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.
Research observable fit first
Use the ten-page PDF to define one target segment and the public facts a reviewer needs. Start with company-level evidence: service offered, location served or a stated operating characteristic. Record a source and observation date for each finding, and leave unavailable facts unresolved.
For a fictional research case, a company’s website may show that it serves several locations. That supports a location-related criterion; it does not prove a budget, purchasing project or willingness to receive a sales pitch. Keep observed facts, hypotheses and disqualifiers in separate fields.
Check the record before the handoff
Review duplicates, source relevance and exclusions before sending research into a CRM or outreach queue. Decide which fields are required and who resolves conflicting evidence. A clean record is useful only if the next person understands why the company was included.
Use a missing source and two similar company names as test cases. Confirm that uncertain matches are flagged rather than silently merged. Follow the lead research and prospecting course for the lesson sequence. Completing a research worksheet does not establish consent, purchase intent or authority to contact an individual.