You will get AI Prospecting and Market Research Agent Setup
Project details
Most teams waste hours manually researching prospects, accounts, or markets, then repeating the same work every week.
This project sets up a purpose built AI agent that runs prospecting or market research workflows based on your rules, inputs, and target criteria. The agent handles data collection, filtering, summarization, and structured output so results are consistent and usable.
This is for founders, sales teams, recruiters, and operators who need repeatable research or lead lists without relying on spreadsheets, scraping tools, or junior analysts.
What’s included:
• Agent logic built around your prospecting or research goals
• Clear criteria for industries, roles, locations, and signals
• Approved data sources and processing rules
• Structured outputs delivered to your CRM, spreadsheet, or email
• Documentation so the system can be run without ongoing support
Built by an operator who designs AI workflows for real sales and revenue teams, not demos.
This project sets up a purpose built AI agent that runs prospecting or market research workflows based on your rules, inputs, and target criteria. The agent handles data collection, filtering, summarization, and structured output so results are consistent and usable.
This is for founders, sales teams, recruiters, and operators who need repeatable research or lead lists without relying on spreadsheets, scraping tools, or junior analysts.
What’s included:
• Agent logic built around your prospecting or research goals
• Clear criteria for industries, roles, locations, and signals
• Approved data sources and processing rules
• Structured outputs delivered to your CRM, spreadsheet, or email
• Documentation so the system can be run without ongoing support
Built by an operator who designs AI workflows for real sales and revenue teams, not demos.
AI Development Type
Knowledge Representation, Model Tuning, Recommendation System, Software MaintenanceAI Development Language
PythonWhat's included
| Service Tiers |
Starter
$200
|
Standard
$399
|
Advanced
$699
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Detailed Code Comments | - | ||
Knowledge Graph | - | - | |
Model Documentation | - | ||
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50
Extra Integration
(+ 1 Day)
+$150
Custom Data Source
(+ 1 Day)
+$100
Deployment & Handoff Support
(+ 1 Day)
+$70Frequently asked questions
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DK
Dave K.
Oct 16, 2024
Easy Product Modeling Photography Job!
Thanks Justin!
About Justin
HubSpot AI Automation & RevOps Consultant | Speed-to-Lead Systems
Nashua, United States - 12:46 pm local time
What I build:
• HubSpot CRM cleanup and architecture: lifecycle stages, properties, pipelines, clean data rules
• Lead routing + speed-to-lead workflows
• Follow-up sequences + quote follow-up automation
• Zapier, Make, n8n, Airtable, and Google Workspace automations
• AI-assisted SOPs, prompts, intake flows, and sales workflows (operators-first)
• Pipeline dashboards + reporting
• Revenue leak audits (where leads die + the fastest fix)
• Lightweight internal tools/MVPs only when they create real leverage
Proof/context:
• Founder of JITAI Systems (JITAI Systems)
• 5+ years consulting across SMB service businesses + B2B operators
• Sales ops + business development background across HVAC/electrical, traffic control, and other service + B2B workflows
Send me your current lead flow, CRM problem, or follow-up bottleneck and I’ll tell you what I’d fix first.
Steps for completing your project
After purchasing the project, send requirements so Justin can start the project.
Delivery time starts when Justin receives requirements from you.
Justin works on your project following the steps below.
Revisions may occur after the delivery date.
Use Case & Agent Definition
I review your goals and define exactly what the AI agent will research or prospect, including target criteria, data sources, output format, and success conditions.
Agent Logic & Prompt Design
I design structured prompts and agent logic using the OpenAI API so the agent can reliably research markets, identify prospects, and return usable, structured results.