# Find lookalike accounts and enrich them

Source: https://mcpforgtm.com/recipes/lookalike-accounts-enrich (StackMCP, independent directory of official MCP servers)

## Goal

GTM engineers and SDR leads who build account lists from closed-won customers and want enriched, de-duplicated records in the CRM.

## Connected tools

- Apollo: https://mcp.apollo.io/mcp (setup: https://mcpforgtm.com/tools/apollo)
- Clay: https://api.clay.com/v3/mcp (setup: https://mcpforgtm.com/tools/clay)
- HubSpot: https://mcp.hubspot.com (setup: https://mcpforgtm.com/tools/hubspot)

## Guardrails

- Never create or update CRM records until I approve the table.
- Check HubSpot for an existing company and contact before any enrichment.
- Enrich at most 20 records per run, and stop to ask before spending more.
- Show the source and the date for every contact you return.

## Steps

1. Pull the 10 most recent closed-won companies from HubSpot with industry, employee count and country. Summarize what they have in common.
2. Using that profile, search Apollo for 50 companies that match. Exclude any domain that already exists as a company in HubSpot.
3. For the top 20 by fit, run Clay enrichment to find the head of RevOps or sales ops at each. Show me the results as a table before saving anything.
4. After I approve the table, create the companies and contacts in HubSpot and add a note saying the source is a lookalike search.

## Expected output

Lookalike accounts, ready for review (table before anything is saved). Example (all names fictional):

```
Profile of your last 10 closed-won: B2B software, 80–300 employees, US or Canada,
usually a RevOps lead involved in the deal.

| # | Company                | Employees | Country | Fit | Contact (title)                    |
|---|------------------------|-----------|---------|-----|------------------------------------|
| 1 | Fernhill Software      | 140       | US      | 92  | Dana Okafor (Head of RevOps)       |
| 2 | Quarry Lane Analytics  | 210       | CA      | 88  | Sam Whitlock (Sales Ops Manager)   |
| 3 | Larkspur Freightworks  | 95        | US      | 81  | none found, skip or retry later    |
...17 more

Skipped 6 domains already in HubSpot. Nothing has been created yet.
Reply 'approve 1-2, 4-20' to create these companies and contacts.
```

## Watch for

- Duplicates slip into the CRM: Subsidiaries and rebrands use different domains, so 'exclude existing domains' misses them. Ask for a name-and-domain match against HubSpot and review near-matches by hand.
- Wrong contact matched: Common names and people who recently left the company produce confident but wrong matches. Ask for the source and the date of each contact, and drop anything without both.
- Credit overrun: 'Enrich the top 20' can turn into 50 if the prompt is loose. State the number twice, and ask the assistant to stop and confirm before running any enrichment.
- A weak profile from too few deals: Ten deals from one quarter can reflect a single campaign, not your ICP. Read the summary in step 1 before you let it search.