Lead Research Agent
Researches a company, scores its fit against your offer, and drafts the opener.
By Mark Barclay · Last updated
Most lead research is 20 minutes of reading a website badly. This agent reads it properly, scores the fit honestly, and only drafts outreach once you have seen the reasoning behind the score.
Key takeaways
- •Fetches the prospect's live site and builds a structured dossier.
- •Scores fit 0–100 against your offer and ideal customer profile.
- •Flags risks and likely objections, not just reasons to be optimistic.
- •The outreach email is only drafted after you approve the research.
Run the Lead Research Agent
Researches a company, scores its fit against your offer, and drafts the opener.
How does the Lead Research Agent actually run?
It runs as a pipeline, not a conversation. When you press run, the agent works through 5 steps on SynaBot's servers and returns a structured deliverable rather than a chat reply.
- 1Fetching the prospect site
- 2Extracting firmographics and signals
- 3Scoring fit against your ICP
- 4Building the dossier
- 5Drafting the opener
How do I use the Lead Research Agent?
- 1.Paste the prospect's website or domain.
- 2.Describe what you're selling in one or two lines.
- 3.Optionally add your ideal customer profile so the fit score is meaningful.
- 4.Review the dossier, then approve to draft the outreach email.
What's the difference between an AI Agent and an AI Assistant?
An AI Assistant is a conversation: you ask, it answers. An AI Agent is a program: you give it an input, it executes a multi-step plan on its own — fetching, extracting, scoring, drafting — and returns a finished deliverable. Where the Lead Research Agent would produce something you'd send or publish, it stops and waits for your approval first.
Is it safe to use with business data?
Yes, within sensible limits. The agent only sees what you paste or the public URLs you supply, it runs on business-tier models that don't train on your inputs, and it never gains write access to your systems. Any draft it produces stays on your screen until you choose to use it. Don't paste anything you wouldn't share with an external consultant.
Other business agents
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Last reviewed July 2026 by Mark Barclay, founder of SynaBot.