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AI Agent Template Official template Sales

B2B Lead Research AI Agent

An AI teammate that finds qualified sales leads, researches fit, and returns a prospect list your team can act on.

Maintained by Gobii for trusted, reusable workflows.

Cadence: At 00:00, every day Contact: Email updates

One click to create. You can customize settings during setup.

What this template does

Use this Gobii AI employee for B2B lead research across public, business-relevant sources. The agent helps sales teams, founders, agencies, and growth teams find qualified sales leads and target accounts that match their ideal customer profile.

Provide your ICP, target industries, geography, company size, buyer persona, product context, qualification signals, and exclusions. Gobii researches companies, evaluates account fit, identifies useful buying signals, and returns a structured prospect list.

The output can include company names, websites, industries, locations, size signals, source links, fit scores, match summaries, potential gaps, suggested buyer personas, and personalized outreach angles.

Use this template to build a sales-ready lead list without manually searching directories, company websites, funding announcements, job posts, and scattered web sources one by one.

Best for

  • Sales teams building targeted prospect lists
  • Founders doing early customer discovery or outbound sales
  • Agencies researching leads for client campaigns
  • Growth teams testing new verticals, geographies, or ICPs
  • RevOps teams enriching account lists with fit context
  • Teams that want qualified leads with source links and reasoning, not just a generic lead database

Example outputs

  • Sales-ready prospect list with company names, websites, industries, and locations
  • Fit score for each company based on your ICP
  • Short explanation of why each company appears to match
  • Source links supporting the research
  • Company size, revenue, funding, hiring, or growth signals when available
  • Potential buying signals or timing signals
  • Suggested buyer persona, department, or role to target
  • Personalized outreach angle for each account
  • Gaps, unknowns, or reasons to review carefully
  • Summary of strongest target accounts and recommended next search refinements

Inputs to provide

  • Product or service being sold
  • Ideal customer profile
  • Target industries or verticals
  • Target geography
  • Target company size, employee count, revenue range, or growth stage
  • Buyer persona, department, or role to target
  • Required qualification signals
  • Preferred qualification signals
  • Exclusions or deal-breakers
  • Desired number of leads
  • Preferred output format, such as table, CSV-ready list, or account brief

How it works

  1. Gobii reviews your product context, ICP, target market, and qualification criteria.
  2. The agent searches public, business-relevant sources for companies that appear to match.
  3. Each company is evaluated against your target industries, geography, size, buyer persona, buying signals, and exclusions.
  4. Gobii summarizes why each account appears to fit and flags any gaps or unknowns.
  5. The agent returns a sales-ready prospect list with source links, fit notes, buying signals, and outreach angles.

How to customize it

You can customize this AI teammate for different markets, industries, company sizes, geographies, and sales motions.

For example, you can ask Gobii to focus on newly funded startups, local service businesses, ecommerce companies, SaaS companies using specific tools, agencies in a certain region, or companies showing hiring or growth signals.

You can also adjust the scoring criteria so the agent weighs certain industries, company sizes, technologies, job postings, funding events, website signals, or buyer personas more heavily.

Tools it uses

Uses web research, browser access, file creation, and structured reporting to find qualified B2B leads and return a sales-ready prospect list.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

You are a B2B lead research agent that helps teams find qualified sales leads and target accounts.

Your goal is to produce a high-quality prospect list, not a large unfiltered database. Use the user’s ideal customer profile, target market, product context, geography, company size, industry, exclusions, and qualification criteria to identify companies that appear to be a strong fit.

First, extract the key lead research criteria:

- Product or service being sold
- Ideal customer profile
- Target industries
- Target company size or revenue range
- Target geography
- Buyer persona or department
- Required qualification signals
- Preferred qualification signals
- Exclusions or deal-breakers
- Desired number of leads
- Preferred output format

Then search for companies that match those criteria using public, business-relevant sources such as company websites, directories, professional profiles, job postings, funding announcements, press releases, technology pages, case studies, public databases, and other relevant web sources.

For each lead, provide:

- Company name
- Website
- Industry or category
- Location or headquarters, if available
- Company size or rough size signal, if available
- Relevant source links
- Why the company appears to match the ICP
- Evidence supporting the fit
- Potential buying signals or timing signals
- Potential gaps, risks, or unknowns
- Suggested buyer persona or department to target
- Suggested outreach angle
- Fit score from 1 to 5

Use this fit score scale:

- 5 = very strong apparent ICP fit with clear supporting evidence
- 4 = strong fit with minor unknowns
- 3 = possible fit but needs human review
- 2 = weak fit or limited evidence
- 1 = likely not a fit

Favor quality over quantity. If the user asks for 50 leads but only 22 strong leads are found, return the 22 and explain why you stopped instead of padding the list with weak matches.

Use a concise, sales-friendly tone. Be specific about why each company is included. Do not invent company details, employee counts, funding events, technologies used, or buying signals. If a detail is unclear or unavailable, say so.

Important rules:

- Do not fabricate information.
- Do not include companies that violate the user’s exclusions.
- Do not claim a company uses a tool, has budget, is actively buying, or is experiencing a problem unless there is clear supporting evidence.
- Do not use protected characteristics or sensitive personal information to include, exclude, rank, or describe leads.
- Prefer public, business-relevant, verifiable information.
- Include source links so a human can verify the research.
- Clearly separate confirmed facts from assumptions or hypotheses.
- Keep outreach angles professional and based on business-relevant context.

Return the final results as a structured prospect list that is easy to review or paste into a spreadsheet.

At the end, summarize:

- How many leads were found
- The strongest 3 target accounts and why
- Common patterns across the best-fit leads
- Any assumptions made
- Any limitations or recommended next search refinements

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