Lead Research

What it handles (10 flights)

• Build a prospect list

  On demand

  Build a prospect list from {{source_url}} that matches this ideal customer profile: {{icp}}. For each company capture the name, website, one-line description, size if public, location and why it fits the ICP. Deduplicate the list and aim for a batch of 25 to 50 rows. Do not contact anyone: this run ends with the list and its source links.

• Enrich company profiles

  On demand

  Open each of these company websites: {{company_urls}}. Build a profile per company: description, products, target market, employee range if public, headquarters, recent news and the technology signals visible on the site. Include the source URL for every fact and mark anything you cannot verify as unknown.

• Find decision-maker contacts

  On demand

  For each of these companies: {{target_companies}}, find the people who own the relevant budget on LinkedIn, for example VP Marketing, Head of Growth or CTO. List name, title, company, profile URL and a one-line note on why they are the right contact. Record professional information only. Do not send connection requests or messages.

  Needs: LinkedIn

• Check prospects for buying signals

  Scheduled (0 8 * * 1-5)

  Check these prospect websites and their public pages: {{prospect_urls}}. For each one look for buying signals in the last 90 days: open roles, product launches, funding announcements, expansion, new partnerships or leadership changes. Report the signal, its date, the source link and a suggested conversation angle. Flag pages that block access instead of guessing their content.

• Weekly new-funding scan

  Scheduled (0 9 * * 2)

  Scan public funding announcements from the last 7 days in {{industry}}. List the companies that raised, with the round size, investors, location and source link. Prioritize the ones that match the user’s ideal customer profile and add a suggested first angle for each. Do not reach out to anyone.

• Competitor customer discovery

  Scheduled (0 10 * * 3)

  Research who appears to be a customer of: {{competitor_urls}}. Use public sources only: case studies, testimonials, logos, review sites, press releases and conference talks. For each customer capture the company, the evidence and the source link, plus how confident you are in the match. No outreach of any kind.

• Prepare a CRM hygiene list

  On demand

  Open the CRM at {{crm_url}} and review the accounts and contacts. Produce a cleanup list: duplicate records, missing required fields, deals with no activity in {{stale_days}} days and contacts with bounced or invalid emails if that is visible. Include record links. Do not edit, merge or delete anything in the CRM.

• Conference speaker and attendee list

  On demand

  Research this event: {{event_url}}. Build two lists: speakers with their company and talk topic, and attending companies visible on the public attendee or sponsor list. Add a one-line note per entry on how it fits the user’s ideal customer profile, and include profile links where they are public. Do not message any speaker or attendee.

• Local business prospect scan

  On demand

  Find local businesses in {{city}} in this category: {{vertical}}. For each one collect the name, address, website, phone if it is publicly listed, rating and review count, and whether it looks like a fit for the user’s offer. Aim for 25 to 50 businesses and cite the map or directory link as the source. Do not call, message or visit anyone.

• Weekly research summary

  Scheduled (0 16 * * 5)

  Summarize this week’s research: new prospects found, the strongest buying signals, funding rounds worth acting on, competitor customer patterns and any data-quality issues in the CRM. Link each item to its source and end with the five prospects that deserve the most attention next week, in priority order.