bdr-company-research

BDR Company Research

Use this skill when agent_orchestrator starts company_research for a HubSpot lead. Invoke the deterministic runner; it owns webhook payload validation, company research, persistence, and stage completion.

Prompt fields

Use these prompt fields as CLI inputs:

• BDR_AGENT_STAGE: company_research
• BDR_AGENT_TRIGGER
• SOURCE_SYSTEM
• LEAD_ID
• HUBSPOT_WORKFLOW_ID

Recommended optional prompt fields:

• CONTACT_ID
• COMPANY_ID
• At least one of COMPANY_DOMAIN, COMPANY_WEBSITE, or COMPANY_ALTERNATIVE_DOMAIN
• LEAD_CREATED_AT
• LEAD_OWNER_ID
• LEAD_SOURCE_DETAILED
• CONTACT_EMAIL
• CONTACT_FIRST_NAME
• CONTACT_LAST_NAME
• CONTACT_JOB_TITLE
• COMPANY_NAME
• COMPANY_INDUSTRY
• COMPANY_NUM_EMPLOYEES
• COMPANY_ICP_TIER

Only LEAD_ID is required to start the runner. The HubSpot workflow should send the recommended fields whenever they are available because the runner uses them before consulting BigQuery. If optional fields are blank or absent, the runner falls back to BigQuery hydration for those blanks.

Setup

Run the deterministic bootstrap before invoking the CLI. It works whether the agent starts in the gtm-agents repo root or in bdr_agent/, avoids probing a dependency-free system Python first, and exports the active BDR source path explicitly:

if [ -d "bdr_agent/src/bdr_agent" ]; then
  export GTM_AGENTS_ROOT="$PWD"
  export BDR_AGENT_ROOT="$PWD/bdr_agent"
elif [ -d "src/bdr_agent" ]; then
  export BDR_AGENT_ROOT="$PWD"
  export GTM_AGENTS_ROOT="$(dirname "$PWD")"
else
  echo "Run from the gtm-agents repo root or from gtm-agents/bdr_agent." >&2
  exit 1
fi

export BDR_AGENT_VENV="/tmp/gtm-agents-bdr-company-research-venv"
python3 -m venv "$BDR_AGENT_VENV"
"$BDR_AGENT_VENV/bin/python" -m pip install --upgrade pip
"$BDR_AGENT_VENV/bin/python" -m pip install -r "$GTM_AGENTS_ROOT/requirements.txt"

export PYTHON="$BDR_AGENT_VENV/bin/python"
export PYTHONPATH="$BDR_AGENT_ROOT/src${PYTHONPATH:+:$PYTHONPATH}"

"$PYTHON" - <<'PY'
import importlib
for module in ("bdr_agent", "google.cloud.bigquery", "google.cloud.storage", "httpx"):
    importlib.import_module(module)
print("BDR Company Research imports OK")
PY

Run

Export prompt field values before invoking the runner, or pass literal values directly. Do not combine variable assignment and command invocation in one shell command.

$PYTHON -m bdr_agent.stages.company_research.cli \
  --lead-id "$LEAD_ID" \
  --trigger-source "$BDR_AGENT_TRIGGER" \
  --source-system "$SOURCE_SYSTEM" \
  --hubspot-workflow-id "$HUBSPOT_WORKFLOW_ID" \
  --lead-created-at "${LEAD_CREATED_AT:-}" \
  --lead-owner-id "${LEAD_OWNER_ID:-}" \
  --lead-source-detailed "${LEAD_SOURCE_DETAILED:-}" \
  --contact-id "${CONTACT_ID:-}" \
  --contact-email "${CONTACT_EMAIL:-}" \
  --contact-first-name "${CONTACT_FIRST_NAME:-}" \
  --contact-last-name "${CONTACT_LAST_NAME:-}" \
  --contact-job-title "${CONTACT_JOB_TITLE:-}" \
  --company-id "${COMPANY_ID:-}" \
  --company-name "${COMPANY_NAME:-}" \
  --company-domain "${COMPANY_DOMAIN:-}" \
  --company-website "${COMPANY_WEBSITE:-}" \
  --company-alternative-domain "${COMPANY_ALTERNATIVE_DOMAIN:-}" \
  --company-industry "${COMPANY_INDUSTRY:-}" \
  --company-num-employees "${COMPANY_NUM_EMPLOYEES:-}" \
  --company-icp-tier "${COMPANY_ICP_TIER:-}" \
  --persist

Failure handling

If the CLI fails, exits with a non-zero code, or returns an error in the structured output, stop and report the failure. Include the full error output, failure_reason, and the exact command that was run. Do not attempt to diagnose or fix source code. Do not create branches, push commits, or open pull requests. Source code fixes must be handled in a separate implementation task.

Result handling

The command prints structured JSON. Report run_id, output_id, status, storage, stage_completion, and failure_reason when present.

Successful persistence writes the company research artifact under gs://example-artifacts-bucket/bdr-agent/company_research/, writes canonical BigQuery rows, and lets the runner send the stage-completion handoff when the webhook environment is configured.

BigQuery usage

The runner treats the webhook payload as the primary source of truth for fresh Lead/Contact/Company fields and domain resolution. BigQuery hydration is retained only as a fallback for fields that are blank or absent from the webhook payload; non-blank webhook values always win over BigQuery values. BigQuery is also still used after hydration for Tier 1 internal product-usage metrics and Tier 2 reuse lookup by resolved_company_domain.

Tier 1 internal metrics interpretation

tier_1_internal_metrics is product-usage evidence for hook writing, not PLG upsell qualification. It should answer whether the resolved company domain has any product adoption, recent activity, AI usage, team adoption, paid signal, or only historical/no usage.

Do not treat has_product_usage, has_recent_product_usage, or has_paid_signal as eligibility gates. Paid and team usage are stronger signals, but free usage and historical usage should still be reported because synthesis owns deciding whether the evidence is useful for a hook.

The Tier 1 SQL is stored in sql/queries/tier_1_metrics_query.sql. It intentionally uses PLG upsell SQL only as source-table guidance and does not apply PLG filters such as minimum active users, active Build plan requirement, work-email-only eligibility, or Enterprise pipeline exclusion.

Reference files

• sql/queries/tier_1_metrics_query.sql
• sql/queries/hydration_query.sql
• sql/tables/storage_tables.sql
• references/company_research_taxonomy.md
• tests/fixtures/company_research_example_outputs/not_ready.json