Prospect Research

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.

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.

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.

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.

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.