Objective
Find new accounts and contacts that match your ideal customer profile. Enrich them with real emails and phone numbers. Build a target list for tomorrow.
Outcome
20-50 new enriched contacts added to your pipeline, ready for outreach.
When
11:30 AM
Duration
30 min
Steps
6
Prompts
6
Search your CRM for warm targets
2 minStart with what you have. The AI searches your CRM for companies matching your criteria, sorted by engagement and contact density. These are your warmest targets.
Prompt
Search for companies in technology. Show me ones with the most contacts and recent activity.
Expected result
Companies in your CRM matching the criteria, ranked by contact count and recent activity.
Research a new target company externally
3 minThe AI uses Perplexity for web research and TheOrg for org charts to build a complete profile of a company that may not be in your CRM yet. This is how you find new accounts.
Prompt
Research Stripe. What do they do, how big are they, what are their recent buying signals, and pull their org chart.
Expected result
Company brief with firmographics, recent signals, and organizational structure imported into your system.
Find and create contacts at new accounts
3 minThe AI uses Prospeo to find verified email addresses, Coresignal for LinkedIn profiles and work history, and creates the contacts in your CRM automatically. No manual data entry.
Prompt
Find the VP of Sales, Head of Revenue Operations, and revenue leader at Stripe. Create them as contacts with their real email addresses and add them to a list called "March Target Accounts".
Expected result
New contacts created with verified emails, LinkedIn URLs, and titles. Added to a named target list.
Enrich all contacts on the list
5 minBatch enrichment via Prospeo finds verified work emails, direct dials, and LinkedIn profiles. Without real contact info, you can't reach anyone.
Prompt
Enrich all the contacts on my March Target Accounts list. Find real email addresses and phone numbers for anyone missing them.
Expected result
Contacts updated with verified email addresses, phone numbers, and LinkedIn URLs.
Check your network for intro paths
2 minIntro paths convert better than cold outreach. The AI checks your LinkedIn network and email history for mutual connections at named accounts.
Prompt
Do I have any intro paths into these named accounts? Check my network and LinkedIn for introduction paths.
Expected result
Intro paths identified: mutual connections, shared meeting history, or 2nd-degree LinkedIn connections.
Research and prioritize
3 minNot all prospects are equal. The AI checks for hiring signals, tech changes, funding, and leadership moves to rank accounts by timing.
Prompt
For each company on the list, what are the top buying signals? Rank them by likelihood to buy.
Expected result
Target accounts ranked by signal strength with specific triggers identified.