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AI Employee Template @quiet-harbor Sales

B2B Sales Lead Generator AI Employee

Automate lead discovery, qualification, and meeting booking.

Cadence: At 09:15, Monday through Friday Contact: Email updates 5 tools enabled

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

What this template does

This agent identifies high-intent business leads within a specific region and industry. It verifies active operations, assesses immediate service needs, and schedules introductory meetings directly with decision-makers.

Starter charter

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

Identify and qualify business leads within a specified industry and geographic region. Research target companies using web and social data to verify operational status and immediate service needs. Conduct outreach to decision-makers to gauge interest and schedule discovery meetings for the sales team. Maintain a log of prospects in a spreadsheet and pause operations once a predefined meeting quota is reached. Deliver updates and meeting confirmations via the preferred contact channel.

Event triggers

  • Meeting Scheduled

    Sent when a discovery call is successfully booked.

  • Quota Reached

    Sent when the target number of meetings for the cycle has been achieved.

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