Smart Lead Enrichment and Outreach Engine
This template automates the process of enriching a new lead with detailed company and contact information, scoring them against your Ideal Customer Profile (ICP), and generating hyper-personalized cold email and LinkedIn outreach messages.
This automation transforms a simple company domain and contact name into a complete, sales-ready profile with personalized outreach drafts. Here's how it works:
- Company Enrichment: It starts by looking up the company on LinkedIn to gather firmographic data like industry, size, and location. It then uses AI-powered web research to find recent business signals, such as funding rounds, new executive hires, product launches, and the technologies the company uses.
- Contact Enrichment: The automation finds the contact's LinkedIn profile to extract their job title, summary, and recent posts. It then uses the Prospeo service to find their verified work email and mobile number.
- Lead Scoring: Using an AI model, the automation scores the lead against your specific Ideal Customer Profile (ICP). It provides a score from 0-100 and assigns a tier (e.g., "high_touch," "standard_sequence") to help you prioritize your efforts.
- AI Research: The system analyzes all the gathered information to summarize the contact's role, identify potential trigger events, and generate unique icebreakers based on their recent activity.
- Personalized Outreach Generation: Finally, it uses a separate AI model, guided by your instructions in a Google Doc, to draft a personalized cold email and a concise LinkedIn connection request, incorporating the research and icebreakers. The final output is a rich lead profile complete with ready-to-send messages.
Usage Ideas
- Automate top-of-funnel research for your sales team, allowing them to focus on conversations instead of data entry.
- Power an Account-Based Marketing (ABM) campaign by generating hyper-personalized outreach for a list of target accounts.
- Quickly vet and prepare for an inbound lead by enriching their information and generating talking points before the first call.
- Streamline outreach for partnership or business development opportunities by researching potential collaborators.
- Accelerate founder-led sales by creating a repeatable process for identifying and engaging with early customers.
Customization Ideas
This template is designed to be highly adaptable to your specific sales process. You can easily customize it to:
- Define Your Ideal Lead: Provide your own Ideal Customer Profile (ICP) criteria to ensure the automation scores leads according to what matters most to your business.
- Control the Tone and Style: Supply your own Google Doc with detailed instructions on how your outreach messages should be written. The AI will follow your guidelines for tone, length, structure, and value propositions.
- Adjust Scoring Logic: Change the scoring thresholds and tier names (e.g., Tier 1, 2, 3) to match your internal sales funnel stages.
- Refine AI Research: Modify the focus of the AI research to look for specific triggers, pain points, or company signals that are most relevant to your product or service.
- Swap Your Tools: If you use a different service for finding emails instead of Prospeo, the automation can be updated to integrate with your preferred provider.
- Tune Personalization Depth: Decide how many of a contact's recent social media posts you want to analyze for generating personalized icebreakers.
Agent Inputs
Required Parameters
Name | Type | Default |
|---|---|---|
coldEmailInstructionsUrl | string | None |
Google Doc URL containing cold email writing guidelines | ||
domain | string | None |
Company domain to enrich (e.g., 'acme.com') | ||
fullName | string | None |
Contact's full name (e.g., 'John Doe') | ||
icpDescription | string | None |
ICP criteria for lead scoring (e.g., 'B2B SaaS, 50-500 employees, uses Salesforce') | ||
prospeoApiKey | string | None |
Prospeo API key for email and mobile enrichment | ||
Optional Parameters
Name | Type | Default |
|---|---|---|
maxPostsForPersonalization | number | 5 |
Maximum number of LinkedIn posts to analyze for personalization | ||
