Agent

Client Prospecting Research

Find your next client in the data you already have. This agent digs through your CRM and hands back a prioritized list of accounts worth pursuing.

Output: → Document
Connectors used: CRM: Attio HubSpot monday.com Notion Pipedrive Zoho CRM

Choose which connector to use each time you run it.

What it does

The Client Prospecting Research agent digs through your CRM, finds the accounts, contacts, and deals that match your target brief, and writes a prospecting report back into your project.

Why recruiters and BD teams use it

Turn a messy CRM into a clear, prioritized list of who to pursue.
See decision-makers and relationship history without manual digging.
Spot the gaps — accounts and contacts your CRM is missing.

Connect your CRM

Pick any one of your connected CRM connectors when you run it:

HubSpot, Pipedrive, Attio
monday.com, Notion, Zoho CRM

What you get

A report ranking target accounts by how attractive they are, with key contacts, relationship status, and a one-line "why now" for each.

How to run it

Open a project, describe the kind of clients you're after, choose your CRM, and run. The report is saved to your project files.

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