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New Lead Research Brief

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What does this mean?

Reps qualify and personalize first outreach in minutes, improving speed to lead, relevance, and conversion without manual research. Pulls each new signup from the CRM, website forms, and other lead sources, enriches it with LinkedIn, online research, and firmographic data, and produces a concise brief with company overview, role context, recent news, and value-based talking points.

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Workflow steps

1

Trigger on new lead

The Workflow activates automatically when a new lead enters your CRM, web form, or other lead source—integrating directly with Salesforce, HubSpot, or your existing signup flow.
2

Research the company and prospect

Cassidy searches the web and LinkedIn to gather firmographic data, company details, recent news, and role-specific context about the new lead.
3

Generate a personalized research brief

Cassidy compiles findings into a concise brief—including company overview, the lead’s role context, relevant news, and value-based talking points tailored to your offering.
4

Deliver brief to the rep

The completed research brief is sent directly to the assigned rep via Slack, email, or logged to the CRM record—so they can qualify and personalize outreach in minutes without manual research.

Build and configure an Agent

Create a custom Agent with tailored instructions and Knowledge Base access.

Set up your Knowledge Base

Add your company documents so Agents can reference them.