§ 01Pre-flight credit check
Pre-flight \u00B7 always run this firstprompt
Check Clay MCP connection. Run get-credits-available to confirm credit balance before starting any enrichment. Report the number of credits available. We need approximately 558 credits for the full enrichment pipeline. If credits are below 600, flag this before proceeding.
§ 02Phase 1 \u00B7 Existing CRM (C1\u2013C2)
Phase 1 \u00B7 Existing CRM enrichment (quick win)2 prompts \u00B7 ~6 credits \u00B7 validates pipeline before scale
| Prompt | Target | Companies |
|---|---|---|
| C1 | Existing CRM medical contacts (with known domains) | Total Access Urgent Care · Next Care Urgent Care · ATI Physical Therapy |
| C2 | Existing CRM medical contacts (no known domain) | Orthopedic Health of KC · Sharon Fleming PT |
Sample \u00B7 Prompt C1 (existing contacts with known domains)prompt
I have 6 existing medical contacts for the 8630 N Green Hills Road property. Enrich each company using Clay MCP tools. Run find-and-enrich-company for each of these domains: 1. tauc.com (Total Access Urgent Care · Joe Godfrey) 2. nextcare.com (Next Care Urgent Care · Greg Valladao + Phil Lesnik) 3. atipt.com (ATI Physical Therapy · John Alarik) For each, request data points: - Headcount Growth - Annual Revenue - Open Jobs - Recent News - Custom: "Number of Locations" - Custom: "KC Metro Locations" - Custom: "Expansion Plans" Then run find-and-enrich-contacts-at-company with job_title_keywords: [VP Real Estate, Director Site Selection, Franchise Development, Chief Development Officer, VP Operations, Regional Director, VP Development] Output → /enrichment_results/01_existing_contacts_enriched.md
§ 03Phase 2 \u00B7 Company intel (C3\u2013C5)
Phase 2 \u00B7 Company intelligence3 prompts \u00B7 ~400 credits
| Prompt | Target | Priority |
|---|---|---|
| C3 | Med spa companies (from Apify Scrape 1C) | HIGHEST |
| C4 | Urgent care companies (from Apify Scrape 1E) | HIGHEST |
| C5 | All other medical (1A, 1B, 1D, 1F-1J) — bulk | High |
Sample \u00B7 Prompt C3 (Med Spa enrichment, HIGHEST priority)prompt
Using the domains discovered from Apify Scrape 1C (med spa results),
run find-and-enrich-company for each med spa domain.
For each, request:
- Headcount Growth · Annual Revenue · Open Jobs · Recent News · Investors
- Custom: "Number of Locations"
- Custom: "Services Offered"
- Custom: "Franchise Status"
Process in batches of 5–10 companies. Report after each batch.
After company enrichment, run find-and-enrich-contacts-at-company
with contactFilters:
job_title_keywords: [Owner, Medical Director, Practice Owner, Founder,
CEO, Franchise Owner, Director of Operations, Office Manager]
locations: [Kansas City, Missouri, Kansas, Overland Park]
current_role_min_months: 6
Output → /enrichment_results/03_medspa_enriched.md§ 04Phase 3 \u00B7 Franchise & REIT (C6\u2013C7)
Prompt C6 \u00B7 14 franchise brandsRun sequentially \u00B7 1 brand at a time
| Brand | Domain | Category |
|---|---|---|
| Ideal Image | idealimagelaserandmedspa.com | Med Spa |
| LaserAway | laseraway.com | Med Spa |
| SkinSpirit | skinspirit.com | Med Spa |
| Sono Bello | sonobello.com | Med Spa |
| Restore Hyper Wellness | restore.com | Wellness |
| CareNow (HCA) | carenow.com | Urgent Care |
| NextCare Urgent Care | nextcare.com | Urgent Care |
| Total Access Urgent Care | tauc.com | Urgent Care |
| ATI Physical Therapy | atipt.com | Physical Therapy |
| Athletico | athletico.com | Physical Therapy |
| Heartland Dental | heartland.com | Dental |
| Aspen Dental | aspendental.com | Dental |
| The Joint Chiropractic | thejoint.com | Chiropractic |
| MyEyeDr | myeyedr.com | Optometry |
Prompt C7 \u00B7 7 healthcare REIT firmsRun sequentially \u00B7 1 firm at a time
