AAIA - Episode 14 - Stop Building Prospect Lists By Hand
AI and Automation In Action
Automating Sales Prospecting: Daily List Building, Data Enrichment, and Teams Alerts
This episode of AI and Automation In Action showcases a sales outreach automation built for an organization that previously spent hours manually finding stale CRM contacts, validating emails/phone numbers/mailing addresses in an external database, and updating records for a multi-touch campaign that included physical mailers. The team created a “prospect list building tool” that rotates market focus by day, pulls and enriches contact data from multiple sources, scrapes company websites to confirm whether contacts still work at the firm and suggests replacements when needed, and scores leads against an ideal candidate profile to ensure required outreach fields are present. The tool supports exporting daily files back into the CRM, notifies the sales team via Microsoft Teams each morning with a download link, includes role-based permissions, tracks run history and settings by vertical, and reports API and AI token costs, delivering time savings, consistency, and accuracy, with CRM auto-sync planned for phase two.
00:00 Show Intro
00:30 Outreach Problem
01:22 Manual Workflow Pain
02:19 Prospect Tool Overview
02:34 Dashboard Walkthrough
03:32 Verification and ICP
04:48 Export and Teams Alerts
05:40 Phase Two CRM Sync
05:55 Results and Benefits
07:03 Controls and Cost Tracking
08:07 Wrap Up and Next Steps
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