Research a small prospect list with evidence
Build account briefs you can verify before using them for outreach.
What you’ll produce
A spreadsheet-ready account list with fit evidence, sources, and unsent outreach ideas.
Inputs & connections
- Your customer profile and exclusion criteria
- A small approved account list or research scope
Begin with approved exports or pasted source material. Live access requires separately configured integrations and permissions; this guide does not install them.
Your starting prompt
Replace the bracketed fields. This is our suggested prompt, not a quote from the source.
Research [accounts or bounded search scope] against [customer profile]. Return company name, domain, relevant public facts, dated source URLs, and fit reasoning. Use unknown for missing details. Deduplicate records and separate factual evidence from an outreach hypothesis. Draft an optional short opener only for reviewed accounts. Do not guess private contact information or send messages.
How to run it
- 01
Specify company-level criteria and excluded categories.
- 02
Start with a small research batch that can be manually checked.
- 03
Review source URLs and company identity before exporting results.
- 04
Have the owner approve any outreach and separately verify contact details.
Review before you act
Check company matches, source dates, fit reasoning, and every personalized claim before use.
Limitations & success checks
- The creator’s CSV report does not prove research completeness.
- Website access or third-party enrichment may require separate tools and subscriptions.
Measure: Verified fields, duplicate records, and reviewer-accepted account briefs.
Sources & attribution
The sources below support the reported example or a tool capability. They do not validate our prompt or prove the outcome in your environment.
September 11, 2026. Reports account research, CSV enrichment, and outreach drafts. The public excerpt does not establish completeness or accuracy.
Creator / publisher: Chris Small
Official introduction of the personal agent. Connector access, account availability, and action permissions still need to be configured.
Creator / publisher: Meta
Editorial review: 2026-10-11. How we label evidence.