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AI Connector Hub

Resources, ideas and guidance for everything related to Surfe’s MCP platform.

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Claude

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Because it all starts with a prompt

Browse our prompt library for inspiration and guidance on how to use Surfe in your chosen LLM.

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ENRICH

New list

Build a net-new prospection list

Copy

Find people matching: Role: [ROLE, e.g., "VP of Sales", "Head of Marketing"] Industry: [INDUSTRY, e.g., "B2B SaaS", "Fintech"] Company size: [RANGE, e.g., "200-1,000 employees"] Geography: [REGION, e.g., "France and Germany"] Why now: [SIGNAL, e.g., "raised funding in the last 30 days"] Exclude anyone already in [LIST NAME, e.g., "our CRM"], and return up to [NUMBER, e.g., "50"] results as a table: name, title, company, location, and verified email.

ACTION

Combine data

Combine, dedupe and clean a list

Copy

From my lists [ATTACH LIST A] and [ATTACH LIST B], combine them, remove any duplicate people or companies, and save the result as a new list called [LIST NAME, e.g., "Q4 Combined Targets"]. Tell me how many duplicates you removed and why.

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ENRICH

Find and enrich

Find and enrich a specific person/company

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Find [PERSON OR COMPANY NAME, e.g., "Jane Doe at Acme" or "acme.com"], and enrich their [FIELD, e.g., "verified email and mobile number"]. Return the result as a single record: name, title, company, the enriched fields, and any recent signal worth knowing before I reach out.

ACTION

Segment list

Segment an existing list by role, size, or location

Copy

From my list [ATTACH LIST], show me just [FILTER, e.g., "the VPs in Germany", "accounts with over 500 employees"], and save that as a new list called [NEW LIST NAME]. Tell me what share of the original list that is.

ENRICH

Bulk enrich

Enrich an existing list with verified email and mobile

Copy

From my list [ATTACH LIST], enrich for: [FIELD 1, e.g., "verified email"] [FIELD 2, e.g., "mobile number"] Skip anything already fresh, and tell me which fields were reused from before, which were freshly enriched, and which couldn't be found at all.

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ENRICH

Find buying committee

Find buying committee members

Copy

At [ACCOUNT NAME, e.g., "Acme"], or from my list [ATTACH LIST] of target accounts, find the buying committee: Roles: [ROLES, e.g., "CRO, VP of Sales, and RevOps lead"] Max per company: [NUMBER, e.g., "3"] Return the result as a table: name, title, company, and verified email, and flag anyone already in our CRM.

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ENRICH

Lookalike accounts

Find lookalike accounts based on recent closed-won deals

Copy

Find companies that look like [EXAMPLES, e.g., "our closed-won deals from last quarter" or "acme.com and nexlify.io"]. Exclude [EXCLUDE, e.g., "anyone already in our CRM"], and return up to [NUMBER, e.g., "25"] results as a table: company name, industry, size, and which traits matched.

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ENRICH

Lookalike contacts

Find lookalike contacts based on a specific person's role

Copy

Find people in roles similar to [CONTACT NAME, e.g., "Bob Johnston, VP Marketing at Foxx"]. Exclude anyone already in [LIST NAME, e.g., "our CRM"], and return up to [NUMBER, e.g., "25"] results as a table: name, title, company, verified email, and which traits matched.

SEARCH
ENRICH

Account research

Discover full context on an account or contact

Copy

Pull everything you have on [ACCOUNT OR CONTACT NAME, e.g., "Acme" or "Jane Doe at Acme"]: firmographics, recent signals, the mapped buying committee, and any history we have with them in [CRM NAME, e.g., "Salesforce" or "HubSpot"]. Tell me what's changed since the last time we looked.

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ENRICH
TRACK
ACTION

Build TAM

Map and expand TAM

Copy

Size the market: Industry: [INDUSTRY, e.g., "mid-market fintech"] Geography: [REGION, e.g., "France and Germany"] Tell me the count, then build the result as a list called [LIST NAME, e.g., "DACH Fintech TAM"], excluding [EXCLUDE, e.g., "anyone already in Current Customers"], and turn on tracking so I know what's new each month.

