Client Prospecting Research
Find your next client in the data you already have. This agent digs through your CRM and hands back a prioritized list of accounts worth pursuing.
- Output
- → Document
- Connectors used
- CRM: Vincere Attio HubSpot monday.com Notion Pipedrive Zoho CRM
Choose which connector to use each time you run it.
What it does
The Client Prospecting Research agent digs through your CRM, finds the accounts, contacts, and deals that match your target brief, and writes a prospecting report back into your project.
Why recruiters and BD teams use it
- Turn a messy CRM into a clear, prioritized list of who to pursue.
- See decision-makers and relationship history without manual digging.
- Spot the gaps — accounts and contacts your CRM is missing.
Connect your CRM
Pick any one of your connected CRM connectors when you run it:
- HubSpot, Pipedrive, Attio
- monday.com, Notion, Zoho CRM
What you get
A report ranking target accounts by how attractive they are, with key contacts, relationship status, and a one-line "why now" for each.
How to run it
Open a project, describe the kind of clients you're after, choose your CRM, and run. The report is saved to your project files.
Run this agent in Calyflow
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Candidate Outreach From Sheet via Email
An outreach agent that reads candidates from the tracker you run in Google Sheets, Excel, or Airtable, writes a short personalized email to each one grounded in the role and your tone of voice, sends them from your own mailbox (Gmail or Outlook), and saves a send log into the project. Pick the data source and the mailbox when you run it.
→ Emails
Candidate Scorecard Rubric
Turn the project's job description into a structured Ideal Candidate Profile with a weighted scoring rubric — must-have (3), important (2) and nice-to-have (1) criteria, each with a concrete "how to evaluate" cue, plus a max-score guide. The rubric that drives consistent candidate screening.
→ Document