intent-signal-aggregator-skill

Intent Signal Aggregator

Turn a target-account list into a ranked intent feed where every signal is a tool result: Apollo job postings and organization enrichment for hiring, funding, growth, and leadership changes; Epiphan CRM activity for first-party engagement. Accounts are gated through `qualify_lead` before they can be hot, scored 0-100, and delivered as a Slack digest plus a handoff file for sdr-dial-lists and contact-hunter. Timing is the product: same prospect, different week, different outcome. Keywords: `intent signals`, `buying signals`, `hot accounts`, `job postings`, `funding`, `in-market`

<quick_start> Trigger: "track intent signals for [account list / vertical]" or "which accounts are showing buying signals this week?"

Tool order:

1. Account list — from the request, a HubSpot list (hubspot_search_lists + hubspot_list_members), or execute_sql over hubspot_companies for the vertical. Resolve domains.
2. Gate Q — qualify_lead per account before any signal pull (no credits on excluded accounts). Verdict decides exclude / STALE AE LEAD / net-new.
3. Signals, per surviving domain:
   • apollo_organizations_job_postings → open roles; match titles/descriptions against the AV/video keyword list below.
   • apollo_organizations_enrich → funding events, estimated_num_employees trend, leadership (current_technologies, latest_funding_stage, founded_year).
   • apollo_mixed_people_api_search with ATL titles + the domain, apollo_people_bulk_match for tenure → new executive < 90 days.
   • First-party: activity_get_timeline on known contacts and analytics_search_by_email for product-page / pricing / demo activity.
   • Optional Clay track-event for funding/news when configured.
4. Score (table below), rank, write the digest.
5. Deliver: Slack DM to Tim with the digest; handoff JSON to ~/.claude/skill-state/intent-signal-aggregator/<date>-hot.json for sdr-dial-lists / contact-hunter; any outreach copy goes through Gate B then create_draft. </quick_start>

<house_rules> Customer-facing skill. Before output, run the gates in order (details: ~/.claude/skills/epiphan-house-rules-skill/reference/gates.md): S: search_product_catalog (Epiphan AI) or Epiphan Knowledge search before any product claim. B: check_my_copy on every customer-facing string. Q: qualify_lead right after the candidate pull, before tiering/enrichment/drafts. D: outbound text becomes a Gmail draft, never a send. Identifiers (owner IDs, portal, emails, seats) come from reference/identifiers.md in that skill — do not restate them here. On any gate failure follow reference/self-healing.md (retry, degrade with a flag, alert Tim, halt) and append a line to ~/.claude/skill-runs/.jsonl. </house_rules>

<success_criteria>

• Every account passed through qualify_lead before signal pulls; exclusions and STALE AE LEAD counted
• Every signal cites its source call and date (job posting id, funding event, timeline event); nothing narrated
• Each account has an intent score 0-100 with the per-signal contribution visible
• Per-source degradation reported (which source was empty/failed) rather than silently skipped
• Digest delivered as Slack DM; hot-account handoff JSON written
• Recommended action per hot account names the contact tier (from qualify_lead) and the next skill
• Outcome sidecar and run-log line written </success_criteria>

Stage 1 — Account list and Gate Q

Resolve the list to HubSpot company ids and domains. Run qualify_lead on each; Golden Rules, the AE 90-day rule, suppression, and geo default (USA/Canada) are evaluated inside that call — see epiphan-house-rules-skill reference/gates.md and reference/identifiers.md, do not restate owner IDs here. Excluded accounts are dropped before any Apollo credit is spent. qualify_lead unavailable → halt.

Stage 2 — Signal sources (all live)

Signal	Tool	What counts
Hiring (relevant)	apollo_organizations_job_postings	Titles/descriptions matching: AV, audiovisual, media services, lecture capture, video production, streaming, classroom technology, instructional technology, courtroom technology, broadcast engineer
Hiring (volume)	same	≥ 3 open roles in IT / facilities / media departments
Funding	apollo_organizations_enrich	latest_funding_stage / funding event ≤ 90 days; for public institutions, bond or capital-project news via Clay track-event when configured
Headcount growth	apollo_organizations_enrich	employee estimate up ≥ 10% vs the stored prior value in skill-state
Leadership change	apollo_mixed_people_api_search + apollo_people_bulk_match	ATL title with role start ≤ 90 days
Tech stack	apollo_organizations_enrich current_technologies	Panopto, Kaltura, Echo360, YuJa, Zoom Rooms, Crestron, Extron present or newly added
First-party engagement	activity_get_timeline, analytics_search_by_email	pricing/demo page views, form fills, email replies in the last 30 days

Each source is retried once on a transient error, then degraded: empty or failed source → that signal scores 0, the account is flagged partial:<source>, and the run continues.

