Recipe: Build a CPA firms list with partner names, then enrich verified emails/phones

Create a targeted CPA firm list, identify partners, and append verified contact data.

Inputs#

• Regions or states
• Seed sources: firm directories, association lists, firm websites

Steps#

1. Generate firms by region using a broad crawl (CPA/tax services).
2. Run a task to extract partner_name, services, locations, about_url. For more on creating a task look at Create your first PromptLoop task
3. Enrich contacts with verified work emails and phones; keep provider results + verification status.
4. QA & export: dedupe, sample 50 rows, then ship to your CRM or sequences.

Tips#

• Track verification_status and source_url for each contact.