The Indie Founder Agent-Powered Lead Research Playbook
Turn a prospect name into a full briefing doc before every sales call
For solo founders who do their own sales and spend too long manually researching leads before calls. This playbook deploys AI agents to scrape public signals, pull social data, and compile a structured briefing doc for every prospect automatically. Walk into every call knowing exactly what the person cares about without spending an hour on LinkedIn.
Goal
Auto-generate a prospect briefing doc from public signals before every sales call
Who this is for
Solo founders and indie hackers doing their own B2B outreach and sales calls
When to use
When you book 3+ discovery calls per week and research is eating 30+ minutes per call
When NOT to use
If your sales motion is pure inbound self-serve with no human calls involved
How to set it up
Set up your social data pipeline
Connect the social media unified API and configure it to pull the last 30 days of public posts for any username or company handle you feed it. Test it with 3 existing contacts to validate the output quality.
Configure the web scraper for company pages
In Ricci Flow, create a scrape template targeting About, Blog, and Press pages of a company URL. Set it to output a structured JSON with company size, product focus, recent announcements, and key personnel.
Build the Make.com orchestration scenario
Create a Make.com scenario that watches your Google Calendar for new events tagged 'discovery call'. When triggered, it extracts the prospect's name and company from the event description, then kicks off both the social API pull and the Ricci Flow scrape in parallel.
Generate the briefing doc with Notion AI
Pipe the combined social and website data into a Notion AI prompt template that structures it into: company overview, prospect's recent talking points, likely pain points based on their content, and 5 suggested discovery questions.
Auto-deliver the briefing to your inbox
In Make.com, add a final step using Dead Simple Email to send the Notion briefing doc as a formatted HTML email to yourself exactly 60 minutes before the calendar event start time.
Unified API for 21+ social platforms with consistent data schema
Pulls the prospect's recent public social posts across 21+ platforms so you know what they're thinking about right now.
Extract structured data from websites into CSV, Excel, or JSON automatically
Extracts structured company and product information from the prospect's website and public pages into clean, usable data.
Triggers the research pipeline automatically when a new calendar event is detected, connecting every tool in sequence.
Synthesises all scraped data into a structured, readable one-page briefing doc with talking points and open questions.
Email API built for AI agents with real-time webhooks and inbox management
Sends the completed briefing doc to your inbox exactly one hour before the scheduled call with zero manual intervention.
Expected outcome
An automated pipeline that delivers a one-page prospect briefing doc โ company overview, recent activity, likely pain points โ to your inbox an hour before every scheduled call
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The Solo Founder Multi-Platform Social Data Research Playbook
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The Indie Founder Automated Report Playbook
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This playbook is a curated starting point, not a definitive recommendation. Pricing and features change โ always verify on each tool's official website. Tools marked "affiliate link" may earn this site a commission at no extra cost to you.