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Template · 2 to 3 daysOutbound agenciesB2B foundersGrowth teams

Prospect Research + Send

A webhook takes a LinkedIn URL or email. Perplexity pulls 90 days of company news, funding, and headcount shifts. Claude Sonnet scores against your ICP JSON and writes a 3-sentence opener referencing one specific signal. Smartlead queues the email at 9:45am local; Expandi fires the LinkedIn touch 36 hours later. End-to-end: under 3 minutes per prospect.

Tool-interchange map · every layer is swappable

Prospect Research + SendTEMPLATE · 2 TO 3 DAYS · SWAP ANY TOOL01 · TRIGGER02 · RESEARCH03 · QUALIFY04 · WRITE COPY05 · DELIVER● DEFAULT● DEFAULT● DEFAULT● DEFAULT● DEFAULTWWebhookDEFAULTPerplexityDEFAULTClaude SonnetDEFAULTClaude SonnetDEFAULTExpandiDEFAULTOR SWAP IN vOR SWAP IN vOR SWAP IN vOR SWAP IN vOR SWAP IN vFForm submitCCron scheduleSlack cmdEEmail forwardCalendly hookTypeformExa AITavilySerpAPIFirecrawlBrave SearchGoogle CSEOpenAI GPT-4Gemini 2.5Mistral LargeDeepSeek V3Llama 3 70BCohere R+OpenAI GPT-4Gemini 2.5Mistral LargeDeepSeek V3Llama 3 70BVoyage AISmartleadLemlistInstantlyHeyReachApolloLinkedInANY OF THESE 6ANY OF THESE 6ANY OF THESE 6ANY OF THESE 6ANY OF THESE 6EVERY LAYER IS SWAPPABLE · THE ARCHITECTURE IS NOTPick the default stack, or bring your own tools at every step.

What it does

You feed in a webhook and it comes out the other side as a sent LinkedIn message or email, personalised to the prospect, qualified against your ICP, and written in your brand voice. No manual research. No copy-paste. No delay.

Perplexity runs the research pass. Claude scores the lead and writes the opener. Expandi delivers it. The whole chain runs in under three minutes per prospect. The default stack is opinionated because it works. Every step has six alternatives if your preferred tool sits elsewhere.

This template is part of the Buttermilk Lead Engine and the Arcus Outreach System. Both run it at volume, daily.

Real-world use cases

Who actually uses this, and what changes for them.

B2B outbound agency

You buy a list of 500 leads on Monday. By Thursday a VA has researched maybe 40 of them.

Before

A junior researcher spends three days reading LinkedIn, news, and earnings calls before any message goes out. Most of the list never gets touched.

After

The webhook receives the list. Inside three minutes per lead, every prospect has a written-up dossier, a fit score, a personalised opener, and a queued send. The VA reviews edge cases instead of doing the research.

Solo founder selling to enterprise

You spotted a buyer signal on Twitter, want to send something today, and have 15 minutes between meetings.

Before

You open a tab, skim their site, draft a generic-sounding cold message, hit send, and feel weird about it.

After

You drop the LinkedIn URL into the trigger. By the time you finish your coffee, a researched, signal-aware first touch is sitting in your drafts ready to send.

RevOps inside a Series-B SaaS

Marketing runs a webinar. 300 sign-ups. Sales needs to know within an hour which 30 are worth a call.

Before

A spreadsheet gets passed around. By the time anyone has scored the list, the warm window is gone.

After

The form-submit webhook fires the pipeline. Each registrant is enriched, scored against the ICP, and flagged in HubSpot before the recording is even processed.

What changes for your team

  • Your researcher gets a real job back: spotting outliers, writing the harder accounts, training the prompt.
  • Reply rates go up because every opener references something specific the prospect actually did.
  • You stop paying for tools the team uses inconsistently. One pipeline replaces five.
  • Pipeline coverage doubles without a hire, because the bottleneck was research time, not seats.

Real runs, observed

Trigger

Apollo list of 250 SaaS founders, uploaded Tuesday 9am

What landed

250 enriched profiles, 78 marked A-tier, 78 personalised messages drafted and queued to Smartlead by 9:14am

Time

14 minutes end to end

Trigger

Single LinkedIn URL pasted into a Slack /lead command

What landed

A research summary, fit score, and ready-to-send opening line in the same Slack thread

Time

Under 90 seconds

Default tool stack

WWebhookPerplexityPerplexityCClaude SonnetCClaude SonnetSmartleadSmartlead

Sample prompts

Time + scope

2 to 3 days

To ship

Fixed

Pricing model

Included

Source JSON

14 days

Tweak window

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