Profile your leads with deep research

This template takes the same approach as deep account research but focuses on understanding individual leads. Using AI with web browsing, it analyzes profiles to determine if someone is the right person to reach out to and what type of tailored messaging would work best. The template uses JSON schemas to structure insights and lets you apply your own frameworks to understand each lead's pains, gains, and jobs to be done.

1. 1
   Start with a simple table containing names and profile links for the leads you want to research
2. 2
   The AI column browses the web to gather comprehensive information about each lead
3. 3
   The template uses JSON schemas to ensure AI returns structured data including standard info and custom insights
4. 4
   Use models like value proposition canvas to identify each lead's pains, gains, and jobs to be done
5. 5
   Modify the JSON schema using Clay's custom GPT to add fields like interests or other relevant data points
6. 6
   Convert results to Markdown for easy copying or use the text directly in future columns for lead scoring
7. 7
   Use alongside company research to see how well each lead fits as a prospect for your company