Research prospects on demand

Turn your chat into an AI sales assistant and company research tool that builds a prospect profile from the web, business directories, and data providers, then answers follow up questions with tailored insights.

Useful for
Account executives preparing for prospect engagements and sales outreach.

Ready to use

Use the ready-made workflow

Open this use case in Make with the selected apps, then customize the workflow to fit your needs.

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When an account executive sends a company name or domain in [team chat platform, e.g. Slack, Microsoft Teams], an AI agent searches the web via [web search tool] and [business directory/data provider, e.g. ZoomInfo, Crunchbase], choosing its next source based on what it has already found, and compiles a prospect profile. It replies in [team chat platform] with a conversational summary and answers follow up questions in the same thread.

Guided by AI

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Start with an app-agnostic prompt, then let Maia guide you to the right apps and workflow.

Adapt at speed with 
visual-first automation and AI

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

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Problem

Account executives manually research prospects before every engagement, searching across the web, business directories, and multiple data sources to compile a comprehensive profile of companies they are about to contact. This repetitive process is performed multiple times daily, consumes significant preparation time, and delays outreach to potential customers.

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Solution

When an account executive sends a company name or domain in the team chat, an AI agent searches web sources, business directories, and data providers, choosing its next source based on what it has already found, and compiles a prospect profile. It replies in the chat with a conversational summary and answers follow up questions in the same thread.

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Impact

Account executives go into every engagement already briefed on the prospect, so outreach goes out sooner and lands with sharper messaging.

Benefits 

Who is this for? 

Account executives preparing for prospect engagements and sales outreach.

Success stories

Adapt at speed with 
visual-first automation and AI 

Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.

Similar use cases 

Find inspiration by the type of content that fits your goals.

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Research accounts before outreach

On a set schedule, an AI agent works through the list of companies in the company database, picks up any that have not been researched yet, and runs live web research to gather the specific details the team asks for, judging what is relevant for each company as it goes. It compiles the findings into a consistently structured brief, creates a document for it, and writes the link back to the company record.

Research accounts before outreach

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Qualify inbound leads against your ICP

When a new lead is submitted through the intake form, an AI agent researches the company using live web search and weighs what it finds against the Ideal Customer Profile and disqualifiers pulled from uploaded knowledge files. It judges fit for each lead in context, then logs an ICP match score and a short evidence based reason to a spreadsheet.

Qualify inbound leads against your ICP

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Draft personalized outreach for leads

On a set schedule, an AI agent picks up each lead not yet emailed from the lead list, runs live web research on their company, and pulls product positioning and proof points from uploaded knowledge files to draft a tailored subject and message guided by the rep's pitch direction. It writes the draft back to the lead record, sends it by email and marks the lead when sending is enabled, and skips any lead missing an email, company, or website with a note explaining why.

Draft personalized outreach for leads