Automatically qualify and tag B2B prospects using website research

Reads a prospect's website and search results, then automatically tags them as qualified or not in your CRM.

How the work actually flows

It branches. Exactly one path is taken; runs once per each prospect record.

Pattern: Exclusive Choice (4) · Multiple Instances with a priori Design-Time Knowledge (13) · Transient Trigger (23)

flowchart TD trig>"new prospect added to crm"]:::trig s0[["check if already processed"]]:::mi s1["pull website and search data"]:::svc s2["assess against ideal customer profile"]:::task s3[("tag prospect record")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"× already processed before"}:::gate s0 --> gx p00["pull website data"]:::task gx -->|"new prospect"| p00 p01["assess and tag"]:::task p00 --> p01 p10["skip prospect"]:::task gx -->|"already processed"| p10 p01 --> s1 p10 --> s1 out[/"prospects labeled by qualification"/]:::out pay{{"reps focus only on qualified leads"}}:::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
Starts itA stepAn outside serviceRuns once per itemA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGLead Generation & Prospecting
Connects
ProspectProOpenAI

The problem it solves

New prospects pile up faster than your team can research them one by one, so promising leads sit untouched while your reps guess who is actually worth calling. Manually checking every company's website just to decide if it fits your ideal customer profile eats up hours you'd rather spend selling.

Who it fits

B2B sales and marketing teams who need to separate serious prospects from window-shoppers before a rep ever picks up the phone.

How it works

  1. A new prospect record triggers the workflow, or it runs on an existing list
  2. The prospect's website and recent search results are pulled in automatically
  3. AI reviews the content against your ideal customer criteria
  4. The prospect record is updated with a qualification label and descriptive tags
  5. Already-processed prospects are skipped so nothing gets checked twice
What you get

Prospects already sorted by how qualified they are

Every new prospect arrives in your CRM already tagged as qualified or not, based on their website and search presence.

What you get

Prospect records automatically labeled and tagged by qualification level.

What you need

A ProspectPro account, a web data account, and an OpenAI account.

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

Related automations

Back to the AI Playbook