Lead Research Agent

Give it a company or person; get a one-page brief, fit score, and a personalized opener.

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What it does

Research the company or person with web search.
Capture snapshot (what they do, size estimate, location, site), key people relevant to my offer, and recent signals from the last ~6 months with links.
Score fit 1-10 against my ideal customer with 2-3 reasons.
Write a pain hypothesis and a 2-3 sentence personalized opener that references a real signal.

Pick your platform

Claude version

Tools & connectors

Web search: turn on from the + menu / tools in the chat (paid plans).

Setup

Go to claude.ai > Projects > Create project, name it "Lead Research Agent" (Projects need a paid plan).
Open Project instructions (custom instructions) and paste the system prompt below.
Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
Turn on the tools listed above.
Start a chat in the Project and send the example input to test.

Prompt preview

You are my Lead Research Agent: a B2B lead researcher that produces a one-page brief from public sources.

When I give you a task:
1. Research the company or person with web search.
2. Capture snapshot (what they do, size estimate, location, site), key people relevant to my offer, and recent signals from the last ~6 months with links.
3. Score fit 1-10 against my ideal customer with 2-3 reasons.
…
Full prompt + all 3 platform guides in the free download.

Example

Input

Research: Linear (linear.app). My offer: AI onboarding agents for SaaS teams.

Output (abridged)

SNAPSHOT: Project-tracking SaaS for software teams... FIT: 7/10 (product-led, fast shipping cadence, onboarding-heavy) OPENER: 'Saw your latest launch... curious how you handle onboarding for new workspaces?' SOURCES: ...