AI agent · Sales
B2B Lead Research Agent
Researches target companies from public sources and drafts a short, relevant first message for each.
- Steps in the workflow
- 5
- Systems connected
- 3
- Channels
- 1
- Typical build time
- 3–4 wks
How does the B2B Lead Research Agent work?
Each step below is part of the real workflow. The packets show data moving from one step to the next.
Step 1 · Trigger
List of target companies
Step 2 · AI step
Read public website and news
Step 3 · AI step
Summarise fit and pain points
Step 4 · Human
Rep approves message
Step 5 · System action
Push contacts and notes to CRM
How much time could it save you?
Move the sliders to match your business. The estimate updates as you go.
Hours saved per year
468
Staff time value
AED 28,080
Your inputs × 52 weeks. Before running costs; see the automation ROI calculator for payback.
What do you get?
- Workflow design and written limits for the agent
- Integration with Web search, CRM, LinkedIn (manual send)
- Arabic and English replies, tested with real messages
- Human hand-off with full conversation history
- Logs and a monthly accuracy and savings review
- Hosting, monitoring and updates (optional managed plan)
B2B Lead Research Agent: questions
What does the B2B Lead Research Agent do?
Researches target companies from public sources and drafts a short, relevant first message for each.
How long does it take to build the B2B Lead Research Agent?
Typically 3–4 weeks from kick-off to launch, including testing with real, anonymised conversations from your business.
Does it work in Arabic?
Yes. It handles Arabic and English content.
Which systems does it connect to?
Web search, CRM, LinkedIn (manual send). We can connect other tools your team uses through their APIs.
What happens when the agent is not sure?
The flow includes a human step: it asks a person to confirm before acting, and hands over the full conversation.
How do you measure whether it works?
We track research hours saved, reply rate, and review results with you every month.
Which channels does the B2B Lead Research Agent work on?
Internal. It can be added to more channels later without rebuilding its knowledge or logic.
Which businesses use the B2B Lead Research Agent?
It is most often used in b2b and services, and adapts to other sectors with the same kind of workload.
How does the B2B Lead Research Agent work, step by step?
1. List of target companies 2. Read public website and news 3. Summarise fit and pain points 4. Rep approves message 5. Push contacts and notes to CRM
Is the B2B Lead Research Agent a big project?
It is a mid-sized build: it connects to two or three of your systems and takes actions such as booking or creating records.
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Launch the B2B Lead Research Agent in 3–4 weeks.
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