Best for
B2B services, compliance businesses, trades, facilities providers, and niche local operators that know their ideal customer but lose time finding them.
Sales workflow
AI Lead Scout
Give a sales team a reviewed weekly shortlist of businesses worth contacting, with reasons, confidence, contact routes, and suggested outreach angles.
Sales angle
This can become a strong sales asset because the before-and-after is easy to show: manual prospecting becomes a reviewed weekly lead queue. It works as a use-case page, explainer video, and outbound offer for service businesses.
The manual workflow
Someone searches maps, directories, websites, local business lists, social profiles, and CRM notes. They copy details into a spreadsheet, make judgement calls about fit, and try to remember why each business looked promising. The work is useful but easy to delay because it is repetitive and scattered.
The AI-assisted workflow
The system gathers candidate businesses from approved sources, enriches them with public signals, scores fit against the chosen criteria, and creates a shortlist for review. The human checks the reasoning before any outreach happens.
Reviewed output
What the human gets back.
Weekly lead shortlist; fit score and confidence; reason the business may be worth contacting; suggested contact route; suggested outreach angle; notes about missing or uncertain information.
Human approval
AI can gather, structure, score, and draft. A person should approve the target list, check sensitive claims, and decide whether the outreach angle is appropriate.
30-day pilot shape
Small enough to test. Clear enough to judge.
- Week 1: Define ideal customer profile, target geography, exclusions, and scoring signals
- Week 2: Build the first shortlist from approved sources
- Week 3: Review lead quality, tune scoring, and add outreach notes
- Week 4: Deliver a repeatable workflow, documentation, and next-step scale options
Start with one workflow