partner-built/apollo/skills/sequence-load/SKILL.md
Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.
npx skillsauth add anthropics/knowledge-work-plugins sequence-loadInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Find, enrich, and load contacts into an outreach sequence — end to end. The user provides targeting criteria and a sequence name via "$ARGUMENTS".
/apollo:sequence-load add 20 VP Sales at SaaS companies to my "Q1 Outbound" sequence/apollo:sequence-load SDR managers at fintech startups → Cold Outreach v2/apollo:sequence-load list sequences (shows all available sequences)/apollo:sequence-load directors of engineering, 500+ employees, US → Demo Follow-up/apollo:sequence-load reload 15 more leads into "Enterprise Pipeline"From "$ARGUMENTS", extract:
Targeting criteria:
person_titlesperson_senioritiesq_organization_keyword_tagsorganization_num_employees_rangesperson_locations or organization_locationsSequence info:
If the user just says "list sequences", skip to Step 2 and show all available sequences.
Use mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_search to find the target sequence:
q_name to the sequence name from inputIf no match or multiple matches:
Use mcp__claude_ai_Apollo_MCP__apollo_email_accounts_index to list linked email accounts.
Use mcp__claude_ai_Apollo_MCP__apollo_mixed_people_api_search with the targeting criteria.
per_page to the requested volume (or 10 by default)Present the candidates in a preview table:
| # | Name | Title | Company | Location | |---|---|---|---|---|
Ask: "Add these [N] contacts to [Sequence Name]? This will consume [N] Apollo credits for enrichment."
Wait for confirmation before proceeding.
For each approved lead:
Enrich — Use mcp__claude_ai_Apollo_MCP__apollo_people_bulk_match (batch up to 10 per call) with:
first_name, last_name, domain for each personreveal_personal_emails set to trueCreate contacts — For each enriched person, use mcp__claude_ai_Apollo_MCP__apollo_contacts_create with:
first_name, last_name, email, title, organization_namedirect_phone or mobile_phone if availablerun_dedupe set to trueCollect all created contact IDs.
Use mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_add_contact_ids with:
id: the sequence IDemailer_campaign_id: same sequence IDcontact_ids: array of created contact IDssend_email_from_email_account_id: the chosen email account IDsequence_active_in_other_campaigns: false (safe default)Show a summary:
Sequence loaded successfully
| Field | Value | |---|---| | Sequence | [Name] | | Contacts added | [count] | | Sending from | [email address] | | Credits used | [count] |
Contacts enrolled:
| Name | Title | Company | Email | |---|---|---|---|
Ask the user:
mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_remove_or_stop_contact_ids to remove specific contactsstatus: "paused" and an auto_unpause_at datetesting
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.