Lead Background Research
This agent researches your new users or sales leads and drafts personalized greetings
Lead Background ResearchToday at 10:11am
A new email has come in. I will run the appropriate behavior.
Running behavior...
Smart Company Insights & Suggestions
Lead Background ResearchToday at 10:11am
Running action...
Create Draft
Automatically generate personalized use cases and cost-saving suggestions for potential customers, and draft a friendly email based on the company's details.
Why you should use the Lead Background Research template:
Deliver personalized and valuable emails with ease using this automated template. By generating tailored use cases and cost-saving suggestions for each company, this template helps you engage with potential customers in a meaningful way. It saves time while ensuring that your communications are customized, insightful, and focused on driving value for the recipient.
How the template works:
This template uses an AI assistant to help craft personalized email responses. When a new signup email arrives, the assistant:
1. Extracts the company name from the sender's email address. 2. Looks up relevant business details, including ARR, company size, industry, location, and other key information. 3. Generates custom use cases and cost-saving suggestions tailored to the company’s needs. 4. Drafts a friendly and engaging email to the user, presenting the tailored use cases and cost-saving ideas.
This process ensures that each email is personalized and relevant to the recipient’s business.
Capabilities
These capabilities can be customized to best fit your needs.
Smart Company Insights & Suggestions
Need help or more inspiration? Check out our Agents help docs and feature guide.
Related templates
Jane Hoppe
Write a follow-up email whenever a new intake meeting is logged in Fireflies.ai.
Call Follow-Up Email Assistant
Got it! I’ll draft a follow-up email whenever a new intake call is transcribed and save it to your Gmail drafts, tailored to your agency’s services and tone.
Running behavior...
Draft Post-Call Email from Fireflies Meeting
Call Follow-Up Email Assistant
Automatically draft follow-up emails based on call transcripts.
Mr. Jamie Jakubowski-Dickens
When a client asks for a proposal on a call, update the CRM, tell the team on Slack, and log the lead.
Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack
Absolutely! I’ll update the CRM, notify the team in Slack, and add a new entry to your Leads Tracking sheet whenever a proposal request is detected.
Running behavior...
Proposal Request Automation
Call Follow-Up: Add Proposal Requests to CRM and Send FYI on Slack
Automatically update CRM, notify the team, and track leads when a proposal is requested after a meeting.
Tina Towne
When I get a new contact in Salesforce, please look up their company information and update it with job title and revenue.
Salesforce Contact Enrichment Agent
Sure! I'll look up the company information for new contacts in Salesforce and update their job title and revenue accordingly.
Running behavior...
Salesforce Contact Enricher
Salesforce Contact Enrichment Agent
This agent enriches new Salesforce contacts with additional company information.