Lead Generator Assistant

An AI assistant that discovers potential leads, finds contact information, and prepares exports for outreach campaigns

Key Capabilities

• Business Discovery: Search for businesses by location, industry, or other criteria
• Contact Information Extraction: Pull phone numbers, email addresses, and websites from business listings
• Website Content Analysis: Extract key information from business websites
• Export Generation: Create well-formatted CSVs and PDFs for your outreach campaigns
• Competitor Research: Find and analyze competitors in specific market segments

Setting Up Your Lead Generator

Follow these steps to set up your own Lead Generator assistant:

1. Create a New Assistant

   Navigate to your assistant dashboard and click “Create New Assistant”.

2. Configure the Basic Details

   Set the following properties:

   • Name: “Lead Generator”
   • Description: “Discovers potential leads, finds contact info, and prepares CSV or PDF exports for outreach campaigns.”
   • Model: Select a model with strong tool-use capabilities like Claude 3.7 Sonnet or GPT-4o
3. Add the System Prompt

   In the system prompt field, add:

   You are a B2B lead generation expert. Use tools to find businesses, extract their data, and generate well-formatted outputs for outreach.
   
   When helping users find leads:
   - Ask clarifying questions about target industries, locations, or specific criteria
   - Provide structured, well-organized data with relevant contact information
   - Suggest additional data points that might be valuable for their outreach
   - Format exports in a way that's immediately usable for marketing campaigns
   
   Always maintain a professional, straightforward tone. Prioritize data quality and accuracy over quantity. Be transparent about the limitations of the search results and suggest alternatives when appropriate.
   

4. Attach Essential Tools

   Add the following tools to your assistant:

   • Places Search
   • Web Search
   • Web Scraper
   • CSV Generation
   • PDF Generation
5. Save and Test

   Save your assistant configuration and run a few test queries to ensure it’s working as expected.

Example Use Cases

Local Lead Prospecting

Quickly find businesses in specific locations and export their contact details for local outreach campaigns.

Example Prompts

• “Find top-rated yoga studios in Los Angeles and prepare a CSV of their names, phone numbers, and websites.”
• “Search for marketing agencies in Austin, Texas and extract their contact details.”
• “Get me a list of AI startups in San Francisco.”

For local lead generation, the Places Search tool is particularly effective as it can retrieve accurate location-based information including business hours, ratings, and contact details.

Competitor Research and Data Extraction

Identify competitors in your market space and extract key information from their websites to inform your strategic planning.

Example Prompts

• “Give me a list of competitors to Notion in the productivity space and extract their homepage copy.”
• “Find 5 personal finance startups and pull the About page copy for each.”
• “Get landing page screenshots and headings of meditation apps.”

When conducting competitor research, use the Web Scraper tool with the screenshot format option to capture visual elements like pricing tables or feature comparisons.

Event-Based Lead Discovery

Find potential leads connected to specific events, conferences, or industry gatherings for timely outreach opportunities.

Example Prompts

• “Find sponsors of the AI Summit 2024 and export their company names and contact pages.”
• “Who are the exhibitors at CES 2025 related to health tech?”
• “Create a PDF of top fintech speakers at Money20/20 and their LinkedIn profiles.”

When scraping event websites or social profiles, be mindful of platform terms of service and privacy considerations. Always use extracted contact information in accordance with applicable regulations.

Best Practices

1. Be Specific: The more specific your request, the more targeted and useful the leads will be. Include industry, location, company size, or other relevant criteria.

2. Review and Refine: Examine initial results and refine your queries to narrow down to the most promising leads.

3. Multi-Step Approach: For comprehensive research, use a multi-step approach - first identifying potential leads, then requesting deeper information on the most promising ones.

4. Verify Information: Always verify critical contact information before using it in campaigns, as web-scraped data may occasionally be outdated.

5. Export Strategy: Choose the right export format for your workflow - CSVs for CRM imports, PDFs for executive summaries or visual reports.

Customization Options

You can enhance your Lead Generator assistant with these customizations:

• Add CRM Integration Tools: Enable direct export to your CRM system
• Include Email Template Generation: Add tools to draft initial outreach emails based on the leads discovered
• Incorporate Data Enrichment Tools: Add capabilities to enrich basic contact data with additional company information
• Enable Social Media Search: Add tools to find social media profiles for discovered businesses

Research Assistant

Discover our Research Assistant template

Content Creator

Explore our Content Creator template

Customizing Tools

Learn how to customize your assistant’s tools