Auto Research (Public)

Automated end-to-end campaign launcher. Feed it one target company domain, get back a live Smartlead campaign with per-lead personalization — in about 20 minutes.

This is the beginner-friendly version of the GEX internal auto-research-v2. All state lives in local JSON files; no Supabase, no Trigger.dev.

What you get

• Input: one target company domain + your client-profile.yaml
• Output: a running Smartlead campaign with:
  • 200-1,000 leads (depending on targeting tightness)
  • Per-lead personalization: 9 custom variables (situation, value, CTA × 3 variants)
  • A/B/C subject + body variants tested in parallel
  • Campaign assigned to your available inboxes
  • Schedule: Mon-Fri 8am-5pm your timezone

Prerequisites

Before running:

• client-profile.yaml exists (run /icp-onboarding if not)
• SMARTLEAD_API_KEY in env
• PROSPEO_API_KEY in env
• MILLIONVERIFIER_API_KEY in env (for email validation)
• At least 20 Smartlead inboxes tagged "active" (run /smartlead-inbox-manager first)
• At least 1 campaign template in Smartlead (or the script creates a fresh one)

The orchestration (Claude Code runs this)

Unlike the other skills, this skill orchestrates through the Claude Code conversation itself — Claude does the reasoning (ICP generation, copy writing, personalization), and phase scripts do the heavy API I/O. This is the pattern from the GEX v2 internal.

Phase 1: Scrape the target company

npx tsx scripts/phase-scrape.ts --domain=<target.com> --out=/tmp/auto/scrape.json

Output: JSON with domain + text content from homepage, /about, /product, /pricing, /customers.

Claude reads the output and writes a short analysis to /tmp/auto/company-analysis.md:

• What the company does
• Who their likely customers are
• Social proof signals
• Potential angles for outreach

Phase 2: Claude generates ICP filters

Reading /tmp/auto/scrape.json + ~/cold-email-ai-skills/profiles/<slug>/client-profile.yaml, Claude writes Prospeo filters to /tmp/auto/filters.json:

{
  "job_titles": ["VP Marketing", "Head of Marketing", ...],
  "seniorities": ["Vice President", "Head", "Director"],
  "industries": ["Software Development", "Financial Services"],
  "company_size_min": 50,
  "company_size_max": 500,
  "countries": ["US"],
  "excluded_industries": ["Religious Institutions", "Government Administration"]
}

Claude MUST use exact Prospeo industry names from ~/cold-email-ai-skills/skills/icp-onboarding/references/prospeo-industries.md.

Phase 3: Prospeo search

npx tsx scripts/phase-prospeo.ts --filters-file=/tmp/auto/filters.json --max-leads=1000 --out=/tmp/auto/leads.json

Output: JSON with leads array. Each lead has: first_name, last_name, email (may be empty), linkedin_url, job_title, company_name, company_domain, company_industry, company_headcount, company_description.

Phase 4: Email waterfall + description enrichment

npx tsx scripts/phase-enrich.ts --leads-file=/tmp/auto/leads.json --out=/tmp/auto/enriched.json

The script:

1. Checks each lead for email; if missing, hits Prospeo's enrich-person endpoint
2. If company_description is thin (<50 chars), scrapes company_domain homepage
3. Runs MillionVerifier on every candidate email
4. Writes enriched leads (only those with valid email) to output

Expect hit rates:

• Retail/SMB: ~99% email found
• B2B tech: ~65-80%
• Healthcare/public sector: ~25-40%
• MV rejection: ~20-30% of found emails

Phase 5: Copy writing (Claude)

Claude generates 3 copy variants (A, B, C) and writes to /tmp/auto/variants.json:

[
  {
    "variant": "A",
    "subject": "<concrete, specific, <60 chars>",
    "angle": "<pain observation>",
    "body_template": "Hi {{first_name}},\n\n{{situation_line_a}}\n\n{{value_line_a}}\n\n{{cta_line_a}}\n\n%signature%\n\nP.S. If this isn't relevant, just let me know and I won't reach out again."
  },
  {
    "variant": "B",
    "subject": "<different angle>",
    "angle": "<compliment + transition>",
    "body_template": "..."
  },
  {
    "variant": "C",
    "subject": "<third angle>",
    "angle": "<question>",
    "body_template": "..."
  }
]

Rules Claude MUST follow (run /spam-word-checker on output):

• No em dashes (—). Use commas or periods.
• No "leverage", "synergy", "solutions", "world-class", "cutting-edge".
• Body: 50-90 words max.
• Subject: under 60 chars, specific, no clickbait.
• End with %signature% on its own line.

Phase 6: Personalization via Task sub-agents

Claude fans out to parallel Task sub-agents (one per variant × batch of 20-30 leads). See /personalization-subagent-pattern for the full pattern.

Per lead, each sub-agent writes to /tmp/auto/personalization-<batch>-variant-<X>.json:

[
  {
    "lead_id": "...",
    "situation_line": "One sentence about the company.",
    "value_line": "One sentence connecting to our offer.",
    "cta_soft": "One soft ask sentence."
  }
]

After all sub-agents finish, Claude merges by lead_id into /tmp/auto/personalized.json. Each lead now has 9 personalization fields.

