# MBAC Skill 04: Lead Enrichment

| | |
|---|---|
| **Version** | v1.0 (2026-07-27) |
| **Workflow** | A, Client Intake & Counseling |
| **Lead indicator it moves** | % of submissions enriched (LinkedIn + details) |
| **Process owner** | Deborah Davis (with counselor assist) |
| **Built from (Anthropic plugin)** | `apollo:enrich-lead` / `common-room:contact-research` |
| **Customized by** | MBAC Context Document + this file |

## Trigger

A new intake record lands in the connected store (from the landing page or Skill 03).

## Inputs / Context needed

- The intake record (especially the LinkedIn URL and business name)
- The MBAC Context Document

## Steps

1. Paste the MBAC Context Document, this file, and the intake record into Claude.
2. Ask Claude to research and fill in: what the business does, how long established, industry, size signals, anything public about certifications (MBE/EDGE), and what the owner has said publicly about their goals.
3. Ask for a 5-line "counselor briefing": who they are, what they likely need, one good opening question, one thing NOT to assume.
4. Verify anything surprising before it reaches a counselor. AI research can be wrong; the record only gets facts.
5. Save the enrichment to the SAME record in the connected store. Mark the record "enriched."

## Human checkpoint (Zone 1, verify-on-surprise)

Runs as Zone 1. Any surprising or negative finding gets human-verified before it is saved or acted on.

## Safety & disclosure

Public information only. Do not run background checks, credit lookups, or anything a client would find invasive. If it would feel weird to say "we saw this on your LinkedIn," leave it out.

## Output & where it lands

An enriched intake record + a 5-line counselor briefing, in the connected store, feeding Counseling Prep (Skill 05).

## Customization moves (Adopt, Customize, Rename)

1. **Adopt:** Anthropic Apollo enrichment / contact-research plugin skill.
2. **Customize:** MBAC's fields, the public-info-only rule, the counselor briefing format.
3. **Rename & anchor:** "MBAC Lead Enrichment," anchored to % enriched.