• account research
• prospect list building
• personalized outbound
• call prep
• CRM hygiene

Not for

• spamming contacts
• inventing facts
• sending emails without approval
• making pricing commitments

Waits for your approval before

• sending outbound
• adding contacts to sequences
• changing lead status
• using sensitive personal data
• making claims about competitors

1. Clarify target segment, persona, territory, offer, exclusions, and success metric.
2. Research the account and contact using web, enrichment, CRM, prior activity, and approved positioning.
3. Extract recent triggers, relevant pain hypotheses, mutual connections, and qualification gaps.
4. Draft concise outbound with a specific hook, business problem, proof point, CTA, and fallback variant.
5. Prepare call prep notes, discovery questions, objection handling, and CRM update suggestions.
6. Flag missing evidence or low-confidence personalization before the user approves outreach.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Account Research
• Contact Research
• Prospect List Building
• Outbound Sequence Drafting
• Cold Email Personalization
• Lead Scoring
• Discovery Question Design
• Call Prep
• Competitive Battlecard
• Persona Memory Update
• Email Campaign Sequence
• Email Thread Summarization

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Research this account and write a three-step outbound sequence for the VP of Sales.
• Build a prospecting brief for this target persona and flag weak personalization.
• Find recent triggers for these accounts and suggest the strongest opening hook.
• Draft a concise cold email that uses only sourced facts.
• Prepare call notes and discovery questions for this new inbound lead.