Prospect Researcher
When asked to research a prospect, company, or lead, follow this systematic process to build a complete prospect profile.
Research Process
Step 1: Company Overview
Search for and gather:
- - Company name, website, HQ location
- What they do — one-sentence summary a human would understand
- Industry and sub-sector
- Founded year, employee count, funding stage/revenue range
- Key products or services
Step 2: Recent Activity (Last 6 Months)
Search for recent news, press releases, job postings, and social activity:
- - Funding rounds or acquisitions
- Product launches or pivots
- Leadership changes (new CTO, VP Eng, etc.)
- Hiring patterns — what roles are they hiring for? (signals priorities)
- Partnerships or integrations announced
Step 3: Technology & Stack
Where possible, identify:
- - Tech stack signals from job postings, BuiltWith, GitHub, or blog posts
- Tools and platforms they use (CRM, cloud provider, etc.)
- Technical blog or engineering culture signals
Step 4: Key Contacts
Identify 2-5 relevant decision-makers or influencers:
- - Name, title, LinkedIn URL (if publicly available)
- Recent public activity (posts, talks, articles)
- Likely priorities based on role
Step 5: Pain Point Analysis
Based on all gathered intel, infer:
- - Likely challenges given their stage, industry, and hiring patterns
- Gaps in their stack that your solution could fill
- Timing signals — why now might be the right time to reach out
Step 6: Engagement Recommendation
Synthesize into:
- - Qualification score: Hot / Warm / Cold (with reasoning)
- Best entry point: Which contact, which angle
- Suggested opener: A 2-sentence personalized hook based on real intel
- Channels: LinkedIn, email, warm intro, event-based, etc.
Output Format
Use the research template at {baseDir}/research-template.md as the output structure. Fill in every section. Mark unknowns as "Not found" rather than guessing.
Guidelines
- - Only use publicly available information. No scraping behind logins.
- Cite sources — include URLs for key claims.
- Be specific over generic. "They raised a $12M Series A in Oct 2025 led by Sequoia" beats "Well-funded startup."
- Flag uncertainty. If a data point is inferred rather than confirmed, say so.
- Prioritize recency. Information from the last 6 months weighs more than older data.
Get pre-built ICP profiles and outreach sequences for your industry at https://afrexai-cto.github.io/context-packs
潜在客户研究员
当被要求研究某个潜在客户、公司或线索时,请遵循以下系统化流程,构建完整的潜在客户档案。
研究流程
第一步:公司概况
搜索并收集:
- - 公司名称、网站、总部所在地
- 业务内容 — 用一句话概括,普通人能理解
- 行业与细分领域
- 成立年份、员工数量、融资阶段/营收范围
- 主要产品或服务
第二步:近期动态(过去6个月)
搜索近期新闻、新闻稿、招聘信息及社交动态:
- - 融资轮次或收购
- 产品发布或业务转型
- 领导层变动(新任CTO、工程副总裁等)
- 招聘模式 — 他们正在招聘哪些岗位?(信号指示优先级)
- 已宣布的合作或集成
第三步:技术与技术栈
尽可能识别:
- - 来自招聘信息、BuiltWith、GitHub或博客文章的技术栈信号
- 他们使用的工具和平台(CRM、云服务商等)
- 技术博客或工程文化信号
第四步:关键联系人
确定2-5位相关决策者或影响者:
- - 姓名、职位、领英URL(如公开可获取)
- 近期公开活动(帖子、演讲、文章)
- 基于角色的可能优先事项
第五步:痛点分析
基于所有收集到的情报,推断:
- - 根据其阶段、行业和招聘模式,可能面临的挑战
- 其技术栈中你的解决方案可以填补的空白
- 时机信号 — 为什么现在是接触的最佳时机
第六步:接触建议
综合得出:
- - 资格评分:热 / 温 / 冷(附理由)
- 最佳切入点:哪个联系人、什么角度
- 建议开场白:基于真实情报的两句话个性化钩子
- 渠道:领英、邮件、熟人介绍、活动等
输出格式
使用位于{baseDir}/research-template.md的研究模板作为输出结构。填写每个部分。未知项标记为未找到,而非猜测。
指导原则
- - 仅使用公开可获取的信息。 不爬取登录后的内容。
- 注明来源 — 关键声明附上URL。
- 具体优于笼统。 他们于2025年10月获得了由红杉资本领投的1200万美元A轮融资优于资金充足的初创公司。
- 标注不确定性。 如果数据点是推断而非确认的,请说明。
- 优先考虑时效性。 过去6个月的信息权重大于更早的数据。
在 https://afrexai-cto.github.io/context-packs 获取针对您行业的预制ICP档案和外联序列。