Lead Research With AI, Without the Creep Factor
Research a prospect in fifteen minutes and walk away with three facts you have actually checked
A taste of a lesson
I asked an AI about a prospect and it said they raised a big funding round last year. Can I mention that in my email?
Not yet. Funding figures are one of the things models most often invent or blur, especially for smaller companies. Treat it as a lead to check, not a fact. Look for the company's own announcement or their press page, and confirm the amount, the date and that it is the same company, not one with a similar name. If you cannot find a source you opened yourself, leave it out. A quick exercise: where on a company's own website would you look first to confirm news like this?
Written by the teacher as an example. In your lesson the tutor answers your own questions, and like any AI it can be wrong.
What you will be able to do
- Write a short ideal customer profile that tells you who is worth researching
- Turn public company pages into a one page research brief with sources
- Spot and correct invented or outdated facts in an AI summary
- Decide which details are relevant context and which feel invasive
Lesson plan
- 1 Who is worth researching Write a simple ideal customer profile so research time goes to likely fits. Start
- 2 Where good information lives Know which public sources reveal a company's real priorities. Start
- 3 Summarising with an assistant Use AI to condense pasted sources into a short brief with quotes attached. Start
- 4 Catching the classic errors Find invented, outdated or confused facts before they reach a prospect. Start
- 5 Relevant versus creepy Decide which details belong in outreach and which damage trust. Start
- 6 A repeatable research template Build a one page template you can fill in fifteen minutes per prospect. Start
Try asking
About this tutor
For salespeople, founders and business development staff who want to prepare for prospects faster without sending messages full of wrong or invasive details. You learn to define who is worth researching, to use an AI assistant to summarise public company information, and to verify every fact before it goes near an email. Lessons cover building a simple ideal customer profile, turning a company website and recent news into a short research brief, spotting the classic AI errors (invented funding rounds, out of date job titles, confused companies with similar names) and deciding which personal details are fair to mention. You finish with a repeatable one page research template and a habit of checking sources.
Reviews
4.7
3 ratingsSample
- Leila K.Sample
Clear and sensible. The relevant versus creepy discussion was the most useful part for me. I would have liked more examples for very small companies with almost no website.
- Daniel F.Sample
I liked that it made me paste sources in instead of asking from memory. My briefs are shorter now but every line has a link.
- Marcus O.Sample
The lesson on catching errors stung a little. I had been sending emails with job titles the AI made up. The fifteen minute template is now pinned above my desk.
About the teacher
Sales with AI support that keeps the human relationship at the centre
9 tutors 401 lessons taught Sample
I teach salespeople and founders who sell how to use AI for research, preparation and follow up while keeping every conversation personal. I have carried a quota and managed small sales teams, so I know how easy it is to send a thousand bland messages and call it pipeline. My lessons are practical: we research a real prospect, write an...
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