Status: Delivered. Described from our own delivery records. Client identity, brand and commercial terms are withheld. Figures, where given, cover the period stated and nothing beyond it.
Context
A staffing and recruitment business whose sales process begins with identifying organisations that are hiring, understanding what they are hiring for, and finding the person who owns that problem.
That research was being done manually, per prospect, by each representative.
The problem
- Prospect information was fragmented across job boards, company directories and industry databases, and had to be assembled by hand every time.
- Research consumed hours that were not spent in conversation.
- Quality varied by representative, so the same prospect might be approached with very different levels of context.
- Outreach written from thin context reads like outreach written from thin context.
What we built
A prospect research portal
Surfacing open roles, company information, key people, hiring challenges, office locations and contact details, with industry-classification search and location-and-radius filtering.
A research agent
That takes an industry, a location and related parameters and returns relevant owners and decision-makers, verified contact data, stated interests and apparent pain points.
Draft personalised outreach
Generated from that context — as a starting point for a representative, not as an automatic send.
How we delivered it
- 1
Watch the manual process
To establish what “good context” means to a representative who converts well.
- 2
Build the aggregation layer
Across the sources, with verification on contact data.
- 3
Add search and filtering
On industry classification and geography.
- 4
Add the drafting layer
With the representative always editing before sending.
- 5
Pilot with a small group
And compare the resulting conversations, not just the time saved.
How it was phased
Indicative phasing for work of this shape. Actual duration varies with data quality, access and decision speed.
What the client keeps
- The portal and agent source in their own repository
- Source integrations and verification logic
- Search configuration
- The outreach templates