sales-skills/sales-leadiq

LeadIQ Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What do you need help with?

   • a) Capturing contacts from LinkedIn (Chrome Extension / Prospector)
   • b) Champion tracking / job change alerts
   • c) CRM enrichment (Salesforce or HubSpot)
   • d) API integration (GraphQL)
   • e) Scribe AI outreach writing
   • f) Credit management / usage optimization
   • g) Something else

2. Which LeadIQ plan are you on?

   • a) Free (50 credits/mo, 1 user)
   • b) Pro (~$200/mo, up to 5 users)
   • c) Enterprise (custom)
   • d) Not sure / evaluating

3. What CRM do you use?

   • a) Salesforce (native managed package)
   • b) HubSpot (via Workato)
   • c) Other / none

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| Problem domain | Route to | Command | |---|---|---| | Building prospect lists across multiple tools | /sales-prospect-list | /sales-prospect-list {user's question} | | General enrichment strategy / waterfall enrichment | /sales-enrich | /sales-enrich {user's question} | | Outbound sequence design and cadence | /sales-cadence | /sales-cadence {user's question} | | CRM data quality / deduplication | /sales-data-hygiene | /sales-data-hygiene {user's question} | | Connecting LeadIQ to other tools | /sales-integration | /sales-integration {user's question} | | Interpreting buying signals / intent data | /sales-intent | /sales-intent {user's question} |

When routing to another skill, provide the exact command: "This is a {problem domain} question — run: /sales-{skill} {user's original question}"

If the question is LeadIQ-specific, continue to Step 3.

Step 3 — LeadIQ platform reference

Read references/platform-guide.md for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

If they're asking about the API, also read references/leadiq-api-reference.md for endpoint details.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

• For Chrome Extension issues: Clear cache, disable other extensions, check LinkedIn page type (profile vs Sales Navigator vs search). The extension works differently on each.
• For credit optimization: Phone lookups cost 10x email lookups. Capture emails first, then selectively reveal phones for high-priority contacts only. Use account enrichment (3 credits) to validate company fit before spending on individual contacts.
• For Salesforce sync: Ensure read/write permissions on all Lead, Contact, Account fields. Enable the stock Website field. Click "Resync Team" after any field changes in SFDC.
• For HubSpot: Integration works through Workato, adding complexity. LeadIQ checks for duplicates by matching emails, names, and company domains. Custom field mapping is available.
• For champion tracking: Set up alerts for past champions who change roles. This is LeadIQ's strongest differentiator — warm pipeline from people who already know your product.
• For Scribe AI: Treat output as a first draft that needs 30-50% editing. Feed it specific context about the prospect to improve quality.

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• Phone numbers are expensive: 10 credits per phone vs 1 per email. A combined email+phone lookup costs 11 credits. Budget accordingly — 200 Pro credits = only ~18 full contact reveals
• Credits don't roll over: Monthly credits expire at month-end (monthly plans) or year-end (annual). No accumulation
• HubSpot integration requires Workato: Unlike the native Salesforce managed package, HubSpot connects through Workato middleware, adding setup complexity and a potential point of failure
• Salesforce account assignment bugs: Contacts sometimes sync to wrong accounts in Salesforce. Ensure the Website field is enabled on Lead/Contact/Account objects for duplicate detection to work
• AI Account Prospecting is Enterprise-only: The automatic ICP-based account surfacing feature requires Enterprise plan. Pro users are limited to manual Chrome Extension prospecting
• EMEA data gaps: European coverage is weaker than competitors like Cognism. Validate EMEA data quality before committing to LeadIQ as your primary provider for European markets
• Chrome Extension LinkedIn dependency: The extension works best on standard LinkedIn profiles. Performance varies on Sales Navigator, search results pages, and non-LinkedIn sites

Related skills

• /sales-enrich — General enrichment strategy, waterfall enrichment, credit optimization across all providers
• /sales-prospect-list — Building targeted prospect lists across Apollo, ZoomInfo, Cognism, Clay, and more
• /sales-cadence — Outbound sequence design and multi-channel cadence planning
• /sales-integration — Connecting sales tools via Zapier, Make, webhooks, and API pipelines
• /sales-data-hygiene — CRM data quality, deduplication, record matching
• /sales-cognism — Cognism platform help (EMEA-focused competitor with phone-verified mobiles)
• /sales-apollo — Apollo platform help (affordable all-in-one alternative)
• /sales-zoominfo — ZoomInfo platform help (enterprise-grade competitor)
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do

Examples

Example 1: "I captured 200 contacts from LinkedIn but half the phone numbers are wrong" → Walks through LeadIQ phone number accuracy expectations, credit-efficient verification workflow, and when to waterfall to a second provider.

Example 2: "Our Salesforce keeps creating duplicate contacts when reps use LeadIQ" → Covers Salesforce managed package configuration, duplicate detection settings, Website field requirements, and Resync Team workflow.

Example 3: "Is LeadIQ worth $200/month for our 3-person SDR team?" → Compares credit economics (200 credits = ~18 full contacts), evaluates vs Apollo ($49/mo with sequences) and Cognism (unlimited EMEA data), and recommends based on team's primary market.

Troubleshooting

Phone numbers connecting to wrong people or voicemail

• Cause: LeadIQ phone data has known accuracy issues — the #1 user complaint across 1,000+ reviews
• Fix: Cross-validate high-priority numbers through a second provider (Cognism Diamond Data, ZoomInfo). Use email-first outreach and reserve phone credits for verified decision-makers only

Chrome Extension not loading or showing "visit a supported site"

• Cause: Extension cache corruption, browser session conflicts, or unsupported page type
• Fix: Clear extension cache, close and reopen the extension. If on LinkedIn Sales Navigator, switch to a standard profile page. Uninstall/reinstall as last resort

Salesforce contacts assigned to wrong accounts

• Cause: LeadIQ can't determine account association when the Website field is missing or company domain doesn't match
• Fix: Enable the stock Website field on Lead, Contact, and Account objects. After changes, click "Resync Team" in LeadIQ settings. Verify IP restrictions aren't blocking the connection