Phase 7: Upload to Smartlead

npx tsx scripts/phase-upload.ts \
  --leads-file=/tmp/auto/personalized.json \
  --variants-file=/tmp/auto/variants.json \
  --domain=<target.com> \
  --inboxes-tag=active \
  --inbox-count=10 \
  --activate

This script:

1. Creates a new Smartlead campaign named [AUTO] <date> <target> Auto
2. Saves the 3-variant sequence with campaign-ID-scoped custom vars ({{situation_line_a_{campaign_id}}})
3. Selects N inboxes tagged "active" from Smartlead (LRU — least recently used first)
4. Uploads leads in batches of 100 with custom fields mapped to their personalization
5. Sets schedule (Mon-Fri 8am-5pm EST) and settings (tracking off, stop on reply)
6. Activates the campaign

Outputs: { campaignId, inboxCount, leadsUploaded } to stdout.

Phase 8: Save experiment state (local JSON)

Write to ~/cold-email-ai-skills/profiles/<slug>/experiments/<YYYY-MM-DD>-<target>.json:

{
  "date": "2026-04-17",
  "target_domain": "example.com",
  "smartlead_campaign_id": 123456,
  "inboxes_assigned": [...],
  "icp_filters": {...},
  "variants": [...],
  "lead_count_uploaded": 347,
  "launched_at": "2026-04-17T14:23:00Z",
  "status": "launched"
}

This is your experiment log. /experiment-design reads from here to compare runs. /positive-reply-scoring writes results back to this file after 21 days.

Running the full loop

To run all 8 phases in one command (with Claude orchestrating):

/auto-research-public --domain=<target.com>

Claude Code will execute each phase in order, pausing before phase 5 (copy) and phase 7 (upload) so you can review.

Daily / scheduled runs

Once comfortable, wrap it in a cron or use Claude Code's /loop skill to run daily:

/loop 1d /auto-research-public --domain=$(cat /tmp/auto/next-target.txt)

You need a way to pick the next target each day. Options:

• Maintain a targets.txt list and pop one per day
• Let Claude pick based on TAM research (see /GEX:Full-TAM-Waterfall for inspiration)
• Rotate through a list of competitors/lookalikes

State files (local JSON, no database)

Everything the skill needs lives under ~/cold-email-ai-skills/profiles/<slug>/:

profiles/
  <business-slug>/
    client-profile.yaml          # from /icp-onboarding
    lead-magnets.md              # from /lead-magnet-brainstorm
    experiments/
      2026-04-16-targetco.json   # per-campaign experiment log
      2026-04-17-othertarget.json
    scores/
      123456-2026-05-07.json     # from /positive-reply-scoring

Inbox assignment (no Supabase)

The GEX v2 uses a Supabase table auto_research_inbox_assignments to track which inboxes are assigned to which campaigns (to spread load). This public version:

1. Queries Smartlead for inboxes tagged "active"
2. Pulls each inbox's daily_sent_count as a proxy for "how recently used"
3. Sorts ascending, picks the first N (least-sent-today = least recently used)
4. Records the assignment in the local experiment JSON (not a database)

Works for <1000 inboxes. If you scale beyond that, migrate to a real DB.

Common issues

• Prospeo INVALID_FILTERS — Usually "industry name not in the 256 list." Check /icp-onboarding references/prospeo-industries.md for exact matches.
• Low email hit rate — If <30%, your list is targeting hard-to-find people (niche titles, small companies). Widen ICP or accept the cost.
• Sub-agent personalization repetitive — If you see the same phrasing across leads, rerun that batch with a diversity prompt. See /personalization-subagent-pattern references/failure-modes.md.
• Smartlead "inbox not allowed" on upload — Inbox is flagged/blocked. The script skips and continues.
• Campaign stuck at 0 sends — Check campaign schedule, inbox warmup status (via /smartlead-inbox-manager list-health), and that leads actually uploaded.

Cost per run

Typical run (1 target, 1000 leads pulled):

• Prospeo search: ~40 pages × search = ~$0.20
• Prospeo enrich-person (email finding for ~500 leads missing email): ~$5
• MillionVerifier validation: ~$0.50
• Smartlead send cost: ~$0.001/email sent over time
• Claude Code Task sub-agents: (uses your Claude Code plan — no extra API spend)

Total: ~$6-10 per campaign to reach 300-500 valid emails.

Scripts

• scripts/phase-scrape.ts — website scrape
• scripts/phase-prospeo.ts — Prospeo paginated search
• scripts/phase-enrich.ts — email waterfall + description enrichment + MillionVerifier
• scripts/phase-upload.ts — Smartlead campaign creation + upload
• scripts/_lib.ts — shared API helpers

References

• references/orchestration-checklist.md — full step-by-step for running the loop manually
• references/icp-to-prospeo.md — how to translate client-profile.yaml into Prospeo filter JSON
• references/copy-variant-guide.md — how to write 3 distinct A/B/C variants

What to do next

Wait 21 days for the campaign to accumulate reply data, then run /positive-reply-scoring on the launched campaign.

Meanwhile: continue the weekly rhythm via /cold-email-weekly-rhythm. Every Monday, /email-deliverability-audit on the new campaign to catch infrastructure issues early.

Or wait: this skill IS the automation loop. Next action can be "run again tomorrow with a different target domain" or integrate with /schedule skill to run daily.

Related skills

• /icp-onboarding — produces client-profile.yaml (required input)
• /lead-magnet-brainstorm — produces the offer/CTA this campaign asks about
• /personalization-subagent-pattern — the fan-out pattern used in phase 6
• /smartlead-inbox-manager — must run BEFORE so inboxes are tagged/warmed
• /positive-reply-scoring — run AFTER 21 days to score the campaign
• /experiment-design — how to plan which target to try next