Separate verified buying roles from guessed contacts in an account plan. The download provides a specific review process. It does not make decisions or act in an account.
Download the free skill
One complete Markdown file. No subscription, checkout or fabricated setup files.
Download SKILL.mdWhat to provide
Permitted account notes, meeting transcripts, contact IDs and explicit role evidence.
How it works
- Match contacts by verified ID; do not merge people by name alone.
- Extract budget owner, user, decision maker and reviewer evidence with exact dates and sources.
- Mark each unverified role unknown. A job title does not prove purchasing authority.
- Return internal coverage gaps and questions for the account owner. Do not scrape new private contacts or send outreach.
The output
account | contact ID | observed role | evidence | confidence gap | question owner
Worked fictional example
Fictional CTO attends a demo but never states budget authority. Record attendee, budget owner unknown; do not nominate CTO as final buyer.
Checks and limits
Preserve source versions and original values. Unknowns stay unknown. Use a qualified reviewer for regulated, legal or hiring decisions. No send, share, account change, schedule, ledger update or payment is authorized. No live account test is claimed.
More sales workflows · How-to guides
Method: reviewed source. Demand lead: GSC agent pipeline6,copilot sales agent2. These are site-query cluster impressions and method evidence, not exact new-topic monthly search volume or a traffic promise. Checked October 2, 2026.