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Sales

Prospect Research

Deep dossier on one prospect — a person, a company, or both. Person-mode digs into their content fingerprint, voice, recent posts + engagement, podcast/conference appearances, network signals, and public stances. Company-mode covers positioning, recent signals, tech stack, and competitive position. Both-mode unifies the two with a convergence section.

Best forAgencyB2BSaaSServices
Agents11 required
Duration4-8 minutes

Build a deep dossier on a single prospect — where the prospect is a person, a company, or both. For person-mode the dossier centers on the human (professional history, content fingerprint, voice, recent activity, public stances, network signals, appearances, contact channels). For company-mode it centers on the org (snapshot, signals, social presence, tech stack, competitive position, external sentiment). For both-mode the workflow runs both fan-outs in parallel and synthesizes a unified brief with a convergence section. Every signal cites source + URL + capture timestamp; failed actors are flagged, never silently dropped. Optional distribution as a HubSpot note + contact-field updates, a Notion page, or a Slack summary — all opt-in.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Subject identification (person LinkedIn / company domain / HubSpot id / both) and mode routing

crm scanner
02

Person-mode + company-mode parallel actor fan-out (LinkedIn person posts, Twitter timeline, Reddit by author, podcasts, YouTube, LinkedIn company, employees, website crawl, Instagram, Meta Ads, Maps)

verslay exclusive prospect engine
02

News + funding + press appearances + reviews + competitive web search enrichment

verslay exclusive web research operator
02

Glassdoor + G2/Trustpilot/Capterra reviews, podcast/conference appearance discovery, personal blog/Substack detection

web researcher
03

Person-mode: cluster posts into content fingerprint themes. Company-mode: cluster signals into themes. Both-mode: cross-track convergence/divergence.

data analyst
03

Person-mode: voice + tone with verbatim quotes. Company-mode: external sentiment with verbatim review/Reddit quotes.

sentiment analyst
03

Person-mode: competitor mentions in person discourse. Company-mode: competitive positioning.

competitive intel
03

Person-mode: fit vs ideal_buyer_profile. Company-mode: fit vs ideal_customer_profile.

lead qualifier
04

Multi-section dossier with citation on every claim; shape determined by subject_type

executive briefing writer
04

Drafted first-touch email keyed to the strongest dossier signal

outreach personalizer
05

Optional HubSpot note + field updates, Notion page, Slack summary

distributor

Required Agents

11
  • competitive-intel
  • crm-scanner
  • data-analyst
  • distributor
  • executive-briefing-writer
  • lead-qualifier
  • outreach-personalizer
  • sentiment-analyst
  • verslay-exclusive-prospect-engine
  • verslay-exclusive-web-research-operator
  • web-researcher

Connections

Required

verslay_exclusive

Optional

googlehubspotnotionslack

What it does

  • Person / company / both as first-class subject modes
  • Person dossier: content fingerprint + voice + network signals + appearances
  • Company dossier: positioning + signals + tech stack + sentiment
  • Both-mode convergence section (where person-voice and company-positioning align/diverge)
  • Parallel Apify actor fan-out per subject type (10+ channels)
  • Citation on every dossier claim (actor + URL + timestamp)
  • Verbatim quotes for voice and sentiment (no opaque scores)
  • Optional HubSpot note + contact-field updates, Notion page, Slack summary
  • Failed-actor transparency (never silent on blocked channels)

Example prompt

Run Prospect Research on Karri Saarinen (CEO of Linear) — person-mode, standard depth. Pull his LinkedIn posts, Twitter timeline, podcast appearances, and any recent press. Build the content fingerprint and draft a personalized first-touch keyed to his strongest recent take.

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