AI Prospecting & Qualification.JSON A developer shared a workflow for AI-powered lead prospecting and qualification using n8n. The workflow scrapes leads from an API, filters them by industry, location, company size, and seniority, then uses an AI agent to evaluate fit for an automation agency. | { | | | "name": "01 – AI Prospecting & Qualification", | | | "nodes": | | | { | | | "parameters": {}, | | | "type": "n8n-nodes-base.manualTrigger", | | | "typeVersion": 1, | | | "position": | | | -464, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000001", | | | "name": "When clicking ‘Execute workflow’" | | | }, | | | { | | | "parameters": { | | | "method": "POST", | | | "url": "https://example1.com", | | | "authentication": "genericCredentialType", | | | "genericAuthType": "httpHeaderAuth", | | | "sendHeaders": true, | | | "headerParameters": { | | | "parameters": | | | { | | | "name": "Content-Type", | | | "value": "application/json" | | | } | | | | | | }, | | | "sendBody": true, | | | "specifyBody": "json", | | | "jsonBody": "{\n \"companyIndustryIncludes\": \n \"Computer Software\",\n \"Marketing & Advertising\",\n \"Health, Wellness & Fitness\",\n \"Real Estate\",\n \"Financial Services\"\n ,\n \"companyLocationCountryIncludes\": \n \"United States\",\n \"Canada\",\n \"Australia\",\n \"United Kingdom\"\n ,\n \"companyMatchMode\": \"all\",\n \"companySizeExcludes\": \n \"11-50\"\n ,\n \"companySizeIncludes\": \n \"51-200\",\n \"201-500\"\n ,\n \"countOnly\": false,\n \"dontSaveProgress\": false,\n \"functionIncludes\": \n \"operations\",\n \"sales\",\n \"business development\"\n ,\n \"hasEmail\": true,\n \"hasPhone\": false,\n \"includeTitleVariants\": false,\n \"personLocationCountryIncludes\": \n \"United Kingdom\",\n \"Canada\",\n \"United States\",\n \"Australia\"\n ,\n \"resetProgress\": false,\n \"seniorityIncludes\": \n \"director\",\n \"manager\",\n \"owner\",\n \"partner\",\n \"c suite\",\n \"vp\"\n ,\n \"totalResults\": 20\n}", | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.httpRequest", | | | "typeVersion": 4.3, | | | "position": | | | -256, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000002", | | | "name": "Lead Scraping", | | | "credentials": { | | | "httpHeaderAuth": { | | | "id": "isMAIsIBtM1rQ6Af", | | | "name": "Credential 2" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "url": "=https://example2.com", | | | "authentication": "genericCredentialType", | | | "genericAuthType": "httpHeaderAuth", | | | "sendQuery": true, | | | "queryParameters": { | | | "parameters": | | | { | | | "name": "clean", | | | "value": "true" | | | }, | | | { | | | "name": "limit", | | | "value": "20" | | | } | | | | | | }, | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.httpRequest", | | | "typeVersion": 4.3, | | | "position": | | | 160, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000003", | | | "name": "Get Leads", | | | "credentials": { | | | "httpHeaderAuth": { | | | "id": "isMAIsIBtM1rQ6Af", | | | "name": "Credential 2" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "amount": 30 | | | }, | | | "type": "n8n-nodes-base.wait", | | | "typeVersion": 1.1, | | | "position": | | | -48, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000004", | | | "name": "Wait", | | | "webhookId": "00000000-0000-4000-8000-000000000005" | | | }, | | | { | | | "parameters": { | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.splitInBatches", | | | "typeVersion": 3, | | | "position": | | | 368, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000006", | | | "name": "Loop Over Items" | | | }, | | | { | | | "parameters": { | | | "promptType": "define", | | | "text": "=Name:\n{{ $json.fullName }}\n\nJob Title:\n{{$json.title}}\n\nCompany:\n{{ $json.companyIndustry }}\n\nIndustry:\n{{$json.companyIndustry}}\n\nCompany Size:\n{{$json.companySize}}\n\nLocation:\n {{ $json.companyCity }}, {{ $json.companyState }}, {{ $json.companyCountry }}\n\nEmail:\n{{$json.email}}", | | | "hasOutputParser": true, | | | "options": { | | | "systemMessage": "You are an AI Sales Intelligence Analyst.\n\nYour job is to evaluate whether a prospect is a good fit for an AI automation agency.