diff --git a/skills/enrich-technology/SKILL.md b/skills/enrich-technology/SKILL.md new file mode 100644 index 0000000..28aaa56 --- /dev/null +++ b/skills/enrich-technology/SKILL.md @@ -0,0 +1,150 @@ +--- +name: enrich-technology +description: Look up the full technology stack installed at a company — CRM, marketing automation, ERP, cloud infrastructure, analytics, and more. Supports tech-stack-based prospecting to find all companies running a specific technology. +--- + +# Enrich Technology + +Look up the installed technology stack at a company, or find companies running a specific technology. + +## Input + +The user will provide via `$ARGUMENTS` one of: + +**Tech stack lookup (what does this company use?):** +- A company name (e.g., `Salesforce`) +- A company domain (e.g., `salesforce.com`) +- A ZoomInfo company ID + +**Tech stack prospecting (who uses this technology?):** +- A technology name or combination (e.g., `companies using HubSpot`, `SAP + Snowflake customers`, `Salesforce users in financial services with 500+ employees`) + +Determine which workflow to use based on whether the user is asking about a specific company or looking for companies by technology. + +--- + +## Workflow A — Tech Stack Lookup (specific company) + +1. **Lookup metadata first** — before calling any other MCP tool, use `lookup` to load reference data for any fields relevant to the request. Use the returned `id` values (not display names) in all subsequent API calls. + +2. **Resolve the company** if the user did not provide a ZoomInfo company ID: + - Domain or URL → use `companyWebsite` + - Company name → use `companyName` + - Ticker → use `companyTicker` + +3. **Enrich the company** using `enrich_companies` with the resolved match key. Request output fields that include technology data: + - `techAttributeTagList` — installed technologies (vendor, product, category tags) + - `id`, `name`, `website`, `industry`, `employeeCount`, `revenue` — for context + +4. **If no match**, try a fallback: + - Use `search_companies` with `companyName` for fuzzy matching + - Present the top 3 candidates and ask the user to confirm + +5. **Parse and categorize** the returned `techAttributeTagList` by category (see Output Format). + +--- + +## Workflow B — Tech Stack Prospecting (find companies by technology) + +1. **Lookup metadata first** — use `lookup` to resolve valid values for any firmographic filters the user mentioned (industry, employee count, revenue, geography, company type). Use returned `id` values in all search calls. + +2. **Parse the technology criteria** from the user's input: + - Single technology → one `techAttributeTagList` value + - Multiple technologies → multiple values (AND logic — companies that have all specified technologies) + - Combined with firmographics → add the appropriate filters (industry, `employeeCountMin`/`Max`, `revenueMin`/`Max`, `state`, `country`) + +3. **Search companies** using `search_companies` with: + - `techAttributeTagList`: the technology name(s) as filter values + - Any additional firmographic filters resolved from step 1 + - Sort by `-employeeCount` (largest companies first) or `-revenue` if the user specifies + - Request up to 100 results + +4. **Enrich the top results** using `enrich_companies` on the top 10 (batch of 10) to get full firmographic detail including full tech stack, revenue, employee count, and HQ. + +5. **Output as a structured table** (see Output Format — Prospecting). + +--- + +## Output Format + +### Workflow A — Tech Stack Lookup + +**[Company Name]** — [Industry] | [Employee Count] employees | [Revenue] | [HQ Location] + +#### Installed Technologies + +Group technologies by category. Common categories: + +| Category | Technologies | +|----------|-------------| +| CRM | Salesforce Sales Cloud, HubSpot CRM | +| Marketing Automation | Marketo, Pardot | +| ERP / Finance | SAP S/4HANA, Oracle NetSuite | +| Data & Analytics | Snowflake, Tableau, Looker | +| Cloud Infrastructure | AWS, Microsoft Azure, Google Cloud | +| Collaboration | Slack, Microsoft Teams, Zoom | +| Customer Support | Zendesk, Salesforce Service Cloud | +| Data Enrichment | ZoomInfo, Clearbit | +| Advertising | Google Ads, LinkedIn Campaign Manager | +| Other | [any remaining technologies] | + +Omit categories with no detected technologies. If a category has more than 5 technologies, show the top 5 and note the total count. + +#### Technology Signals + +After the table, surface actionable intelligence: + +- **Integration opportunities**: Technologies that commonly pair with the user's product (if inferable from context) +- **Competitive signals**: Technologies that indicate an incumbent competitor is installed +- **Displacement signals**: Technologies that are commonly replaced by the user's product +- **Stack sophistication**: Is this company early-stage (few tools, basic stack) or mature (deep, redundant tooling)? + +If no signals can be inferred, omit this section. + +#### Data Notes +- Note that ZoomInfo technographic data reflects detected signals and may not represent the full installed stack +- Include the ZoomInfo Company ID for follow-up commands + +--- + +### Workflow B — Tech Stack Prospecting + +#### Search Criteria Applied + +| Filter | Value | +|--------|-------| +| Technology | [tech name(s)] | +| Industry | [if specified] | +| Employee Count | [if specified] | +| Revenue | [if specified] | +| Geography | [if specified] | + +#### Companies Using [Technology Name] + +| # | Company | Industry | Employees | Revenue | HQ | Website | ZoomInfo ID | +|---|---------|----------|-----------|---------|-----|---------|-------------| +| 1 | | | | | | | | +| 2 | | | | | | | | + +Show the top 25 by default. If the user asks for more, show up to 100. + +#### List Summary +- **Total matches found**: X (showing top Y) +- **Industry breakdown**: Top 3 industries represented +- **Size distribution**: Breakdown by employee range +- **Geography**: Top 3 countries/states represented + +#### Refinement Options +If results are too broad or too narrow, suggest specific filter adjustments: +- "Add `industry` filter to narrow from 1,200 to ~150 results" +- "Add `employeeCountMin: 200` to focus on mid-market and above" +- "Add a second technology (e.g., `Snowflake`) to find companies running both" + +--- + +## Important Notes + +- **Technographic data coverage** varies by company size. Enterprise companies (1,000+ employees) typically have the richest tech stack data. SMB coverage may be limited. +- **Freshness**: ZoomInfo technographic signals are refreshed regularly but may lag actual deployments by weeks to months. Flag this when surfacing competitive or displacement signals. +- **Tech stack prospecting** works best with well-known vendor names (Salesforce, HubSpot, SAP, Workday, etc.). Obscure or niche tools may not return results. +- This skill requires a ZoomInfo account with technographics data enabled.