Eric Siu walks through a lead dossier workflow that uses AI to research prospects automatically. The system assesses fit with your ICP, identifies stakeholders and growth signals, and finds product angles. Build it once and it compounds results without manual work.
Chapters
We have this lead dossier over here. Okay, so what does this lead dossier do? It's a multi-source account research and lead enrichment pipeline for AI coding assistants. So if a lead comes in, we can invoke this skill and say, hey, I want you to do research on this. Does this fit our ICP? What are all the angles over here? How fast is this company growing? Who are all the stakeholders here? What are the angles in terms of our products and services as it relates to what they're looking for? And just keep going, right? But you don't need to keep repeating these because the challenge I've always said that Sure, companies are made of people and oftentimes it's a process problem. But the challenge is most people don't like to follow process. Like, I don't even like to follow process, right? I don't think anybody likes to follow process. And so, but if you're saying, hey, there's at least a general direction in how to get things done and you can fork it for your own reasons and at least we're getting things done in a consistent way, what's gonna happen? Results are going to compound.