Status : ActiveRef BS_BUILD
Remote · Canada / US / UK / EU
← The workClient · a B2B SaaS company

Automatic research on every inbound lead

No inbound lead reaches sales un-researched

Paste an email or a website. About two minutes later there's a sales-ready brief in the team's workspace — who they are, how well they fit, and how to approach them — so every inbound lead arrives pre-briefed instead of cold.

Half an hour of manual digging per lead, often skipped when volume spikes → every lead pre-researched before sales makes contact, in about two minutes.

Claude CodeNotionFirecrawlPython
BeforeAfter
Research per lead30–60 minutes across a few tabsabout 2 minutes — paste and go
Which leads get researchedthe ones someone had time forevery one, automatically
How consistent it isno two worked up the same waythe same workup, every lead
Knowing if they fita quick gut read, if anya fit score with the reasons behind it
What sales opens witha name and an email addressa sales-ready brief, ready to act on
The delta

Research stops being a 30-to-60-minute chore that gets cut the moment things get busy, and becomes something that just happens to every lead automatically. The compression — half an hour down to two minutes — matters, but the real change is coverage: every lead gets the same workup, so the team isn't choosing which leads are worth researching and quietly flying blind on the rest.

What I built

An engine that researches every inbound lead before sales makes contact. It isn't an app to log into — it runs as an AI routine inside the tools the team already uses (Claude and Notion), so a brief lands where the team already works.

  • One simple input. Paste an email address or a website. That's all it needs to start — no form to fill in, no setup per lead.
  • Reads the lead from the outside. It reads the lead's website and social profiles, gathering what's publicly known about who they are and what they do — the same digging a person would do across a handful of tabs, done in one pass.
  • Scores how well they fit. It rates the lead against the kind of customer the company is actually trying to win, and gives the reasons behind the rating — so a rep gets a judgment to act on, not just a summary to read.
  • Writes a sales-ready brief. In about two minutes it produces a brief — who they are, whether they fit, and how to approach them — written straight into the team's workspace, ready to use.
  • Runs on every lead. Because it's fast and consistent, it isn't reserved for the leads that look promising. Every inbound lead gets the same workup, so the team stops quietly flying blind on the rest.

It's in regular use — the team's growth lead runs it weekly as inbound comes in.

Why it matters

The payoff is coverage. The point isn't only that two minutes beats half an hour — it's that the half-hour version was the first thing to get cut whenever leads came in faster than the team could keep up, which left reps reaching out to people they knew nothing about. When research is this fast and this consistent, it stops being a choice. Every inbound lead arrives pre-briefed, the fortieth gets the same careful read as the first, and sales never makes first contact cold.

Normally, "every lead researched and scored before sales touches it" is the kind of thing a company staffs a sales-development function to do. Here it runs automatically, inside the tools the team already works in, on every lead that comes in.

How it works
  1. 01
    Paste

    Drop in an email address or a website — that's the whole input. No form, no setup per lead.

  2. 02
    Read

    The engine reads their website and social profiles, gathering what's publicly known about who they are and what they do.

  3. 03
    Score

    It rates how well they match the kind of customer the company wants, and gives the reasons behind the score — not just a number.

  4. 04
    Brief

    It writes a sales-ready brief — who they are, whether they fit, and how to approach them — straight into the team's workspace, in about two minutes.

The bottom line

The shift is from researching the leads you have time for to having every lead arrive already researched. Sales never opens cold, the workup is the same for the fortieth lead as the first, and the half-hour of digging that used to get skipped under pressure now just happens — quietly, on every lead.