Lead Research & Outreach Engine

A connected system for lead collection, qualification, prospect research, outreach preparation and follow-up status tracking.

Aidvex connected the stages into one system that structures lead records, gathers useful research, prepares personalised outreach and tracks progression after contact.

The challengeLead discovery, prospect research, prioritisation, outreach preparation and follow-up tracking were handled as separate tasks, making the overall process fragmented.

The systemAidvex connected the stages into one system that structures lead records, gathers useful research, prepares personalised outreach and tracks progression after contact.

WorkflowLead intake → Research → Qualification → Outreach preparation → Follow-up tracking

Technologyn8n, Google Sheets, Gmail, AI models, Node.js and browser automation

Human controlOutreach can remain draft-only until reviewed, while response stages stay visible to the team.

Operational outcomeCreated one structured operating pipeline instead of several disconnected sales activities.

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