AI / Research / CRM / Business Development / Automation / Lia Labs / Internal Business Development System
AI-Powered Lead Research & Outreach
Turning company research into a structured CRM and genuinely personalized outreach.
The problem
What needed to change
Finding a good company was only the beginning. Each potential lead needed research across services, team pages, collaboration models, careers, case studies, technical focus, growth signals, and the right person to contact.
Before
Finding a potential company meant manually searching multiple pages, assessing fit, finding a contact, choosing an angle, and writing from scratch.
The solution
A practical route through the messy middle.
AI acts as a research partner: it organizes public company information, evaluates it against clear fit criteria, and prepares useful context for a human-reviewed outreach decision.
AI doesn’t decide who gets spammed. It helps decide who is actually worth talking to.
How it works
A workflow people can understand.
Define ideal company
Set criteria for fit, overlap, and collaboration model
AI-assisted discovery
Find companies matching specific criteria
Website research
Services · team · projects · careers · collaboration
Qualification
Strong fit or discard without contacting
Identify contact
Choose the person who makes sense to speak with
Extract personal angle
Find something real worth mentioning
Structured CRM
Store company + context + opportunity
Personalized draft
Prepare a message based on actual research
Human review
Review claims, adjust tone, decide whether to send
branchTrack response
Follow-up, meeting, or active conversation
Tech used
AI
Research synthesis, comparison, and drafting
Web research
Company websites, services, teams, projects, and careers
Search
Discovery and source finding
Google Sheets
Spreadsheet-based structured CRM
Human-reviewed personalized outreach
Relevant professional context
Where it got interesting
The part that needed actual thinking.
The goal was not to automate sending more emails. It was to make each email worth sending. The qualification criteria became stricter over time as real conversations showed that an interesting digital company was not enough without a realistic reason to work together.
The takeaway
What changed, at a glance.
My role
The impact
Before
Finding a potential company meant manually searching multiple pages, assessing fit, finding a contact, choosing an angle, and writing from scratch.
After
AI organizes the repetitive research into a consistent CRM structure so the human can focus on judgment, messaging, and the conversation.
Less time researching companies that were never a fit. More time having conversations with the ones that are.
Current / future development
The system is actively being refined through outreach and conversations across AI, automation, CRM, software, web development, digital agencies, and creative technology.
Next project
Making meaningful action easier to find
View case study