For sales reps sorting a prospect list or preparing a first message, share the person’s role, company, needs, and prior contact notes alongside your ideal-customer criteria. Get a lead-qualification brief with gaps to check, outreach wording for email or LinkedIn, and a ranked next-step plan tied to your sales goal. You handle fact-checking and send every message yourself.
Prospecting Tools
Qualify sales leads and plan outreach from the prospect notes you have.
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What it writes
- Lead qualification brief with gaps to check
- First-touch email or LinkedIn message
- Ranked prospect next-step plan
How to use it
Include the prospect’s role, company, specific business need, and any prior contact, then state your ideal-customer criteria and sales goal. Name the channel and desired next step, such as a demo booking.
What you bring
- Prospect role, company, and contact notes
- Ideal-customer criteria and offer
- Sales goal and preferred outreach channel
- Prospect information in text
A good fit for
- Reviewing a prospect’s fit before spending time on outreach
- Writing a first email after a referral or product inquiry
- Prioritizing leads from call notes before a sales sprint
Ways to start
A few requests this Agent can handle.
A VP of Operations at a 200-person logistics firm asked about reducing manual dispatch work. Our ideal customer has 100-plus staff. Create a qualification brief and list what I should ask next.
I met a clinic owner at a trade show who wants fewer missed appointments. Write a short LinkedIn message referencing that chat and suggesting a 20-minute demo.
Here are notes from three calls: one lead has budget but no timeline, one has an urgent need, and one stopped replying. Rank next steps for selling our payroll software this month.
Good to know
This workspace provides text assistance.
- Finding new leads or verifying prospect facts
- Sending messages or updating your CRM
- Cannot access prospecting databases or company websites
- Cannot contact prospects or change sales records
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Checkout creates or uses your Ai-GEN account. When payment and entitlement are confirmed, the purchased Agent opens. Choose a starter task, add your inputs, and send your first request.
Can I cancel?
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Can I use the response in my work?
Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.
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