Prospect Research Agent — Copilot Setup Guide
Prospect Research Agent — Copilot Setup Guide
The Prospect Research Agent investigates individual prospects and their companies, then hands you a ready-to-use first-contact brief — a person profile, company snapshot, relevance map, 3–5 conversation hooks, a suggested opening script, likely objections, and a recommended approach (channel, timing, tone, follow-up). It even flags research gaps and rates its own confidence, so you know exactly how much to lean on the brief. Set up in under 10 minutes, it researches a prospect in under 3 minutes and turns the findings into a brief you can act on immediately. Six onboarding questions focus every brief on your goal — turning cold prospects into warm, well-prepared first conversations.
- Instant PDF download
- Ready-to-paste agent prompt
- English & German
- 14-day money-back guarantee
What you need
A Microsoft 365 Copilot licence (the paid Copilot add-on for Microsoft 365 Business or Enterprise) and about 10 minutes. The agent is built in Copilot's agent builder – no coding, no IT project.
What's inside the PDF
- The complete agent prompt, ready to copy and paste
- Step-by-step setup walkthrough (about 10 minutes)
- Test prompts to verify the agent before you rely on it
- Quick reference card – a 3-minute read, no theory chapters
This guide is part of Phase 2 – Get Replies, Not Rejections
