Lead Research Assistant

This skill helps you identify and qualify potential leads by analyzing your product/service, understanding your ideal customer profile, and providing actionable outreach strategies — with live web-searched company data and a CRM-ready export.

When to Use This Skill

• Finding potential customers or clients for your product/service
• Building a list of companies to reach out to for partnerships
• Identifying target accounts for sales outreach
• Researching companies that match your ideal customer profile
• Preparing for business development activities

Instructions

Step 1: Mode — Who Is This For?

Ask the user: "Is this research for your own business, or for a client?"

• Own business: Gather context directly from the user or their codebase
• Client: Ask for the client's product description and ICP before proceeding

This affects how facts are sourced and how the output is framed.

Step 2: Understand the Product/Service

• If in a code directory, analyze the codebase to understand the product
• Ask clarifying questions about the value proposition if needed
• Identify key features, benefits, and the problem being solved

Step 3: Define Ideal Customer Profile

Confirm or gather:

• Target industries and sectors
• Company size ranges
• Geographic preferences
• Key pain points the product solves
• Any technology requirements or stack signals

Step 4: Research and Identify Leads — Use Live Web Search

CRITICAL: Use the WebSearch tool to find real companies. Do NOT generate company names from training data alone.

Run searches like:

• "[industry] companies using [relevant tech] site:linkedin.com"
• "[industry] startups [location] [pain point keyword]"
• "[competitor] customers [industry] [company size]"
• Look for job postings, press releases, and LinkedIn signals as evidence of fit

For each candidate company, mark confidence level:

• ✅ Verified — found via live search with a source URL
• ⚠️ Inferred — plausible match based on known context, not directly confirmed

Step 5: Prioritize and Score

Create a fit score (1–10) for each lead. Consider:

• Alignment with ICP
• Signals of immediate need (job postings, funding, recent news)
• Budget availability
• Competitive landscape
• Timing indicators

Step 6: Structured Output

For each lead, provide:

## Lead [N]: [Company Name]

**Website**: [URL]
**Priority Score**: [X/10] — [one-sentence reason]
**Industry**: [Industry]
**Size**: [Employee count / revenue range]
**Confidence**: ✅ Verified / ⚠️ Inferred

**Why They're a Good Fit**:
[2–3 specific reasons based on their business]

**Target Decision Maker**: [Role/Title]
**LinkedIn**: [URL if found]

**Value Proposition for Them**:
[Specific benefit for this company]

**Outreach Strategy**:
[Personalized approach — mention specific pain points, recent news, or relevant context]

**Conversation Starters**:
- [Specific point 1]
- [Specific point 2]

Step 7: CRM Export

After listing all leads, always offer a CSV export. Format:

Company,Website,Fit Score,Target Role,LinkedIn,Value Prop,Conversation Starters,Confidence
[Company],[URL],[X/10],[Role],[LinkedIn URL],[Value prop sentence],[First line of outreach],[Verified/Inferred]

Ask: "Would you like me to format this as a CSV for CRM import?"

Step 8: Next Steps

Offer:

• Draft personalized outreach emails for top 3 leads
• Deeper research on a specific company
• Export to CSV for CRM import (HubSpot, Notion, etc.)

Tips for Best Results

• Be specific about your product and its unique value
• Run from your codebase if applicable for automatic context
• Provide context about your ideal customer profile
• Specify constraints like industry, location, or company size
• Request follow-up research on promising leads for deeper insights