AI-assisted B2B lead research

Research every lead before you reach out.

Lead Research Agent gathers relevant public business context, structures your research, and prepares personalized outreach drafts for human review.

Built for focused, human-reviewed B2B outreach.

Illustrative product preview
Research workspaceNorthstar account list
Imported leads24
Research complete18
Ready to review7
Research progress18 of 24 leads
EM
Elena MartinOperations Director
JC
James ChenCommercial Lead
SM
Sofia MalikManaging Partner
Research complete5 sources

Northstar Industrial Systems

Specialist manufacturer supporting warehouse automation and industrial operations across Western Europe.

QualificationStrong relevanceOperational growth aligns with the proposed workflow.
Outreach preparationDraft ready for review

The research gap

Lead research should not consume the selling day.

Prospect information rarely arrives ready to use. Teams lose time collecting context, deciding whether a lead fits, and documenting what they found.

Without a shared workflow

Manual research

  • Prospect data sits in disconnected spreadsheets.
  • Company context is spread across public sources.
  • Research depth changes from one lead to the next.
  • Missing context produces generic message drafts.
  • Notes are copied between tools with little history.

With Lead Research Agent

Structured research

  • Imports follow a consistent, trackable process.
  • Relevant public context is organized per lead.
  • Qualification notes make fit easier to review.
  • Outreach angles are grounded in business context.
  • Sources and processing history remain visible.

From list to context

Do the thinking before the outreach.

A clear research record helps teams make better decisions about who to contact, why the conversation matters, and what to say.

Understand the prospect

Bring company information, role context, and relevant public business signals into one structured view. Start from shared evidence instead of scattered tabs.

Qualify the opportunity

Record why a lead appears relevant and where uncertainty remains. Review fit against your own criteria before deciding what happens next.

Prepare a relevant conversation

Turn the research into a practical outreach angle and an editable first draft. The user reviews, adjusts, and approves every message.

How it works

One accountable path from import to draft.

The workflow keeps research organized and human judgment visible at every meaningful decision.

  1. 01

    Import

    Add a structured prospect file such as CSV to the configured import workflow.

  2. 02

    Research

    Gather relevant, publicly available company and professional context.

  3. 03

    Review

    Inspect the structured record, qualification notes, and supporting sources.

  4. 04

    Prepare outreach

    Generate a personalized draft, then review and approve it before any use.

Explore the complete workflow

Capabilities

The essentials for repeatable lead preparation.

Each capability supports a clear research process without pretending to replace the judgment of the person using it.

Structured lead imports

Bring prospect records into a consistent workflow from structured files such as CSV.

Duplicate detection

Identify repeated lead records before research is processed again.

Company research

Organize relevant, publicly available company context around each lead.

Contact context

Connect a person’s role and public professional context to the organization.

Lead qualification

Record why a prospect appears relevant, uncertain, or unsuitable for review.

Research summaries

Condense scattered information into structured, readable lead notes.

Outreach draft preparation

Prepare a relevant message starting point that remains subject to human approval.

Processing history

Track imports, research status, sources, review activity, and prior processing.

Responsible use

Better research, not more noise.

Lead Research Agent is designed to improve the relevance and discipline of B2B preparation—not to maximize message volume or remove human accountability.

  • Research is based on relevant, publicly available business information.
  • Users remain responsible for checking the accuracy and relevance of the record.
  • Outreach drafts are prepared for human review, editing, and approval.
  • Use must follow applicable laws, data protection duties, and platform terms.

Built for focused B2B work

Useful wherever research quality shapes the conversation.

The product fits teams that work with considered account lists and need context before contact—not high-volume, indiscriminate messaging.

01

B2B founders

Research a focused account list before founder-led outreach or discovery calls.

02

Independent consultants

Understand a prospect’s situation before proposing a useful and credible conversation.

03

Sales and business development teams

Apply a consistent research standard across lead lists while keeping review with the team.

04

Specialist agencies

Prepare context-rich outreach for defined markets, roles, and service offerings.

05

Technical service providers

Connect public business signals with the operational problems their expertise can address.

Lead Research Agent

Start with a better-informed conversation.

Import your prospect list, review the research, and prepare outreach based on real business context.