\n\nIdeal Customer Profile:\n\nCompany size:\n50-500 employees\n\nIndustries:\nSoftware/SaaS\nMarketing Agencies\nHealthcare\nReal Estate\nFinancial Services\n\nDecision makers:\nFounder\nCEO\nCOO\nVP Sales\nDirector of Sales\nRevenue Operations\nOperations leaders\n\nThe agency offers:\n1. AI Sales Automation\n2. AI Customer Support Automation\n3. CRM Automation\n4. AI Voice Agents\n5. Internal Workflow Automation\n\n\nEvaluate the prospect using:\n\nIndustry fit: 25 points\nCompany size fit: 20 points\nDecision maker relevance: 20 points\nAutomation opportunity: 25 points\nGeographic fit: 10 points\n\n\nReturn only JSON:\n\n{\n\"icp score\": number,\n\"tier\": \"A/B/C\",\n\"qualified\": true/false,\n\"recommended solution\": \"\",\n\"pain points\": ,\n\"reasoning\": \"\"\n}" | | | } | | | }, | | | "type": "@n8n/n8n-nodes-langchain.agent", | | | "typeVersion": 3, | | | "position": | | | 608, | | | -16 | | | , | | | "id": "00000000-0000-4000-8000-000000000007", | | | "name": "ICP Scoring Agent" | | | }, | | | { | | | "parameters": { | | | "schemaType": "manual", | | | "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"icp score\": {\n \"type\": \"number\",\n \"description\": \"Overall ICP fit score from 0 to 100\"\n },\n \"tier\": {\n \"type\": \"string\",\n \"enum\": \n \"A\",\n \"B\",\n \"C\"\n ,\n \"description\": \"Lead quality tier based on ICP fit\"\n },\n \"qualified\": {\n \"type\": \"boolean\",\n \"description\": \"Whether this prospect qualifies for outreach\"\n },\n \"recommended solution\": {\n \"type\": \"string\",\n \"description\": \"Most suitable AI automation service for this prospect\"\n },\n \"pain points\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n },\n \"description\": \"Potential business problems this prospect may have that automation can solve\"\n },\n \"reasoning\": {\n \"type\": \"string\",\n \"description\": \"Explanation behind the ICP score and qualification decision\"\n },\n \"score breakdown\": {\n \"type\": \"object\",\n \"properties\": {\n \"industry fit\": {\n \"type\": \"number\",\n \"description\": \"Industry match score out of 25\"\n },\n \"company size fit\": {\n \"type\": \"number\",\n \"description\": \"Company size match score out of 20\"\n },\n \"decision maker fit\": {\n \"type\": \"number\",\n \"description\": \"Decision maker relevance score out of 20\"\n },\n \"automation opportunity\": {\n \"type\": \"number\",\n \"description\": \"Automation opportunity score out of 25\"\n },\n \"geographic fit\": {\n \"type\": \"number\",\n \"description\": \"Location fit score out of 10\"\n }\n },\n \"required\": \n \"industry fit\",\n \"company size fit\",\n \"decision maker fit\",\n \"automation opportunity\",\n \"geographic fit\"\n \n }\n },\n \"required\": \n \"icp score\",\n \"tier\",\n \"qualified\",\n \"recommended solution\",\n \"pain points\",\n \"reasoning\",\n \"score breakdown\"\n \n}" | | | }, | | | "type": "@n8n/n8n-nodes-langchain.outputParserStructured", | | | "typeVersion": 1.3, | | | "position": | | | 784, | | | 192 | | | , | | | "id": "00000000-0000-4000-8000-000000000008", | | | "name": "Structured Output Parser" | | | }, | | | { | | | "parameters": { | | | "model": { | | | " rl": true, | | | "value": "ism-0.3-sibt", | | | "mode": "list", | | | "cachedResultName": "Resource 1" | | | }, | | | "builtInTools": {}, | | | "options": {} | | | }, | | | "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", | | | "typeVersion": 1.3, | | | "position": | | | 464, | | | 192 | | | , | | | "id": "00000000-0000-4000-8000-000000000009", | | | "name": "OpenAI Chat Model", | | | "credentials": { | | | "openAiApi": { | | | "id": "zgkMBu6y37xIBaha", | | | "name": "Credential 4" | | | } | | | } | | | }, | | | { | | | "parameters": { | | | "conditions": { | | | "options": { | | | "caseSensitive": true, | | | "leftValue": "", | | | "typeValidation": "strict", | | | "version": 2 | | | }, | | | "conditions": | | | { | | | "id": "00000000-0000-4000-8000-00000000000a", | | | "leftValue": "={{ $json.output.icp score }}", | | | "rightValue": 70, | | | "operator": { | | | "type": "number", | | | "operation": "gte" | | | } | | | } | | | , | | | "combinator": "and" | | | }, | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.if", | | | "typeVersion": 2.2, | | | "position": | | | 960, | | | -16 | | | , | | | "id": "00000000-0000-4000-8000-00000000000b", | | | "name": "If" | | | }, | | | { | | | "parameters": { | | | "promptType": "define", | | | "text": "=Company:\n{{ $ 'Get Leads' .item.json.companyName }}\n\nIndustry:\n{{ $ 'Get Leads' .item.json.companyIndustry }}\n\nJob Title:\n{{ $ 'Get Leads' .item.json.title }}\n\nCompany Size:\n{{ $ 'Get Leads' .item.json.companySize }}\n\nICP Score:\n{{ $ 'ICP Scoring Agent' .item.json.output.icp score }}\n\nICP Reasoning:\n{{ $ 'ICP Scoring Agent' .item.json.output.reasoning }}\n\nIdentified Pain Points:\n{{ $ 'ICP Scoring Agent' .item.json.output.pain points }}", | | | "hasOutputParser": true, | | | "options": { | | | "systemMessage": "You are a B2B Sales Strategy AI.\n\nYour job is to match a qualified prospect with the most suitable AI automation solution.\n\nAvailable products:\n\n1. AI Sales Prospecting & CRM Intelligence System\n\nSolves:\n- Manual lead research\n- Poor prospect qualification\n- Slow sales follow-ups\n- CRM data entry\n- Sales reporting\n- Missed opportunities\n\nBest buyers:\n- Founder\n- CEO\n- VP Sales\n- Head of Sales\n- CRO\n- RevOps\n\n\n2. AI Customer Support Automation\n\nSolves:\n- Repetitive customer questions\n- Slow support response\n- High ticket volume\n- Manual support workflows\n\nBest buyers:\n- Head of Customer Success\n- Support Manager\n- COO\n\n\n3. AI Voice Agent\n\nSolves:\n- Missed calls\n- Appointment booking\n- Lead qualification calls\n- Customer scheduling\n\nBest buyers:\n- Healthcare companies\n- Real estate companies\n- Service businesses\n- Operations leaders\n\n\n4. Internal Workflow Automation\n\nSolves:\n- Manual reporting\n- Repetitive administrative work\n- Data movement between systems\n- Employee productivity issues\n\nBest buyers:\n- COO\n- Operations Manager\n- Business Operations\n\n\nAnalyze:\n\n- Company industry\n- Company size\n- Prospect job title\n- ICP score\n- Identified business problems\n\n\nSelect the single best product.\n\nExplain why this product fits the prospect.\n\nCreate an outreach angle that can be used later for personalized cold email.\n\nReturn only JSON." | | | } | | | }, | | | "type": "@n8n/n8n-nodes-langchain.agent", | | | "typeVersion": 3, | | | "position": | | | 1168, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-00000000000c", | | | "name": "Product Matching Agent" | | | }, | | | { | | | "parameters": { | | | "schemaType": "manual", | | | "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"recommended product\": {\n \"type\": \"string\",\n \"description\": \"The AI automation solution that best fits this prospect\"\n },\n \"fit reason\": {\n \"type\": \"string\",\n \"description\": \"Why this solution matches the company and buyer\"\n },\n \"business problem\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n },\n \"description\": \"Problems this product can solve\"\n },\n \"outreach angle\": {\n \"type\": \"string\",\n \"description\": \"Personalized sales angle for future outreach\"\n }\n },\n \"required\": \n \"recommended product\",\n \"fit reason\",\n \"business problem\",\n \"outreach angle\"\n \n}" | | | }, | | | "type": "@n8n/n8n-nodes-langchain.outputParserStructured", | | | "typeVersion": 1.3, | | | "position": | | | 1376, | | | 208 | | | , | | | "id": "00000000-0000-4000-8000-00000000000d", | | | "name": "Structured Output Parser1" | | | }, | | | { | | | "parameters": { | | | "url": "=https://example3.com $ 'Get Leads' .item.json.companyDomain }}", | | | "options": { | | | "response": { | | | "response": { | | | "responseFormat": "text" | | | } | | | } | | | } | | | }, | | | "type": "n8n-nodes-base.httpRequest", | | | "typeVersion": 4.3, | | | "position": | | | 1520, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-00000000000e", | | | "name": "Fetch Company Website" | | | }, | | | { | | | "parameters": { | | | "operation": "extractHtmlContent", | | | "extractionValues": { | | | "values": | | | { | | | "key": "website text", | | | "cssSelector": "body" | | | } | | | | | | }, | | | "options": {} | | | }, | | | "type": "n8n-nodes-base.html", | | | "typeVersion": 1.2, | | | "position": | | | 1728, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-00000000000f", | | | "name": "HTML" | | | }, | | | { | | | "parameters": { | | | "promptType": "define", | | | "text": "=Company Name:\n{{ $ 'Get Leads' .item.json.companyName }}\n\nIndustry:\n{{ $ 'Get Leads' .item.json.companyIndustry }}\n\nRecommended Solution:\n{{ $ 'Product Matching Agent' .item.json.output.recommended product }}\n\nWebsite Content:\n{{$json.website text}}", | | | "hasOutputParser": true, | | | "options": { | | | "systemMessage": "You are a B2B sales research analyst.