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sales·workflow / lead-research

Every inbound lead researched and replied to, before your rep sees it.

Looks up the company, finds relevant context, drafts a personalized first reply — sitting in the rep's inbox within minutes.

fixed scope·no tech team required·ships in 4–8 weeks
§ flow
form
Inbound lead
floworks
Research + draft
hubspot
Enrich CRM
gmail
Draft in rep inbox
§ problem

Sound familiar?

  • Reps spend 20 minutes researching each inbound lead before the first reply.
  • Generic replies lose warm leads. Personalized ones don't scale.
  • CRM data is always stale.
  • Hot leads cool off while sitting in the queue.
§ what we build

Here's the fix.

  • The moment a lead submits a form, kick off research.
  • Pull company size, industry, funding, tech stack from public sources.
  • Check your CRM for prior context (past deals, support tickets, relationships).
  • Draft a specific reply referencing what you found.
  • Land in the rep's inbox within minutes, ready to send.
§ what it's worth
research time
20 min → 0
Done before the rep opens the lead.
response speed
+5x
Hot leads get a reply in minutes, not hours.
personalization
100%
Every reply references specifics — no generic templates.

estimates · based on typical engagements · your numbers vary with volume

§ common questions

Things people ask on the call.

HubSpot Forms, Typeform, Marketo, Pardot, native web forms, or anything that can send a webhook. We connect to whatever you use.

Company size and revenue (from Crunchbase, LinkedIn, or Clearbit), recent funding or product launches, tech stack (BuiltWith), relevant news, and a match score against your ICP. We tune this to your sales process.

We start drafts-only for the first month so reps can edit before sending. Edits tune the AI. Once quality is high, most reps send with minimal changes or skim-and-send.

Yes — by territory, industry, or round-robin. The AI assigns and notifies the right person in Slack or email.

ready to ship this

30 minutes and a rough idea of your workflow.
That's all we need to scope it.

free · no prep · no sales pitch