Four bounded prospecting tasks

Describe the industry boundary, geography, company-stage proxies, trigger window, and disqualifiers before discovery. Ask for a small set of recognizable accounts with the reason each one entered the set.

Review: Remove the trigger signal and ask whether the account still fits. A funding round, executive appointment, or hiring burst is context, not proof of urgency or budget. Record false positives and changed criteria so the next run does not move the goalposts.

Resolve legal name, operating name, domain, subsidiary relationship, and location before updating CRM. Preserve source date, provider, transformation rule, previous value, and an explicit unknown state when sources disagree.

Review: Confirm that every changed field can be explained and reversed. Waterfall enrichment can improve fill rate while multiplying source terms, costs, timestamps, and correction paths; a single source is simpler but may leave more gaps.

Return professional role evidence, company context, dated activity, open questions, and a verification state for any discovered contact address. Do not allow the research task to send a message.

Review: Separate fact from inference and edit any personalization claim. Check suppression, opt-out language, applicable regional requirements, platform policy, and SPF/DKIM/DMARC readiness before an approved sending system is considered.

Run with a test identity and known cohort. Observe package prompts, runtime requirements, secrets, external services, permission scopes, network calls, rate limits, retries, logs, output schema, destination storage, and uninstall guidance.

Review: Force a missing credential, conflicting identity, rate limit, and unavailable source. The workflow should fail visibly without leaking a token, inventing a field, or treating an incomplete result as approved.