Doc 19 of 20RUNBOOK · ENRICHMENTSearch IOComplete

Execution Prompts · Clay

Ten ready-to-run prompts: existing contact enrichment, med spa and urgent care intelligence, fourteen franchise brands, seven REIT firms, email verification, master merge.

AD
Andrew Danner
Listing Broker · Windfield Real Estate
Generated 2026-04-2911 min read
ready prompts
10
existing → company → contacts → verify → merge
phases
5
existing · companies · franchise+REIT · verify · consolidate
franchise brands
14
Ideal Image → MyEyeDr
est. credits
≈558
verified before each phase

§ 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
PromptTargetCompanies
C1Existing CRM medical contacts (with known domains)Total Access Urgent Care · Next Care Urgent Care · ATI Physical Therapy
C2Existing 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
PromptTargetPriority
C3Med spa companies (from Apify Scrape 1C)HIGHEST
C4Urgent care companies (from Apify Scrape 1E)HIGHEST
C5All other medical (1A, 1B, 1D, 1F-1J) — bulkHigh
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
BrandDomainCategory
Ideal Imageidealimagelaserandmedspa.comMed Spa
LaserAwaylaseraway.comMed Spa
SkinSpiritskinspirit.comMed Spa
Sono Bellosonobello.comMed Spa
Restore Hyper Wellnessrestore.comWellness
CareNow (HCA)carenow.comUrgent Care
NextCare Urgent Carenextcare.comUrgent Care
Total Access Urgent Caretauc.comUrgent Care
ATI Physical Therapyatipt.comPhysical Therapy
Athleticoathletico.comPhysical Therapy
Heartland Dentalheartland.comDental
Aspen Dentalaspendental.comDental
The Joint Chiropracticthejoint.comChiropractic
MyEyeDrmyeyedr.comOptometry
Prompt C7 \u00B7 7 healthcare REIT firmsRun sequentially \u00B7 1 firm at a time
FirmDomainType
Physicians Realty Trustdocreit.comPublic REIT
Healthcare Trusthealthcaretrust.comPublic REIT
Global Medical REITglobalmedicalreit.comPublic REIT
Montecito Medicalmontecitomedical.comPrivate acquirer
NexCore Groupnexcoregroup.comDeveloper / investor
Anchor Health Propertiesanchorhealthproperties.comPrivate acquirer
PMB Real Estate Servicespfrealestateservices.comDeveloper / 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
PromptToolPurpose
C8add-contact-data-pointsVerify and find missing emails for all contacts from C3–C7
C9ask-question-about-accountsDeep-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.