Lead Generation
AI Buying Signal Agent
Watches up to 6 buying signals, matches them to accounts in your CRM and alerts the account owner with a why-now note…
Lead Generation
AI Prospect Research Agent
A one-page brief on each individual contact lands before outreach, so reps stop opening cold.
Cold calls and emails land better when the rep knows who is on the other end. Most reps do not have time to research every prospect properly. This agent researches each person on your list and sends a one-page brief before outreach starts, covering recent news, their role, likely pain points and a suggested opening angle, delivered to email, Slack or Notion.
- A one-page brief on every prospect before outreach begins
- Likely pain points and an opening angle, not raw data
- Briefs delivered to the channel your reps already read
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Prospect Research Agent writes a one-page brief on each individual contact before outreach begins. It covers recent news, their role, likely pain points and a suggested opening angle. Briefs arrive in the channel your reps already use. For ABM dossiers on whole target accounts, see AI Account Research Agent.
Why businesses buy it
Generic outreach gets ignored, and personalized outreach takes research time most sales teams cannot spare. Reps either skip the homework or spend half their day on it. This agent does the research for every prospect on your list and hands reps a short, readable brief, so each first message is relevant and each call starts with context. Your team sends better outreach without slowing down. The sources, brief format and delivery channel are written on the Scope Card before you order, and reviewed before launch.
Problems this solves
Reps send cold outreach without knowing anything about the person
The agent researches each prospect on your list and writes a one-page brief before outreach begins. Reps can open with something relevant instead of a generic introduction.
Pre-call research takes longer than the call itself
Each brief covers recent news, the prospect's role, likely pain points and a suggested opening angle. Reps read it in minutes rather than researching from scratch.
Research sits in browser tabs and never reaches the team
Briefs arrive in the channel your reps already use, whether email, Slack or Notion. Anyone picking up the account later can read the same brief.
A good fit if
Reps spend time before every call or email searching a prospect's company, role and recent news by hand.
You work a defined list of prospects, one contact at a time, rather than an account with several stakeholders.
You already have a delivery channel, such as email, Slack or Notion, where reps would actually read a brief.
You want the brief ready before outreach starts, not generated on demand mid-call.
Not the right fit if
You sell enterprise deals and need an ABM dossier on a named account and its whole buying committee, not one contact. See AI Account Research Agent.
You want the agent to also write and sequence the outreach itself, not just the research behind it. See AI SDR Agent.
You need prospects found first, before there's anyone to research. See AI Lead Generation Engine.
You need more than twenty-five tracked sources or more than one delivery channel. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- You give it the prospect list and the questions each brief needs to answer, such as recent news or likely pain points.
- It researches each prospect against the sources you agreed on, up to twenty-five tracked sources, competitors or topics.
- It writes a one-page brief per prospect: who they are, what's changed recently, and a suggested opening angle.
- It delivers the brief to your chosen channel, whether that's email, Slack or Notion, ahead of the scheduled outreach.
- It watches for meaningful changes, such as a funding round or a leadership change, and sends an alert when one appears.
- It logs every brief it produced, so you can see coverage across your prospect list over time.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- The prospects, competitors or topics you want tracked and researched.
- The specific questions each brief needs to answer, so it's useful the moment a rep opens it.
- Access to the delivery channel you want briefs sent to, such as email, Slack or Notion.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, tracked sources and brief questions agreed.
Weeks 1–2
Research and brief-writing pipeline built against your prospect list.
Week 3
Delivery channel connected and alert rules configured.
Weeks 3–4
First trial report cycle produced and sent to you.
Week 4
Your review, second trial cycle, and two rounds of changes.
Go-live
Live, recorded 45-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- The AI Prospect Research Agent, configured for your prospect list and sources
- One-page prospect briefs on a daily or weekly schedule, plus change alerts, in email, Slack or Notion
- Prompt, workflow and guardrail configuration
- A test report from the trial report cycles reviewed with you
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can cut the time reps spend researching before outreach
- Helps first messages feel relevant to the person receiving them
- Makes research shareable across the team
- Reply rate on researched outreach
- Compare replies to messages sent with a brief against your previous sequences, using your outreach tool's reports.
- Research time per prospect
- Ask reps to estimate research minutes per prospect before launch and after a month.
- Meetings booked per prospect contacted
- Compare meetings booked from briefed prospects with earlier lists in your CRM.
Before you start: Record your current reply and meeting rates from recent outreach. Ask reps how long they spend researching each prospect.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $120 a month in AI usage plus web data and search API costs, billed to your own accounts, and where you land depends on prospect volume and how many sources it checks.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes and adjustments to tracked sources as your target list changes, with change hours that scale with the build. It starts after the thirty days of post-launch support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A sales intelligence tool is usually a per-seat monthly subscription | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A database returns raw company data reps have to read themselves | An agency agrees scope during the project | Ours writes a finished one-page brief per prospect |
| Delivery | A database works the day you sign up, unfiltered by your questions | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Delivery | Most tools sit in a browser tab reps have to remember to open | An agency build depends on what was agreed | Ours delivers the brief to the channel reps already use |
Questions about this product
How long before outreach starts does a brief actually arrive?
That's set by your own recurring cycle, daily or weekly, so briefs are ready ahead of scheduled outreach rather than generated at the last minute before a call. You choose the cadence that matches how your reps actually plan their day.
What happens if there's genuinely nothing new to report on a prospect?
It still delivers a brief with what's already known about that person, and simply notes that nothing material has changed since the last cycle ran. It never invents a fake update or a false signal just to fill out the page.
What does it cost each month to keep the briefs coming?
Roughly $20 to $120 a month in AI usage plus web data or search API costs, paid in your own accounts, depending on prospect volume. We charge nothing extra per brief produced, however many run in a given month or quarter.
Can it deliver briefs to more than one channel at the same time?
This build covers one delivery channel, such as email, Slack or Notion, chosen during setup. A second channel is available as an add-on we quote separately, since it usually needs its own formatting, tone and routing rules to work well.
Does it research whole accounts, or just one prospect at a time?
This build researches one prospect at a time and writes a focused brief for that person specifically, not the wider account. If you need a dossier covering a whole account and its buying committee instead, see AI Account Research Agent, which maps several stakeholders and their roles.
How much of our reps' own time does getting this set up take?
Most teams spend about an hour on intake, mainly the source list and the questions each brief should answer, inside the seventy-two-hour window after ordering. Reviewing the two trial report cycles takes another hour or so before launch as well.
What if the briefs don't answer the questions our reps actually need?
You get two rounds of changes built into the price, after reviewing both trial report cycles, so most mismatches get caught before launch. Anything that still doesn't match the Scope Card in the first five working days is fixed at no extra cost.
Who owns the briefs it produces on each prospect it researches?
You do. Every brief is delivered straight to your own channel, so the content lives inside your systems, not ours. Thirty days of post-launch support are included, and monthly maintenance picks up ongoing changes from there if you want it.
Stop opening a call without knowing who's on the other end.
Order the AI Prospect Research Agent and every prospect on your list gets a one-page brief before outreach, so reps open every call with context.
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