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Agents · Tool use

A B2B team's lead research agent.

A system for company research, lead scoring, briefing decks, and outreach drafts. The team sets the qualification rubric and can inspect the evidence.

Client
B2B sales team
Service
Implement
Status
Deployed & hosted
Stack
Claude Agent SDK · live research tools · dashboard + database

Client details are anonymized.

The brief

A B2B team was spending hours researching each prospect: reading the company’s site, LinkedIn, and recent news, assessing whether the lead was worth pursuing, and drafting outreach. They wanted to process batches while retaining their own qualification criteria.

What we built

A multi-agent system built with Anthropic’s Claude Agent SDK. A research agent gathers website, LinkedIn, and news information. A scoring agent assesses each lead against a weighted rubric the team can adjust, with supporting evidence available for review. Other agents prepare a structured brief, a presentation deck, and a tailored outreach draft.

Dashboard · launch batches, watch progress live
Company
Researchweb · LinkedIn · news
Scoreweighted rubric
Reportstructured brief
Deck + email
Database · companies, reports, cached research
Company research feeds a scored brief, presentation deck, and outreach draft.

Operation and review

The system caches research, tracks progress by stage, and retries failed source requests. The team launches and monitors batches through a dashboard backed by a database. The deployed, hosted interface makes the workflow accessible without running scripts manually.

Delivery

The deployed workflow reduced research time from hours to minutes per prospect. The team controls the scoring rubric and can review the evidence behind the results before deciding which leads to pursue.

SpeedMinutesper company, end to end
ScoringWeighteda rubric your team can tune
OutputBrief + deckplus an outreach draft

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