Setup Flow
Unzip
Open the folder and run setup from the root directory.
Install
Global install copies skills and support assets into Codex.
Restart
Restart Codex so the new skills are discoverable.
Smoke Test
Run the scorer against the included example data. Top row should be Verglas Cybersecurity at 83.50.
Trigger
Answer the GTM Q&A first. Scoring starts only after the workflow understands your market, signals, and approval rules.
Trigger Prompt
The workflow turns what you know into a usable plan: gaps, approved sources, live-search path, signal model, ranked accounts, top 5 lead groups, outreach playbook, Apollo action queue, and QA.
What You Get
Workflow Map
Q&A captures GTM knowledge, supplied or cold audience, targets, signals, tools, skills, and approvals.
Connector audit, source mapping, gap analysis, and the scoring plan.
Apollo live search, AI Research, and connected tools only when approved.
Deterministic account scoring, lead-group selection, top 5, and rejection reasons.
Playbook, sequence fit, Apollo action queue, meeting dossier when needed, and QA verdict.
Approval Boundary
Allowed before approval
- Read-only analysis
- Draft outreach plan
- Draft Apollo action queue
- Example scoring run
Held until approved
- Enrichment credit use
- Apollo or CRM writes
- Sequence membership changes
- Message sends, uploads, external shares
Built-In Safeguards
- Scoring weights can be calibrated before rankings are used for decisions.
- Example data is synthetic and provided for setup validation only.
- Search and scoring stay tied to approved sources, signals, and approval rules.
- Writes and sends require explicit action-level approval.