Errors it removes
- Managers research manually for hours
- Contacts do not fit the profile
- No reason to contact now
- Research is not recorded in CRM
04 · AI assistant
Lead Research Assistant
Finds companies that match a target profile, gathers buying signals and prepares the first-contact context.
Expected outcome
Sales receives explained and prioritised opportunities instead of a raw contact list.
Architecture
How the assistant fits into the process
- 01
Ideal customer profile
- 02
Public sources and approved databases
- 03
Buying signals
- 04
Fit scoring
- 05
Employee review
- 06
CRM handoff
Application areas
Lead Research Assistant
Quick wins
- One ideal customer profile
- Ten verified companies
- One concise pre-contact brief
Where it works well
- Business-to-business sales
- Clear customer profile
- Markets with accessible signals
Where it does not fit
- Unfiltered mass outreach
- Hidden or prohibited sources
- Sales without a ready offer
We begin with one controlled scenario on real data.