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Lead Research Assistant

Identify and qualify high-quality sales leads with systematic prospect research, fit scoring, and personalized outreach strategies.

10 minutes
By ComposioSource
#sales#leads#prospecting#b2b#outreach#crm#business-development
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Lead Research Assistant

Identify and qualify high-quality sales leads through systematic analysis of your product, ideal customer profiles, and targeted company research.

## Core Function

Analyze your product/service, understand your ideal customer profile, and provide actionable outreach strategies by:
- Understanding your business and value proposition
- Identifying companies matching your target profile
- Prioritizing leads based on fit scores
- Suggesting personalized contact strategies
- Enriching data about decision-makers

## When to Use

- Seeking potential customers for your offerings
- Building partnership prospect lists
- Preparing targeted sales campaigns
- Researching companies matching specific profiles
- Planning business development initiatives

## Research Process

### Step 1: Understand Your Offering
Gather information about:
- Your product/service description
- Key value propositions
- Unique selling points
- Pricing model
- Current customer types

### Step 2: Define Customer Profile
Establish target criteria:
- Industry/vertical
- Company size (employees, revenue)
- Geographic location
- Technology stack
- Growth stage
- Pain points you solve

### Step 3: Research Companies
Search for companies with relevant signals:
- Industry match
- Size fit
- Recent funding
- Growth indicators
- Technology usage
- Pain point evidence

### Step 4: Score Prospects
Rate each prospect on alignment (1-10):
- Industry fit
- Size match
- Likely need
- Accessibility
- Timing signals

### Step 5: Identify Decision Makers
For each qualified company:
- Target role titles
- LinkedIn profiles
- Email patterns
- Mutual connections

### Step 6: Create Outreach Strategy
For each prospect provide:
- Personalized value proposition
- Specific pain point addressed
- Conversation starters
- Recommended approach (email, LinkedIn, referral)

## Output Format

```markdown
## Prospect: [Company Name]

### Company Overview
- **Industry**: [Industry]
- **Size**: [X employees]
- **Location**: [City, Country]
- **Funding Stage**: [Stage, if applicable]

### Fit Assessment
**Score**: [X]/10

**Why They Qualify**:
1. [Specific reason with evidence]
2. [Specific reason with evidence]
3. [Specific reason with evidence]

### Target Contacts
| Role | Name | LinkedIn |
|------|------|----------|
| [Title] | [Name] | [URL] |

### Tailored Value Proposition
[Specific pitch addressing their unique situation]

### Outreach Strategy
**Approach**: [Email/LinkedIn/Referral]

**Conversation Starter**:
"[Personalized opening message that references something specific about their company]"

**Key Points to Emphasize**:
- [Point 1]
- [Point 2]
```

## Research Sources

Use these to gather information:
- Company websites
- LinkedIn company pages
- Crunchbase
- News articles
- Job postings (indicate pain points)
- Social media presence
- Industry reports

## Optimization Tips

For best results:
- Be specific about your product's unique value
- Provide detailed customer profile parameters
- Specify geographic or industry constraints
- Request deeper research on top prospects
- Share examples of successful customers

## Qualification Framework

**High Priority (Score 8-10)**:
- Strong industry fit
- Clear pain point match
- Right company size
- Recent trigger event (funding, hiring, etc.)

**Medium Priority (Score 5-7)**:
- Good industry fit
- Possible need
- Appropriate size
- No obvious urgency

**Low Priority (Score 1-4)**:
- Weak fit on multiple criteria
- May not have budget
- Long sales cycle likely
README.md

What This Does

Systematically identify and qualify sales prospects. Claude analyzes your product, understands your ideal customer profile, researches matching companies, scores leads by fit, and provides personalized outreach strategies.


Quick Start

Step 1: Create a Sales Research Folder

mkdir -p ~/Documents/LeadResearch

Step 2: Download the Template

Click Download above, then:

mv ~/Downloads/CLAUDE.md ~/Documents/LeadResearch/

Step 3: Start Researching

cd ~/Documents/LeadResearch
claude

Then say: "Find 10 qualified leads for my [product/service]"


What You'll Get

For each qualified prospect:

Element Description
Company Details Name, size, industry, location
Fit Score 1-10 rating with justification
Qualification Reasons Why they're a good fit
Decision Makers Target roles and contacts
Value Proposition Tailored pitch for this company
Outreach Strategy Personalized approach and openers

Use Cases

  • Finding potential customers for your product
  • Building partnership prospect lists
  • Preparing targeted sales campaigns
  • Researching companies matching specific profiles
  • Planning business development initiatives

Research Process

  1. Analyze Your Offering: Understand your product and value proposition
  2. Define Customer Profile: Industry, size, location, pain points
  3. Research Companies: Find matches with relevant signals
  4. Score Prospects: Rate alignment and need indicators
  5. Identify Decision Makers: Find the right contacts
  6. Create Outreach Strategy: Personalized approaches for each

Example Prompts

  • "Find SaaS companies that might need our analytics tool"
  • "Research e-commerce companies in the US with 50-200 employees"
  • "Identify startups that recently raised Series A funding"
  • "Find companies using competitor products"

Output Format

## [Company Name]

**Fit Score**: 8/10

**Why They Qualify**:
- [Specific reason 1]
- [Specific reason 2]

**Target Contact**: [Role] - [Name if available]

**Tailored Value Prop**: [How your product helps them specifically]

**Conversation Starter**: [Personalized opening]

Tips

  • Be specific about your value: Unique selling points help targeting
  • Provide detailed criteria: Industry, size, location constraints
  • Request deeper research: Ask for more on top prospects
  • Use with your codebase: Better context when available

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