Lead Research
Bot
One click — full sales intelligence on any lead in 2–3 minutes. The bot pulls CRM data, runs deep web research, and delivers a structured report with scoring so your team walks into every call prepared.
2–3 min
Full report time
2h
Manual research replaced
1-click
Trigger from CRM
// context
Problem & Solution
❌ Before
- Sales reps spend 1–2 hours researching each lead before a call
- Research scattered across LinkedIn, company site, news, CRM — no single view
- Quality varies by rep — some research thoroughly, others skip it
- No consistent scoring — gut feel decides which leads to prioritise
✅ After
- One click in CRM triggers a full automated research run
- Bot aggregates LinkedIn, web, news, and CRM history into a single report
- Every rep gets the same depth of research regardless of experience
- Customisable lead scoring based on client-defined criteria
// workflow
Before vs After
// manual process
Open LinkedIn, search for lead
~20 min
Browse company website & news
~30 min
Check CRM history manually
~15 min
Write notes in a doc or email
~25 min
Decide relevance by gut feel
inconsistent
// automated process
Click "Research" in CRM
1 click
Bot runs parallel web + CRM research
~2 min
Structured report delivered with score
done
// demo
Sample Report Output
Sarah Mitchell
VP of Operations · Acme Logistics GmbH
87
Relevance score
📋 Summary
Sarah leads a 40-person ops team at a mid-size logistics company that recently expanded into cross-border EU shipping. She has been publicly vocal about manual reporting pain points. Company raised Series B in 2023 and is actively hiring ops engineers — signal of scaling pressure.
🏢 Company signals
Headcount: ~180 employees · Growth: +35% YoY
Tech stack: SAP, Monday.com, Zapier (partial automation)
Recent news: Partnership with DHL announced Q1 2024
Tech stack: SAP, Monday.com, Zapier (partial automation)
Recent news: Partnership with DHL announced Q1 2024
linkedin.com/in/smitchell
acme-logistics.de/news
🎯 Recommended angle
Lead with ops efficiency and reporting automation — company is scaling fast and recently expanded operations. Mention Monday.com integration experience as a trust signal. Avoid leading with price.
// features
Key Features
Deep web research
Searches LinkedIn, company websites, news, and public databases. Surfaces recent activity, hiring signals, and tech stack clues.
CRM-aware context
Pulls existing CRM history for the lead — past interactions, deal stages, notes — and includes it in the research synthesis.
Custom lead scoring
Scoring criteria defined by the client — industry fit, company size, signals of pain, budget indicators. Fully configurable.
Recommended talking points
Report ends with a suggested call angle — what to lead with, what to avoid, and which signals to reference for rapport.
1-click trigger
Integrated directly into the CRM. Sales rep clicks one button — report appears in the lead record within minutes.
Consistent quality
Every rep gets the same research depth. No more variation between thorough and rushed pre-call prep across the team.
// outcome
Result
2 hours of research replaced by 2 minutes
Sales reps stopped spending pre-call hours on manual research. Every lead now gets a structured, scored report automatically — with sourced data, company signals, and a recommended call angle. Team walks into every call prepared, regardless of experience level.
// tech stack
Built With
Python
OpenAI API
Monday CRM
FastAPI