AI Lead Research and Prospecting Agent Pack
Build one on-demand agent that checks approved public sources for one or two observable signals, preserves raw evidence, classifies candidates visibly, remembers prior events, exports a review pack, and prepares editable drafts without sending outreach.
Use this printable workbook with the free Build an AI Lead Research and Prospecting Agent course. Complete one section after each lesson, preserve source evidence, and record manual, blocked, repair, narrower-scope, or stop decisions honestly.
What it contains
- Specific offer and decision
- Selected observable signals
- Approved collection contract
- Raw-before-analysis evidence
- Stable entity and event identities
- Visible honest classification
- Reconciled report and exports
- Grounded unsent drafts
- Fixture, repeat-run, and canary evidence
How to use it
Use permitted real or sanitized evidence where available. Keep fictional fixtures clearly labelled. Write expected outcomes before tests, leave missing values unknown, and name the person who owns every consequential decision.
The workbook does not establish production readiness, legal compliance, security approval, provider availability, or business results. Those require current evidence and separate approval.