Prospect Research
Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.
the steps, as stored
- 01Define ICPapproval gate
Define the ideal customer profile before finding anyone. Do not search yet.
What good looks like: - Industry or vertical — specific, not "businesses" - Company size — employee count or revenue band - Geography — region, country, or city - Buying trigger — the signal that makes them a fit right now (hiring, funding, tech in use, growth, a pain you solve) - Disqualifiers — what rules a company out, stated explicitly - Target count — how many prospects this list should hold
If the operator's criteria are vague, push for specifics — a loose ICP produces a useless list.
Save the full ICP as a task note with task_notes_add. Then ask the operator to approve it before any searching begins. This is a checkpoint — the AI cannot advance until you approve.
- 02Find
Read the task notes with task_notes_list — the note from the Define ICP step contains the approved criteria. Work from it.
Find candidate companies matching the ICP. For each candidate capture: - Company name and website - Why it matches — the industry, size, geography, and trigger that qualify it - A source or link backing the match
Cast a slightly wider net than the target count, since some will drop at qualification. Do not filter hard yet — that is the next step.
Save the candidate list as a task note with task_notes_add. The Qualify step reads this note.
- 03Qualify & Enrich
Read the task notes with task_notes_list — the Find note holds the candidates and the Define ICP note holds the criteria and disqualifiers. Work from them.
For each candidate: - Check it against every ICP criterion and disqualifier — keep, drop, or flag as uncertain, with a one-line reason - For each kept account, enrich with what you can find: the likely buyer role, a contact name or channel, and any current trigger - Drop anything that hits a disqualifier
Produce the qualified, enriched list trimmed toward the target count.
Save the qualified list as a task note with task_notes_add. If it exceeds 10,000 characters, split across notes or store where the operator keeps documents and record the location. The List Review step reads this note.
- 04List Reviewapproval gate
Read the task notes with task_notes_list — the note from the Qualify step contains the final list with reasons and enrichment. Work from it.
Present the qualified list for review: how many accounts, how each was qualified, and any uncertain entries flagged for a decision.
Ask the operator to approve the list before it goes to outreach. This is a checkpoint — the AI cannot advance until you approve. If you reject, the workflow returns to Qualify & Enrich to adjust.
- 05Completecontext gate
The qualified prospect list is approved and ready for outreach. Confirm the final list is saved as a task note, then close out the task. This note is the named input for an Outreach Message workflow.
use it for
- Build a list of 20 prospects that match a defined ideal customer profile
- Research companies in a target industry and geography that fit your offer
- Qualify a raw list down to the accounts actually worth reaching out to
without it, with it
| without | with prospect research |
|---|---|
| You start finding companies before agreeing on who a good prospect even is, and the list drifts off-target | The AI pauses at an ICP checkpoint so you approve the targeting criteria before a single name is added |
| Unqualified names pile up and a rep wastes a week on accounts that were never a fit | The AI drives a Qualify step against your criteria, so only accounts that pass make the list |
| You build half a list, close the chat, and have to rebuild the criteria and findings from memory | The AI saves the ICP and the qualified list as notes, so a later session resumes mid-research with nothing lost |
| A month later nobody can say why an account made the list or who signed off on it | Every step — ICP, Find, Qualify, List Review — is logged, so the reasoning behind every account is on the record |