Research eats selling time
Finding the right companies, the right person and a reason to reach out takes longer than the outreach itself, so it happens in bursts.
USE CASE · LEAD RESEARCH
AI lead research that ends with a list you can call.
AI lead research starts from your ideal customer profile and ends with a short daily list of qualified prospects: company, contact, why they fit, and a drafted first message. Entries land in your CRM or task tool, and nobody gets contacted until a person on your team approves the outreach.
What gets stuck today.
Lists go stale quickly
A purchased database is full of people who have moved on. A good list built by hand is out of date by the time it is finished.
Generic outreach gets ignored
Without a specific reason to write, messages read like mass mail. Personal context takes time nobody has on a busy Tuesday.
What AI lead research puts on your desk each morning
| When | The assistant | You or your team | Result |
|---|---|---|---|
| Once, at setup, and whenever your ICP changes | Turns your ideal customer description into explicit rules: industry, size range, location, signals such as hiring or a new site, and exclusions. | You review and sign off the rules in a one-page brief. | A written ICP the assistant searches against, which you can edit at any time. |
| Every weekday at 6:00 AM | Searches public sources such as company websites, job boards, directories and news for businesses matching the rules, and removes duplicates and existing customers. | No action needed at this stage. | A raw list of candidate companies, deduplicated against your CRM. |
| After the candidate list is built | Finds the likely decision-maker, a public business contact route and two or three facts, such as a recent hire or a new location, then writes a two-line qualification note. | A salesperson reviews the notes and marks each Fit, Maybe or No. | Each prospect has a stated reason it fits, not just a name. |
| A prospect is marked Fit | Creates the record in HubSpot, Pipedrive or Notion with the research attached and assigns it to the owner you set. | The owner sees a task to review the first message. | A clean CRM entry with source links, created without copy-and-paste. |
| The record is created | Drafts a short first email or LinkedIn note referencing one of the researched facts, in the voice of the person who will send it. | The salesperson edits and sends; the assistant never contacts a prospect itself. | Outreach that carries a specific reason, sent by a human. |
| Monday at 9:00 AM | Reports on last week's list: how many were reviewed, marked Fit, contacted and replied, and which rules produced the best prospects. | You tighten or widen the rules based on what worked. | The ICP gets sharper each week, based on your own decisions. |
What your day looks like.
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6:00 AM
The research run starts. It scans your sources for businesses that match the written ICP and drops anyone already in the CRM.
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6:40 AM
Fifteen candidates are enriched with a contact route, three facts and a two-line reason for fit.
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9:15 AM
A salesperson opens the review list and marks nine Fit, three Maybe and three No. The assistant notes the reasons for the Nos.
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9:20 AM
The nine Fit prospects appear in the CRM as records with source links and a task for each owner.
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9:45 AM
First-message drafts are waiting. The salesperson sends six as written and adjusts three.
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4:30 PM
Replies are logged against the right records, and any positive reply creates a call task for the owner.
The tools you already use.
- HubSpot
- Pipedrive
- Notion
- Google Sheets
- LinkedIn (manual send)
- Gmail
- Public company websites and directories
If a tool has an API or an export, it can usually be connected.
It does the legwork. People make the calls.
Public sources only
Research draws on pages and records that are openly available. It does not scrape logged-in areas or buy personal data lists.
No unreviewed outreach
Every first message is a draft. A named salesperson sends it, and you decide which regions and sectors are off limits.
Sources are attached
Each fact in a qualification note links to where it was found, so a person can verify it before relying on it.
Nothing reaches a client unchecked
The assistant drafts. A person on your team sends.
Quoted first. Built to fit.
This isn't a template with your logo on it. Every build starts from how your business actually runs — so there's no off-the-shelf demo, and we won't pretend otherwise.
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01
Discovery call
We map how your week and your business actually run, and pick the first tasks worth handing over.
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02
A live build on your work
On the strategy call we build one of your real tasks with AI, on screen — your data, not a generic demo.
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03
Scope and quote
We scope the build with you on a strategy session and quote it in writing — agreed before a single workflow is built.
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04
Build, connect, hand over
The assistant is wired into your tools, with inputs set up for each person on your team.
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05
Run and refine
We go live, then tune reminders, reports and sign-offs as your team settles in.
Sources, accuracy and outreach: what sales teams ask
What is AI lead research?
AI lead research is an assistant that finds and vets prospects for you. It searches public sources against your ideal customer profile, writes a short note on why each business fits, and adds the good ones to your CRM. A person reviews the list and sends the outreach.
Where does the data come from?
From public sources: company websites, job postings, directories, news and professional profiles that anyone can see. The assistant stores the link next to each fact. It does not use logged-in scraping or purchased personal data, and you can add or block sources.
Why not just buy a lead database or use a prospecting tool?
Databases give you a static list of everyone who fits a filter. A built research assistant applies your exact rules each morning, checks fresh signals, removes people already in your CRM, writes why each one fits, and hands the best to your team with a draft message. The criteria and approvals are yours.
Will it send cold outreach automatically?
No. It drafts the first message and leaves it for the salesperson who will send it from their own account. This keeps volume sensible, protects your sender reputation, and means each note is read by a person before a prospect sees it.
How many leads a day should I expect?
It depends on how narrow your ideal customer is and how many public signals exist. A tight ICP may produce a handful of strong prospects a day; a broader one more. We set a daily cap during scoping so your team reviews a list it can actually work.
Can it handle outreach rules like regions or compliance?
Yes. Regions, industries, company sizes and do-not-contact lists are all rules in the brief, and email outreach follows the sending rules that apply to you. Compliance requirements for your market are scoped on the discovery call, and your team keeps the final say.