Verified prospect research and outreach coordination portal

For

Sales and marketing teams that find, verify and engage potential customers

Solves

Prospect data, research, outreach and follow-up sit in separate rented tools, so teams re-check the same contacts and lose track of who contacted whom.

Delivers

Reviewer-approved prospect lists and outreach drafts linked to each account record

Built in

about 5 weeks of creation time, MVP in 6 days

Investment

$14,500 for the MVP, $49,500 for the full product

Run it

Inside your business, or as part of your offer to clients

Reduce duplicated prospecting work while keeping outreach accurate and compliant.

1. Search permitted databases and professional profiles for potential leads.
2. Extract contact details and social profiles into a structured record.
3. Verify identity and contact accuracy against multiple sources.
4. Refresh contact and account data on a schedule.
5. Generate account research briefs from permitted sources.
6. Surface real-time insights such as filings, hiring trends and competitor activity.
7. Score and prioritize prospects against the team's criteria.
8. Draft personalized outreach messages per channel.
9. Queue calls, emails and social messages in one task dashboard.
10. Handle email replies inside the platform.
11. Track goals and progress with reminders.
12. Sync contacts, activities and outcomes to the CRM.
13. Show campaign analytics and response metrics.
14. Apply moderation and compliance checks before sending.
15. Let managers configure rep workflows and review queues.
16. Compare the reviewed result with the recorded baseline and value assumptions.
17. Capture corrections and named-owner approval before consequential use.
18. Export a versioned reviewer-approved prospect list and outreach draft set with source references and unresolved questions.

Everything these tools do, in one app

• AI-powered task prioritization Automatically organizes and schedules tasks to optimize daily workflows.Found in Success.ai
• Goal tracking Allows users to set and monitor personal or professional goals with real-time progress updates and reminders.Found in Success.ai
• Calendar and project management integration Connects with popular calendar and project management apps for seamless coordination.Found in Success.ai
• Automated insights and suggestions Provides actionable recommendations based on user behavior and task patterns.Found in Success.ai
• Team collaboration tools Facilitates communication and task delegation within teams.Found in Success.ai
• Automated lead generation Scans professional profiles to extract contact details and identify potential leads.Found in LinkedCRM AI
• Personalized outreach messaging Creates tailored messages to improve engagement rates with prospects.Found in LinkedCRM AI
• CRM integration Seamlessly manages and syncs data across customer relationship management platforms.Found in LinkedCRM AI
• Real-time data updates Keeps contact and prospect information current and relevant.Found in LinkedCRM AI, pipl.ai
• Analytics dashboard Monitors campaign performance and response metrics to optimize outreach strategies.Found in LinkedCRM AI
• AI research reports Provides tailored context on each account to help craft personalized messages and target the right prospects.Found in Unify AI for Sales Reps
• Chrome extension for prospecting Enables easy lead conversion directly through LinkedIn, streamlining the prospecting process.Found in Unify AI for Sales Reps
• Unified task dashboard Centralizes manual outreach activities such as calls, emails, and LinkedIn messages for better workflow management.Found in Unify AI for Sales Reps
• Integrated email replies Allows users to respond to emails from outbound campaigns without leaving the platform.Found in Unify AI for Sales Reps
• Manager oversight and configuration Enables sales managers to monitor and customize reps' workflows to align with team goals.Found in Unify AI for Sales Reps
• Person search Searches across multiple global databases to find detailed information about individuals.Found in pipl.ai
• Identity verification Verifies identities with high accuracy using comprehensive data sources.Found in pipl.ai
• API integration Allows seamless incorporation of search and verification capabilities into existing workflows.Found in pipl.ai
• Detailed reports Generates reports including contact details, social profiles, and background information.Found in pipl.ai
• Workflow automation integration Connects with platforms like Clay and n8n to automate go-to-market workflows.Found in Autobound for Clay & n8n
• Real-time insights Utilizes over 300 real-time insights such as SEC filings, hiring trends, and competitor activity to inform outreach.Found in Autobound for Clay & n8n
• Hyper-personalized message generation Instantly generates brand-safe, personalized outreach messages.Found in Autobound for Clay & n8n
• Moderation and compliance layer Provides built-in moderation and compliance controls for enterprise-grade safety.Found in Autobound for Clay & n8n
• No-code setup Enables users to automate outreach without programming skills.Found in Autobound for Clay & n8n

What goes in, what comes out

The workflow

1. In
   Start with

   Permitted profile data, firmographic sources, campaign history and team rules

2. 1

   Confirm the buyer's problem and scope

3. 2

   Collect permitted profile data

4. 3

   Firmographic sources

5. 4

   Campaign history and team rules

6. 5

   Then follow this sequence: 1

7. Out
   Finish with

   Reviewer-approved prospect lists and outreach drafts linked to each account record

AI does the heavy lifting, people stay in charge

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the search, research and drafting modules. Use deterministic code for deduplication, schema validation, suppression lists and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. A model suggestion is never a verified fact, professional decision or authorization to contact a person.

