Cookbook

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

Terminal
/abm

Or: "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:

FieldYour Test Answer
Brand nameNovaByte Systems
Domainnovabyte.io
ClassificationB2B
IndustrySaaS

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:

Output
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 handoff

For this test, select: 4 (Campaign creation)

Phase 1: Company Enrichment

The company-enrichment skill (enrichment-agent worker) runs:

  1. Clay find-and-enrich-company called with domain novabyte.io
    • Data points: Headcount Growth, Recent News, Tech Stack, Open Jobs, Funding
    • SaaS template adds: Product Reviews, G2 Rating
  2. Exa deep research: competitive landscape, market position, strategic signals
  3. Web search gap fill if revenue/classification missing
  4. Account profile assembled

Completeness gateway: score >= 70 = PASSED.

Output
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:

  1. Pass 1 — Executive title search via Clay find-contacts (CEO, VP, Director)
  2. Pass 2 — Department keyword search (Engineering, Product, IT, Security for SaaS)
  3. Merge + deduplicate contacts (target pool: 15–30 for mid-market)
  4. Enrich contacts missing email via add-contact-data-points
  5. 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:

Output
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

SymptomLikely CauseFix
Clay returns no results for domainDomain not in Clay's databaseRetry with company name; system falls back to Exa-only
Fewer than 3 contacts found in buyer mappingSmall company or Clay coverage gapSystem auto-remediates with broader title keywords; supplements via people_search_exa
Completeness score below 50 blocks Phase 2Missing hard-required fieldsCheck which fields are null; provide manually or broaden search
"No saas.yaml template found"Industry template missingSystem defaults to saas.yaml; verify file exists at expected path

On this page