Bots / Sales
Workflow example

Lead Research Bot

Give salespeople a clear, sourced account brief and a route to the person who can buy.

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Lead Research Bot Grok Bot mascotSales BotYour team owns every live conversation.
Operating model

What you provide.
What the Bot does.

The Bot starts with your rules and approved business records. It does not invent authority or make consequential decisions for you.

From your business

The inputs it needs

  • Your ideal customer profile
  • Target accounts or market criteria
  • Approved proof points
  • The point where a salesperson takes over
Problems solved

The friction it removes

  • Salespeople spend hours researching
  • Outreach reaches the wrong contacts
  • Account context is scattered
  • Good buying signals are missed
Inside the routine

How Lead Research Bot operates

  1. 01

    Define the target

    Uses your customer profile, exclusions and qualification rules to set the research boundary.

  2. 02

    Research the account

    Finds relevant company facts, changes, needs and buying signals from approved sources.

  3. 03

    Map the buyers

    Identifies likely decision-makers, influencers and the most credible route into the account.

  4. 04

    Hand over the brief

    Delivers the sourced account summary and stops before a live sales conversation begins.

Build this role around your workflow

Give Lead Research Bot
a real job.

Bring the repeating work, the tools it touches and the decision you want to keep.

Get the free starter kit ↗

This is a workflow example, not a measured result or a separately supplied Bot. The free kit helps you define roles and test one workflow with your own tools.