🔎 Lead Research & Enrichment
Before every sales call, get a 1-page dossier on the company and contact: recent news, team size, tech stack, likely pain points. Built automatically from the email thread.
The problem
Sales calls are won or lost in the first 3 minutes based on how prepared you seem. But researching every prospect takes 20 minutes, so reps skip it on low-priority calls — which then underperform and confirm they were low priority. It's a self-fulfilling prophecy caused by prep cost.
The outcome
When a call gets scheduled, a dossier lands in your inbox 1 hour before. Company: what they do, recent funding or news, team size, tech stack (from job postings and their website). Contact: their role, recent LinkedIn posts, any mutual connections. Talking points: 3 specific things to mention that show you did your homework.
Why OpenClaw
Research chains several tools (web search, enrichment, your CRM) into one batch output. OpenClaw can run it as a scheduled or webhook-triggered job and deliver the dossier to Telegram or email, and self-hosting keeps the research data under your control.
Alternatives worth considering
- Hermes — If you want dossiers that get richer over time as you have more calls with the same account
- Claude Cowork — A Claude Project set up with web-search tools — fastest to start, good for occasional use
Setup steps
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Step 1: Trigger an hour before each call
A cron automation reads your calendar through a CLI or MCP server you have vetted, picks events that look like sales calls, extracts attendee emails and company domains, and starts the research one hour before the meeting.
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Step 2: Set up the research tools
Web search (company name, recent news), a legitimate enrichment service (role, size, funding; optional and paid), and your CRM. Give each tool the narrowest access it needs.
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Step 3: Write the dossier template
1 page, 5 sections: Company snapshot, Recent news (last 90 days), Tech stack hints, Contact intel, Suggested talking points. Template prevents the agent from rambling.
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Step 4: Deliver to your preferred channel
Email, Telegram, or dropped into your CRM. Choose based on where you'll actually read it 10 minutes before the call.
Example prompt
Given this upcoming calendar event and attendee emails, build a 1-page dossier: company snapshot, last 90 days of news, tech stack from public sources, contact's role and recent posts, 3 suggested talking points. Cite sources for every claim; mark anything unconfirmed.Pitfalls to avoid
- Scraping LinkedIn at scale. LinkedIn restricts automated access and can ban accounts that scrape. Use an official API or a licensed enrichment service instead.
- Treating hallucinated details as fact. The model will confidently state 'they're using AWS' without evidence. Instruct it to cite sources or say 'unconfirmed.'
- Sharing data across customers. Research on prospect A should not leak into memory used for prospect B. Keep each dossier scoped to that call.
Cost breakdown (monthly)
| Item | Cost |
|---|---|
| Web search API | Per your provider |
| Enrichment service (optional) | Per your provider |
| Model calls (dossier writing) | See the model pricing table |
Cost: Model usage plus any paid data services. Model rates change often; check the model pricing table or the cost calculator for current figures.
Related guides
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