\n\nAnalyze the company website content and create sales intelligence.\n\nExtract:\n\n1. What the company does\n2. Their main products/services\n3. Their target customers\n4. Their possible business challenges\n5. Where AI automation could help\n6. Personalization points for outreach\n\nRules:\n- Only use information available in the website content.\n- Do not invent facts.\n- If information is missing, state that it is unavailable.\n\nReturn structured JSON only." | | | } | | | }, | | | "type": "@n8n/n8n-nodes-langchain.agent", | | | "typeVersion": 3, | | | "position": | | | 1936, | | | -32 | | | , | | | "id": "00000000-0000-4000-8000-000000000010", | | | "name": "Company Research Agent" | | | }, | | | { | | | "parameters": { | | | "schemaType": "manual", | | | "inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"company summary\": {\n \"type\": \"string\"\n },\n \"products services\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n }\n },\n \"target customers\": {\n \"type\": \"string\"\n },\n \"business challenges\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n }\n },\n \"automation opportunities\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n }\n },\n \"personalization points\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n }\n }\n },\n \"required\": \n \"company summary\",\n \"products services\",\n \"target customers\",\n \"business challenges\",\n \"automation opportunities\",\n \"personalization points\"\n \n}" | | | }, | | | "type": "@n8n/n8n-nodes-langchain.outputParserStructured", | | | "typeVersion": 1.3, | | | "position": | | | 2112, | | | 176 | | | , | | | "id": "00000000-0000-4000-8000-000000000011", | | | "name": "Structured Output Parser2" | | | }, | | | { | | | "parameters": { | | | "dataTableId": { | | | " rl": true, | | | "value": "Rct1xVYdpVbMefhK", | | | "mode": "list", | | | "cachedResultName": "Resource 2", | | | "cachedResultUrl": "/projects/uC3FmtjTGhBwqqhO/datatables/Rjk9uVIaaBaQifkN" | | | }, | | | "columns": { | | | "mappingMode": "defineBelow", | | | "value": { | | | "email": "={{ $ 'Get Leads' .item.json.email }}", | | | "first name": "={{ $ 'Get Leads' .item.json.firstName }}", | | | "last name": "={{ $ 'Get Leads' .item.json.lastName }}", | | | "job title": "={{ $ 'Get Leads' .item.json.title }}", | | | "linkedin url": "={{ $ 'Get Leads' .item.json.linkedinUrl }}", | | | "person location": "={{ $ 'Get Leads' .item.json.personCity }},{{ $ 'Get Leads' .item.json.personState }},{{ $ 'Get Leads' .item.json.personCountry }}", | | | "company name": "={{ $ 'Get Leads' .item.json.companyName }}", | | | "company domain": "={{ $ 'Get Leads' .item.json.companyDomain }}", | | | "company industry": "={{ JSON.stringify $ 'Get Leads' .item.json.companyIndustry }}", | | | "company size": "={{ $ 'Get Leads' .item.json.companySize }}", | | | "company location": "={{ $ 'Get Leads' .item.json.companyCity }},{{ $ 'Get Leads' .item.json.companyState }},{{ $ 'Get Leads' .item.json.companyCountry }}", | | | "icp score": "={{ $ 'ICP Scoring Agent' .item.json.output.icp score }}", | | | "icp tier": "={{ $ 'ICP Scoring Agent' .item.json.output.tier }}", | | | "recommended product": "={{ $ 'Product Matching Agent' .item.json.output.recommended product }}", | | | "icp reasoning": "={{ $ 'ICP Scoring Agent' .item.json.output.reasoning }}", | | | "outreach angle": "={{ $ 'Product Matching Agent' .item.json.output.outreach angle }}", | | | "pain points": "={{ JSON.stringify $ 'ICP Scoring Agent' .item.json.output.pain points }}", | | | "product fit reason": "={{ $ 'Product Matching Agent' .item.json.output.fit reason }}", | | | "company summary": "={{ $json.output.company summary }}", | | | "products services": "={{ JSON.stringify $json.output.products services }}", | | | "target customers": "={{ $json.output.target customers }}", | | | "automation opportunities": "={{ JSON.stringify $json.output.automation opportunities }}", | | | "personalization points": "={{ JSON.stringify $json.output.personalization points }}", | | | "crm status": "pending" | | | }, | | | "matchingColumns": , | | | "schema": | | | { | | | "id": "email", | | | "displayName": "email", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "first name", | | | "displayName": "first name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "last name", | | | "displayName": "last name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "job title", | | | "displayName": "job title", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "linkedin url", | | | "displayName": "linkedin url", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "person location", | | | "displayName": "person location", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company name", | | | "displayName": "company name", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company domain", | | | "displayName": "company domain", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company industry", | | | "displayName": "company industry", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company size", | | | "displayName": "company size", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company location", | | | "displayName": "company location", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "icp tier", | | | "displayName": "icp tier", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "recommended product", | | | "displayName": "recommended product", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "icp reasoning", | | | "displayName": "icp reasoning", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "pain points", | | | "displayName": "pain points", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "product fit reason", | | | "displayName": "product fit reason", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "outreach angle", | | | "displayName": "outreach angle", | | | "required": false, | | | "defaultMatch": false, | | | "display": true, | | | "type": "string", | | | "readOnly": false, | | | "removed": false | | | }, | | | { | | | "id": "company summary", | | | "displayName": "company summary", | | | "required": false, | | | 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At Moody's Equipment LP, our focus is people first. In today's competitive marketplace it is important to remember that people have options; customers have options when making purchasing decisions, and employees have options when it comes to their careers. By focusing our attention on people first, we begin to understand what is important to them as individuals; the result is better guidance in terms of the products or services our customers need, and the career path our employees", | | | "companyLinkedinUrl": "linkedin.com/company/1927649", | | | "companySize": 56, | | | "companySizeRange": "", | | | "companySpecialties": | | | "agriculture equipment", | | | "construction equipment", | | | "machinery" | | | , | | | "technologies": | | | "bluekai", | | | "bootstrap framework", | | | "doubleclick", | | | "doubleclick floodlight", | | | "facebook like button", | | | "facebook login", | | | "facebook web custom audiences", | | | "facebook widget", | | | "google analytics", | | | "google font api", | | | "google maps", | | | "google play", | | | "itunes", | | | "mailchimp", | | | "mobile friendly", | | | "office 365", | | | "recaptcha", | | | "twitter advertising", | | | "wordpress org" | | | , | | | "annualRevenue": 21000000, | | | "totalFunding": 14551000, | | | "fundingStage": "", | | | "companyAudience": "", | | | "foundedYear": 1966, | | | "rowType": "lead" | | | } | | | }, | | | { | | | "json": { | | | "firstName": "Tania", | | | "lastName": "Calderas", | | | "fullName": "Tania Calderas", | | | "title": "International Business Development Manager", | | | "position": "", | | | "seniority": "manager", | | | "functions": | | | "business development" | | | , | | | "functional": "", | | | "email": "user20@example.com", | | | "emailStatus": "pattern match", | | | "phone": "", | | | "linkedinUrl": "linkedin.com/in/taniarangelcalderas", | | | "personCity": "Boston", | | | "personState": "Massachusetts", | | | "personCountry": "United