Sales Contact Finder Crew

A CrewAI-powered sales contact finder that identifies and researches potential contacts at target companies for sales outreach.

Overview

This crew automates the process of:

1. Company Research - Gathering comprehensive information about target companies
2. Organizational Analysis - Understanding company structure and decision-makers
3. Contact Discovery - Finding specific individuals and their contact information
4. Sales Strategy - Developing personalized outreach approaches

Features

• Multi-agent collaboration for comprehensive sales research
• Integration with web scraping and search tools
• Automatic contact storage in GibsonAI database
• Personalized sales strategy generation
• Professional markdown report output

🧠 Generate GibsonAI Schema

In GibsonAI, use the following prompt to create your schema in a new project:

- I want to create a sales contact aggregator agent. It will store company and contact information.
- Generate a “sales_contact” table with fields (company_id, name, title, linkedin_url, phone, email). Also create a “sales_company” table with fields (name). All string fields, except name, are nullable.

Once it's generated, click Deploy to Production and then copy the API key from the Data API tab.

⚙️ Setup Instructions

1. Clone the awesome-gibson repo

git clone https://github.com/GibsonAI/marketplace-crew-sales-contact-finder.git
cd marketplace-crew-sales-contact-finder

2. Create your .env file

cp .env.example .env

Update .env with your keys:

GIBSONAI_API_KEY=your_project_api_key
SERPER_API_KEY=your_serper_api_key
OPENAI_API_KEY=your_openai_api_key

🔑 Need a Serper key? Sign up here

You can also use other LLM model of your choice, not just OpenAI models.

3. Create and activate a virtual environment

uv venv
source .venv/bin/activate  # or .venv\Scripts\activate on Windows

4. Install dependencies

First, if you haven't already, install uv:

pip install uv

Next install dependencies:

uv pip install -e .

🚀 Running the Crew

crewai run

Agents

1. Company Researcher

• Role: Gathers comprehensive company information
• Tools: SerperDevTool, ScrapeWebsiteTool
• Focus: Industry analysis, recent news, technology initiatives

2. Organizational Structure Analyst

• Role: Analyzes company hierarchy and decision-making
• Tools: SerperDevTool, ScrapeWebsiteTool
• Focus: Identifying key roles and departments

3. Contact Finder

• Role: Locates specific individuals and contact information
• Tools: SerperDevTool, ScrapeWebsiteTool, ContactStorageTool
• Focus: Finding decision-makers and their contact details

4. Sales Strategist

• Role: Develops personalized outreach strategies
• Tools: None (uses information from other agents)
• Focus: Creating actionable sales approaches

Output

The crew generates:

• JSON Contact Data: Stored automatically in GibsonAI database
• Sales Strategy Report: Markdown file with personalized outreach strategies
• Console Output: Real-time progress and results

Configuration

• Agents: Configured in src/sales_contact_finder_crew/config/agents.yaml
• Tasks: Configured in src/sales_contact_finder_crew/config/tasks.yaml
• Tools: Custom tools in src/sales_contact_finder_crew/tools/

API Integration

The crew automatically stores discovered contacts in your GibsonAI database using the hosted API. Make sure to:

1. Set up your GIBSONAI_API_KEY environment variable
2. Ensure your GibsonAI project has the sales contact schema deployed

Example Output

Generated contact information with sales strategy will be saved to:

output/
└── buyer_contact.md

# Sales Strategy Report for Example Corp

## Executive Summary
Based on our research, Example Corp is actively expanding their AI initiatives...

## Company Analysis
- Industry: Technology/SaaS
- Size: 500+ employees
- Recent funding: $50M Series B
...

## Target Contacts
1. **John Smith** - VP of Engineering
   - LinkedIn: https://linkedin.com/in/johnsmith
   - Email: [email protected]
   - Background: 10+ years in AI/ML...

## Outreach Strategy
### For VP of Engineering (John Smith)
- Value Prop: Focus on technical efficiency gains...
- Pain Points: Current manual processes, scaling challenges...
- Recommended Approach: Technical demo, ROI calculator...

Development

Project Structure

sales_contact_finder_crew/
├── src/sales_contact_finder_crew/
│   ├── __init__.py
│   ├── main.py                 # Entry point
│   ├── crew.py                 # Crew definition
│   ├── config/
│   │   ├── agents.yaml         # Agent configurations
│   │   └── tasks.yaml          # Task configurations
│   └── tools/
│       ├── __init__.py
│       └── contact_storage_tool.py  # Custom tool for storing contacts
├── pyproject.toml              # Project configuration
└── README.md

Adding New Tools

1. Create tool in src/sales_contact_finder_crew/tools/
2. Import and add to relevant agents in crew.py
3. Update agent configurations if needed

Customizing Agents/Tasks

Edit the YAML files in the config/ directory to modify agent roles, goals, backstories, task descriptions, and expected outputs.