> ## Documentation Index
> Fetch the complete documentation index at: https://docs.artifact.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Generator Assistant

> An AI assistant that discovers potential leads, finds contact information, and prepares exports for outreach campaigns

## Key Capabilities

* **Business Discovery**: Search for businesses by location, industry, or other criteria
* **Contact Information Extraction**: Pull phone numbers, email addresses, and websites from business listings
* **Website Content Analysis**: Extract key information from business websites
* **Export Generation**: Create well-formatted CSVs and PDFs for your outreach campaigns
* **Competitor Research**: Find and analyze competitors in specific market segments

## Setting Up Your Lead Generator

Follow these steps to set up your own Lead Generator assistant:

<Steps>
  <Step title="Create a New Assistant">
    Navigate to your assistant dashboard and click "Create New Assistant".
  </Step>

  <Step title="Configure the Basic Details">
    Set the following properties:

    * **Name**: "Lead Generator"
    * **Description**: "Discovers potential leads, finds contact info, and prepares CSV or PDF exports for outreach campaigns."
    * **Model**: Select a model with strong tool-use capabilities like Claude 3.7 Sonnet or GPT-4o
  </Step>

  <Step title="Add the System Prompt">
    In the system prompt field, add:

    ```
    You are a B2B lead generation expert. Use tools to find businesses, extract their data, and generate well-formatted outputs for outreach.

    When helping users find leads:
    - Ask clarifying questions about target industries, locations, or specific criteria
    - Provide structured, well-organized data with relevant contact information
    - Suggest additional data points that might be valuable for their outreach
    - Format exports in a way that's immediately usable for marketing campaigns

    Always maintain a professional, straightforward tone. Prioritize data quality and accuracy over quantity. Be transparent about the limitations of the search results and suggest alternatives when appropriate.
    ```
  </Step>

  <Step title="Attach Essential Tools">
    Add the following tools to your assistant:

    * Places Search
    * Web Search
    * Web Scraper
    * CSV Generation
    * PDF Generation
  </Step>

  <Step title="Save and Test">
    Save your assistant configuration and run a few test queries to ensure it's working as expected.
  </Step>
</Steps>

## Example Use Cases

### Local Lead Prospecting

Quickly find businesses in specific locations and export their contact details for local outreach campaigns.

<Accordion title="Example Prompts">
  * "Find top-rated yoga studios in Los Angeles and prepare a CSV of their names, phone numbers, and websites."
  * "Search for marketing agencies in Austin, Texas and extract their contact details."
  * "Get me a list of AI startups in San Francisco."
</Accordion>

<Note>
  For local lead generation, the Places Search tool is particularly effective as it can retrieve accurate location-based information including business hours, ratings, and contact details.
</Note>

### Competitor Research and Data Extraction

Identify competitors in your market space and extract key information from their websites to inform your strategic planning.

<Accordion title="Example Prompts">
  * "Give me a list of competitors to Notion in the productivity space and extract their homepage copy."
  * "Find 5 personal finance startups and pull the About page copy for each."
  * "Get landing page screenshots and headings of meditation apps."
</Accordion>

<Tip>
  When conducting competitor research, use the Web Scraper tool with the screenshot format option to capture visual elements like pricing tables or feature comparisons.
</Tip>

### Event-Based Lead Discovery

Find potential leads connected to specific events, conferences, or industry gatherings for timely outreach opportunities.

<Accordion title="Example Prompts">
  * "Find sponsors of the AI Summit 2024 and export their company names and contact pages."
  * "Who are the exhibitors at CES 2025 related to health tech?"
  * "Create a PDF of top fintech speakers at Money20/20 and their LinkedIn profiles."
</Accordion>

<Warning>
  When scraping event websites or social profiles, be mindful of platform terms of service and privacy considerations. Always use extracted contact information in accordance with applicable regulations.
</Warning>

## Best Practices

1. **Be Specific**: The more specific your request, the more targeted and useful the leads will be. Include industry, location, company size, or other relevant criteria.

2. **Review and Refine**: Examine initial results and refine your queries to narrow down to the most promising leads.

3. **Multi-Step Approach**: For comprehensive research, use a multi-step approach - first identifying potential leads, then requesting deeper information on the most promising ones.

4. **Verify Information**: Always verify critical contact information before using it in campaigns, as web-scraped data may occasionally be outdated.

5. **Export Strategy**: Choose the right export format for your workflow - CSVs for CRM imports, PDFs for executive summaries or visual reports.

## Customization Options

You can enhance your Lead Generator assistant with these customizations:

* **Add CRM Integration Tools**: Enable direct export to your CRM system
* **Include Email Template Generation**: Add tools to draft initial outreach emails based on the leads discovered
* **Incorporate Data Enrichment Tools**: Add capabilities to enrich basic contact data with additional company information
* **Enable Social Media Search**: Add tools to find social media profiles for discovered businesses

<CardGroup>
  <Card title="Research Assistant" icon="magnifying-glass" href="/templates/research-assistant">
    Discover our Research Assistant template
  </Card>

  <Card title="Content Creator" icon="pen-nib" href="/templates/content-creator">
    Explore our Content Creator template
  </Card>

  <Card title="Customizing Tools" icon="wrench" href="/guides/customizing-tools">
    Learn how to customize your assistant's tools
  </Card>
</CardGroup>