| Firm | Domain | Type |
|---|---|---|
| Physicians Realty Trust | docreit.com | Public REIT |
| Healthcare Trust | healthcaretrust.com | Public REIT |
| Global Medical REIT | globalmedicalreit.com | Public REIT |
| Montecito Medical | montecitomedical.com | Private acquirer |
| NexCore Group | nexcoregroup.com | Developer / investor |
| Anchor Health Properties | anchorhealthproperties.com | Private acquirer |
| PMB Real Estate Services | pfrealestateservices.com | Developer / investor |
Filters used by both C6 and C7config
C6 (franchise) job_title_keywords:
["VP Real Estate", "Director Site Selection",
"Franchise Development", "Chief Development Officer",
"VP Development", "Regional Director",
"VP Operations", "Real Estate Manager"]
C7 (REIT) job_title_keywords:
["VP Acquisitions", "Director Acquisitions",
"Managing Director", "Chief Investment Officer",
"Portfolio Manager", "SVP",
"Senior Vice President"]
Both: contactDataPoints = ["Email"]
companyDataPoints = ["Recent News", "Annual Revenue"]§ 05Phase 4 \u00B7 Verify & intel (C8\u2013C9)
Phase 4 \u00B7 Verify & intelligence2 prompts \u00B7 ~110 credits
| Prompt | Tool | Purpose |
|---|---|---|
| C8 | add-contact-data-points | Verify and find missing emails for all contacts from C3–C7 |
| C9 | ask-question-about-accounts | Deep-research the top-10 highest-scoring prospects only |
Prompt C9 \u00B7 top-10 account intelligenceprompt
After all enrichments are complete, identify the top-10 highest-scoring
medical prospects from the master list.
Run ask-question-about-accounts with their account IDs:
{
"accountIds": [{{TOP_10_ACCOUNT_IDS}}],
"question": "Is this medical practice actively expanding,
opening new locations, hiring new providers, or showing any signals
of needing additional office space in the Kansas City area? Check for
recent news, job postings for KC positions, new LLC registrations
in Missouri, real estate lease activity, franchise development
announcements, Certificate of Need applications, or social posts
about growth. Also check current office ownership/lease status."
}
For each account, generate a 3-sentence intelligence brief:
1. Current state
2. Growth signals (or "no expansion signals detected")
3. Recommended outreach approach
Output → /enrichment_results/09_top10_intelligence.md§ 06Phase 5 \u00B7 Master merge (C10)
Prompt C10 \u00B7 merge Clay enrichments into master prospect listprompt
Read all enrichment results from /enrichment_results/.
Merge into the MASTER_MEDICAL_PROSPECT_LIST from Apify Phase 4.
# Add these Clay-enriched columns to every prospect
- company_revenue, company_headcount, headcount_growth
- location_count, provider_count, open_jobs_count
- expansion_signals, franchise_status
- decision_maker_name, decision_maker_title
- decision_maker_email, decision_maker_linkedin
- intelligence_brief (from C9, top-10 only)
# Re-score every prospect
Original Google Maps score (base)
Revenue > $1M: +10
Headcount growing: +10
Multiple locations: +10
Open jobs in KC: +15
Franchise (expansion): +10
Verified DM email: +10
LinkedIn profile found: +5
# Re-assign tiers based on new scores
# Update both files
/MASTER_MEDICAL_PROSPECT_LIST.md
/MASTER_MEDICAL_PROSPECT_LIST.csv
# Generate final pipeline summary
- Total unique prospects · by category · by tier
- Total with verified DM email · phone · LinkedIn
- Top-25 hottest prospects with full detail
- Recommended immediate outreach list
(Tier A · verified email · growth signals)Hand-off to outreach
The recommended-immediate-outreach list from C10 feeds straight into Sequence 1 (Doc 07 \u00B7 Medical Practice Owner) and the Stage-5 Conversion campaign (Doc 15). This is the moment the discovery pipeline becomes the action pipeline.