Stage 3 — Scoring

Signal	Points	Decay
Relevant job posting	25 (first) + 5 each additional, cap 35	halves after 30 days
New ATL executive	25	halves after 60 days
Funding / capital event	15	halves after 90 days
First-party engagement	15	halves after 14 days
Headcount growth	5	per quarter
Tech stack match	5	static

Cap 100. Hot ≥ 60 (act this week) · Warm 35-59 (act within 2 weeks) · Watch < 35.

Stage 4 — Output

# Intent Signal Report — [date range]
Accounts in: [n] · excluded by Gate Q: [n] · stale AE surfaced: [n] · scored: [n] · hot: [n] · warm: [n]
Sources degraded: [none | job_postings for 3 accounts | …]

## HOT
### #1 [Company] — [vertical] — score [n]/100
1. Hiring: [n] relevant roles — "[title]" posted [date] (job posting id) — mentions [keyword]
2. Leadership: [Name], [Title], started [date] (Apollo id) — tier [ATL] per qualify_lead
3. First-party: [contact] viewed pricing [date] (timeline event)
Action: [call this week via sdr-dial-lists | contact-hunter for the new exec] — contact tier [ATL/GRAY]
Opener (draft id [Gmail id] after check_my_copy): "[one line]"

## WARM … ## WATCH …
## STALE AE LEADS — Tim decides
[Company] — owner [AE] — last activity [date] — score [n]

Signal win-rate tables are not emitted unless computed from ~/.claude/skill-analytics/outcomes.jsonl; no illustrative percentages in the report.

Stage 5 — Delivery and handoff

1. Slack DM to Tim: the HOT block plus counts, with the path to the full report saved at ~/.claude/skill-state/intent-signal-aggregator/<date>.md.
2. Handoff JSON ~/.claude/skill-state/intent-signal-aggregator/<date>-hot.json: [{company_id, domain, score, signals[], recommended_skill, contact_tier}] consumed by sdr-dial-lists and contact-hunter-skill.
3. Openers: get_writing_style once, check_my_copy per line, create_draft for hot accounts with a verified contact. Never send.
4. Persist the headcount snapshot per domain in skill-state for the next run's growth comparison.

Stage 6 — Emit outcome sidecar + run log

Write ~/.claude/skill-analytics/last-outcome-intent-signal-aggregator-skill.json:

{"ts":"[UTC ISO8601]","skill":"intent-signal-aggregator-skill","version":"<frontmatter version>","variant":"default",
 "status":"[success|partial|error]","runtime_ms":[estimated ms from start],
 "metrics":{"accounts_in":[n],"excluded_by_qualify":[n],"stale_ae_surfaced":[n],"accounts_scanned":[n],"signals_detected":[n],"hot_accounts":[n],
 "signal_types":{"hiring":[n],"funding":[n],"leadership":[n],"tech_stack":[n],"engagement":[n]},"sources_degraded":["job_postings"]},
 "error":null,"session_id":"[YYYY-MM-DD]"}

status partial must name the degraded source(s) in error. Append one line to ~/.claude/skill-runs/intent-signal-aggregator-skill.jsonl.

<self_healing> partial = a ranking was produced but a source degraded: job postings or enrichment empty/failed after retry (signal scored 0, account flagged partial:<source>), Slack DM failed (report path returned in chat), create_draft failed (opener in chat). error = no account list resolvable, Apollo entirely unavailable, or qualify_lead unavailable (halt: never mark an account hot that Gate Q has not seen). Ladder per ~/.claude/skills/epiphan-house-rules-skill/reference/self-healing.md: retry once → degrade with a flag → Slack DM Tim → halt with state in ~/.claude/skill-state/intent-signal-aggregator/. </self_healing>

<anti_patterns>

• Writing "Posted 5 job listings" without a job-posting result to cite.
• Restating owner IDs or Golden Rules inline; qualify_lead owns the verdict.
• Emitting win-rate benchmarks that were never measured.
• Marking an account hot on a single stale signal; apply the decay. </anti_patterns>

<reference_guides>

• ~/.claude/skills/epiphan-house-rules-skill/reference/gates.md — Gate Q verdicts, suppression, geo default
• ~/.claude/skills/epiphan-house-rules-skill/reference/identifiers.md — owner IDs, portal, emails (never restate here)
• Siblings: linkedin-sales-navigator-alt-skill (people who changed roles), lookalike-customer-finder-skill (who to monitor), sdr-dial-lists / contact-hunter-skill (act on hot accounts) </reference_guides>