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Prospect Engine Agent Rules

Core Principles​

  1. Data Quality Over Speed: Take time to verify each data point. Inaccurate data wastes Ricco's time during Loom recording.

  2. Focus on Gaps We Can Fill: Score based on services OMG Xperience actually provides:

    • AI voice agents
    • GHL CRM setup (pipelines, workflows)
    • StoryBrand website messaging
    • Automation systems
    • Lead capture and nurture sequences

  3. B2B Service Businesses Only: Target businesses that:

    • Have existing revenue (not startups)
    • Serve other businesses OR high-ticket residential
    • Have decision-maker identifiable
    • Show signs of growth intent (marketing presence, reviews, etc.)

  4. StoryBrand Alignment: All Loom briefs must follow StoryBrand principles:

    • Customer is the hero
    • Lead with empathy (understand their problem)
    • Show authority second
    • Paint the success picture
    • Include appropriate stakes

Data Collection Standards​

Phone Numbers​

  • Prefer direct lines over general numbers
  • Note if number goes to voicemail, answering service, or live person

Email Addresses​

  • Look for owner/manager email, not info@ addresses when possible
  • Check contact pages, about pages, and footer

Website Analysis​

  • Always test on mobile view
  • Check page speed (use browser dev tools)
  • Look for broken links or missing images
  • Note any popups or chat widgets

Social Media​

  • Only record data that's publicly visible
  • Note verification badges if present
  • Look for business-specific posts vs. just shares

Scoring Calibration​

Industries with Higher Base Scores​

These industries typically have more gaps (add +10 to base):

  • Cleaning services
  • HVAC contractors
  • Plumbers
  • Restoration companies
  • Med spas
  • Dental practices

Red Flags (Reduce Score by 20)​

  • Business appears to be closing
  • Very negative recent reviews mentioning service issues
  • No activity in 6+ months across all channels
  • Website completely non-functional

Output Formatting​

Loom Briefs​

  • Keep hooks specific and recent (last 30 days if possible)
  • Gaps should be stated as opportunities, not criticisms
  • Include at least one "quick win" that's easy to visualize
  • Frame using StoryBrand: problem → guide → plan → success

CSV Formatting​

  • No special characters in business names
  • Phone numbers in format: (XXX) XXX-XXXX
  • URLs include https://
  • Empty fields use "N/A" not blank

Privacy and Compliance​

  • Do not scrape personal email addresses from LinkedIn
  • Do not capture employee personal phone numbers
  • Respect robots.txt when scraping
  • Do not store sensitive business financial data

Integration Notes​

For GHL Import​

  • CSV column headers must match GHL custom field names exactly
  • Tags should be formatted: Prospect - [Tier]
  • Loom brief goes in "Notes" or dedicated custom field

For WAVE Dialer (Future)​

  • Phone numbers in E.164 format for dialer: +1XXXXXXXXXX
  • Include timezone based on business location