🔍 Sales

Lead Enrichment Automation

Every lead, fully contextualized.

The Problem

  • Sales reps spend hours manually researching leads before making first contact.
  • CRM data decays rapidly — 30% of contact information becomes outdated within a year.
  • Tech stack information is critical for B2B sales but nearly impossible to gather at scale.
  • Intent signals are scattered across multiple platforms and rarely consolidated.

What This Blueprint Does

Casey, your AI Data Enrichment Analyst, automatically pulls leads from your CRM, researches each company, detects their tech stack, identifies intent signals, and enriches every profile with actionable intelligence.

  • Pulls leads from CRM and identifies enrichment gaps.
  • Researches company fundamentals, funding, and recent news.
  • Detects technology stack through job postings and public data.
  • Updates CRM with enriched profiles and re-scores lead quality.

Workflow Architecture

1

CRM Pull

Autonomous

Extracts leads with incomplete profiles from CRM database.

Employee: Casey — Data Enrichment Analyst

2

Company Research

Autonomous

Gathers company size, industry, funding, and recent news from web sources.

Employee: Casey

3

Tech Stack Detection

Autonomous

Identifies technologies used by company through job postings and public data.

Employee: Casey

4

Intent Signals

Autonomous

Detects buying intent from job postings, funding announcements, and tech changes.

Employee: Casey

5

Profile Enrichment

Autonomous

Combines all research into structured lead profile with enrichment score.

Employee: Casey

6

Score Update

Autonomous

Updates CRM with enriched data and recalculates lead score.

Employee: Casey

Blueprint Details

Steps6
AI Employees1 (Casey)
Human Reviews0
Time Saved~15 min saved/lead
Tools UsedCRM, Web Scraping, Data APIs

AI Employee: Casey

Casey

Data Enrichment Analyst

Web ResearchData ParsingCRM Sync

Ready to deploy?

Hire Casey and enrich every lead with actionable intelligence.

Book a Demo