ConfiguredResearch

B2B Lead Intelligence

Turn your ideal customer profile into a structured B2B lead shortlist with role, company, contact, location, technology, and qualification fields ready for human review and approved outreach workflows.

No access or payment before scope confirmation

Your input

Tell us what to run. We handle the operating structure.

You do not need to prepare technical configuration. Provide the business requirements, examples, and approved access; we translate them into fields, rules, and a tested schedule.

What you provide

Ideal customer profile and business purpose
Target job titles, seniority, functions, industries, company sizes, locations, domains, technologies, revenue, and funding stages
Whether business email or phone fields are needed
Verified or other email-status requirements where available
Maximum result volume and approved spend
Excluded companies, roles, regions, or existing records
CRM, spreadsheet, database, AI, or managed-service destination
Outreach rules, opt-out process, and human review owner if using managed services

How you provide it

ICP or campaign brief
Spreadsheet of target accounts
CRM export or suppression list
Sales territory and account list
Example lead schema or qualification scorecard
Written inclusion, exclusion, privacy, retention, and outreach rules

The result

What this workflow delivers.

A repeatable prospecting feed instead of an unfiltered contact export: receive records matched to your target roles and companies, with the context an AI assistant, CRM, sales team, or managed outreach service needs to prioritize the right account and person.

Best for: B2B sales teams, agencies, recruiters, partnerships teams, demand-generation teams, account-based marketing teams, and operators building a focused prospecting pipeline.

Sources

Approved B2B prospecting sources and customer-defined search criteria
Target job titles, seniority, departments, industries, company sizes, locations, domains, technologies, revenue, and funding signals
Business contact fields where available and lawful for the approved purpose

Output fields

Person name, title, seniority, function, and professional profile URL
Company name, domain, industry, description, size, location, revenue, funding, and technology signals when available
Business email availability and deliverability status when provided by the source
Business phone availability when provided by the source
Search criteria, qualification reason, source reference, and collection timestamp
Stable person and company identifiers for deduplication
Review, approval, exclusion, and outreach-readiness states
Structured records for CRM, AI retrieval, segmentation, and managed-service handoff

Delivery options

CSV
JSON
Excel
Google Sheets
Airtable or CRM-ready records
Database or warehouse delivery
Scoped API or webhook
Managed outreach handoff

Operating scope

Agreed people, companies, locations, industries, titles, seniority, functions, technologies, contact fields, result limits, and exclusion rules
On request or recurring prospecting cycle
Approved sources

AI-ready delivery

Structured data your team and agents can rely on.

Receive normalized records directly or let an approved agent retrieve them through a scoped interface. Source evidence, transformations, timestamps, and exception states remain available for review.

Explore managed services for outreach and follow-up

Use it directly

CSV and JSON exports
Airtable or spreadsheet delivery
Database and warehouse-ready records
Customer-controlled backups

Connect approved agents

Scoped API or webhook access
Filter and retrieve defined records
Summarize, compare, classify, and cite
Route exceptions to a human owner

Keep control

Customer-owned resulting dataset
Raw and normalized values remain distinct
Model, API, hosting, and storage costs are scoped
No autonomous consequential authority

Configurable service

One workflow, configured around the decisions your team owns.

The modules describe business capabilities, not separate tools to operate. Select the coverage, filters, review rules, schedule, and destination during setup.

Available modules

ICP translation - turn business targeting rules into repeatable people and company filters
Role and account matching - identify relevant titles, seniority, functions, industries, sizes, locations, domains, technologies, revenue, and funding signals
Contact qualification - structure business email and phone availability with visible status and evidence
AI-ready records - preserve stable person and company identity, source, timestamp, criteria, and review state
Grounded account research - let approved AI assistants retrieve, segment, compare, summarize, and cite records
CRM and suppression delivery - keep qualified, excluded, and previously contacted records distinct
Managed outreach connection - connect approved leads to multiple managed AI workflows for drafting, sending within limits, reply classification, follow-up, meeting coordination, and negotiation preparation
Human decision handoff - require named owners for contact approval, opt-outs, commercial terms, and consequential actions

Business questions supported

Which people and companies match our ideal customer profile?
Which titles, seniority levels, functions, industries, company sizes, locations, technologies, or funding signals matter for this campaign?
Which records have the business contact fields and email-status evidence we need?
Which records are new, duplicated, suppressed, approved, or waiting for human review?
Which fields does AI need to retrieve, segment, compare, summarize, and cite each account or person correctly?
Which approved records should move into CRM, outreach, follow-up, meeting, or negotiation workflows?
What actions require consent, opt-out handling, or human approval?

Worked example

See what goes in and what comes back.

Examples show the delivery structure before setup. Names and values are illustrative, not client records or performance claims.

