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Salesstarter
Lead Research Brief
Before every first call, agent enriches the prospect: company news, recent funding, mutual connections, likely pains.
Problem it solves
Sales reps spend 20 minutes pre-call manually researching. Half the time they show up cold.
Trigger
event
Runs on calendar event 1 hour before each external meeting
Time to ship
1 week
Data sources
3
CRM lead record (Salesforce/HubSpot)
Inputs
- 1.CRM lead record (Salesforce/HubSpot)
- 2.Company website + LinkedIn (public)
- 3.ICP definition (vault)
Outputs
- 1.1-page brief: who they are, what changed recently, 3 likely pains
- 2.5 suggested questions to ask
- 3.ICP fit score 0–100
Scoring checklist
Every agent output is checked against these BEFORE a human reviews it. The agent self-loops on misses.
- Brief cites at least 2 distinct sources
- Pains map to your ICP definition
- Questions reference at least one pain
- ICP fit score is justified with data
Build this against your own data
The wizard's Step 7 walks through every command — schema probe, bootstrap SQL, Edge Function template, deploy, smoke test.
Open Step 7 — Ship First Agent