Find and score promising companies on LinkedIn for your CRM

Searches LinkedIn for companies that match your ideal customer, scores them with AI, and logs the best ones in your CRM.

How the work actually flows

A straight line. Runs once per one per company found.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(("search criteria entered")):::human s0["LinkedIn searched for companies"]:::svc s1["Low quality companies filtered out"]:::task s2[["Companies scored by AI"]]:::mi s3[("Qualified companies added to sheet")]:::store trig --> s0 s0 --> s1 s1 -->|"one per one per company found"| s2 s2 --> s3 out[/"scored company list in CRM"/]:::out pay{{"faster prospect research without duplicates"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineSpreadsheet & Database Ops
Connects
LinkedInGoogle SheetsOpenAI

The problem it solves

Digging through LinkedIn for companies worth pursuing, then deciding which ones are actually a good fit, takes hours every week. By the time you've researched a handful of prospects, your pipeline is still thin and your notes are scattered across tabs and sticky notes.

Who it fits

Sales, business development, or agency teams building a targeted list of companies to pursue.

How it works

  1. You set your search criteria, like industry, location, or company size
  2. The system searches LinkedIn and pulls detailed profiles for matching companies
  3. It filters out companies that don't meet basic quality signals, like follower count
  4. AI scores each company against your ideal customer profile and explains why
  5. Qualified companies are added to your Google Sheet CRM, skipping any already on the list
What you get

Matching companies scored and logged in your CRM

LinkedIn gets searched for companies matching your ideal customer, each one scored by AI and logged straight into your CRM.

What you get

A running Google Sheet CRM of scored, qualified company prospects, without duplicates.

What you need

A Google Sheets account, an OpenAI account, and a LinkedIn data access subscription.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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