheet_row, company_name, classification}`.

Display:
```
Survey rows: [N] total
  Searchable: [N1]
  Generic (will skip enrichment): [N2]
```

---

## Step 3 — Output Column Provisioning

Identify the next available empty column block at the right edge of the data. Write headers using `mcp__google-workspace__modify_sheet_values`:
- `range`: `[SHEET_TAB]![first_new_col]1:[last_new_col]1`
- `value_input_option`: `USER_ENTERED`

Always-on headers:
- `官網`
- `公司背景`
- `陌生開發策略`
- `Hot Lead?`
- `知名企業?`

Conditional headers (only if `ADD_SATISFACTION_COLUMNS` is `true` AND not already present):
- `有普通?`
- `平均分數`

Store column letters as `OUT.website_col`, `OUT.background_col`, `OUT.strategy_col`, `OUT.hot_lead_col`, `OUT.well_known_col`, `OUT.has_average_col`, `OUT.avg_score_col`.

---

## Step 4 — Formula Writes

### 4a — Hot Lead formula

Write to row 2 of `OUT.hot_lead_col` using `mcp__google-workspace__modify_sheet_values` (`value_input_option: USER_ENTERED`):

```
=ARRAYFORMULA(IF(LEN(A2:A)=0,"",IF(REGEXMATCH([attend_motivation_col]2:[attend_motivation_col]&"","[HOT_LEAD_SIGNALS_PIPE_JOINED]"),"Y","N")))
```

Substitute `[attend_motivation_col]` with the detected column letter, and `[HOT_LEAD_SIGNALS_PIPE_JOINED]` with the config's `HOT_LEAD_SIGNALS` joined by `|`. Example produced today:
```
=ARRAYFORMULA(IF(LEN(A2:A)=0,"",IF(REGEXMATCH(C2:C&"","評估是否適合在公司內部安排類似課程|評估未來參加公開班課程的可能性"),"Y","N")))
```

### 4b — Satisfaction formulas (if `ADD_SATISFACTION_COLUMNS`)

Resolve `SATISFACTION_SCORE_COLUMNS`. If blank, auto-detect: scan row 2 of all columns for Likert tokens (`非常滿意`, `滿意`, `普通`, `不滿意`, `非常不滿意`); the contiguous block is the Likert range. Store as `LIKERT_RANGE` (e.g. `D2:H`).

Write to row 2 of `OUT.has_average_col`:
```
=ARRAYFORMULA(IF(LEN(A2:A)=0,"",IF(MMULT(([LIKERT_RANGE]="普通")*1,SEQUENCE(COLUMNS([LIKERT_RANGE]),1,1,0))>0,"Y","N")))
```

Write to row 2 of `OUT.avg_score_col`:
```
=ARRAYFORMULA(IF(LEN(A2:A)=0,"",IFERROR(ROUND(MMULT(([LIKERT_RANGE]="非常滿意")*5+([LIKERT_RANGE]="滿意")*4+([LIKERT_RANGE]="普通")*3+([LIKERT_RANGE]="不滿意")*2+([LIKERT_RANGE]="非常不滿意")*1,SEQUENCE(COLUMNS([LIKERT_RANGE]),1,1,0))/MMULT((([LIKERT_RANGE]="非常滿意")+([LIKERT_RANGE]="滿意")+([LIKERT_RANGE]="普通")+([LIKERT_RANGE]="不滿意")+([LIKERT_RANGE]="非常不滿意"))*1,SEQUENCE(COLUMNS([LIKERT_RANGE]),1,1,0)),2),"")))
```

Both formulas propagate automatically — no fill-down needed.

---

## Step 5 — Company Enrichment

Display:
```
---------------------------------------------
Phase: Company Enrichment ([N1] searchable rows)
---------------------------------------------
```

Initialize `ENRICHMENT_CACHE = {}` and `UNKNOWNS = []`.

