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Compact two-skill starter: clarify positioning and choose a lead magnet. Use Marketing Launch for the broader eight-skill go-to-market workflow.

Marketing Launch

Build an evidence-led marketing plan from ICP and competition through positioning, campaigns, growth and measurement.

Agent Audit Essentials

Diagnose architecture and context, plan agent-team responsibilities, then organize project context and session handoffs. Memory and cost-runtime reviews remain outside this pack.

Conversion and Activation Review

Review the journey from landing page and lead capture through registration, first value and transparent upgrades.

Campaign Content and Brand Review

Plan a campaign, draft its channel content and review the work against actual brand guidance.

Content and Launch Planning

Prioritize an editorial roadmap and plan how to launch and distribute it across suitable channels.

Customer, Market and Community Research

Understand customer needs, compare competitors and plan a community around real member value.

Lead Magnet to Lifecycle Nurture

Choose a relevant lead magnet, then draft a permission-based nurture journey with entry, suppression and exit rules.

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Define the API contract, then plan how to observe its latency, failures and retries. Guidance and checklist; no production changes.

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Profile a dataset, choose and interpret statistical methods, then validate calculations and conclusions before sharing.

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01 · Category

What the MCP returns at this step

05 · Data & Analytics · Data Quality

Customer Identity Matching

Specify accountable matching and conflict-resolution rules across customer data sources.

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GTM Identity Resolution · Original SKILL.md

---
name: identity-resolution
description: Use to match accounts, contacts, and opportunities across enrichment
  sources with governed rules.
---

# Identity Resolution Playbook Skill

## When to Use
- Normalizing provider outputs before syncing to CRM/CDP.
- Tying intent, enrichment, and product telemetry to the same account/contact IDs.
- Diagnosing duplicate or conflicting records in downstream systems.

## Framework
1. **Key Hierarchy** – define primary/secondary keys (domain, account_id, email, person_id).
2. **Matching Logic** – configure deterministic and fuzzy rules, tie-breakers, and confidence scoring.
3. **Conflict Handling** – specify precedence rules, merge policies, and exception queues.
4. **Governance** – document owners, change control, and monitoring cadence.
5. **Audit Trail** – capture lineage metadata, before/after snapshots, and rollback steps.

## Templates
- Matching rule matrix (field, rule type, weight, confidence threshold).
- Exception queue workflow with owners + SLAs.
- Audit workbook for sampling matches vs source-of-truth.

## Tips
- Start with deterministic keys (domain, CRM ID) before fuzzy logic to reduce noise.
- Version rules so downstream teams know when behavior changes.
- Pair with `signal-taxonomy` to keep IDs aligned with schema updates.

---

When to use

Specify accountable matching and conflict-resolution rules across customer data sources.

What you get

A task-specific worksheet or plan following the original framework.

How it works

Confirm inputs, apply the five-step framework, expose assumptions and return actionable review criteria.

Requirements

Authorized source schemas, candidate identifiers, merge rules and review owner.

Delivery and review notes

A domain may identify a shared organization, and an email can be shared or reassigned: neither guarantees person identity. Test false matches and missed matches; ambiguous cases go to review. Preserve provenance and reversible decisions; no automatic record merges or enrichment queries. Optional signal-taxonomy is not bundled.

Starting prompt

Use Customer Identity Matching for [BUSINESS/TASK]. First request the missing inputs: Authorized source schemas, candidate identifiers, merge rules and review owner. Return the original framework outputs with evidence, assumptions and unresolved questions. A domain may identify a shared organization, and an email can be shared or reassigned: neither guarantees person identity. Test false matches and missed matches; ambiguous cases go to review. Preserve provenance and reversible decisions; no automatic record merges or enrichment queries. Optional signal-taxonomy is not bundled.

Not for

Installing or running an integration, publishing messages, or treating heuristic scores as validated outcomes.

What M11 added

M11 added German discovery terms, task-specific inputs and scope, source-pinned attribution and these review qualifications: A domain may identify a shared organization, and an email can be shared or reassigned: neither guarantees person identity. Test false matches and missed matches; ambiguous cases go to review. Preserve provenance and reversible decisions; no automatic record merges or enrichment queries. Optional signal-taxonomy is not bundled.

Original authorship remains with gtmagents/gtm-agents · Original source ↗

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Source SHA-256: de44c7fad810033164ca906db2cfba64d07a5e38a0f64dd22b4505a7fbcf2db3
Snapshot checked: 2026-09-28T14:49:58.747Z

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