Use it directly
- CSV and JSON exports
- Airtable or spreadsheet delivery
- Database and warehouse-ready records
- Customer-controlled backups
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ConfiguredResearch
B2B Prospect Discovery
Turn your ideal customer profile into a structured B2B prospect shortlist with role, company, contact, location, and qualification context ready for human review and approved sales 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 roles, seniority, functions, industries, company sizes, locations, domains, technologies, revenue, and funding
- Required contact fields and email-status requirements
- Maximum result volume and approved spend
- Excluded companies, roles, regions, and existing records
- CRM, spreadsheet, database, AI, or managed-service destination
- Outreach policy and human review owner if using managed services
How you provide it
- ICP or campaign brief
- Target-account spreadsheet
- CRM export or suppression list
- Sales territory plan
- Qualification scorecard
- Written inclusion, exclusion, privacy, retention, and outreach rules
The result
What this workflow delivers.
A focused prospecting feed that helps teams find the right people and companies, understand why each record fits, and move approved prospects into CRM, AI research, and managed outreach operations without starting from an unfiltered list.
Best for: B2B sales, marketing, recruiting, partnerships, account-based marketing, agencies, and operators building a repeatable prospecting process.
Sources
- Customer-defined ideal customer profile
- Approved B2B prospecting and company sources
- Target roles, seniority, functions, industries, company size, location, revenue, funding, domains, and technologies
- Business contact fields where available and permitted
Output fields
- Person name, professional title, seniority, function, and profile URL
- Company name, domain, industry, size, location, revenue, funding, and technology signals when available
- Business email and phone availability with source status where available
- Search criteria, qualification reason, source reference, and collection timestamp
- Stable person and company identifiers for deduplication
- Review, approval, exclusion, suppression, and outreach-readiness states
- CRM, AI, and managed-service handoff fields
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 target roles, companies, markets, fields, result volume, freshness, exclusions, and source scope
- 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-upConnect 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 prospect criteria
- Role and account matching - identify relevant people, companies, markets, industries, sizes, technologies, revenue, and funding signals
- Contact qualification - structure business email and phone availability with visible status
- AI-ready prospect records - preserve identity, company context, 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 new, excluded, existing, and approved prospects distinct
- Managed workflow connection - connect approved records to CRM, outreach drafting, sending within limits, reply classification, follow-up, meetings, and negotiation preparation
- Human decision handoff - require owners for contact approval, opt-outs, offers, and consequential actions
Business questions supported
- Which people and companies match our ideal customer profile?
- Which roles, industries, locations, company sizes, technologies, or funding signals matter?
- Which records have the contact fields and source evidence we need?
- Which records are new, suppressed, duplicated, approved, or waiting for review?
- Which fields does AI need to retrieve, segment, compare, summarize, and cite each prospect correctly?
- Which approved prospects 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 operations leaders at mid-market software companies",
"roles": ["VP Operations", "Head of Operations"],
"seniority": ["vp", "director"],
"industries": ["software", "saas"],
"company_size": ["51-200", "201-500"],
"country": ["United States"],
"business_email_required": true,
"exclude_existing_crm_records": true,
"result_volume": 5000,
"delivery": "CRM-ready review queue"
}Example delivery
Illustrative record{
"person_name": "Example Contact",
"job_title": "VP of Operations",
"seniority": "vp",
"company_name": "Example Software Company",
"company_domain": "example.com",
"company_location": "United States",
"business_email_status": "Available for review",
"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.
Translate the ideal customer profile into clear role, company, location, and contact criteria
Preview the expected result volume and refine filters
Run a representative sample to review fit, duplicates, source coverage, and field quality
Confirm the output schema, record-volume quote, review owner, retention, and destination
Deliver structured prospects with visible source and contact-status fields
Connect approved prospects to CRM, AI research, qualification, outreach, follow-up, and meeting workflows
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 person or company, when data was collected, what contact status was available, which records were approved or suppressed, and how the target market changed across runs.
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 by expected record volume and agreed source scope. Refreshes, enrichment, storage, external source costs, and managed outreach operation are scoped separately. The resulting prospect 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
- Find focused prospects instead of sorting a generic database
- Identify decision-makers by role, seniority, department, industry, location, company size, revenue, funding, or technology
- Prioritize records with the business contact fields the process actually needs
- Give AI stable identity, company, role, source, timestamp, and qualification fields for grounded research
- Create account briefs, territory lists, ICP comparisons, and sales-research summaries
- Keep suppression lists, previous results, and review decisions available for future runs
- Connect approved records to multiple managed workflows for CRM updates, outreach drafting, approved sending, reply classification, follow-up, meetings, and negotiation preparation
- Keep targeting, permissions, offers, 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.
01
This is a prospecting dataset, not a guarantee of accuracy, deliverability, interest, buying authority, or conversion
02
Coverage, freshness, and field availability vary by source, market, role, and company
03
A verified or available email status should still be checked against lawful purpose and suppression rules
04
Attributes can change after collection and should be refreshed before important campaigns
05
Strict filters may produce fewer results; previews and samples help identify over-restriction
06
Usage is quoted by expected record volume and source scope; setup, refreshes, enrichment, external costs, and managed services are separate
07
AI-generated qualification and summaries must be checked against source records
08
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.
01
B2B prospecting purposes only and within approved lawful use
02
Business contact availability is not proof of consent, deliverability, or permission for outreach
03
No sensitive-trait inference, protected-class profiling, health targeting, or personal-life enrichment
04
No private-account access, passwords, cookies, session exports, or access-control bypassing
05
No automated outreach, calls, messages, connection requests, or CRM actions from this discovery workflow alone
06
Managed outreach requires approved recipients, content, frequency limits, opt-out handling, and named ownership
07
AI can classify, summarize, prioritize, and recommend; consequential contact and commercial actions require human approval
08
Customers remain responsible for privacy, data rights, suppression, direct-marketing, platform, and applicable-law requirements
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Request configuration
Configure B2B Prospect Discovery.
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