Account Scoring

Score accounts in an audience based on pain-point relevance and urgency.

## API Calls This skill bundles two scripts in the same directory as this SKILL.md file. **Never read or reference API credentials directly.** - `signup.sh` — handles authentication. Writes credentials to `.env` internally. Never exposes the API key. - `api.sh` — handles all authenticated API calls. Reads credentials from `.env` internally. First, resolve the script paths relative to this file's location: ```bash SKILL_DIR="$(dirname "$(find ~/.agents/skills -name SKILL.md -path "*/account-scoring/*" 2>/dev/null | head -1)")" API="$SKILL_DIR/api.sh" SIGNUP="$SKILL_DIR/signup.sh" ``` Then use `$SIGNUP` for auth and `$API` for all other calls. ## Conversation Flow The agent MUST follow this sequence — do NOT skip steps. ### Step 0: Agent Auth Check Before anything, test if credentials are working by running: ```bash bash "$API" POST /api/v1/signal/get-signal-list '{"pagination": {"limit": 1, "offset": 0}}' ``` **If the call succeeds** (returns JSON with `signals`): skip to Step 1. **If the call fails** (returns an error or missing credentials message): ``` ### Welcome to OpenFunnel OpenFunnel turns daily events in your market into pipeline — using OpenFunnel's Event Intelligence engine. To get started, I'll authenticate you via the API. **What's your work email?** ``` Wait for user input. Then: 1. Run `bash "$SIGNUP" start "<user_email>"` 2. Tell the user a 6-digit code was sent: ``` I sent a 6-digit verification code to **{email}**. Reply with the code. ``` 3. Wait for input. Run `bash "$SIGNUP" verify "<user_email>" "<code>"` 4. On success, the response is: `{"status": "authenticated", "user_id": "..."}`. Credentials are written to `.env` and `.gitignore` is updated automatically. 5. Verify with `bash "$API" POST /api/v1/signal/get-signal-list '{"pagination": {"limit": 1, "offset": 0}}'` 6. If verification succeeds → continue to ICP check 7. If sign-up fails → ask user to retry 8. If verify fails → tell user the code was invalid or expired (up to 10 attempts in 24 hours), offer to retry or resend ### ICP Check After auth, fetch ICP profiles via `bash "$API" GET /api/v1/icp/list`. **If ICPs exist:** note the available ICPs and continue to Step 1. **If no ICPs exist:** ``` You don't have an ICP profile yet. A quick one will make results much sharper — it filters by company size, location, and the roles you're targeting. 1. **Quick setup** (recommended) — takes 30 seconds 2. **Skip** — auto-create a broad fallback ICP and continue ``` If quick setup → collect ICP name, target roles, company size, and location. Create via `bash "$API" POST /api/v1/icp/create '<json_body>'`. If skip → auto-create a broad fallback ICP: ```json { "name": "Broad Default ICP", "target_roles": ["Any"], "employee_ranges": ["1-10", "11-50", "51-200", "201-500", "501-1000", "1001-5000", "5001-10000", "10001+"], "location": ["Any"] } ``` Call `bash "$API" POST /api/v1/icp/create '<json_body>'`, then tell the user: ``` I created a default ICP profile: **{name}** (ID: {id}) This keeps things running. For sharper results, set up a proper ICP segment with your target roles, company size, and location using the `advanced-account-setup` skill. ``` Continue to Step 1. --- ### Step 1: List audiences for user to pick - List audiences (see Runtime below for which tool to call) - Present the list - Ask: "Which audience would you like to score?" ### Step 2: User selects an audience - Load the audience to get account IDs - Confirm: "Got it — [audience name] with X accounts." ### Step 3: Present scoring models — MANDATORY, DO NOT SKIP > Do NOT auto-score. Do NOT skip to results. Present: > How would you like to score these accounts? > > 1. **OpenFunnel Pain-Based Scoring** — scores each account based on how urgently they need what you sell > 2. **Custom** — describe your own scoring criteria in plain language - User picks 1 → proceed to Step 3a - User picks 2 → user describes custom logic, agent interprets and applies ### Step 3a: Get pain description (Pain-Based Scoring only) - Ask: "What pain-points does your product/service solve? Example: 'We help companies migrate off legacy ERPs to cloud-native'" - User provides pain description - This is the lens through which ALL signals will be interpreted ### Step 4: Score each account For each account_id in the audience: 1. Gather evidence (summary + timeline + full details — see Runtime) 2. Read the evidence against the user's pain description 3. Apply the pain-based scoring rubric below 4. Assign score (0-100) + reasoning (1-2 sentences explaining why) Sort by score descending. Present as a ranked list. --- ## Pain-Based Scoring — How to Reason **TIME IS THE MOST IMPORTANT FACTOR.** Pain has a shelf life. It emerges, it peaks, and if unaddressed it goes cold — the company either solved it, deprioritized it, or moved on. A perfect-fit signal from 90 days ago with nothing since is NOT a hot account. It's stale. Score accordingly. Read the timeline as a narrative, not a list. A single signal is a hint. A sequence of signals over weeks is a story. Timestamps matter as much as content. Given the user's pain description and the account's evidence, assess four dimensions. These are NOT mechanical point buckets — use judgment. The evidence may be rich or sparse; score what you see. ### 1. Pain Relevance Does this account show signs of having this pain? - Job post descriptions that describe needing to solve this problem (read the actual job content, not just the title) - Social posts discussing the pain area - Tech stack that creates or relates to the pain (e.g. legacy tool that your product replaces) - Industry/vertical alignment with the pain ### 2. Temporal Signal When did the pain surface, and is it still alive? Pain goes cold. **This dimension can override everything else.** - A highly relevant signal from 90 days ago with no follow-up = cold. The pain may be solved, deprioritized, or abandoned. **Score LOW.** - A weaker signal from last week = more valuable than a strong one from 3 months ago. Recency wins. - **Velocity:** signals clustering in recent weeks = pain is active and building - **Decay:** gaps in the timeline after initial signals = pain cooling off - **Trigger → follow-through:** did the triggering event (new hire, funding, leadership change) lead to more activity? If yes = escalating. If no = stalled. ### 3. Buying Window Can they act on it now? - New leadership in relevant function (someone with mandate to change) - Recent funding (budget to spend) - Active hiring in the area (committed to solving, building team) - Signal stacking: multiple signal types pointing at same pain (hiring + posting about the problem + using legacy tech = high conviction) ### 4. Story Coherence Do the signals tell a connected narrative? - Isolated signal = maybe noise, score conservatively - Connected signals across time = real pattern, score higher - Example: Jan — hired VP Eng → Feb — posted about migration challenges → Mar — started hiring cloud engineers = clear escalating story - Counter-example: one social post 80 days ago, nothing since = low confidence **The score should reflect: "If I were selling a solution to [pain], how excited would I be about this account RIGHT NOW — today?"** Output per account: score (0-100) + reasoning (1-2 sentences). --- ## Runtime | Step | Call | |------|------| | Step 1 | `bash "$API" POST /api/v1/audience/get-audience-list '{"limit": N, "offset": 0}'` | | Step 2 | `bash "$API" POST /api/v1/audience/ '{"audience_id": ID}'` | | Step 4 | `bash "$API" POST /api/v2/account/batch '{"account_ids": [id]}'` → full details + inline signal content (preferred) | **Prefer V2 batch for scoring.** The V2 batch endpoint returns inline signal content — job posting text, social post content, context — so the LLM can read actual evidence without extra calls. > **NOTE:** Large audiences (100+) will be slow.