Generate Leads from New Hires
This template automates sales intelligence by identifying decision-makers who have recently started new roles at companies matching your Ideal Customer Profile (ICP), enriching their contact information, and exporting a scored, prioritized list to Google Sheets.
This automation provides a powerful way to generate timely, relevant sales leads based on key job-change signals. Here's how it works:
- Searches for New Hires: It queries a B2B data provider to find people who have recently started a new job with titles you specify (e.g., "CFO", "VP of Marketing") at companies within your target locations and size.
- Enriches Contact Data: For each new hire found, it enriches their profile to find their verified work email address and other details. You can optionally choose to enrich phone numbers as well.
- Scores with AI: It uses an AI model to score each new hire's company against an Ideal Customer Profile (ICP) that you provide in plain English. The AI evaluates factors like industry, company size, and the seniority of the new role to give each prospect a score from 0-100.
- Exports to Google Sheets: Finally, it compiles a list of the best-fit prospects, filtered by your minimum score threshold, and saves them to a Google Sheet. It automatically de-duplicates against entries already in the sheet, ensuring you only get fresh leads. You can choose to create a new spreadsheet for each run or append to an existing one.
Usage Ideas
- Build a targeted outreach list for your sales team based on new budget holders.
- Congratulate new leaders on their role as an icebreaker for a cold email campaign.
- Identify companies that may be undergoing strategic shifts, signaled by new leadership.
- Automate prospecting for recruiting services by finding new VPs of HR or Talent.
- Feed a prioritized list of accounts into your Account-Based Marketing (ABM) campaigns.
Customization Ideas
This template is designed to be highly adaptable to your specific sales or marketing strategy. You have the flexibility to:
- Define Your Target Audience: Easily change the job titles, geographic locations, and company sizes to find the exact decision-makers you want to reach.
- Customize Lead Scoring: Provide your own Ideal Customer Profile (ICP) in plain English. The AI will use your description to score and prioritize leads, ensuring they are a perfect fit for your business.
- Control Lead Quality: Set a minimum ICP score to filter out irrelevant prospects and focus your team's effort on the highest-potential leads.
- Manage Costs: Choose whether or not to enrich leads with mobile phone numbers to control your data credit usage.
- Choose Your Output: Decide whether to generate a brand new Google Sheet on every run or to append new leads to a master spreadsheet you already use.
- Adjust Lead Volume: Set the maximum number of leads you want to process in each run to match your team's capacity.
Agent Inputs
Optional Parameters
Name | Type | Default |
|---|---|---|
companyHeadcountRanges | array<string> | ['501-1000', '1001-2000', '2001-5000', '5001-10000'] |
Company size filters. Valid values: "1-10", "11-20", "21-50", "51-100", "101-200", "201-500", "501-1000", "1001-2000", "2001-5000", "5001-10000". | ||
enrichPhone | boolean | false |
Whether to enrich mobile phone numbers. Costs 10 credits per contact. When false, the Phone column is omitted from output. | ||
existingSpreadsheetUrl | string | new |
URL of an existing Google Sheet to append results to. Leave as "new" to create a new spreadsheet each run. | ||
icpDescription | string | Mid-market to enterprise companies (500–10,000 employees) in tech, financial services, and professional services. |
Plain-text description of your ideal customer profile. The LLM uses this to score each company 0–100 based on industry fit, company size, signal strength, and recency. | ||
maxResultsToProcess | number | 4 |
Maximum number of companies to process per run. Use -1 to process all available results. | ||
minIcpScore | number | 0 |
Minimum ICP score threshold (0–100). Companies scoring below this are excluded from the output. | ||
newHireTitles | array<string> | ['CFO', 'Chief Financial Officer', 'VP Finance', 'VP Financial Operations', 'SVP Finance'] |
Job titles to search for as new hire signals (e.g., "CFO", "VP Finance"). | ||
targetLocations | array<string> | ['United States', 'United Kingdom'] |
Geographies to include in the search (e.g., "United States", "United Kingdom"). | ||