States", | | | "companyName": "nutraclick", | | | "companyDomain": "nutraclick.com", | | | "companyIndustry": | | | "Fitness", | | | "Food Products", | | | "Health Care", | | | "N/A", | | | "Other", | | | "Wellness", | | | "marketing & advertising" | | | , | | | "companyCity": "Boston", | | | "companyState": "Massachusetts", | | | "companyCountry": "United States", | | | "companyDescription": "Force Factor is a leading sports nutrition brand founded in 2009. Our slogan, 'Unleash Your Potential,' reflects our belief that our products exist to help people fundamentally change their lives for the better but that the drive to execute that change comes from within. Force Factor's founders are former Harvard University athletes who saw an opportunity to build a new kind of sports nutrition company, one that used real science and natural ingredients to develop efficacious, safe products. We", | | | "companyLinkedinUrl": "linkedin.com/company/1061993", | | | "companySize": 55, | | | "companySizeRange": "", | | | "companySpecialties": | | | "N/A", | | | "Other", | | | "advertising", | | | "branding", | | | "customer service", | | | "ecommerce", | | | "health & wellness", | | | "marketing", | | | "marketing and advertising", | | | "sales" | | | , | | | "technologies": | | | "apache", | | | "doubleclick", | | | "dynect", | | | "gmail", | | | "google analytics", | | | "google apps", | | | "leadlander", | | | "rackspace", | | | "sendgrid", | | | "ubuntu" | | | , | | | "annualRevenue": 64100000, | | | "totalFunding": null, | | | "fundingStage": "", | | | "companyAudience": "", | | | "foundedYear": 2009, | | | "rowType": "lead" | | | } | | | } | | | , | | | "Insert row": | | | { | | | "json": { | | | "email": "user1@example.com", | | | "first name": "Ernie", | | | "last name": "Giancola", | | | "job title": "Operations Manager", | | | "linkedin url": "linkedin.com/in/ernie-giancola-875b901a", | | | "person location": "Washington,District of Columbia,United States", | | | "company name": "kalkreuth roofing sheet metal inc", | | | "company domain": "krsm.net", | | | "company industry": " \"Manufacturing\",\"Real Estate\",\"construction\" ", | | | "company size": "110", | | | "company location": "Wheeling,West Virginia,United States", | | | "icp tier": "B", | | | "recommended product": "Internal Workflow Automation", | | | "icp reasoning": "The prospect is an Operations Manager at a company with multiple industries including Real Estate, which matches one of the ideal industries. The company size of 110 employees fits well within the 50-500 employee range. The decision maker role is relevant as Operations Manager aligns with Operations leaders. There are clear opportunities for internal workflow automation due to the multi-industry nature and the operational scope. The geographic location is in the United States, which generally aligns with typical target markets but not a specified factor in the ICP. Overall, the prospect is a good fit for AI solutions primarily in Internal Workflow Automation, though other specific automation areas like sales or customer support may be less relevant given the role and company context.", | | | "pain points": " \"Streamlining operations across multiple industries\",\"Improving internal workflow efficiency\",\"Automation of repetitive operational tasks\" ", | | | "product fit reason": "The prospect is an Operations Manager at a mid-sized company involved in multiple industries including manufacturing, real estate, and construction, which indicates complex internal operations. The company size and job title align perfectly with the target buyers for Internal Workflow Automation. The identified pain points such as streamlining operations, improving workflow efficiency, and automating repetitive tasks make this product the best fit to address their operational challenges effectively.", | | | "outreach angle": "Hi Prospect Name , I noticed that Kalkreuth Roofing Sheet Metal Inc operates across manufacturing, real estate, and construction industries. As an Operations Manager, you likely face challenges in streamlining complex workflows and managing repetitive operational tasks. Our Internal Workflow Automation solution is designed to simplify and automate these