Sales · Find & Prepare
Start the day with researched accounts, not a blank search bar.
Likely-fit accounts are pulled from public web sources (company sites, job postings, press releases), then mapped to decision-makers and trigger events, scored against your ICP, and pushed as a shortlist into HubSpot.
Works acrossDoeHubSpotSlackLinkedIn
What you get.
Your SDRs start every morning with a prioritized, ICP-scored prospect list, complete with decision-maker maps, trigger events, and personalization angles, pushed straight into HubSpot. Doe does the overnight research across public web sources so reps open a ready queue, not a blank search bar.
You're paying account executives to copy-paste LinkedIn profiles.
Every morning starts the same way. Your SDR opens LinkedIn, types in a job title, scrolls through results, clicks on a profile, copies the name and company into a spreadsheet, then goes to the company website to figure out what they actually do. Then they check Crunchbase for funding. Then they check the news for recent announcements. The research grind eats entire mornings, and that's assuming nothing else comes up.
But things always come up. Inbound leads need routing. Sequences need updating. The data in your CRM is three months old because nobody has time to re-enrich it. Your "target account list" was built last quarter and nobody has verified whether those companies still match your ICP. Half your outbound goes to people who changed jobs two months ago.
What changes.
- 01Research throughputBefore · Manual, one lead at a timeWith Doe · Enriched and ICP-scored overnight, at higher depth per lead
- 02Data depth per leadBefore · Name, title, company: basics onlyWith Doe · Full company context, recent news, personalization angles
- 03ICP scoringBefore · Manual gut checkWith Doe · Scored against defined criteria with a fit explanation per lead
- 04Data freshnessBefore · Stale within weeksWith Doe · Refreshed with every run
How Doe researches and enriches your leads
- 01Pulls firmographics, tech stack, and verified contactsDoeEach account enriched with employee count, revenue range, tech stack, and decision-maker contact details
- 02Researches recent funding, hires, and expansion signalsLinkedInDoe found a Series B close, two VP-level hires, and a new market launch across the target list
- 03Scores and ranks every prospect against your ICPDoeDoe ranked each prospect by fit and attached a personalization angle explaining why they are worth reaching out to right now
- 04Writes enriched contacts with ICP scores and source trackingHubSpotDoe created or updated contacts with full enrichment data so nothing lands without context
- 05Delivers a prioritized prospect shortlist to the teamSlackDoe posted the top prospects to #prospecting with a recommended outreach angle for each
- 06RecurringEvery weekday at 5:00 AMProspect research runs overnight, Doe scores them against your ICP, and enriched contacts land in HubSpot before your team starts. Each morning, your SDRs open a prioritized list of warm leads with ready-to-use personalization angles. Enriched leads pushed to HubSpot + summary in #prospecting Slack channel.
Start with the right source material.
- 01Add your library and toolsAdd or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
- 02Describe what you need“Pull new signups from HubSpot each night, enrich them with company size, funding stage, and tech stack, then score each lead against our ICP criteria and drop the ranked list into the #inbound-leads channel.”
- 03It runs on scheduleRuns overnight every weekday. Scored prospects ready before your team logs in.
Before you delegate.
- 01Where does Doe get prospect data from?Company websites, press releases, job postings, Crunchbase, G2 reviews, LinkedIn public profiles, and news sources. Doe reads what is publicly available, the same way a research analyst does open-source intelligence. Nothing scraped from behind logins or in violation of platform terms.
- 02How does Doe handle data that's already in my CRM?Doe checks for existing records before creating anything. If a contact already exists, Doe enriches it with new context (recent news, role changes, company updates) without overwriting manually entered notes or custom fields. You control which fields Doe can update and which are protected.
- 03Can I define multiple ICPs for different segments?Yes. You can create separate ICP definitions for different products, markets, or segments. Each one runs as its own task with its own schedule and output destination.
- 04How does this compare to ZoomInfo or Apollo?Apollo and ZoomInfo give you contact databases and firmographic data. Doe takes those contacts and does deeper research: recent funding rounds, product launches, hiring patterns, and personalization angles specific to your product. Apollo answers "who should I reach out to?" Doe answers "why should I reach out to them right now and what should I say?" Many teams use both.
- 05Can Doe also write outreach emails from the research?Yes. Doe uses the research it gathered during enrichment to draft personalized emails referencing the prospect's company context, role, and recent news. The enrichment and outreach tasks chain together: research first, then write.