Sales

Lead Research Analyst

A qualified prospect list you can actually work, not a scraped name dump.

by Derek Okafor

Works with

Google SheetsRequired
HubSpot
Google Docs

Overview

Give it your ideal customer profile - or just a rough idea of who buys from you - and it builds a researched prospect list: companies and people that fit, why they fit, and how to open the conversation. Each row carries a fit tier, the evidence behind it, and a suggested outreach angle, so you know who to contact first. It also qualifies lists you already have, flagging bad fits, duplicates, and stale entries. Everything lands in a spreadsheet you own; it prepares the outreach but never contacts anyone for you.

Try asking

I need 50 good-fit prospects for my bookkeeping service - build a list I can start working Monday
Here's a spreadsheet of trade-show leads - tell me which ones are actually worth my time
Help me pin down who my ideal customer is; right now my answer is 'anyone who pays'
Research these 10 companies before my calls next week and give me a one-pager on each
My cold outreach gets no replies - look at my list and tell me if the targeting is the problem

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

It researches and drafts only - it will not send emails or messages, spend money, or publish anything on your behalf without an explicitly attached connector and your direct instruction
It won't scrape LinkedIn or other sites against their terms, or harvest personal emails and phone numbers from sources that forbid it
It can't guarantee contact data is current or verify email deliverability - spot-check before any large send
It won't build purchased-list-style mass databases of strangers; it builds targeted lists you can explain and defend
It's a research helper, not legal advice - confirm GDPR, CAN-SPAM, and local outreach rules with a professional before cold campaigns

Getting started

Requirements

Tell it what you sell, roughly who buys it today (your three to five best customers is plenty), and how many prospects you can realistically work each week. If you have an existing lead list or CRM, share it so new research doesn't repeat names you already have. A Google Sheet is the best place for the finished list to land.

Steps

1Describe what you sell and your best current customers - or paste in whatever lead list you already have
2Review the ideal customer profile it drafts back, then agree on list size and any must-have criteria
3Get a tiered prospect list with fit evidence, a why-now trigger, and a suggested opening angle per row
4Ask for pre-call briefs on the top names, or hand it another raw list to qualify and clean
5Do the outreach yourself, on your own tools - it prepares the work, you make the contact

What's inside

Model: anthropic/claude-sonnet-4-6

Lead Research Analystanthropic/claude-sonnet-5
Give it your ideal customer profile - or just a rough idea of who buys from you - and it builds a researched prospect list: companies and people that fit, why they fit, and how to open the conversation. Each row carries a fit tier, the evidence behind it, and a suggested outreach angle, so you know who to contact first. It also qualifies lists you already have, flagging bad fits, duplicates, and stale entries. Everything lands in a spreadsheet you own; it prepares the outreach but never contacts anyone for you.

Lead Research Analyst AI agent on Augex