name: afrexai-lead-hunter description: "企业级B2B潜在客户生成、信息完善、评分以及自动化外联流程,专为AI代理设计。系统能够自动寻找理想的目标客户,利用经过验证的数据完善客户信息,根据您的业务指标(ICP)对客户进行评分,并生成个性化的营销策略。" tags: [leads, sales, b2b, prospecting, enrichment, outreach, pipeline, crm, cold-email, icp] author: AfrexAI version: 1.0.0 license: MIT
AfrexAI Lead Hunter Pro
将您的人工智能销售代理转变为一个完整的B2B销售开发工具:从发现潜在客户到跟进沟通,再到完成交易,全程无需人工干预。
架构
DEFINE ICP ──▶ DISCOVER ──▶ ENRICH ──▶ SCORE ──▶ SEGMENT ──▶ OUTREACH ──▶ CRM
│ │ │ │ │ │ │
▼ ▼ ▼ ▼ ▼ ▼ ▼
Persona Multi-source Email+Phone ICP fit Tier A/B/C Sequences Pipeline
Builder Web Research Company Data Intent Campaigns Templates Tracking
第一阶段:定义理想客户画像(ICP)
在开始寻找潜在客户之前,首先要明确您要寻找的目标客户群体。请回答以下问题:
公司层面的ICP(Ideal Company Profile)
# Copy and customize this ICP template
company:
industries: [SaaS, fintech, legal-tech, prop-tech]
employee_range: [50, 500] # sweet spot for AI adoption
revenue_range: [$5M, $100M] # can afford $120K+ contracts
funding_stage: [Series A, Series B, Series C]
tech_signals: # tools that indicate AI readiness
positive: [Salesforce, HubSpot, Snowflake, AWS, Python]
negative: [no-website, wordpress-only]
geography: [US, UK, Canada, Australia]
pain_signals: # problems they're likely facing
- "manual data entry"
- "compliance overhead"
- "scaling operations"
- "document processing"
买家画像(Buyer Persona)
persona:
titles: [CEO, CTO, COO, VP Operations, Head of Innovation, Director of IT]
seniority: [C-Suite, VP, Director]
decision_authority: true # can sign $50K+ without board approval
linkedin_activity: # signals they're actively looking
- posts about AI/automation
- comments on digital transformation content
- recently changed roles (first 90 days = buying window)
anti-signals: # skip these
- "consultant" in title (not buyers)
- company < 10 employees (no budget)
- already has AI vendor (check for competitors in their stack)
评分标准(Scoring Criteria)
scoring:
icp_company_match: 30 # how well company matches
icp_persona_match: 20 # right title + seniority
intent_signals: 25 # actively looking for solutions
engagement_recency: 15 # recent activity online
timing_bonus: 10 # new role, funding round, hiring
thresholds:
tier_a: 80 # hot — outreach immediately
tier_b: 60 # warm — nurture sequence
tier_c: 40 # cool — add to newsletter
disqualify: below 40 # don't waste time
第二阶段:多渠道信息收集
来源优先级矩阵(Source Priority Matrix)
| 来源 | 适合对象 | 搜索方法 | 数据质量 | 成本 |
|---|---|---|---|---|
| 网络搜索 | 任何行业 | "[行业] companies" site:linkedin.com/company |
高 | 免费 |
| GitHub | 开发工具公司、科技企业 | 搜索代码库、组织页面、贡献者资料 | 高 | 免费 |
| 产品发布信息 | 初创企业、SaaS公司 | 浏览新产品发布信息、点赞用户(他们可能是潜在买家) | 中等 | 免费 |
| 行业榜单 | 目标行业内的领先企业 | “2026年[行业]前50强企业”,Clutch、G2 | 高 | 免费 |
| 招聘网站 | 招聘活跃的公司 | 搜索包含“AI”或“自动化”关键词的职位信息 | 高 | 免费 |
| Crunchbase | 获得融资的初创企业 | 目标行业内的最新融资企业 | 高 | 免费/付费 |
| 会议演讲者 | 行业内的知名人士 | 从行业活动中获取演讲者名单 | 非常高 | 免费 |
| 播客嘉宾 | 有预算的思想领袖 | 搜索相关播客的文字记录 | 高 | 免费 |
信息收集模板
通过业务痛点查找潜在客户:
"[industry]" "manual process" OR "time-consuming" OR "looking for solutions" site:linkedin.com
通过招聘活动寻找潜在客户(招聘活跃的企业通常有购买需求):
