Build an Al lead research and qualification workflow

Manually researching every company or prospect takes time and produces inconsistent results.

I will build a focused AI workflow that takes a list of prospects or companies and produces structured, reviewable research before the records enter your CRM.

Depending on the available data, the workflow can:

- Research the company and website
- Identify relevant business information
- Summarise the company’s product or service
- Extract industry, location and company details
- Evaluate fit against your ideal customer profile
- Generate a qualification score
- Explain the reason behind the score
- Identify potential pain points or outreach angles
- Produce CRM-ready structured output

The base Offer includes:

- One ideal-customer-profile definition
- One research and qualification workflow
- Up to 25 sample companies or leads
- A defined output schema
- Fit score and qualification reasoning
- CSV, spreadsheet or database-ready output
- Manual review checkpoint
- Test results and handover documentation

This is a pre-CRM research prototype. It is not a bulk lead-generation or unsolicited outreach service.

Buyer requirements

- Ideal customer profile
- Target industries
- Target company size
- Target locations
- Disqualifying conditions
- List of up to 25 companies or prospects
- Required research fields
- Desired scoring criteria
- Preferred output format
- Access to any approved data source

Deliverables

- Working research workflow
- Qualification logic
- Output schema
- Results for up to 25 records
- Test report
- Setup and handover instructions

Not included

- Purchasing lead databases
- Email-address verification services
- Bulk scraping
- Automated cold email sending
- LinkedIn account automation
- CRM implementation
- More than 25 test records
- Paid third-party data costs

Portfolio proof

Primary proof:

- Pre-CRM Research and Evaluation Agent

Secondary proof:

- Relationship Intelligence Copilot
- Your data and ML experience
- CRM Hygiene Agent