AI Sales Intelligence

Automated Lead Discovery, Enrichment & Outreach

An 8-stage AI pipeline that researches entire territories, identifies decision-makers, scores leads with multi-factor intelligence, and generates personalized outreach at scale. What takes a sales ops team weeks runs in hours.

The Pipeline
Eight stages from territory to outreach
Each stage reads from and writes to a centralized database. A single command can research an entire territory (hundreds of organizations, thousands of decision-makers) with no manual effort.
Stage 1

Company Discovery

AI-powered web research discovers all target organizations in a territory. Fuzzy deduplication ensures clean data. Yields 100-200+ companies per region.

Stage 2

Leadership Identification

Freeform discovery of decision-makers. No fixed role list. Finds C-suite, department heads, VPs, and directors with confidence scoring and source attribution.

Stage 3

Company Profiling

AI enriches each organization with employee count, revenue signals, recent expansions, news, strategic priorities, and procurement indicators.

Stage 4

Contact Enrichment

LinkedIn profiles, verified emails, phone numbers, role tenure, publications, conference talks, and personalized talking points for each decision-maker.

Stage 5

Priority Scoring

Multi-factor 0-100 scoring algorithm combining confidence, buying committee role, channel reachability, budget signals, RFP activity, and new-leader timing windows.

Stage 6

New Leader Detection

Identifies recently-hired executives within 18 months. These are the highest-value targets because they're actively evaluating vendors.

Stage 7

Outreach Generation

Personalized multi-channel messages: LinkedIn DMs, emails, and cold call scripts. Each referencing real trigger events, not templates.

Stage 8

Reports & Call Sheets

Printable briefing documents, territory maps, pre-call briefs, and buying committee visualizations ready for sales meetings.

Continuous Intelligence
Not a point-in-time report. A living system.

RFP Monitor

Polls government procurement portals and web sources for active RFPs. Auto-matches to known companies. Creates response tasks with deadline tracking.

Personnel Change Radar

Detects executive arrivals and departures from CMS data feeds. High-churn signals are weighted by specialty and feed directly into priority scoring.

Conference Tracker

Finds upcoming speaking engagements, panel appearances, and committee roles for each decision-maker. The warmest possible outreach trigger.

Technology Mapping

Extracts current technology stack from company profiles against a 40+ vendor keyword map. Know what they're already using before you call.

The Frontend
Full operational dashboard, not a CSV
A Next.js web application deployed on Vercel with territory maps, company drill-downs, leader profiles, buying committee visualizations, daily contact cards, pre-call briefs, task management, and real-time alerts for new signals. The intelligence is consumed where and when it matters.
Impact
Why this changes the game
  • Territory research in hours, not weeks. A single command researches an entire state or region end-to-end.
  • Signal-driven prioritization. Multi-factor scoring replaces gut-feel lead qualification with data-driven call ordering.
  • Personalized outreach at scale. Every message references real events, real roles, real organizational context. No spray-and-pray.
  • Continuous signal detection. RFP deadlines, new executives, personnel churn, and conference appearances surface time-sensitive windows of opportunity.
  • Full audit trail. Every pipeline run is logged with timestamps, row counts, confidence scores, and source URLs for accountability.
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