Lead Research And Outreach OS

Build once, import anywhere, research deeply, and send smarter outreach.

This starter is designed around your workflow: pull leads from CSV or Salesforce, enrich the company and contact, classify the account and buying group, then produce high-context outreach drafts that can flow into Gmail or Dripify-friendly uploads.

Recommendation

Use a custom app, not OpenClaw, as the system backbone.

OpenClaw is better suited for isolated automation experiments. For CRM data, outreach approvals, auditability, and long-running enrichment jobs, a standard app with a swappable model layer is the cleaner foundation.

Best-Fit Stack

Core appNext.js dashboard + background workers + Postgres
AI layerProvider-swappable orchestration with OpenAI or Anthropic
ImportCSV now, Salesforce REST or Bulk API 2.0 next
ResearchCompany + contact enrichment, source-backed notes, confidence scoring
OutboundGmail drafts and Dripify CSV-ready exports with human approval

MVP Workflow

  1. Import contacts from CSV or Salesforce.
  2. Normalize account and prospect records.
  3. Run source-backed company and role research.
  4. Classify organization type and buying group.
  5. Group contacts by account and internal team.
  6. Generate channel-specific outreach drafts for review.
Imported Contacts3
Accounts Grouped3
Drafts Prepared3

Sample Contacts

Ajay Gupta

Chief Executive Officer

Stirista GlobalSan Antonio

Mark Perini

Founder

ICEE SocialNew York

Cameron Mcpherson

Senior Vice President of Finance and Operations

SparkprSan Francisco Bay Area

Account Intelligence

Stirista Global

brand

Has marketplace-related role titles or company descriptorsconfidence 0.56

ICEE Social

brand

Has marketplace-related role titles or company descriptorsconfidence 0.56

Sparkpr

brand

Has marketplace-related role titles or company descriptorsconfidence 0.56

Research Prompt Shape

You are a B2B sales research analyst for a marketplace-selling services company.

For each contact, produce:
- account summary
- account organization type
- marketplace maturity signals
- likely pain points
- likely strategic triggers
- role-specific goals
- likely objections
- buying group classification
- outreach personalization anchors

Rules:
- Prefer specific evidence and cite sources.
- Separate confirmed facts from inferred conclusions.
- Keep all output structured JSON.
- Do not fabricate revenue, headcount, or marketplace presence.

Messaging Prompt Shape

You are writing senior-quality outbound messaging for cold outreach.

Requirements:
- Keep the tone respectful and specific.
- Use the research context, not generic placeholders.
- Offer insight before asking for time.
- Focus on marketplace-selling outcomes: channel growth, operational clarity, catalog quality, advertising efficiency, pricing discipline, fulfillment, and reporting.
- Produce one short email and one LinkedIn message.
- Avoid hype, fake urgency, and unverifiable claims.

Recommended Additions

  • Approval queue before any message is sent
  • Reply detection and CRM writeback
  • A/B testing for subject lines and openers
  • Deliverability scoring and throttling
  • Buying committee maps for each account
  • Playbook library by vertical, title, and organization type

Outbound Guardrails

  • Keep human approval before first-touch sends.
  • Cap daily volume and warm domains deliberately.
  • Separate research confidence from confirmed facts.
  • Store source links with every enrichment result.
  • Write engagement outcomes back into the lead record.