"[company type]" "hiring" "AI" OR "automation" OR "data" site:linkedin.com/jobs
寻找最近获得融资的企业(资金充足):
"[industry]" "raises" OR "Series A" OR "funding" OR "investment" 2026
寻找使用竞争对手产品的企业(适合推荐替代方案):
"[competitor tool]" "alternative" OR "switching from" OR "replaced"
直接联系决策者:
"[title]" "[industry]" "[city/region]" site:linkedin.com/in
信息收集工作流程(Discovery Workflow)
FOR each search query:
1. Run web_search with the query
2. Extract company names + URLs from results
3. Deduplicate against existing leads
4. For each NEW company:
a. Visit company website → extract: industry, size estimate, tech signals
b. Search "[company name] CEO" OR "[company name] founder" → get decision maker
c. Search "[company name] funding" → get financial signals
d. Create lead record (see schema below)
5. Rate limit: 2-3 second delay between searches
第三阶段:数据补充(Enrichment)
对每个发现的潜在客户进行数据补充,确保信息的准确性:
公司信息补充 checklist
- 网站 — 加载公司主页,提取核心价值主张和技术栈(检查
<meta>标签、JavaScript框架) - 员工人数 — 从LinkedIn公司页面、Crunchbase或公司“关于”页面获取
- 收入预估 — 根据融资金额乘以3-5的倍数估算,或参考行业平均水平
- 技术栈 — 查看BuiltWith、Wappalyzer的数据,或招聘信息中的技术相关内容
- 最新动态 — 过去90天内的融资、新产品发布、高管变动、合作伙伴关系
- 业务痛点 — 招聘信息中提到的问题,或博客文章中讨论的挑战
- 竞争对手使用情况 — 该公司是否使用竞争对手的产品?使用的是哪家?(参考G2的评论和案例研究)
联系人信息补充 checklist
- 全名 — 从LinkedIn或公司页面获取名字和姓氏
- 职位 — 当前职位(确认与买家画像匹配)
- 电子邮件格式 — 分析公司常用的电子邮件格式(如first@、first.last@、firstlast@、f.last@)
- 电子邮件验证 — 用已知格式测试邮件地址,检查MX记录
- LinkedIn链接 — 获取公司的LinkedIn个人资料链接
- 近期活动 — 过去30天内发布或分享的内容
- 共同联系人 — 您的人脉中是否有与该联系人关联的人?
- 兴趣领域 — 他们关注哪些主题?(用于个性化沟通)
电子邮件格式检测(Email Pattern Detection)
Common patterns (test in order of likelihood):
1. first.last@company.com (most common, ~40%)
2. first@company.com (startups, ~25%)
3. firstlast@company.com (~15%)
4. flast@company.com (~10%)
5. first_last@company.com (~5%)
6. last.first@company.com (~3%)
7. first.l@company.com (~2%)
Verification approach:
- Check if company has public team page with email format
- Look for email in GitHub commits from company domain
- Check email format on Hunter.io or similar (if available)
- Search "[person name] email [company]"
- Check their personal website/blog for contact
第四阶段:潜在客户评分算法
使用以下标准对每个潜在客户进行0-100分的评分:
公司评分(0-30分)
| 评分标准 | 分数 | 检查方法 |
|---|---|---|
| 行业与理想客户画像完全匹配 | +10 | 与ICP配置对比 |
| 员工人数在理想范围内 | +5 | 从LinkedIn或公司网站获取 |
| 收入在目标范围内 | +5 | 根据Crunchbase数据或预估 |
| 位于目标地理位置 | +3 | 从网站或LinkedIn获取 |
| 使用兼容的技术栈 | +4 | 从招聘信息或BuiltWith工具获取 |
| 当前没有使用竞争对手产品 | +3 | 通过调研和案例研究确认 |
买家画像评分(0-20分)
| 评分标准 | 分数 | 检查方法 |
|---|---|---|
| 职位与买家画像匹配 | +8 | 从LinkedIn获取 |
| 担任高管或副总裁级别 | +5 | 从LinkedIn获取 |
| 具有决策权 | +4 | 根据职位和公司规模判断 |
| 在LinkedIn上活跃(每月有发文) | +3 | 从LinkedIn活动记录判断 |
意图评分(0-25分)
| 评分标准 | 分数 | 检查方法 |
|---|---|---|
| 最近发布过与业务痛点相关的内容 | +8 | 从LinkedIn或Twitter获取 |
| 公司正在招聘您提供的职位 | +7 | 从招聘网站获取 |
| 参加过相关行业活动 | +5 | 从会议列表获取 |
| 下载过竞争对手的产品资料 | +3 | 难以验证,可忽略 |
| 搜索过相关解决方案 | +2 | 难以验证,可忽略 |
时间评分(0-15分)
| 评分标准 | 分数 | 检查方法 |
|---|---|---|
| 新上任(任职时间<90天) | +5 | 从LinkedIn获取任职日期 |
| 公司刚获得融资 | +4 | 从Crunchbase或新闻获取 |
| 季末(预算充足) | +3 | 根据日历判断 |
| 公司发展迅速(招聘活跃) | +3 | 从招聘信息数量判断 |
互动评分(0-10分)
| 评分标准 | 分数 | 检查方法 |
