Map client target criteria
Map client target criteria using the current client research brief and its supporting records.
CLIENT RESEARCH BRIEF / TARGET COMPANY / CONTACT EVIDENCE
AI agent for sales prospect research providers
Deliver prospect research that survives the first sales call.
Map client target criteria, verify prospect evidence and deliver researched account lists—carried through by an autonomous AI agent that adapts to your work.
A specialised AI agent you can ask for more. Chat here on the site.
$249.00/month, including $50.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
Client research brief workbenchSPECIALIST / 1083
YOUR SPECIALISED AI AGENT
One place for map client target criteria, verify prospect evidence, deliver researched account lists.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Build the client's target-account research pack, verify the buying roles and deliver a deduplicated list with source evidence.”
- Map client target criteria
- Verify prospect evidence
- Deliver researched account lists
A useful first result
An editable client research brief and contact evidence register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Build the client's target-account research pack, verify the buying roles and deliver a deduplicated list with source evidence.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your client research brief, target company, contact evidence records, current commitments and the connected accounts used to verify prospect evidence.
- Map client target criteria
- Verify prospect evidence
- Deliver researched account lists
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Sales prospect research providers
Build the client's target-account research pack, verify the buying roles and deliver a deduplicated list with source evidence.
- Your AI agent · AI Agent Store
Several companies share a trading name and two contacts have moved. I am resolving identity before finalising the list.
Work in progress - You · Sales prospect research providers
Exclude existing customers and show unavailable contact facts as missing.
- Your AI agent · AI Agent Store
The delivery includes verified account identities, current role evidence and explicit gaps, with duplicates and excluded customers removed. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
The details your specialist follows
Working records for sales prospect research providers
Follow each client research brief through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: changes in target company, missing contact evidence evidence and unresolved client research brief dependencies.
Illustrative working document · your records start empty
| Client research brief | Dependency to follow | Evidence of completion |
|---|---|---|
| OPPORTUNITY057-104 | Map client target criteria | Prospect identity conflicts resolved |
| OPPORTUNITY057-118 | Verify prospect evidence | Contact roles verified |
| OPPORTUNITY057-126 | Deliver researched account lists | Research delivery dates met |
Active client research brief records3
Buying roles across the planned work210 buying roles
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
CLIENT RESEARCH BRIEF / TARGET COMPANY / CONTACT EVIDENCE
A working brief for your AI agent.
Preserve company identity, role evidence, source dates and client exclusions. Distinguish verified details from inferred contact patterns and retain research sources rather than padding lists with weak matches. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for sales prospect research providers
Client research brief and contact evidence registerEXAMPLE, NOT LIVE ACTIVITY
An example record for client research brief, target company, contact evidence, buying roles.
01Client research brief02Target company03Contact evidence
The useful next step
Map client target criteria
Map client target criteria using the current client research brief and its supporting records.
Built around the details that matter
Map client target criteria. With the right questions already in mind.
Client prospect-data research, distinct from agencies sending outreach and in-house sales execution.
Verify prospect evidence
Verify prospect evidence while keeping target company changes traceable.
Deliver researched account lists
Deliver researched account lists with checked contact evidence evidence and editable working files.
A small tool for a real job
Buying roles across the planned work. Before the back-and-forth.
Watch for changes in target company, missing contact evidence evidence and unresolved client research brief dependencies. Investigate the cause, carry useful follow-through to completion and improve the saved method when it helps.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Client research brief
- Target company
- Contact evidence
- Buying roles
Try your own numbers
Buying roles across the planned work
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
From enquiry to a useful next step
Client research brief and contact evidence register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Map client target criteria
Client research brief and Target company, ready to check.
03
Verify prospect evidence
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Deliver researched account lists
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
Prepared for your business
The numbers behind your ai agent for sales prospect research providers.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
Prospect research packs delivered
What this measures
Count one distinct observed outcome for “Prospect research packs delivered”, linked to its client research brief and stable completion-event ID. Use the real completion timestamp and supporting contact evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Prospect identity conflicts resolved
What this measures
Count one distinct observed outcome for “Prospect identity conflicts resolved”, linked to its client research brief and stable completion-event ID. Use the real completion timestamp and supporting contact evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Contact roles verified
What this measures
Count one distinct observed outcome for “Contact roles verified”, linked to its client research brief and stable completion-event ID. Use the real completion timestamp and supporting contact evidence reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Average · hours
Research brief accepted to verified delivery
What this measures
Measure “Research brief accepted to verified delivery” in elapsed hours using the actual start and end timestamps for the same client research brief. Store one duration per completed observation with source references and timezone. Exclude pending cases, missing timestamps, reversed intervals and illustrative values. Never substitute a current status or sum recurring snapshots.
Observed rate · %
Research delivery dates met
What this measures
Completed commitments assessed for “Research delivery dates met”, linked to stable client research brief references. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Compare actual completion with the original agreed deadline and timezone; never move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
Reviewed prospects meeting client criteria
What this measures
Completed assessments for “Reviewed prospects meeting client criteria”, linked to stable client research brief references. Numerator: passed; denominator: passed plus failed from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Apply the documented requirement or acceptance checklist and retain the actual supporting evidence; do not infer a pass from an administrative status. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match sales prospect research providers. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Your agent can take on a new assignment, build a new workflow, improve its saved methods and adapt its dashboard as your needs evolve. The starting examples do not limit its capabilities. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for sales prospect research providers.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$249.00/month
Capacity for 1 running agent · hosting throughout the month
Start my AI agent →A clear starting total
Your Agent plan is $199/month with hosting included. This recommended offer adds $50 in monthly Platform Credit funding, for $249/month.
$249.00 before tax today and monthly, including $50.00 in monthly Platform Credit funding.
Credits offer an easy start and unused credits roll over. You can switch to your own subscriptions or API keys anytime, with no Platform Credits needed for that AI work. Hosting is included within your agent’s resource allocation. Optional voice and other services use credits.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Other plans and connection options →
Prefer your own AI accounts? Choose a plan without the extra $50 monthly credit funding using the options above. Changing AI access alone does not remove that funding. Automatic top-ups start off; buy credits or set top-ups and spending limits when needed. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for sales prospect research providers.
How does the agent keep client research brief work accurate?
Preserve company identity, role evidence, source dates and client exclusions. Distinguish verified details from inferred contact patterns and retain research sources rather than padding lists with weak matches. It keeps source references with the working files, checks the result and follows up on discrepancies. Ask it to adjust the method or report whenever your needs change.
Is this only for the three tasks shown?
No. This is an AI agent specialised for sales prospect research providers, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for sales prospect research providers, its workflows and your client research brief and contact evidence register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
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