How to Automate Prospect Research Before Outreach

I built this system to research each prospect automatically before generating personalized outreach. This automate prospect research before cold email approach scales personalized outreach without losing the human touch.

Outreach that feels automated gets ignored. Outreach that feels personal gets replies. This delivers personal at scale.

What You Need Before Starting

• Python 3.8+ with requests
• Anthropic API key
• Email sending service (SendGrid or SMTP)
• Prospect database or CRM export

Step 1: Load Prospect Data

import csv

def load_prospects(path):
    prospects = []
    with open(path) as f:
        for row in csv.DictReader(f):
            prospects.append({
                "email": row["email"], "name": row["name"],
                "company": row["company"], "title": row.get("title", ""),
            })
    return prospects

Step 2: Research Each Prospect

import anthropic
from dotenv import load_dotenv

load_dotenv()
client = anthropic.Anthropic()

def research(prospect):
    message = client.messages.create(
        model="claude-sonnet-4-20250514",
        max_tokens=512,
        system="Research this prospect. Find personalization angles and likely problems.",
        messages=[{"role": "user", "content": f"{prospect['name']} at {prospect['company']} ({prospect['title']}). Find talking points."}]
    )
    return message.content[0].text

Step 3: Generate Personalized Outreach

def write_message(prospect, research_data, msg_type):
    message = client.messages.create(
        model="claude-sonnet-4-20250514",
        max_tokens=512,
        system="Write personalized outreach. Under 100 words. One clear ask. No generic flattery.",
        messages=[{"role": "user", "content": f"To: {prospect['name']} at {prospect['company']}. Research: {research_data}. Type: {msg_type}."}]
    )
    return message.content[0].text

Step 4: Schedule Follow-Ups

import sqlite3
from datetime import datetime, timedelta

db = sqlite3.connect("outreach.db")
SCHEDULE = [3, 7, 14]  # days

def schedule_followups(email, initial_msg):
    for i, days in enumerate(SCHEDULE):
        send_at = datetime.now() + timedelta(days=days)
        db.execute("INSERT INTO followup_queue VALUES (?,?,?,?)",
            (email, f"followup_{i+1}", send_at.isoformat(), "pending"))
    db.commit()

What to Build Next

Add reply detection. When a prospect replies, pause their sequence and alert you to respond personally.

Related Reading

• How to Use AI for Cold Email Personalization - how AI transforms email marketing operations
• Audience Research with AI - practical guide to building AI business systems
• AI for Email Marketing Automation - how AI transforms email marketing operations