Playbooks / Sales / Prospecting
Lead List Building
Builds targeted lists from defined criteria: industry, size, signal, geography. Each lead arrives with name, role, company, and the reason they fit.
How to run it
Open Sales > Prospecting > Lead List Building in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Lead List Building workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Build targeted lists from defined criteria: industry, size, signal, geography. Each lead arrives with name, role, company, and the reason they fit. Owner approves the list before outreach.
Put this workflow to work.
The Sales agent ships with this one installed. Open the demo and ask it to run the Lead List Building workflow on something of yours.