Skip to content

Add account-signals skill for sales-trigger intelligence briefs#3

Open
ZLeventer wants to merge 1 commit intoZoominfo:mainfrom
ZLeventer:add-account-signals-skill
Open

Add account-signals skill for sales-trigger intelligence briefs#3
ZLeventer wants to merge 1 commit intoZoominfo:mainfrom
ZLeventer:add-account-signals-skill

Conversation

@ZLeventer
Copy link
Copy Markdown

What does this PR do?

Adds a new account-signals skill that surfaces ZoomInfo Scoops and News as a prioritized sales-trigger intelligence brief for any company.

Type of change

  • New skill

Skills affected

skills/account-signals/ (new)

ZoomInfo tools used

  • lookup — resolves valid enum values before searching
  • enrich_companies — baseline firmographic context to anchor signal analysis
  • search_scoops — leadership changes, funding, expansions, layoffs, strategic initiatives filtered by company + date range + signal type
  • enrich_news — recent press coverage for the account

Why this skill

Scoops are one of ZoomInfo's most-used features for timing outreach — leadership changes alone are cited as the #1 sales trigger by ZoomInfo's own research. Despite search_scoops being available as an MCP tool, there was no skill in the plugin that made it accessible via natural language in Cowork.

Key features

  • Signal type filtering: user can focus on leadership, funding, expansion, layoffs, initiatives, or all
  • Date range support: last 30 days, 90 days, this quarter
  • Account temperature score: Hot / Warm / Cool based on signal volume and recency
  • Top 3 actionable signals with sales implication and recommended outreach angle per signal
  • Outreach recommendations: best entry point, best persona to contact, example subject line tied to a specific signal

Testing

Skill structure and workflow logic validated against ZoomInfo Scoops API documentation and scoopType / scoopTopic field behavior. End-to-end Cowork testing pending credential access.

Entitlements required

Requires a ZoomInfo account with Scoops and News data enabled.

Checklist

  • Skill directory name matches name in frontmatter
  • description is clear and action-oriented
  • Uses lookup-first pattern
  • Output format explicitly defined
  • Fallback (no signals returned) documented
  • Data source caveats noted

New skill combining ZoomInfo Scoops and News into a prioritized
sales-trigger brief: leadership changes, funding rounds, expansions,
layoffs, and strategic initiatives. Surfaces an account temperature
score, top 3 actionable signals, and specific outreach recommendations
(entry point, persona, subject line) tied to each signal.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant