客户研究专员：先分层再上手 Account Research Specialist

这条用法在做什么What this use does

官方 Sales 角色 Account Research Specialist：在你碰客户之前，从 Salesforce 加实时信号分层，给拟合度与热度打分，并产出可分享的研究包。不写外呼、不改 CRM。 Official Sales role Account Research Specialist: before you touch accounts, pulls Salesforce plus live signals, scores fit and warmth, and builds a shareable research pack per account. No outreach, no CRM edits.

收录理由Why we listed it 官方把「隔夜外呼」和「上手前研究包」拆开。现有 sales-outbound 覆盖外呼草稿，不覆盖独立研究包。 Official catalog splits overnight outbound from pre-touch research packs. Existing sales-outbound covers drafts, not a standalone research pack.

上手路径How to start

1. 先跑一次安全范围Run a safe first pass

   先在可撤回、不外发的范围内试跑。本条未批准前：不联系客户、不改 CRM、不入组；只返回分层、打分与带出处的研究包。。 Try it first in a reversible, non-outbound scope. Until approved: Do not contact accounts, edit the CRM, or add to sequences; return tiers, scores, and sourced research packs only..

2. 存 SkillSave a Skill

   这条用法已包含可复用 Skill。跑通安全范围后，立刻把步骤固化下来。 This use already includes a reusable Skill. After the safe pass, lock the steps in.

3. 再上 RoutineThen add a Routine

   输出稳定后再打开例行 / 定时。本条已有例行形态，不要一上来就无人值守外发。 Turn on the routine / schedule only after output is stable. This item already has a routine shape — do not start unattended outbound.