Agentic Prospecting and Lead Enrichment
At a global AV integration firm, prospecting stopped eating the hours meant for selling. Account research, contact selection, and a four-touch sequence per contact arrived staged as drafts each morning, ready to review and send. The workflow prepared; the person decided and sent.
The problem: the research ate the selling.
Every contact needed a relevant company, a role, a reason to reach out, and a message, then a second, third, and fourth follow-up on a schedule. Doing that by hand capped how many conversations one seller could start, and generic templates did not survive contact with a real account.
What we built
A scheduled workflow that researches contacts against a defined ideal-customer profile, prepares a four-touch sequence for each, and stages every message as a draft for a person to review and send. Advanced firmographic data tools, connected through API and MCP endpoints, made lead enrichment and lead generation effortless.
- Prospecting against a defined ICP: recorded runs pulled ~20 new companies and 100+ qualified contacts, filtered by role and function and rotated across 20 metros.
- Account signals before enrichment: relevant hiring, RFPs, expansions, new executives, funding, and M&A informed prioritization.
- Contact checks required a verified email, a 95+ accuracy score, a record updated within 90 days, and an employer-domain match.
- A four-touch sequence per contact (day 1, 3, 7, and a close at day 14), adapted to seniority and available signals.
- A contact tracker holding the schedule, status, seniority class, and research signals for follow-up.
The workflow prepares. A person sends.
The engine never touched send. Everything it produced was a draft, staged for a human to review, edit, and decide on.
- Draft-only output, by design: the workflow prepared research and messages and never sent them automatically.
- The seller kept responsibility for relevance, the relationship, and every send.
- Data quality and review capacity, not volume, were the real limits, which is exactly where a person belongs.
The numbers
What the approach changed
We organized repeated research, drafting, and scheduling into a reviewable workflow, so the constraint stopped being who to call and became who had time to call them. In the proof moment, the operator handed other reps 2,000 contacts with four emails each, 8,000 ready-to-send email drafts, because there was always another thousand the next day. The seller kept the relationship; the workflow removed the grind in front of it.
