Lead Research Assistant

Research and compile information about companies and contacts for effective sales outreach.

Overview

This skill helps you:

• Research company backgrounds and key metrics

• Find decision-maker information

• Identify pain points and opportunities

• Prepare personalized outreach

• Prioritize leads by fit

How to Use

Company Research

"Research [Company Name] for a sales call" "Give me a briefing on [Company]'s recent news and challenges" "What should I know before contacting [Company]?"

Contact Research

"Find information about [Name] at [Company]" "Who are the key decision makers at [Company] for [Product Type]?" "Create a contact profile for [Name, Title, Company]"

Batch Research

"Research these 5 companies for our outreach campaign" "Prioritize these leads based on our ICP"

Output Formats

Company Brief

Company Research: [Company Name]

Quick Facts

Business Overview

[2-3 sentence description of what the company does]

Products/Services

• [Product 1]: [Brief description]
• [Product 2]: [Brief description]

Target Market

• Customers: [Who they sell to]
• Industries: [Industries served]
• Geography: [Markets]

Key People

Recent News & Developments

• [Date]: [Headline - brief summary]
• [Date]: [Headline - brief summary]

Potential Pain Points

1. [Pain Point]: [Why this matters to them]
2. [Pain Point]: [Why this matters to them]

Technology Stack

[Known technologies they use - relevant to your product]

Competitive Landscape

• Current solutions: [What they use today]
• Competitors: [Their competitors]

Outreach Angle

Recommended approach: [Specific angle based on research]

Talking points:

1. [Specific point relevant to them]
2. [Specific point relevant to them]

Fit Score: [1-10]

Reasoning: [Why they are/aren't a good fit]

Contact Profile

Contact Profile: [Name]

Overview

Professional Background

• Current Role: [Title] at [Company] since [Date]
• Previous: [Previous role] at [Company]
• Education: [Degree, School]
• Experience: [X] years in [industry/function]

Responsibilities

[What they likely own/decide based on title]

Recent Activity

• [LinkedIn post/article summary]
• [Speaking engagement/podcast]
• [News mention]

Interests & Topics

[Topics they engage with professionally]

Connection Points

1. Shared: [Mutual connections, schools, interests]
2. Relevant: [Content they've engaged with]

Outreach Strategy

Best channel: [Email/LinkedIn/Phone] Best time: [Based on timezone/activity patterns]

Personalization hooks:

• [Specific thing to mention]
• [Recent activity to reference]

Sample Opener

"Hi [Name], I noticed [personalized observation]. [Relevant question/value prop]..."

Lead Prioritization

Lead Scoring: [Campaign Name]

Scoring Criteria

Ranked Leads

🔥 Hot (Score: 80-100)

🟡 Warm (Score: 60-79)

🔵 Nurture (Score: 40-59)

Research Areas

Company Information

• Business model and revenue streams

• Company size and growth trajectory

• Recent news and announcements

• Funding history and investors

• Key partnerships and customers

• Technology stack

• Hiring trends

• Competitive positioning

Contact Information

• Professional background

• Decision-making authority

• Communication style (from content)

• Network and connections

• Recent professional activity

• Interests and topics

Timing Signals

• Recent funding rounds

• Leadership changes

• Expansion announcements

• Product launches

• Hiring surges

• Contract renewals (industry timing)

Best Practices

Research Ethics

• Use publicly available information only

• Respect privacy boundaries

• Don't misrepresent sources

• Verify information accuracy

Effective Research

• Start with company website and LinkedIn

• Check recent news (last 6 months)

• Review press releases and blog

• Look at job postings for insights

• Check review sites (G2, Glassdoor)

• Analyze social media presence

Limitations

• Cannot access paid databases (ZoomInfo, etc.)

• Contact details may not be publicly available

• Information accuracy depends on sources

• Private companies have limited data

• Real-time data may be outdated