Read full challenges + topics columns so the strategy synthesis (Step 6) has the participant context:
```
mcp__google-workspace__read_sheet_values
  range: [SHEET_TAB]![company_col]2:[topics_col]
```

For each unique company name in the `searchable` set, in **parallel batches of 8**:

1. Run a single WebSearch: `"[company name]" 台灣 公司 官網`
2. Parse top results:
   - **Accept** the company's own domain (typical patterns: `*.com.tw`, `*.com`, `*.org.tw`, `*.gov.tw`, `*.edu.tw`, `*.ai`).
   - **Reject** directory domains: `twincn.com`, `iyp.com.tw`, `alphaloan.co`, `findcompany.com.tw`, `1111.com.tw`, `104.com.tw`, `518.com.tw`, `taiwantrade.com`, `dnb.com`, `companys.com.tw`, `twfile.com`, `business.com.tw`, `aibee.com.tw`, `costring.com`, `1111人力銀行`, any other generic lookup site.
3. Compose 1-line `company_background`: industry + scale (上市/上櫃/SME/外商/NPO/政府) + location + founding year if obvious + parent group if applicable.
4. **Move on within one search attempt if nothing useful** — push `{company_name, reason}` to `UNKNOWNS[]` and leave `website` as `""`.
5. Store `ENRICHMENT_CACHE[company_name] = {website, background}`.

This caches duplicates (e.g. 程曦資訊 appearing in 4 rows hits WebSearch only once).

For well-known brands the assistant recognizes confidently, the WebSearch step can be skipped and the URL written directly — but only for unambiguous cases (stock-listed Taiwan firms, major government bodies, household-name international brands).

---

## Step 6 — Strategy Synthesis

For each `searchable` row, generate `陌生開發策略` (~120–180 chars) by composing:

1. **Industry anchor** — pull from `company_background` (e.g. "半導體製造", "金融業", "電商").
2. **Challenge → angle mapping** (from challenges column):
   - `公司預算或資源不足` → 分階段付費 / 公開班共學群 / Demo 試水
   - `缺乏明確的導入策略或規劃方向` → AI 導入路線圖 / leadership briefing
   - `AI 工具種類繁多，難以判斷適合選用的工具` → tool selection consulting / 推薦清單
   - `資料安全與隱私疑慮` → 本地部署 Llama / 私有雲 LLM / 閉環 Demo
   - `員工/同事對 AI 學習或使用的接受度較低` → Change Mgmt 工作坊 / 漸進式內訓
   - `目前尚未遇到明顯障礙` → 進階課程 / Agent 工作流
3. **Topic → concrete proposal** (from topics column):
   - `AI 自動化` → 工作流程 RAG / 文件自動產製
   - `客製化 AI / LINE Bot` → LINE Bot 接客 / 內部知識庫
   - `AI Agent` → 跨工具整合 Agent / 任務自動執行
   - `Vibe Coding` → 內部工具快速打造
   - `Prompt 指令設計` → Prompt 模板庫
   - `Persona 設定` → 客戶/員工 Persona 應用
   - `AI 內容生成` / `AI 視覺` → 文案生成 / 廣告素材
4. **Hot Lead emphasis** — if the row's Hot Lead flag would fire (check `attend_motivation_col` against `HOT_LEAD_SIGNALS`), append "建議主動聯繫" + 內訓提案 / 公開班報名邀請.

Reference template library at `./references/strategy-templates.md` for industry-specific phrasings.

Store strategy in `ENRICHMENT_CACHE[company_name].strategies[sheet_row]` — keyed per row because same company in different rows may have different J/K answers.

