Step 1: Define the target
Confirm your offer, ideal customer profile, target markets, and companies to exclude.
Back to Agent Library
<>Sales
Sales Prospecting Agent
Find companies that match your ideal customer profile, understand why they fit, and prepare a relevant first approach.
Overview
Give your sales team a reason to pursue each company before they start the conversation. The agent researches public company information alongside data your team is permitted to use, compares prospects with your ideal customer profile, and prepares a shortlist with relevant outreach drafts. Confirmed company facts remain distinct from fit judgments, and a salesperson reviews the approach before anything is sent. The result is a prioritized prospect list with company context, fit reasons, and outreach drafts, ready for the accountable team to review and move forward. By keeping source-backed facts, open questions, and ownership together, the team can make the next decision without rebuilding context by hand.
Capabilities
Research companies against your target sectors, markets, and business characteristics using public information and permitted data, with sources attached.
Explain why each company may fit, identify gaps worth checking, and distinguish confirmed facts from assumptions about fit or buying interest.
Draft an introduction grounded in the company's business and your offer, ready for a salesperson to review and send.
Example output
Prepared output: Target account shortlist with outreach drafts
Source state: Current approved records retained
Summary
Fictional company examples show how a sales team could review prospect fit, missing information, and a proposed first approach. Priority reflects the sample customer profile, not confirmed buying intent.
Key findings
- Asterfield Systems: Target sector and market match; introduction draftedReady
- Meridian Works: Relevant business model; operating scale needs confirmationReview
- Cedarbrook Services: Existing account overlap requires sales-owner inputWaiting
Returned to the team
- A source-linked view of the prepared work
- Items that are ready, waiting, or need accountable review
- The next action and owner required to move the outcome forward
Agent workflow
Step 2: Research relevant companies
Gather public company information and permitted business data, keeping sources with each finding.
Step 3: Build the priority list
Compare prospects with the agreed criteria, explain fit judgments, and flag missing or uncertain information.
Step 4: Draft the first approach
Tailor the message to the company's business and your offer, with supporting research alongside the draft.
Step 5: Hand over for review
Return the shortlist, company context, fit reasons, and drafts for the sales team to review before sending.
Put this agent to work