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AZE
Use case

AI Lead Generation: Have AI Find Leads and Pitch Your Prospects

AI lead generation finds businesses that look like your best customers, researches each one and drafts a first message for you to approve.

Area
SalesRuns on an AI Employee
Good for
Small businessMid-size
Example tools
HubSpotGoHighLevelClaudeGmail

The Problem

  • You know who your best customers are. Finding more of them means hours of searching, copying names into a sheet and guessing at an email.
  • Then every message has to be written from scratch, so most days prospecting does not happen.

Imagine This

You open your CRM in the morning and there are ten new prospects that look like your best customers, each with a note on why and a first message drafted. You edit two, approve the rest and get on with your day.

How It Works

Example setup · AI-poweredWhat's the difference?

  1. TriggerEvery weekday morning, the search runse.g. n8n, Make, Zapier
  2. AI stepAI finds matching businesses and drafts a messagee.g. Claude, ChatGPT
  3. ActionNew prospects land in your CRM with the drafte.g. HubSpot, GoHighLevel, Salesforce
  4. Back to youYou approve each message before it is sente.g. a task in your CRM
An example, not a package. We build it on the tools you already use, and any of these can be swapped.

What Changes

Prospecting happens every day, not only on the days you find time for it, and nothing goes out without your yes.

The service behind this

This workflow is one part of a bigger system. When we set it up, it comes as part of:

  • Sales

    Sabel — CRM Agent Coming soon

    An AI agent that works inside your CRM.

Workflows that go with this one

See every workflow you can hand to AI