SMB Prospect Research & Qualification
Research and qualify SMB prospects in minutes with AI-powered signals
What You Can Do
Quickly research SMB prospects by analyzing company signals like hiring activity, technology adoption, and growth indicators. The skill generates a quantified qualification score and fit assessment, helping you prioritize high-potential prospects before outreach. Eliminate research guesswork and focus your sales efforts on companies most likely to convert.
Features
Automatically identifies key company signals including recent hiring patterns, technology stack changes, funding announcements, and expansion activity that indicate buying intent.
Generates a standardized 1-10 qualification score based on fit criteria like company size, growth trajectory, industry vertical, and technology compatibility.
Compiles comprehensive prospect profiles in minutes by synthesizing public data across company websites, news, job postings, and financial signals.
Evaluates prospect alignment with your offering by analyzing business model, customer base, pain points, and current solutions in use.
Suggests optimal contact titles, messaging angles, and timing based on company stage, industry trends, and identified pain points.
Process multiple prospects simultaneously to quickly build qualified pipeline lists for your sales team.
Identifies competitors already in use, technology gaps, and areas where your solution can provide incremental value to the prospect.
Example Output
Prospect: Acme Manufacturing (25 employees)
Qualification Score: 8/10
Key Signals:
- ✅ Hired 3 new operations staff in past 6 months (growth indicator)
- ✅ Recently migrated from legacy ERP to cloud platform (modernization intent)
- ⚠️ Currently using competitor solution (switching opportunity)
- ✅ $5M-10M ARR range (budget-qualified)
Fit Assessment: Strong fit. Company shows active growth, demonstrated appetite for modern tools, and documented workflow efficiency challenges.
Recommended Outreach: Contact VP of Operations with angle on post-migration optimization and workflow automation. Timing: Within 2-4 weeks after system stabilization.
What's Included
- Prospect Research Framework: Step-by-step guide to gather and structure company data from public sources for analysis.
- Qualification Rubric: Detailed scoring matrix covering budget capacity, decision urgency, technical fit, competitive landscape, and growth readiness.
- Signal Analysis Templates: Pre-built templates to evaluate hiring trends, technology adoption, funding activity, and market positioning signals.
- Outreach Strategy Guide: Recommendations for persona selection, messaging frameworks, and optimal timing based on prospect signals.
- Batch Processing Workflow: Instructions for researching and scoring multiple prospects in a single session for efficient pipeline building.
Who It's For
- Sales Development Representatives
- Account Executives in SaaS/B2B
- Business Development Managers
- Sales Operations Leaders
- Growth & Marketing Teams
Best For
- Pre-call research before cold outreach
- Building and prioritizing prospect lists
- Competitive displacement analysis
- Territory planning and account mapping
- Lead scoring and qualification
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