Lead Generation
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Lead Generation
AI Lead Enrichment
New leads arrive thin and leave your CRM full: company size, industry and the right contact details filled in.
New leads often arrive with little more than a name and an email, so someone on your team looks up the company, its size and the contact's role before anyone can call. This workflow does that research in the background. It fills in the firmographic and contact fields your team relies on, and flags uncertain matches instead of guessing.
- Company size, industry and job title filled in automatically
- Uncertain matches flagged to your team, never guessed
- Reps start working leads sooner, with the context they need
$1,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Lead Enrichment watches for new leads in your CRM and fills in the firmographic and contact data your team would otherwise look up by hand, such as company size, industry and job title. When a match is uncertain, it alerts your team instead of guessing.
Why businesses buy it
Thin lead records slow everything down. Reps either waste time researching each one or call without context, and routing and reporting suffer because key fields are blank. This workflow quietly completes each new record as it arrives, using the exact fields your team actually uses, so leads get worked faster and your CRM stays trustworthy. When it is not sure, it says so rather than inventing data. The fields, connected systems and workflow are written on the Scope Card before you order, and it is tested on your own leads.
Problems this solves
New leads arrive with only a name and email address
The workflow watches for new leads in your CRM and fills in firmographic and contact data. That covers details such as company size, industry and job title.
Reps lose time looking up company details by hand
Details your team would otherwise look up by hand are added through one workflow across up to three connected systems. Reps open a lead record that is already filled in.
Guessed data in the CRM sends leads down the wrong path
When a match is uncertain, the workflow alerts your team instead of guessing. Your records stay clean, and doubtful cases get a quick human check before anyone relies on them.
A good fit if
New leads come into your CRM from forms, imports or integrations, but arrive missing company or contact detail your team needs.
Someone on your team currently looks up company size, industry or job title by hand before a lead gets worked.
You already have a CRM your team trusts as the source of truth for lead records.
You want this running quietly in the background, with no separate dashboard or channel for your team to check.
Not the right fit if
You don't have leads coming in yet and need new prospects found first. See AI Lead Generation Engine.
Once a lead is enriched, you also need it assigned to the right rep automatically. See AI Lead Routing Agent.
You need a short conversation to qualify the lead, not just fill in missing data. See AI Lead Qualification Agent.
You need more than three connected systems or more than twelve steps in the workflow. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- A new or updated lead record appears in your CRM and the agent checks it for missing fields.
- It looks up the missing firmographic data, such as company size, industry and headquarters, from the sources agreed during setup.
- It looks up the missing contact detail, such as job title and department, where that information is available.
- One AI decision step judges which of several possible matches is the right one, rather than guessing at the first result.
- It writes the enriched fields back into the CRM record, in the same fields your team already looks at.
- It alerts the person you named if a lead can't be confidently enriched, so nothing sits quietly incomplete.
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.
- A list of the systems involved, with admin or API access to each one.
- A written description or a short screen recording of how the lookup is done manually today.
- Five to ten real sample leads, so the workflow is built against your actual data.
- The person who should be alerted when a lead can't be enriched automatically.
- 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, current manual process and data sources confirmed.
Weeks 1–2
Lookup and matching workflow built against your sample leads.
Week 3
CRM and data sources connected with read and write access.
Weeks 3–4
Twenty test runs completed on your sample data, results sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded 45-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $1,900 |
| Express | 15–25 working days | $2,300 |
| Rush | 10–20 working days | $2,650 |
What you receive at handover
- The AI Lead Enrichment workflow, running in the background against your CRM
- Connections to up to three systems, including your CRM and the agreed data sources
- Workflow, prompt and guardrail configuration, including the uncertain-match alert
- A test report from test runs on your sample data
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can save reps the routine lookups on every new lead
- Helps routing and scoring work from fuller records
- Makes doubtful data visible rather than hidden
- Leads with key fields complete
- Run a CRM report on new leads missing company size, industry or title. Compare the month before launch with the month after.
- Research time per lead
- Ask reps to estimate lookup time per lead before launch and after a month of enrichment.
- Uncertain matches flagged
- Count alerts in the workflow's log each month, and note how many needed correcting.
Before you start: Run a report on how many recent leads lack key fields today. Ask reps roughly how long they spend looking up each lead.
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 $100 a month in automation platform and AI model usage, billed to your own accounts, and where you land depends on how many leads flow through each month.
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
We recommend monthly maintenance for this build, covering monitoring, fixes and small changes such as an extra field to enrich. The change hours scale with the build. Maintenance 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 data enrichment tool is usually billed per credit or per lookup | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A generic tool enriches whatever fields it happens to support | An agency agrees scope during the project | Ours is built around the exact fields your team actually uses |
| Delivery | An enrichment tool works the day you sign up, against its own defaults | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Uncertain matches | Most tools fill in a best guess without flagging it | An agency build depends on what was agreed | Ours alerts your team instead of guessing |
Questions about this product
Does this run on its own, or do we have to trigger it for each batch?
It runs automatically in the background whenever a new or updated lead appears in your CRM. There is no dashboard to check daily and no manual trigger needed, since the whole point is that your team never has to look this data up by hand again.
What happens if it can't find good data for a particular lead?
It alerts the person you named during setup instead of guessing or leaving the field blank without a note attached. That person can then fill in the detail manually, or decide the lead doesn't actually need that field filled in.
What does it cost each month to keep enrichment running?
Roughly $20 to $100 a month in automation platform and AI usage, paid in your own accounts, depending on how many leads flow through each month. There is no per-lead fee charged by us on top of that running cost.
Can it enrich leads that are already sitting in our CRM, not just new ones?
Yes, as part of the twenty test runs before launch we typically enrich a batch of your existing records to prove the workflow works properly. A larger one-time backfill of your full historical database is available as an add-on, quoted separately from the base build.
Will it slow down our CRM or create duplicate lookups?
No. It checks whether a field is already filled before looking it up again, so it only fills in what's actually missing. The twelve-step workflow itself is built and tested against your own sample data before it ever goes live.
How much of our team's time does the intake and setup take?
Most teams spend about an hour on intake, mainly listing systems and gathering five to ten sample leads, inside the seventy-two-hour window after ordering. After that, little ongoing time is needed at all, since the whole workflow runs quietly in the background.
Can we add a fourth data source to enrich from later?
A small addition within your existing three connected systems fits inside the monthly change hours once you have maintenance. A genuine fourth connected system is scoped as a written Change Quote, since it usually needs its own testing pass. Maintenance also covers monitoring and fixes, starts after post-launch support, and can be cancelled any month.
Who owns the enriched lead data once it's live?
You do. Every field it looks up is written directly into your own CRM, so the enriched records stay inside your system, not ours. Thirty days of post-launch support are included, and monthly maintenance picks up from there if you want it.
Stop looking up the same company details by hand.
Order AI Lead Enrichment and new leads arrive in your CRM with company and contact details filled in, so your team can start working them right away.
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