---

## Step 7 — Write-Back with Sort Safety

**Critical:** Re-read column B (the company column) immediately before writing, because the sheet may have been sorted while enrichment was running.

```
mcp__google-workspace__read_sheet_values
  range: [SHEET_TAB]![company_col]2:[company_col]
```

For each current row in the re-read company column:
- Look up `ENRICHMENT_CACHE[current_company_name]`
- Append to the output 2D array: `[website, background, strategy_for_this_row, "", ""]` (Hot Lead and Well-Known are left empty here — Hot Lead is formula-driven, Well-Known is written in Step 8)
- For `generic` rows, append `["", "", "", "", ""]`

Write the 2D array in **chunks of ≤55 rows** to avoid oversized payloads:
```
mcp__google-workspace__modify_sheet_values
  range: [SHEET_TAB]![OUT.website_col]2:[OUT.well_known_col]56
  value_input_option: USER_ENTERED
  values: [chunk 1]
```
Repeat for subsequent chunks.

---

## Step 8 — Well-Known Flag

Pass the full `ENRICHMENT_CACHE` (`{company_name → background}` map) through a single judgment pass. Mark `Y` for:
- Listed companies (上市/上櫃)
- Recognizable international brands
- Government bodies (縣市政府, 部會)
- Major schools/universities (≥1,000 enrollment or well-known prep schools)
- Big NPOs (national-scale charities, foundations)

Default to `N` for SMEs, niche-domain firms, and unknowns.

Re-read company column once more (in case of more sorting), build the Well-Known column array in current row order, write:
```
mcp__google-workspace__modify_sheet_values
  range: [SHEET_TAB]![OUT.well_known_col]2:[OUT.well_known_col][last_row]
  value_input_option: USER_ENTERED
  values: [[Y/N], [Y/N], ...]
```

---

## Step 9 — Run Summary

Display:
```
=============================================
🎯 Sales Client Sourcing — Complete
=============================================

Total rows:       [N]
Searchable:       [N1]
Generic (skipped):[N2]

Hot Leads:        [count] (filter R = Y)
Well-Known:       [count] (filter S = Y)
Tier-1 (both):    [count] (filter R = Y AND S = Y) ← your priority list

Unknowns (need manual follow-up):
  - guceu (×2 rows) — likely typo or internal code
  - eport — too generic
  - [other unknowns...]

Google Sheet: https://docs.google.com/spreadsheets/d/[SHEET_ID]
=============================================
```

---

## Progress Indicator

Show this line at the top of each phase:

```
🎯 Config → Headers → Filter → Provision → Formulas → Enrich → Strategy → Write → Brand → Done
```

Use `▶` for current phase, `✓` for completed, `○` for upcoming.

---

## Error Handling

- **Header detection fails** for a required role → prompt the user to specify the column letter manually (e.g. `SET challenges=J`).
- **WebSearch returns only directory domains** → leave website blank, add to `UNKNOWNS[]` with reason `"no official site found"`; do NOT keep retrying.
- **WebSearch returns ambiguous name** (e.g. multiple unrelated companies) → leave website blank, note ambiguity in `UNKNOWNS[]`, write `(可能為 X 或 Y)` in background.
- **Google Sheets payload too large** → automatically halve the chunk size and retry.
- **Sheet sorted during run** → write-back step's re-read (Step 7 + Step 8) handles this transparently; no user action needed.
- **Re-run on already-enriched sheet** → detect existing headers (官網/公司背景/陌生開發策略) and ask user whether to skip, refresh-all, or refresh-only-blanks.
- Never silently skip a step — always surface errors clearly.

## House style

Writing style is **not owned by this file**. The house voice lives in two Google Docs under
`[@] 寫作指南` (`12DBdFz3SK22ie9im_ThFMI7IBRXsTZsV`), read at runtime:

- 《[2.0] Zynkr 通用風格指南 House Voice》 `10bOIQwRm9Pxwgct4hlwCwK_B4Pipai1HqBPZKzyRHSE` —
  the universal core, plus the addendum for this surface
- 《[3.2] 禁用詞清單 Forbidden Words》 `1N5sHLP4qzmmhpCGsi6KElxi1z0MFe4QZ0Q_35T10Uyg`

Read both before producing client- or reader-facing text, and scan the draft against 《[3.2]》
before handing it over. If Drive is unreachable, say so in the output rather than proceeding
unchecked. Never re-implement either list inside this file.