|---|---|---|
| 打开了之前的邮件 | +4 | 通过邮件跟踪系统确认 |
| 访问过您的网站 | +3 | 通过分析系统确认 |
| 与您在LinkedIn上建立了联系 | +2 | 从LinkedIn记录确认 |
| 由他人推荐 | +1 | 从CRM系统记录确认 |
第五阶段:客户分类与营销策略分配
A级潜在客户(评分80-100分)—— 高价值潜在客户
Action: Immediate personalized outreach
Sequence: 5-touch hyper-personalized campaign
Timeline: Contact within 24 hours
Channel: Email → LinkedIn → Phone (if available)
Template: "CEO-to-CEO" or "Specific Pain" (see below)
B级潜在客户(评分60-79分)—— 中等价值潜在客户
Action: Nurture sequence
Sequence: 7-touch value-first campaign
Timeline: Start within 48 hours
Channel: Email → LinkedIn
Template: "Value Insight" or "Case Study" (see below)
C级潜在客户(评分40-59分)—— 低价值潜在客户
Action: Add to newsletter + long-term nurture
Sequence: Monthly value content
Timeline: Bi-weekly touchpoints
Channel: Email only
Template: "Industry Report" or "Educational" (see below)
第六阶段:营销沟通模板
模板1:针对具体业务痛点的沟通策略(A级潜在客户)
邮件1 — 第0天(吸引注意)
Subject: [specific pain point] at [Company]?
Hi [First Name],
Noticed [Company] is [specific observation — hiring for X role / posted about Y challenge / using Z tool].
That usually means [pain point they're likely feeling].
We built [solution] that [specific result with number]. [Client name] cut their [metric] by [X%] in [timeframe].
Worth a 15-min call to see if it fits [Company]?
[Your name]
邮件2 — 第3天(提供证据)
Subject: Re: [original subject]
[First Name] — quick follow-up.
Here's exactly what we did for [similar company]: [1-sentence case study with specific numbers].
[Link to case study or calculator]
Happy to walk through how this maps to [Company].
[Your name]
邮件3 — 第7天(深入探讨)
Subject: [industry trend] + [Company]
[First Name],
[Industry trend or stat that's relevant]. Companies like [Company] are [what smart companies are doing about it].
We help [type of company] [specific outcome]. Takes about [timeframe] to see results.
Open to a quick chat this week?
[Your name]
邮件4 — 第14天(结束沟通)
Subject: Should I close your file?
[First Name],
I've reached out a few times — totally understand if the timing isn't right.
If [pain point] becomes a priority, here's a [free resource] that might help: [link]
Either way, I'll stop filling your inbox. Just reply "yes" if you'd like to chat sometime.
[Your name]
模板2:以价值为导向的沟通策略(B级潜在客户)
邮件1 — 首先提供有价值的见解,而非直接推销产品
Subject: [number] [industry] companies are doing [thing] wrong
Hi [First Name],
We analyzed [X] companies in [industry] and found that [surprising insight].
The ones getting it right are [what top performers do differently].
Put together a quick breakdown: [link to free resource/calculator]
Thought it'd be useful given what [Company] is building.
[Your name]
模板3:LinkedIn预热策略
步骤1:查看他们的个人资料(触发通知) 步骤2(第2天):对他们最近发布的帖子点赞/评论(真诚且非泛泛而谈) 步骤3(第4天):发送联系请求,并附上说明:
Hi [Name] — been following [Company]'s work in [space].
Particularly liked your take on [specific post topic].
Would love to connect.
步骤4(收到回复后第7天):发送有价值的信息(而非推销内容):
[Name] — saw you mentioned [challenge] in your recent post.
We put together [free resource] that addresses exactly that.
