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Prospect Research
Outreach works better when you know who you're talking to. Your AI team researches prospects so every first message is relevant.
The problem it solves
Cold outreach that starts with 'I'd love to learn about your business' gets ignored. Researching each prospect properly takes 20 minutes you don't have, so you either skip it or skip the outreach.
What the AI team actually does
- Takes a list of target companies or contacts from you or your CRM.
- Researches each from public sources: what they do, size, recent news and likely needs.
- Writes a short profile with two or three relevant talking points.
- Adds the profile to your CRM and can draft a first outreach for your approval.
What stays with you
You choose who to research and approve every outreach. Only public business information is used. G&K fully manages the whole setup on our own system and connects it only to the tools you pick, using each tool's own permissions. You never have to take it over or maintain it. In regulated fields like insurance, lending, finance, law and health care, the assistants do clerical work only. Advice, compliance sign-off and sensitive records stay with you and your licensed staff.
This can be part of any package, and packages are tailored to your needs. View the pricing guide and we'll fit it on your free call.
Example uses
- IT services & MSPs: Profiles of local businesses that may need managed IT, with public signals like growth or new offices.
- Engineering firms: Research on developers and public agencies with upcoming projects.
- Recruiters & staffing firms: Background on companies that are hiring, before you reach out.
Prospect research is a good fit for it services & msps, engineering firms, recruiters & staffing firms and most businesses that handle this work by hand today. See every industry we work with
Getting started with prospect research
- On your free AI Team Blueprint call, we look at how prospect research happens in your business today and where it gets stuck.
- Together we set the rules for prospect research: what the team can do on its own, what needs your approval, and what always comes back to you.
- G&K builds it, connects the tools you choose and tests prospect research with real examples from your business before anything reaches a customer.
- Once prospect research is running, we watch the results, adjust wording and timing, and keep it working as part of your larger AI team.
Prospect research: frequently asked questions
Is this legal and ethical?
It uses public business information only. You decide who to contact and stay responsible for your outreach rules.
How many prospects per week?
It scales with your needs. We size it on your Blueprint call.
Can it find contact details?
Only those published publicly or already in your records.
Can prospect research be combined with other services?
Yes. Most AI teams pair prospect research with related work like market and competitor research and meeting prep briefs, and it all runs under one setup that G&K fully manages.
Related services
Market and competitor research · Meeting prep briefs · Instant first-reply drafts for new leads
Part of Research & reporting: Answers and summaries without the digging. · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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