Introduction
Lead enrichment is the process of gathering detailed insights about prospective customers to tailor outreach and improve campaign effectiveness. This template streamlines how teams systematically research and compile vital prospect information.
⚠️ Before running this template
Add detail to the Additional Instructions in Step 5 about any specific research which might be relevant to your company such as reviewing their developer documentation or looking for recent executive hires.
How this template works
- The Marketing Agent scrapes the prospect’s LinkedIn profile.
- The Marketing Agent searches for recent news and relevant online references about the prospect.
- The Marketing Agent locates the prospect’s contact details through reliable sources.
- The Marketing Agent researches the prospect’s company website and LinkedIn page.
- The Marketing Agent performs any additional custom research required for your specific organization.
- The Marketing Agent infers the prospect’s goals and priorities based on gathered data.
- The Marketing Agent synthesizes all findings into a comprehensive profile.
Why you should use a Lead Enrichment Workflow template
A Lead Enrichment Workflow template ensures each step of prospect research is organized and repeatable. By adhering to a standard process, marketing teams save time, create more personalized outreach, and increase the likelihood of engagement.
Who should use a Lead Enrichment Workflow template
This template is best suited for marketing and sales professionals who need in-depth insights on potential leads. It’s also valuable for business development and demand generation teams looking to improve targeting strategies.