ENRICH
ACTION

Inbound to sales ready

Improve MQL conversion rate

Copy

Someone signed up with [IDENTIFIER, e.g., "a personal email, j.doe@gmail.com"]. Resolve who they are, enrich their professional details, and tell me if they're ready to route to sales.

ENRICH
ACTION

MQL to SQL

Increase MQL to SQL conversion rate

Copy

From my list [ATTACH LIST], check for leads stalling on incomplete or wrong contact data, and tell me which ones are ready to route to sales, and why.

SEARCH

Signal hiring

Find contacts/companies with live hiring signal

Copy

Find a live hiring signal: Accounts: [COMPANY TYPE, e.g., "mid-market fintech"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "the last 30 days"] Return the result as a table: company name, role hired, date, and the right contact to reach out to there, ranked by how closely it matches our target customer profile.

SEARCH

Signal funding

Find contacts/companies with live funding signal

Copy

Find a live funding signal: Accounts: [COMPANY TYPE, e.g., "mid-market fintech"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "the last 30 days"] Return the result as a table: company name, round, amount, date, and the right contact to reach out to there, ranked by how closely it matches our target customer profile.

SEARCH

Signal job change

Find contacts/companies with live job change signal

Copy

Find a live job-change signal from my list [ATTACH LIST], over the timeframe [TIMEFRAME, e.g., "the last 30 days"]. Return the result as a table: name, old role, new role, and new company, and tell me if any of them are an existing champion.

TRACK

Track target changes

Track changes to my target account list

Copy

From my list [ATTACH LIST], turn on tracking, check in [FREQUENCY, e.g., "weekly"], and tell me who joined, who left, and what changed, and whether any of the changes affect deals already open in our CRM.

TRACK

List change report

Show list changes over time

Copy

From my list [ATTACH LIST], tell me who joined, who left, and what changed over the past [TIMEFRAME, e.g., "30 days"], and which of those changes are worth flagging to the account owner.

SEARCH
ACTION

Find target accounts

Expand target account list

Copy

Find companies matching: Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "United States"] Size: [RANGE, e.g., "500-2,500 employees"] Why now: [SIGNAL, e.g., "hired an exec in the last 30 days"] Return up to [NUMBER, e.g., "50"] results, and add them to [LIST NAME, e.g., "my target accounts"].

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ENRICH

Find and enrich list

Find and enrich a list of accounts/contacts

Copy

From my list [ATTACH LIST], find [ROLES, e.g., "the VP of Sales"] at each company, and enrich them for [FIELD, e.g., "verified email and mobile"]. Return the result as a table: company, name, title, and the enriched fields, and flag any companies where no match was found.

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ACTION

Draft outreach

Write a personalized outreach grounded in buying signals

Copy

From my list [ATTACH LIST], find who has a [SIGNAL TYPE, e.g., "funding round, executive hire, or hiring surge"] this week, then draft a personalized outreach message to each of them, referencing that signal, in a tone that matches [TONE, e.g., "a peer-to-peer intro, not a pitch"].

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ENRICH

Activate cold

Activate cold leads by enriching and finding buying signals

Copy

From my list [ATTACH LIST], enrich for [FIELD, e.g., "verified email and mobile"], then tell me which of them have a live signal, a funding round, a hiring surge, or a leadership change, ranked by how long they've been sitting cold.

SEARCH

New paid acquisition list

Build a paid acquisition audience for Google or LinkedIn Ads

Copy

Build a paid acquisition audience: Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "United States"] Size: [RANGE, e.g., "200-1,000 employees"] Exclude [EXCLUDE, e.g., "anyone already in our CRM"], and return up to [NUMBER, e.g., "1,000"] results, ready to export to [AD PLATFORM, e.g., "Google Ads or LinkedIn Ads"].

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ACTION

Find ABM signals

Uncover ABM insights from funding, hiring, and leadership signals

Copy

From my list [ATTACH LIST], tell me which accounts have a live signal, a funding round, a hiring surge, or a leadership change, and how to prioritize outreach for our [CAMPAIGN NAME, e.g., "Q1 ABM"] campaign, ranked by fit to our target customer profile.

