Prospect Research Dossier on New Leads
Turn every new CRM lead into a one-page, fully-sourced research dossier attached right to the deal.
The instant a lead lands in the CRM, this recipe builds a rep-ready research dossier — company snapshot, recent signals, buyer profile, competitive picture, and an honest fit-and-risk read — with every fact carrying a live source link. It attaches the dossier back to the deal as a CRM note (and, when a docs connection is present, a saved document link), so the intel lives where the deal lives. It drafts no outreach and pitches nothing: the deliverable is the dossier itself, assembled in memory and held for one-click approval before anything is written outward.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Pull new leads and their deal records from the CRM and run the suppression / do-not-contact and already-has-dossier gates before anything else.
crm scannerClassify each in-scope lead into a research depth tier (strategic vs. standard) by deal value and buyer seniority.
triage routerGather sourced company, buyer, news, and financial facts per company domain; every fact carries a source URL.
web researcherIdentify named competitors and any displacement or vendor-comparison signals in the account, each sourced.
competitive intelSupply the industry and economic context that frames why this buyer might be in-market now, sourced.
market analystDistill the sourced corpus per lead into the few signals that matter, deduped and still bound to sources.
document summarizerStructure the dossier into the fixed one-page layout and add the grounded fit-and-risk read and watch-outs.
report formatterWrite the finished one-page dossier in the neutral internal-brief register and fix the stable idempotency key before any write.
document writerOn approval, save the full dossier as a document (Notion / Drive / Coda) and return its URL for the CRM note.
docs managerPresent the staged package for approval, then attach the approved dossier as a CRM note (with the doc link), dedupe-guarded by the idempotency key.
distributorRequired Agents
10- crm-scanner
- triage-router
- web-researcher
- competitive-intel
- market-analyst
- document-summarizer
- report-formatter
- document-writer
- docs-manager
- distributor
Connections
Required
Optional
What it does
- One-page sourced research dossier per new lead
- Suppression / do-not-contact gate runs first
- Every fact carries a source URL and as-of date
- Auto research-depth tiering by deal value
- Company, buyer, competitor, and market intel in one pass
- Honest fit-and-risk read with real watch-outs
- Idempotent — re-runs never double-attach a dossier
- Nothing writes to the CRM until you approve
Example prompt
New leads came into HubSpot this week — for each one, pull together a one-page research dossier on the company and buyer and attach it to their deal so my reps can prep.
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