One line: run this when you want the CRM's contacts to reflect where those people actually work now, and to catch champions who moved to a new account. It produces a reviewed batch of CRM changes, never a silent rewrite.
Golden rule: propose, then confirm. Collect every proposed change and show it as one table before touching the CRM. And never act on the wrong person — if the enriched identity doesn't match the contact, it goes to "can't confirm", not to a write.
Setup (once)
Before the first run, capture the operator's configuration and save it — see references/setup-checklist.md. It records: the CRM and whether writes are allowed; the match keys for a person (record id, email, LinkedIn URL) and a company (domain, LinkedIn company URL, name); the four data sources the play needs (a LinkedIn-URL finder, a work-history source that returns current + past roles, an email lookup, a company-enrichment source); the tier rules that define a create-worthy account; the opt-out rules that mark a move as a dead end; and the CRM field names to write. On a later run, load the saved config; if none exists, run setup first.
The play (per contact)
- Confirm the contact is in the CRM using the person match keys, and read their current company, title, and LinkedIn URL.
- Have a LinkedIn URL? If not, look one up from name + company and validate the found profile's name against the contact before trusting it. Retry once. Still nothing → mark can't confirm and stop.
- Pull current + past roles from the work-history source. Validate the returned person's name against the contact. On a name mismatch → the stored URL is likely wrong → mark can't confirm (re-find), stop.
- Compare the current employer to the CRM company using the matching rules in
references/matching.md — domain and LinkedIn-page agreement decide it; a name
alone never does. Three outcomes:
- Still there → propose refreshing title/tenure if they changed; otherwise mark verified. Done.
- Can't confirm (weak or conflicting signals) → propose re-finding the URL or flag for review. Never guess. Done.
- Confirmed left → separate old (the CRM company) from new (the current employer), and continue.
- Is the new company already in the CRM? Match it with the same rules.
- Yes → apply the opt-out rules. If the new company is a customer, competitor, or otherwise disqualifying → flag & opt out (stop outreach, record the move). Otherwise → update the contact to the new company/title and re-associate to the existing account.
- No → enrich the company, then tier it against the rules in references/tiering.md. A fit account → propose creating the account, then update the contact onto it. A non-fit account → skip & flag (don't create it), but still update the contact's new company/title so the record is honest. Both paths end at an updated contact.
- Approve & apply. Present the batch as one table — contact, old → new company, outcome, fields to write, and the evidence/confidence behind it. Apply only what's approved. If writes are disabled, export the table instead of writing.
What good looks like
A great run leaves every still-employed contact quietly verified, every real mover refreshed to their actual new role, and every champion who landed at a net-new fit account surfaced as a new opportunity — with a one-glance approval table the operator can trust and audit. Confidence is earned from domains and LinkedIn pages, not from fuzzy name overlap; acquisitions and rebrands are treated as "same company" only when the hard identifiers agree.
The mediocre version pollutes the database: it overwrites a contact because two company names looked similar, acts on a same-name stranger's profile, creates duplicate accounts for a company already in the CRM under a different name, or auto-writes a pile of changes no human ever saw. The tell of the expert: they trust "confirmed left" only when the new employer is hard-identified, and they would rather leave a record as "can't confirm" than write a confident lie.
Rules
- MUST propose every CRM create/update in a single review step and apply only what a human approves.
- MUST validate the enriched person's name against the contact before using any profile; on mismatch, route to "can't confirm".
- MUST decide company sameness from domain / LinkedIn-page agreement first; a name-only match is never sufficient to write.
- MUST keep the old company as previous-role history when a contact is updated — never erase where they came from.
- NEVER create a new account for a company that already exists in the CRM under a different name or domain.
- NEVER opt a contact out, or overwrite their role, on low-confidence or single-signal evidence.
- NEVER continue when writes are disabled — export the proposed changes instead.