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 saves 15–20 minutes each, driving a typical 2× lift in response rates. Six onboarding questions focus every brief on your goal — turning cold prospects into warm, well-prepared first conversations.