LEAD GENERATION & RESEARCH SYSTEM
A selected example of AI-assisted prospect research replacing manual list building.
An AI-powered prospecting system that discovers businesses, researches accounts, qualifies opportunities, and organizes outreach-ready lead information.
Process snapshot
Illustrative view of how this system is structured — workflow characteristics, not measured client results.
- Major workflow stages
- 04
- Core technologies
- 06
- Lead research workflow
- End-to-end
Major workflow stages
Core technologies
Lead research workflow
Automation coverage by stage
- 01
Campaign configuration defines the target profile for the run
- 02
Leads are generated, cleaned and normalised, then filtered
- 03
An account research agent gathers information on each company
- 04
An ICP qualification agent decides whether the account fits
Bars indicate how far each stage runs without manual input — illustrative, not measured.
Overview
The workflow covers prospecting end to end: campaign configuration and lead discovery, account research and ICP qualification, buying committee research and personalized messaging, then outreach and activity tracking.
Every stage writes structured records back into Google Sheets so the research behind each prospect stays visible instead of living in scattered notes.
The challenge
Finding and qualifying prospects manually means opening dozens of websites, copying details into a sheet and re-reading everything to judge whether an account is even a fit.
The solution
An agent-driven research pipeline that discovers accounts, researches them, qualifies them against an ICP and writes structured, outreach-ready records back to one sheet.
How it works
- 01Campaign configuration defines the target profile for the run
- 02Leads are generated, cleaned and normalised, then filtered
- 03An account research agent gathers information on each company
- 04An ICP qualification agent decides whether the account fits
- 05A buying committee agent identifies the relevant people and drafts personalized messaging
- 06An information extractor structures the result and appends it to the sheet
- 07An outreach loop sends the emails and updates activity tracking
What it automates
- Discovering and normalising candidate businesses
- Researching each company from public sources
- Qualifying accounts against an ideal-customer profile
- Identifying the relevant people at each account
- Drafting personalized messaging
- Appending structured records and tracking activity
My role
Designed the lead-generation, research, extraction, qualification, and data-management workflow.
Benefits
- Reduces manual prospect research
- Automates repetitive lead discovery
- Structures account research consistently
- Helps qualify prospects against an ICP
- Keeps prospect information organised in one place
- Supports personalized outreach
- Reduces repetitive data collection
Have a process worth automating?
These are examples of systems I've designed — the approach adapts to most business workflows.