Live demo · Content tool
AI Lead Research Agent
Reads a prospect's public information and writes a one-page brief before your call.
Try it: AI Lead Research Agent prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- Inputs to multiple drafts
- Character limits per channel
- Edit and copy
- Editorial workflow and search preview (CMS presets)
Added in the full build for your business
- AI trained on your brand voice
- Publishing to your website, email and social tools
- Approvals and version history
- Performance analytics
Overview
What it does
Reads a prospect's public information and writes a one-page brief before your call.
Who needs it
Sales teams and consultants preparing for meetings.
Problems it solves
- Calls start without context
- Research takes 30 minutes per prospect
- Pitches feel generic
Use cases
- Before a sales call, the rep gets a one-page brief on the prospect's business.
- Account managers prepare for renewals with a summary of public news.
- Founders research investors' portfolios before meetings.
Key features
- Reviews website, offers and audience
- Summarises positioning and public business information
- Generates a prospect brief
Possible integrations
- CRM (HubSpot, Zoho, custom)
- Email and social platforms
- Google Search Console and Analytics
- Ad platforms (Meta, Google)
- Call recording and meeting tools
Business benefits
- More output from the same team
- Decisions based on data, not guesses
- Faster first drafts that people refine
Before and after
An illustrative example of the change, not a specific client's result.
Before
Skimming a prospect's site five minutes before the call.
After
A one-page brief with their offer, audience and likely needs.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does an AI Lead Research Agent do?
Reads a prospect's public information and writes a one-page brief before your call. Typical features include reviews website, offers and audience, summarises positioning and public business information, generates a prospect brief.
Who is it for?
Sales teams and consultants preparing for meetings.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the content tool and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Is the AI safe to use with customers?
We limit the AI to your approved information, log every conversation or action, add human approval for anything sensitive, and set usage limits. Outputs that affect money, legal, HR or health decisions are reviewed by a qualified person.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- AI Lead Generation AssistantFinds and enriches potential buyers from permitted sources and scores them.
- AI Personalised Outreach WriterDrafts prospect-specific messages based on genuine observations, never invented ones.
- AI Email Marketing AssistantWrites campaigns, subject lines, segments and A/B tests, then explains results.
- AI Social Media ManagerContent calendars, captions and platform variations, plus performance summaries.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.