Example input

{
  "goal": "Find heads of sales at mid-market SaaS companies",
  "person_titles": ["VP of Sales", "Head of Sales"],
  "seniority": ["vp", "director"],
  "functions": ["sales", "business_development"],
  "company_industries": ["software", "saas"],
  "company_size": ["51-200", "201-500"],
  "person_countries": ["United States"],
  "has_business_email": true,
  "email_status": ["verified"],
  "exclude_existing_crm_records": true,
  "result_limit": 5000,
  "delivery": "CRM-ready review queue"
}

Example delivery

Illustrative record

{
  "person_name": "Example Contact",
  "job_title": "VP of Sales",
  "seniority": "vp",
  "function": "sales",
  "professional_profile_url": "https://example.com/profile",
  "company_name": "Example SaaS Company",
  "company_domain": "example.com",
  "company_industry": "software",
  "company_size": "51-200",
  "company_country": "US",
  "business_email_status": "Available for review",
  "business_phone_available": false,
  "source_checked_at": "2026-08-22T06:00:00Z",
  "qualification_state": "Needs human review",
  "example_status": "Synthetic example"
}

Installation path

From source approval to scheduled operation.

The first representative run is reviewed before the workflow becomes a recurring operation.

Define your ideal customer profile, use case, allowed markets, target roles, company criteria, contact requirements, and exclusions

Preview the expected result volume and refine the filters before extraction

Run a small sample to review field quality, duplicate handling, coverage, and qualification logic

Confirm the output schema, review owner, retention, destination, and approved outreach policy

Deliver the agreed lead records with source context and visible email or phone status

Connect approved records to CRM, segmentation, AI research, or Aineed managed services for drafting, outreach, follow-up, reply handling, and next-step recommendations

Managed history

Each run adds to a useful operating history.

Each prospecting run is stored as a dated result set. Your team can see which criteria produced each record, when the data was collected, what contact status was available, which leads were approved or excluded, and how the target market changed across runs without losing the previous evidence.

Retention and portability

The $1,500 setup covers ICP translation, field and qualification design, filter testing, output configuration, and launch preparation. Ongoing usage is quoted according to the expected record volume and agreed scope. Recurring refreshes, exports, storage, external source costs, enrichment, and managed outreach operation are scoped separately. The resulting lead and qualification records belong to the customer. Aineed Data retains only the managed copy and history agreed for operation. Deletion, portability, suppression, and exit-export terms are defined during setup.

What the accumulated history can support

Build a focused account and contact shortlist instead of buying an unfiltered database
Find decision-makers by title, seniority, function, company, industry, location, size, revenue, funding, or technology
Prioritize leads with the business contact fields your process actually needs
Give AI stable identity, company, role, source, timestamp, and qualification fields so it can segment and summarize without mixing people or accounts
Create grounded account briefs, territory lists, ICP comparisons, and sales-research summaries
Keep suppression lists, previous results, and review decisions available for future runs
Send approved records into CRM, sales operations, outreach, follow-up, and meeting workflows
Connect multiple managed workflows so one system can find prospects, qualify them, draft approved messages, send within limits, classify replies, schedule follow-ups, and prepare negotiation options
Keep targeting, contact permissions, commercial commitments, and consequential actions with named human owners

Interpretation limits

History makes comparison possible, but it does not remove source limitations or turn signals into guaranteed business outcomes.

This is a prospecting dataset, not a guarantee of accuracy, deliverability, interest, buying authority, or conversion

Coverage, freshness, field availability, and email-status meaning vary by source, market, role, and company

A verified or available email status should still be checked against your lawful outreach purpose and suppression process

Company and person attributes can change after collection and should be refreshed before important campaigns

Strict filters may produce fewer results; count previews and samples help identify over-restriction

Usage is quoted by expected record volume and agreed scope; setup, refreshes, enrichment, external costs, and managed services are separate

AI-generated qualification and summaries must be checked against source records

Customers remain responsible for lawful basis, notices, opt-outs, suppression, data rights, advertising rules, contracts, and downstream use

Safeguards

Automation stays inside agreed boundaries.

Access, retention, exports, and operating controls are confirmed for this workflow before launch.

B2B prospecting purposes only and within approved lawful use

No sensitive-trait inference, protected-class profiling, health data targeting, or personal-life enrichment

Business contact availability is not proof of consent, deliverability, or permission for outreach

No private-account access, passwords, cookies, session exports, or access-control bypassing

No automated outreach, calling, messaging, connection requests, or CRM actions from this workflow alone

Managed outreach requires approved recipients, content, sender identity, frequency limits, opt-out handling, and named ownership

AI may classify, summarize, prioritize, and recommend; consequential contact or commercial actions require human approval

Customers remain responsible for GDPR, CCPA, CAN-SPAM, local marketing rules, platform terms, contracts, and data-subject rights

No representation of a third-party database, provider, or platform endorsement

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Request configuration

Configure B2B Lead Intelligence.

Share the sources, rules, and destination. We’ll verify access and confirm the final setup and monthly operating scope.

Setup$1,500

ManagedQuoted by record volume

Normally liveConfirmed after sample

B2B Lead Intelligence

Tell us what to run. We handle the operating structure.

What you provide

How you provide it

What this workflow delivers.

Sources

Output fields

Delivery options

Operating scope

Structured data your team and agents can rely on.

Use it directly

Connect approved agents

Keep control

One workflow, configured around the decisions your team owns.

Available modules

Business questions supported

See what goes in and what comes back.

From source approval to scheduled operation.

Each run adds to a useful operating history.

What the accumulated history can support

Automation stays inside agreed boundaries.

Continue through the catalogue.

Competitive Price & Assortment Intelligence

Supplier Quote Normalizer

Portal Report Collector

Configure B2B Lead Intelligence.

Configure the workflow.