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Prospect research
What Velros AI runs

It gathers the signals about company details, the contact, recent signals, and the first message from across your channels, removes duplicates, and sets priorities.

Prospect research

Company details, the contact, recent signals, and a first message come together, and Velros AI keeps each one drafted and teed up for your approval.

Speed to lead
Head start on the buying journey
Lost selling time
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Even when an inquiry or a promising lead comes in, a small business has no one dedicated to research, so a salesperson searches the company, the contact, and recent news themselves and burns the time. Salespeople spend only 28% of the week actually selling, with the rest lost to research, data entry, and internal meetings. Meanwhile the lead cools and a competitor who reached out first takes the deal.

A signal like this, handled like this.

We gather the work as it actually arrives, and record what each step is judged against.

  1. Identify the lead and check for duplicates

    Standardize the incoming company name, contact, and details, and compare against the existing CRM to judge duplicate or existing-customer status. Confirm the legal entity by tax ID or domain.

    Judgment Is this a new lead or something to merge into an existing record?
  2. Build the company profile

    Gather the industry, size, revenue band, location, main products, and recent 3 to 6 month news (funding, hiring ramp, new products, regulatory issues) from public sources into a one-page summary.

    Judgment Does it fit our ICP (ideal customer profile), and does a need look present now?
  3. Map the contact and decision line

    Separate the working contact from the decision-maker and lay out titles, departments, and public touchpoints. Do not collect private personal information.

    Judgment Who is the right person to reach now, and can a contact channel be obtained lawfully?
  4. Score fit and set priority

    Score fit and timing from the gathered facts, classify A, B, or C, and attach the reasoning.

    Judgment Is this an immediate-outreach target or one for the nurture queue?
  5. Draft outreach and hand off

    For top leads, build why now (the trigger) and a first-message draft and hand it to the salesperson.

    Judgment Is this an auto-send target or a review-before-send?

Unconfirmed information, we do not fill in

We settle the exceptions that actually come up before they do. When a rule doesn't fit, we don't force it through. It goes to a person, with the evidence.

Exception Confusion between same-named or similar companies

Confirm by a triple check of tax ID, domain, and location, and if it cannot be confirmed, hand the call to the person (no guessing).

Exception A small or new entity with almost no public information

Do not fill the profile with guesses. Mark it unconfirmed and substitute a list of questions to confirm on the first call.

Exception A competitor or existing account re-entering as a lead

Route it as an alert to the existing relationship owner, not as new outreach.

Collecting personal data and cold sends are seen by a person

Anything touching money, contracts, personal data, or the brand is drafted and no further. It sends only after a person approves.

  • New collection and storage of personal data

    You have to confirm the lawful basis, and unauthorized collection carries legal risk.

  • The first cold-outreach send (marketing email or text)

    Cold email is opt-out under CAN-SPAM but cold marketing texts need prior express written consent under the TCPA, and the sender and tone reflect on the brand.

  • Whether to pursue a lead pushed despite poor ICP fit

    A resource-waste judgment is needed.

  • Using a paid data source or credits

    It incurs cost.

  • The list of A-grade leads going straight to sales

    It directly affects how sales time is allocated.

How you know it worked

How fast, and whether we got there first

Speed to lead

Responding within 5 minutes gives 21 times the odds of qualifying a lead versus 30 minutes (Oldroyd, MIT/InsideSales, 2007)

Research delay is conversion loss. Automating research to cut first contact to minutes is the point.

Head start on the buying journey

Buyers are nearly 57% of the way through the purchase decision before they engage a sales rep (CEB/Google, The Digital Evolution in B2B Marketing, 2012)

Remove the research bottleneck and you can engage before a competitor.

Lost selling time

Sales reps spend only 28% of their week actually selling (Salesforce, State of Sales, 5th edition, 2022; 7,775 respondents in 38 countries)

Measure the share of sales time spent selling from customer work records. Handling lead research and list building for them grows the sellable time.

Rule

Collecting and storing personal information needs a lawful basis and data minimization under the applicable privacy law. If your cold outreach is marketing, it follows the US marketing-message rules, so a marketing email is opt-out under CAN-SPAM (truthful sender, postal address, working unsubscribe) and a marketing text needs prior express written consent under the TCPA. Flag during research whether a given contact channel can be used lawfully.

There is less that a person has to hold on to.

Once the scattered checks and repeat replies are drafted and sorted, your staff can spend the day on review and exceptions, and you look only at the decisions that matter.

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Checks pile up on a person.

Building a sales list means searching by hand and organizing each entry yourself.

With Velros running it

The work arrives ready to go.

It researches and organizes candidates that fit your target criteria and sends them up, and the person in charge just sets priorities.

Research lead time per record Accounts researched Information completeness

What people ask before they hand this over

The things people actually check first about Prospect research.

Where does the research data come from? Is it not illegal scraping?

We use only lawfully accessible public sources like a company's official information, news, and filings, and do not collect private personal information or contacts without consent. We keep the basis and source in the brief so it can be verified.

How do you know our ICP?

We define the common traits of your best existing customers (industry, size, buying trigger) in initial setup and keep correcting it from real win and loss feedback. The ICP is managed as an editable standard, not code.

What to sort out next

First response time

Sales follow-up

Sales follow-up

Sales follow-up can be joined up the same way, on the channels you already use, from intake through to the approval queue.

Handling time

Collecting documents before a consultation

Collecting documents before a consultation can be joined up the same way, on the channels you already use, from intake through to the approval queue.

Missing records

Invoice and billing prep

Invoice and billing prep can be joined up the same way, on the channels you already use, from intake through to the approval queue.

See every workflow

Inquiries, bookings, quotes, order updates. You can compare the work that keeps a person busy, side by side.

We start with the work that keeps a person tied up.

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