Thought you might find it useful: [link]
第七阶段:客户关系管理(CRM)与销售流程管理
潜在客户记录结构(Lead Record Schema)
{
"id": "lead-001",
"created": "2026-02-13",
"source": "web-search",
"company": {
"name": "Acme Corp",
"website": "https://acme.com",
"industry": "SaaS",
"employees": 150,
"revenue_est": "$20M",
"funding": "Series B — $15M (2025)",
"tech_stack": ["Salesforce", "AWS", "React"],
"location": "San Francisco, CA"
},
"contact": {
"first_name": "Jane",
"last_name": "Smith",
"title": "VP of Operations",
"email": "jane.smith@acme.com",
"email_verified": false,
"linkedin": "https://linkedin.com/in/janesmith",
"phone": null
},
"scoring": {
"company_score": 25,
"persona_score": 18,
"intent_score": 15,
"timing_score": 8,
"engagement_score": 0,
"total": 66,
"tier": "B"
},
"enrichment": {
"pain_signals": ["hiring 3 data analysts", "blog about manual reporting"],
"recent_news": ["Raised Series B in Jan 2026"],
"competitor_usage": "None detected",
"content_interests": ["data automation", "operational efficiency"]
},
"outreach": {
"status": "not_started",
"sequence": "value-first",
"emails_sent": 0,
"last_contacted": null,
"next_action": "2026-02-14",
"replies": [],
"notes": ""
},
"pipeline": {
"stage": "prospect",
"deal_value": null,
"probability": 0,
"next_step": "Initial outreach"
}
}
销售流程阶段(Pipeline Stages)
PROSPECT → CONTACTED → REPLIED → MEETING_BOOKED → QUALIFIED → PROPOSAL → NEGOTIATION → CLOSED_WON / CLOSED_LOST
监控指标(Tracking Metrics)
每周监控以下指标以优化销售流程:
- 发现率:每次搜索会话发现的潜在客户数量
- 数据补充完成率:每个潜在客户的字段填写完成率
- 客户分类比例:A级、B级、C级各占多少?
- 回复率:收到的回复数/发送的邮件数(目标:5-15%)
- 会议转化率:会议次数/收到的回复数(目标:30-50%)
- 成交率:达成交易的潜在客户数/会议次数(目标:20-30%)
- 销售周期:从发现潜在客户到完成交易的平均天数
第八阶段:自动化与日程安排
日常自动化流程(Daily Autopilot Routine)
MORNING (agent runs autonomously):
1. Run 3-5 discovery searches (rotate queries)
2. Enrich any un-enriched leads from yesterday
3. Score new leads
4. Send Day-N emails for active sequences
5. Check for replies → flag for human review
6. Update pipeline stages
7. Report: "Found X leads, sent Y emails, Z replies"
WEEKLY:
1. Review Tier C leads — any moved to B/A?
2. Clean dead leads (no response after full sequence)
3. Analyze response rates by template — A/B test
4. Refresh ICP based on closed deals
5. Add new search queries based on wins
与销售代理的集成(Agent Integration)
# In your agent's heartbeat or cron:
1. Load ICP config
2. Run discovery for 1 search query
3. Enrich top 5 new leads
4. Score all unscored leads
5. Queue outreach for Tier A leads
6. Log results to daily brief
输出格式
CSV导出(Export Formats)
company,contact,title,email,linkedin,score,tier,industry,employees,pain_signal
Acme Corp,Jane Smith,VP Ops,jane@acme.com,linkedin.com/in/jane,66,B,SaaS,150,hiring analysts
周报模板(Weekly Report Template)
# Lead Hunter Weekly Report — Week of [DATE]
## Pipeline Summary
- Total leads in system: [N]
- New leads this week: [N]
- Tier A: [N] | Tier B: [N] | Tier C: [N]
## Outreach Performance
- Emails sent: [N]
- Reply rate: [X%]
- Meetings booked: [N]
- Pipeline value added: $[X]
## Top Leads This Week
1. [Company] — [Contact] — Score: [X] — [Why they're hot]
2. [Company] — [Contact] — Score: [X] — [Why they're hot]
3. [Company] — [Contact] — Score: [X] — [Why they're hot]
## Insights
- Best performing search query: [query]
- Best performing email template: [template]
- Recommendation: [action to take]
专业建议
- 90天黄金期:新上任的高管在入职前90天内购买产品的概率是平时的10倍。优先关注“新上任”这一信号。
- 招聘活动 = 购买需求:如果一家公司正在招聘您产品所替代的职位,说明他们有购买意愿且预算充足。这些是最高价值的潜在客户。
- 竞争对手的客户:搜索关于竞争对手的评论或投诉信息。不满意的客户最有可能更换产品。
- 行业会议名单:行业活动的演讲者和参与者名单非常有用。这些人通常对该领域非常关注。
- “回复任何信息”原则:任何回复(即使表示“不感兴趣”)都很有价值。这可以确认邮件已送达且目标客户确实存在。请记录下来。
- 个性化沟通 > 数量:20封高度个性化的邮件比200封泛泛而谈的邮件效果更好。务必在邮件中提及潜在客户的特定需求。
- 多渠道沟通:不要只依赖与每个公司的单一联系人联系。寻找2-3位决策者,并从不同角度进行沟通。
- 沟通时机很重要:当地时间周二至周四上午8-10点是打开邮件的高峰期。避免周一和周五。
由AfrexAI开发——真正能促成销售的AI销售工具。