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ENRICH
ACTION

Lookalike campaign list

Find net-new prospects who match your best customers or closed-won deals

Copy

Build a campaign target list that looks like [EXAMPLES, e.g., "the recipients of our most successful ABM campaign" or "our closed-won deals from last quarter"]. Exclude [EXCLUDE, e.g., "anyone already in Current Customers"], and return up to [NUMBER, e.g., "500"] results as a list called [LIST NAME], with the specific traits that drove each match.

SEARCH
ACTION

Signal campaign list

Target accounts showing a live buying signal this week

Copy

Find who to target with a [SIGNAL TYPE, e.g., "funding-round signal"] email campaign: Accounts: [COMPANY TYPE, e.g., "our target accounts"], or from my list [ATTACH LIST] Timeframe: [TIMEFRAME, e.g., "this week"] Return the result as a list called [NEW LIST NAME].

ENRICH

Enrich webforms

Fill in missing fields on partial webform submissions

Copy

From my [ATTACH LIST] of [FORM NAME, e.g., "our pricing page contact form"] submissions, enrich for [FIELD, e.g., "verified email, title, and company"]. Fill only what's missing, and tell me which are ready to route to sales, and why the rest aren't.

ENRICH

Enrich marketing lead list

Enrich partial webinar or event list

Copy

From my [ATTACH LIST] of [EVENT NAME, e.g., "our Q4 product webinar"] sign-ups, enrich for [FIELD, e.g., "verified email, title, seniority, and company"]. Fill only what's missing, and tell me which ones are ready to route to sales, ranked by fit to our target customer profile.

ENRICH

Enrich live deals

Improve pipeline accuracy by enriching open deal contacts

Copy

From my list [ATTACH LIST], enrich the contacts for [FIELD, e.g., "verified email, title, and company"], and flag any with missing or outdated details that could be blocking a deal.

ACTION

Territory assignment

Manage territory assignment by region, size, or industry

Copy

From my list [ATTACH LIST], manage territory assignment by splitting it into territories by [CRITERIA, e.g., "region", "company size", "industry"], with no overlaps or gaps. Tell me if any accounts in the list are already assigned in our CRM.

ENRICH

Enrich CRM list

Enrich empty CRM fields

Copy

From my list [ATTACH LIST], enrich for [FIELD, e.g., "verified email and mobile"]. Skip anything still fresh, and tell me which fields were reused from before, and which were freshly enriched.

ENRICH

Clean CRM list

Clean stale CRM data

Copy

From my list [ATTACH LIST], check for the most stale or incomplete segments, then re-enrich those for [FIELD, e.g., "verified email and mobile"], and tell me how much that improves our overall data health.

SEARCH

CRM data health

Check CRM data health

Copy

From my list [ATTACH LIST], tell me which segments are the most stale or incomplete right now, as a percentage of the whole, and which segment I should fix first.

ENRICH

Dedupe list

Remove duplicates

Copy

From my list [ATTACH LIST], re-sync against current job and company data. Flag anyone who's moved roles or companies, without creating duplicate records, and tell me how many records that affects.

SEARCH
ENRICH

New search

Build lists for my reps, split by territory

Copy

Find people matching: Role: [ROLE, e.g., "VP of Sales"] Industry: [INDUSTRY, e.g., "B2B SaaS"] Geography: [REGION, e.g., "North America"] Size: [RANGE, e.g., "200-1,000 employees"] Split the result into one list per rep, by [CRITERIA, e.g., "territory"], [NUMBER, e.g., "5"] reps in total, with no overlaps.

ACTION

Track named accounts

Work my named accounts

Copy

Pull up everything on [ACCOUNT, e.g., "Acme"], or from my list [ATTACH LIST] of named accounts: recent signals, the mapped buying committee, and any history we have with them in [CRM NAME]. Tell me what's changed since the last time we looked, and what I should do about it.

ENRICH

Resolve personal email

Reverse email lookup to find a professional email and company

Copy

Resolve [EMAIL, e.g., "j.doe@gmail.com"], or from my list [ATTACH LIST] of personal emails. Who are they, where do they work, and what's their professional email? Return the result as a table: name, company, title, and professional email, and tell me if they're already in our CRM.

ACTION

Hidden relationship

Check for an existing connection in an account

Copy

Check [ACCOUNT, e.g., "Acme"], or from my list [ATTACH LIST] of target accounts, for any existing customer, former buyer, or partner connection, before I reach out cold, and tell me who to ask internally for an introduction.