processes, boosting your team's productivity and allowing you to focus on strategic priorities. I'd love to share how we can tailor this to your unique operational needs.", | | | "company summary": "Kalkreuth Roofing and Sheet Metal is a Top 10 U.S. commercial roofing contractor specializing in complex roofing, exterior envelope systems, and architectural wall cladding for demanding projects nationwide. They bring over 40 years of experience and focus on delivering high-quality commercial metal roofing and exterior solutions, primarily in the Mid-Atlantic region with a full-service presence in multiple states including West Virginia, Kentucky, Maryland, Ohio, and Pennsylvania.", | | | "products services": " \"Commercial Roofing Systems including metal roofing, flat seam metal roofing, standing seam metal roofing, vegetative roofing systems, modified bitumen roofing systems, built-up roofing systems, single ply roofing systems TPO, PVC, EPDM , and commercial waterproofing.\",\"Design-Build / Design-Assist services\",\"Emergency Response services available 24/7/365\",\"Exterior Cladding Services with custom metal wall panel fabrication\",\"New Construction roofing solutions with advanced technology and safety compliance\",\"Preventative Maintenance and Roof Replacement / Re-Roof services\",\"Sustainable Green vegetative roofing systems\" ", | | | "target customers": "Their target customers are commercial and industrial clients including markets such as high-rise buildings, healthcare facilities, urban developments, large-scale construction projects, airports, automotive industries, correctional facilities, data centers, warehouses, educational institutions, financial institutions, government buildings, hospitality and tourism, manufacturing, retail, residential projects, stadiums, and arenas.", | | | "automation opportunities": " \"Internal workflow automation for project management to streamline estimates, scheduling, and coordination across regional offices.\",\"Automation of emergency response dispatch and resource allocation to improve response times.\",\"Maintenance scheduling and monitoring automation for preventative roof maintenance and replacements.\",\"Quality control and fabrication tracking automation for metal wall panel systems.\",\"Customer communication and follow-up automation to enhance client engagement and service updates.\" ", | | | "personalization points": " \"Acknowledge their strong reputation as a Top 10 U.S. commercial roofing contractor with over 40 years of experience.\",\"Reference their dedication to complex and customized roofing and exterior envelope solutions.\",\"Highlight their 24/7 emergency response service as a critical differentiator.\",\"Mention their advanced technology use in new construction and commitment to safety and compliance.\",\"Emphasize their sustainable green roofing systems and commitment to environmental design.\",\"Note their presence in multiple states in the Mid-Atlantic region and local expertise through regional offices.\",\"Recognize their partnerships with well-known industry suppliers and unions as a sign of quality and reliability.\" ", | | | "crm status": "pending", | | | "icp score": 70, | | | "id": 2, | | | "createdAt": "2026-07-14T18:10:38.867Z", | | | "updatedAt": "2026-07-14T18:10:38.867Z" | | | } | | | } | | | , | | | "Company Research Agent": | | | { | | | "json": { | | | "output": { | | | "company summary": "Kalkreuth Roofing and Sheet Metal is a Top 10 U.S. commercial roofing contractor specializing in complex roofing, exterior envelope systems, and architectural wall cladding for demanding projects nationwide. They bring over 40 years of experience and focus on delivering high-quality commercial metal roofing and exterior solutions, primarily in the Mid-Atlantic region with a full-service presence in multiple states including West Virginia, Kentucky, Maryland, Ohio, and Pennsylvania.", | | | "products services": | | | "Commercial Roofing Systems including metal roofing, flat seam metal roofing, standing seam metal roofing, vegetative roofing systems, modified bitumen roofing systems, built-up roofing systems, single ply roofing systems TPO, PVC, EPDM , and commercial waterproofing.", | | | "Design-Build / Design-Assist services", | | | "Emergency Response services available 24/7/365", | | | "Exterior Cladding Services with custom metal wall panel fabrication", | | | "New Construction roofing solutions with advanced technology and safety compliance", | | | "Preventative Maintenance and Roof Replacement / Re-Roof services", | | | "Sustainable Green vegetative roofing systems" | | | , | | | "target customers": "Their target customers are commercial and industrial clients including markets such as high-rise buildings, healthcare facilities, urban developments, large-scale construction projects, airports, automotive industries, correctional facilities, data centers, warehouses, educational institutions, financial institutions, government buildings, hospitality and tourism, manufacturing, retail, residential projects, stadiums, and arenas.", | | | "business challenges": | | | "Managing complex projects across multiple markets nationwide.", | | | "Coordinating emergency response and 24/7 availability for disaster services.", | | | "Ensuring safety, compliance, and education on new construction sites.", | | | "Custom fabrication and quality control for diverse roofing and cladding systems.", | | | "Maintaining timely project delivery and response times across multiple regional offices." | | | , | | | "automation opportunities": | | | "Internal workflow automation for project management to streamline estimates, scheduling, and coordination across regional offices.", | | | "Automation of emergency response dispatch and resource allocation to improve response times.", | | | "Maintenance scheduling and monitoring automation for preventative roof maintenance and replacements.", | | | "Quality control and fabrication tracking automation for metal wall panel systems.", | | | "Customer communication and follow-up automation to enhance client engagement and service updates." | | | , | | | "personalization points": | | | "Acknowledge their strong reputation as a Top 10 U.S. commercial roofing contractor with over 40 years of experience.", | | | "Reference their dedication to complex and customized roofing and exterior envelope solutions.", | | | "Highlight their 24/7 emergency response service as a critical differentiator.", | | | "Mention their advanced technology use in new construction and commitment to safety and compliance.", | | | "Emphasize their sustainable green roofing systems and commitment to environmental design.", | | | "Note their presence in multiple states in the Mid-Atlantic region and local expertise through regional offices.", | | | "Recognize their partnerships with well-known industry suppliers and unions as a sign of quality and reliability." | | | | | | } | | | } | | | } | | | , | | | "Product Matching Agent": | | | { | | | "json": { | | | "output": { | | | "recommended product": "Internal Workflow Automation", | | | "fit reason": "The prospect is an Operations Manager at a mid-sized company involved in multiple industries including manufacturing, real estate, and construction, which indicates complex internal operations. The company size and job title align perfectly with the target buyers for Internal Workflow Automation. The identified pain points such as streamlining operations, improving workflow efficiency, and automating repetitive tasks make this product the best fit to address their operational challenges effectively.", | | | "business problem": | | | "Streamlining operations across multiple industries", | | | "Improving internal workflow efficiency", | | | "Automation of repetitive operational tasks" | | | , | | | "outreach angle": "Hi Prospect Name , I noticed that Kalkreuth Roofing Sheet Metal Inc operates across manufacturing, real estate, and construction industries. As an Operations Manager, you likely face challenges in streamlining complex workflows and managing repetitive operational tasks. Our Internal Workflow Automation solution is designed to simplify and automate these processes, boosting your team's productivity and allowing you to focus on strategic priorities. I'd love to share how we can tailor this to your unique operational needs." | | | } | | | } | | | } | | | , | | | "Fetch Company Website": | | | { | | | "json": { | | | "data": "< doctype html \n