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Reps spend hours digging through LinkedIn, company websites, and news to prep for a single call. Relevance can produce the same brief in seconds — at whatever level of automation you’re ready for.

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When this pays off

High call volume

Reps run more than five discovery calls a week and prep is eating their selling time.

Uneven prep

Some calls get deeply prepped, others get a quick scan — output quality is inconsistent.

Inbound triage

Inbound leads need quick context before a rep is assigned.

Baseline context

Every meeting starts with the same baseline brief, not whatever the rep happens to find.

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The shape of this use case

A prospect research workflow takes a company name or contact and returns a structured brief.

Inputs

Company domain, contact email, or CRM record.

Sources

Web search, LinkedIn, news, your CRM, and any internal knowledge — ICP, personas, battle cards.

Output

A brief covering company overview, recent news, key contacts, likely pain points, and conversation hooks.

Delivery

Returned inline, posted to Slack, written back to the CRM, or attached to a calendar event.

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Where to start

Two ways in, depending on whether you want something running today or built to your exact spec.

Clone a pre-built Agent

Open the Sales Researcher — or Lia for LinkedIn-first. More in the Marketplace.

Build your own

Start from scratch in the builder, or by describing it in Claude Code or Cursor with Programmatic GTM.
Either way, these are prompts your reps can use on day one:
  • “Research Acme Corp ahead of my 2pm call. Pull recent news, the buyer’s LinkedIn, and any open deals in HubSpot.”
  • “Summarize the last three meetings with Globex and what’s still open.”
  • “Who at Initech should I be talking to if we’re selling into RevOps?”

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Where to take it

Once it’s running, deepen it in three moves:

Give it a playbook

Shape it with a prompt, Knowledge, and Bulk Schedule.

Automate it on signals

Wrap it in a workflow that fires on a trigger.

Let it improve

Feed won-deal signals back into the Agent’s evals so it tracks what closes.

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Common pitfalls

Gate the trigger on lifecycle stage so you don’t burn credits re-researching closed-won customers.
Without an ICP or persona in knowledge, the output reads like a Wikipedia summary. Add the lens.
Set a freshness window — e.g. re-research only if the last brief is more than 30 days old — instead of regenerating on every interaction.
Web search returns whatever ranks, not what’s true. Cite sources in the brief so reps can spot-check.