Sales
An AI lead researcher that preps you before every sales call
Lead Researcher reads a company's site, recent news, and your CRM before a call, and sends back what they do, who to talk to, and an opening line.
The job to give it
“Before each sales call on my calendar, research the company: what they do, recent news, who I'm meeting and their role, and one good opening line. Keep it under 150 words.”
Paste this into a new bot, then edit it to fit how you work. One narrow job works best.
Things to ask it
- “Research Northwind before my 2 PM”
- “Who's the head of ops at Acme?”
- “What did Globex announce this quarter?”
Set it up in a minute
- 01
Add Lead Researcher
Find it in the marketplace and add a copy, or paste the job into a new bot.
- 02
Connect calendar and CRM
So it knows who you're meeting and what you've already discussed.
- 03
Get the brief
Ask before a call, or let your Chief of Staff ask it as part of your morning brief.
Works with
- Google Calendar
- HubSpot
- Attio
- Hunter
- Clay
Plus any tool with a remote MCP server. See integrations.
Asks before
- Contacting anyone
- Writing to your CRM without asking
Questions
What does an AI lead researcher do in Stormi?
Will it send or change anything without asking?
Which tools does it work with?
Which AI model does it use?
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Hire your first bot today
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