What your team sees

Primary screens: Prospect search and verification, Account research brief, Outreach queue and replies, Manager oversight. Use a filterable prospect table, a central account canvas, and a right-hand panel for sources, insights and compliance flags. Let users compare contact versions side by side. Display researched, verified, contacted and replied states. Provide a manager view of rep queues and approval states. Make the task-specific outcome reviewer-approved prospect lists and outreach drafts linked to each account record visible beside its evidence, review state and value baseline.

Accounts and administration

Project ownership, source versions, contact consent records, suppression lists, approval states, usage allowances, send limits, download history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.

Integrations and data access

Buyer-owned CRM, calendar and project management apps, email sending domains, workflow platforms such as Clay and n8n, and permitted data sources. Start with file exchange and validate destination specifications before promising direct CRM or sending integration. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

1. 1

   Scoping call

   Day 1

   Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

2. 2

   MVP

   6 days

   One buyer segment, one recurring use case; first modules: search permitted databases and professional profiles for potential leads; extract contact details and social profiles into a structured record. Manual review in the loop. Built by our AI software factory.

3. 3

   Paid pilot

   7 days

   Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

4. 4

   Full product

   3 weeks

   Self-serve onboarding, billing, monitoring and the wider integration set.

5. 5

   Run and improve

   Monthly

   We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

1. Pick the riskiest assumption. Here: will sales and marketing teams that find, verify and engage potential customers use it to solve "prospect data, research, outreach and follow-up sit in separate rented tools, so teams re-check the same contacts and lose track of who contacted whom"?
2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
3. Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Verified contacts per research hour and reply-to-meeting conversion on approved sequences.
4. Measure, then decide. Track verified contacts per research hour and reply-to-meeting conversion on approved sequences; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Pilot scope: One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. Implement one approved input format, a bounded representative case set and the first two task modules: search permitted databases and professional profiles for potential leads; extract contact details and social profiles into a structured record. Support the third module with operator review: verify identity and contact accuracy against multiple sources. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around reviewer-approved prospect lists and outreach drafts linked to each account record. Retain the explicit scope boundary: One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human.

What the build depends on. Contact upload and preview, asynchronous enrichment jobs, editable version history, reviewer access and tested export formats. High-fidelity outreach requires specialist sales QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human.

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

Your brand, or this one

Run it under your own brand, or start from this concept style.

Selling it to your own clients: the go-to-market playbook

Pricing to test

Test a USD 300-1,500 fixed pilot for one defined prospect and outreach package. Offer a monthly production allowance after repeat demand. Quote complex multi-region or multi-channel programs separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewer-approved prospect list and outreach draft set linked to each account record. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.

Message to test

Reduce duplicated prospecting work while keeping outreach accurate and compliant. Demonstrate a concrete reviewer-approved prospect list and outreach draft set linked to each account record using the buyer's approved example and show the baseline, corrections and actual delivery effort.

Where to find buyers

Sales and marketing teams that find, verify and engage potential customers professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.

Lead magnet

A reviewed sample reviewer-approved prospect list and outreach draft set linked to each account record from a small authorized input set, with a transparent calculation of verified contacts per research hour and reply-to-meeting conversion on approved sequences and no promised savings.

The first 30 days

1. Week 1: interview five sales and marketing teams that find, verify and engage potential customers and inspect a recent example of prospect data, research, outreach and follow-up sitting in separate rented tools, so teams re-check the same contacts and lose track of who contacted whom.
2. Week 2: prepare a consented or synthetic demonstration of the three task modules.
3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
4. Week 4: measure verified contacts per research hour and reply-to-meeting conversion on approved sequences, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.

Paid pilot

Agree quality and outcome thresholds before the pilot using this measure: Verified contacts per research hour and reply-to-meeting conversion on approved sequences. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.

Success metrics

Verified contacts per research hour and reply-to-meeting conversion on approved sequences; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.

Retention and expansion

Repeat the workflow when the buyer again needs reviewer-approved prospect lists and outreach drafts linked to each account record. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.

Why clients would pick it

A reusable library of approved source rules, suppression lists and review examples, together with reliable delivery for a narrow sales niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for sales and marketing teams that find, verify and engage potential customers. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

Success.ai, LinkedCRM AI, Unify AI for Sales Reps, pipl.ai and Autobound for Clay & n8n, plus manual research and spreadsheets. Compare this product with the buyer's present method on verified contacts per research hour and reply-to-meeting conversion on approved sequences. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.

Main delivery costs

Data-source access, enrichment and verification calls, storage, reviewer hours, client revision rounds and licensed source assets. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of reviewer-approved prospect lists and outreach drafts linked to each account record. Track cost per accepted output, including correction work, unsuccessful cases and support.

Preserve contact consent, source attribution, suppression lists and outreach permissions. Named reviewers approve substantive changes and send scope. One approved data-source set and one outreach channel mix; final contact accuracy and send decisions remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.