TRACK

Champion move

Track champion job change

Copy

From my list [ATTACH LIST], turn on tracking, check in [FREQUENCY, e.g., "weekly"]. Tell me when they change roles or companies, who replaced them, and whether the new company matches our target customer profile.

SEARCH

Closed lost comeback

Resurface lost deals based on recent buying signal

Copy

From my list [ATTACH LIST], show me deals marked closed-lost more than [TIMEFRAME, e.g., "a year ago"], where a [SIGNAL TYPE, e.g., "funding round, buying-committee change, or timing shift"] has happened since, and tell me what specifically changed.

ACTION

Push to sequencer

Enroll in an email sequence

Copy

From my list [ATTACH LIST], enroll it into [SEQUENCER NAME, e.g., "Outreach, Salesloft, or HubSpot Sequences"], into the sequence called [SEQUENCE NAME], and confirm how many contacts were enrolled versus skipped.

ACTION

Push to dialer

Send list to dialer to start calling

Copy

From my list [ATTACH LIST], add it to [DIALER NAME, e.g., "Aircall"], in priority order by [CRITERIA, e.g., "fit and recent signals"], and tell me how many numbers are missing before I start calling.

ACTION

Daily shortlist contacts

Prioritize assigned contacts by fit and recent signals

Copy

From my list [ATTACH LIST], rank by: Fit to: [TARGET CUSTOMER PROFILE, e.g., "B2B SaaS, 200-1,000 employees"] Plus: recent signals, a funding round, a hiring surge, or a leadership change Return the top [NUMBER, e.g., "10"] for today, and tell me why each made the list.

ACTION

Daily shortlist accounts

Prioritize owned accounts by fit and recent signals

Copy

From my list [ATTACH LIST], rank by fit and recent signals, a funding round, a hiring surge, or a leadership change. Return the top [NUMBER, e.g., "10"] for today, and tell me why each made the list.

Surfe’s Sales Plays

Uncovering opportunities

you didn’t know existed

PLAY 1

Champion Move

A champion from a previous account moves to a new company. Surfe knows it’s the same person and knows their history, making this a potential new account, ready for your outreach.

How Wonderful.AI uses Surfe

PLAY 3

Hidden Relationship

A cold target isn’t actually cold - Surfe discovers a customer, former buyer, partner, or other relationship that creates a path in.

Surfe x Swan customer story
How Swan uses Surfe

PLAY 2

Closed-Lost Comeback

A specific, known deal, already marked closed-lost, becomes relevant again because something changed: a buying signal or changes in the buying committee give you an opportunity to re-engage.

Learn more about how Surfe leverages hidden sales opportunities to generate more pipeline.

Leading GTM teams connect their AI
to Surfe’s data to build pipeline. Join them.

Book a Demo

Surfe’s guide to prompting

Follow these seven steps to meaningful, actionable prompting, and get most out of your Surfe data.

Find and enrich with professional emails [1]the VP or Head of Sales, plus the RevOps lead [2],in Florida, USA [3], at software companies with 200 to 1,000 employees [4],that raised funding or hired an exec in the last 30 days [5].Show me net-new lookalikes to our Q4 closed-won list [6],25 strongest matches [7].

01
What • Action you want to take

Vague: Make a list
Strong: Find and enrich with professional emails

02
Who • Identify ole & eniority

Vague: Salespeople
Strong: VP or Head of Sales

03
Where • Target geography

Vague: USA
Strong: Florida, USA

04
Account • Company type, size and industry

Vague: Tech companies
Strong: Fintech companies, 200-500 employees

05
Why Now • Timing & relevance signal

Vague: Growing companies
Strong: Hired an executive in the last 30 days

06
Compared against • Exclude or match to a reference

Vague: Not current customers
Strong: Net-new lookalikes to our Q4 closed-won list

07
Quantity • Delivery Size

Vague: A lot
Strong: 25 strongest matches

SURFE RESOURCES

AI Connector Inspiration

Explore Resources

Frequently Asked Questions

Your most pressing questions, answered with clarity.

Does it cost more to use Surfe through one AI agent versus another?
Do these prompts work the same way across every AI agent?
What’s a Play, and how is it different from a regular prompt?

Surfe, synonymous with 'great data' since 2016.

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