# Research every inbound lead before the first call

Company, role and recent news gathered into one brief before you pick up the phone.

- Category: Sales
- Runs on: ChatGPT
- Level: Beginner
- Setup time: about 30 minutes
- Source: https://crimsonbot.ronskaggs.workers.dev/playbooks/inbound-lead-research

## You will need

- A form or CRM that captures new leads
- An agent that can browse the web

## You will end up with

- A one-page brief attached to every new lead

## Steps

### 1. Trigger on new leads

Start the agent whenever a lead lands in your form or CRM.

### 2. Research the company and person

Ask for company size, what they sell, the person's role and any news from the last 90 days, each with a source.

### 3. Attach the brief to the lead

Save the one-page brief to the CRM record so it is there before the first call.

## Tools used

- [Firecrawl](https://www.firecrawl.dev): Turn websites into clean data for agents.