ABM Pipeline — Full Enrichment
Account-based marketing pipeline with NovaByte Systems from enrichment to campaign creation
ABM Pipeline — Full Enrichment
This recipe walks through the full ABM pipeline with a fictional company: NovaByte Systems — a B2B SaaS, mid-market cybersecurity endpoint protection company. We will select Path 4: Campaign Creation, running all 5 enrichment phases and handing off to the creative plugin.
Prerequisites
Claude Code + b2b-abm plugin
Claude Code installed with the b2b-abm plugin active
Clay MCP
Clay MCP connected — check mcps/catalog.md for Clay server
Exa MCP
Exa MCP server connected
Industry template
SaaS template exists: plugins/b2b-abm/references/industry-templates/saas.yaml
Command
/abmOr: "run ABM pipeline", "account-based marketing for NovaByte", "target accounts for cybersecurity SaaS"
Pipeline
Gate 1: Collect Required Inputs
The orchestrator asks for 4 fields. Do NOT proceed until all are provided:
| Field | Your Test Answer |
|---|---|
| Brand name | NovaByte Systems |
| Domain | novabyte.io |
| Classification | B2B |
| Industry | SaaS |
The system loads references/industry-templates/saas.yaml and confirms: "SaaS template loaded."
Gate 2: Outcome Menu
The system presents the 5-path menu verbatim:
Which outcome do you want from this ABM run?
1. Enrichment only — Phases 1-2 (company data + buyer map)
2. Scoring — Phases 1-3 (enrichment + ICP fit score)
3. Full pipeline — Phases 1-6 (enrichment through feedback loop)
4. Campaign creation — Phases 1-5 + creative plugin handoff
5. Website — Phases 1-5 + Brand Factory v2 handoffFor this test, select: 4 (Campaign creation)
Phase 1: Company Enrichment
The company-enrichment skill (enrichment-agent worker) runs:
- Clay
find-and-enrich-companycalled with domainnovabyte.io- Data points: Headcount Growth, Recent News, Tech Stack, Open Jobs, Funding
- SaaS template adds: Product Reviews, G2 Rating
- Exa deep research: competitive landscape, market position, strategic signals
- Web search gap fill if revenue/classification missing
- Account profile assembled
Completeness gateway: score >= 70 = PASSED.
Pipeline Completeness Gateway — Path 4
Phase 1 (Company Enrichment): [x] PASSED
Phase 2 (Buyer Mapping): [ ] PENDING
Phase 3 (ICP Scoring): [ ] PENDING
Phase 4 (Lookalike Discovery): [ ] PENDING
Phase 5 (Lead Deployment): [ ] PENDING
Overall: [INCOMPLETE — 4 phases pending]Phase 2: Buyer Mapping
The buyer-mapping skill (buyer-analyst worker) runs:
- Pass 1 — Executive title search via Clay
find-contacts(CEO, VP, Director) - Pass 2 — Department keyword search (Engineering, Product, IT, Security for SaaS)
- Merge + deduplicate contacts (target pool: 15–30 for mid-market)
- Enrich contacts missing email via
add-contact-data-points - Classify each contact into persona: Economic Buyer, Champion, Technical Evaluator, End User, Finance/Procurement
Gateway: completeness >= 70 = PASSED.
Phase 3: ICP Scoring
The icp-scoring skill (buyer-analyst worker) scores the account on ICP fit (0–100), assigns tier (T1/T2/T3), and provides scoring rationale.
Phase 4: Lookalike Discovery
The lookalike-discovery skill (prospector worker) discovers 10+ lookalike accounts based on NovaByte's profile. Each with match confidence score.
Phase 5: Lead Deployment
The lead-deployment skill (prospector worker) assigns channels, sequence IDs, and owners for outreach.
Path 4 Handoff: Campaign Creation
After Phase 5 passes, the orchestrator generates a CreativeBrief schema stub and routes to the b2b-abm-creative plugin:
The b2b-abm-creative plugin receives this and produces a CampaignPack containing:
- Ad copy variants (LinkedIn, Google Ads)
- Email sequences per persona
- Landing page copy
- Content assets (whitepapers, case study frameworks)
- Campaign calendar
Final gateway:
Pipeline Completeness Gateway — Path 4
Phase 1 (Company Enrichment): [x] PASSED
Phase 2 (Buyer Mapping): [x] PASSED
Phase 3 (ICP Scoring): [x] PASSED
Phase 4 (Lookalike Discovery): [x] PASSED
Phase 5 (Lead Deployment): [x] PASSED
Overall: [COMPLETE — all phases passed]Verification
- All 5 phase JSON outputs exist and are non-empty
- Each gateway check passed before the next phase started
- CreativeBrief stub conforms to
schemas/creative-brief.schema.json - CampaignPack contains deliverables for at least 3 personas
- No phase was skipped or merged
Troubleshooting
| Symptom | Likely Cause | Fix |
|---|---|---|
| Clay returns no results for domain | Domain not in Clay's database | Retry with company name; system falls back to Exa-only |
| Fewer than 3 contacts found in buyer mapping | Small company or Clay coverage gap | System auto-remediates with broader title keywords; supplements via people_search_exa |
| Completeness score below 50 blocks Phase 2 | Missing hard-required fields | Check which fields are null; provide manually or broaden search |
| "No saas.yaml template found" | Industry template missing | System defaults to saas.yaml; verify file exists at expected path |