Build & Enrich Account Prospect Lists Ai Agent Workflow Blueprint

Awareness Stage Outbound Prospecting Agent
Compile a prioritized list of contacts and enrich them with key details for more effective outreach.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Awareness Stage

You're focused on the Awareness stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow is designed for sales and marketing teams needing a reliable method to gather relevant contacts within specific accounts and enrich those profiles for personalized outreach. By systematically pulling existing account data, then layering on additional insights, you can better tailor subsequent messaging.

Inputs include a list of priority accounts—often Tier 1 and Tier 2—plus any additional filters like job titles, regions, or industries. The outputs are enriched contact lists complete with validated emails, phone numbers, LinkedIn URLs, and relevant context such as recent news or shared content. This ensures each contact is ready for targeted campaigns.

Steps include starting the process once your account targets are finalized, pulling contact info from your CRM, leveraging APIs for data enrichment, and using AI tools to gather deeper insights. Finally, the data is stored in a structured list or database for easy reference, allowing personalized outreach that resonates with each lead's background and interests.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger
Trigger. Initiate this prospect list workflow once priority accounts (e.g., Tier 1 and 2) are identified.
2. CRM or Sales Automation Platform
Tool Call. Pull a list of contacts (names, job titles) at the target accounts; focus on decision-makers and influencers.
Data
CRM Salesforce HubSpot Pipedrive
3. Data Enrichment API
Tool Call. Enrich each contact with missing details (email, phone, LinkedIn) and firmographic info for the company.
Data
Data Enrichment Clearbit ZoomInfo FullContact
4. AI Research Assistant
LLM Call. Use AI to find additional insights on each prospect (e.g., news about their company, role-specific responsibilities).
Research Asset
LLM OpenAI Anthropic Google Gemini
5. Database/Spreadsheet
Tool Call. Compile all enriched data into a structured format, including notes for later personalization.
Workflow
Data Storage Excel Google Sheets Airtable

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Consideration Agent
Purchase Decision Agent
Onboarding Agent
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