| name | lead-research-assistant |
| description | Researches and qualifies sales leads by defining an ideal customer profile, searching for matching companies, scoring fit, and generating personalized outreach strategies with decision-maker contacts. Use when asked to find leads, prospect companies, identify potential customers, do lead generation, build a pipeline, research target accounts, find outreach targets, or identify ICP matches. |
Lead Research Assistant
Research and qualify potential leads for a given product or service. Produce a scored, prioritized list of target companies with decision-maker contacts and personalized outreach strategies.
Workflow
1. Understand the offering
- If inside a code repository, read the README and key source files to infer the product.
- Clarify: what problem does it solve, for whom, and what is the core value proposition?
- Confirm the user's target market constraints (industry, geography, company size, budget range).
2. Define the Ideal Customer Profile (ICP)
Produce a short ICP summary covering:
| Dimension | Detail |
|---|
| Industry / sector | e.g., fintech, healthtech |
| Company size | employee count or revenue band |
| Geography | target regions |
| Pain points | problems the offering addresses |
| Tech signals | relevant stack, tools, or platforms |
| Budget indicators | funding stage, revenue tier |
Checkpoint: confirm the ICP with the user before researching.
3. Research and identify leads
Use web search to find companies matching the ICP. For each candidate:
- Verify the company is active (recent news, job postings, social presence).
- Look for need signals: relevant job listings, tech stack mentions, recent funding, expansion announcements.
- Identify the decision-maker role (e.g., VP Engineering, Head of Security) and locate their LinkedIn profile when possible.
- Cross-check at least two sources before including a lead.
Checkpoint: if fewer than half the requested leads pass verification, widen search criteria and inform the user.
4. Score and prioritize
Assign each lead a fit score (1-10) based on:
- ICP alignment (industry, size, geography)
- Strength of need signals
- Budget likelihood
- Competitive gap (no incumbent solution visible)
- Timing (recent trigger events)
Sort leads by score descending.
5. Produce the output
Use this template for each lead:
## [Company Name]
**Website:** [URL]
**Score:** [X/10] - [one-line rationale]
**Industry:** [sector] | **Size:** [employees/revenue] | **Location:** [HQ]
**Why they fit:** [2-3 sentences citing specific evidence]
**Decision-maker:** [Title] - [Name if found] | [LinkedIn URL if available]
**Outreach angle:**
- Reference: [specific company event, pain point, or public statement]
- Value hook: [how the offering solves their specific problem]
- Opener: [one concrete conversation starter]
Prefix the list with a summary table:
# Lead Research Results
| # | Company | Score | Industry | Decision-maker |
|---|---------|-------|----------|----------------|
| 1 | ... | 9/10 | ... | ... |
6. Offer next steps
After presenting results:
- Offer to export as CSV for CRM import.
- Offer to draft personalized outreach emails for top-scored leads.
- Suggest deeper research on any lead the user flags.
