Lead Search Builder

Describe the leads you want to find. The builder will turn your criteria into a structured search plan preview.

Describe the Leads You Want

This creates a no-cost structured plan first. AI enrichment should only happen later after user approval.

Untitled Lead Search Draft

A structured lead search plan will appear here later.

Goal

Define the criteria for finding leads.

Target Criteria

Who or what to search for.

Draft items will appear here.

Geography

Location and territory rules.

Draft items will appear here.

Qualification Rules

How to decide if a lead matches.

Draft items will appear here.

Untitled Lead Search Plan

Target type: General lead

Estimated Cost

free

AI Enrichment Required

Preferred Sources

crm databaseuploaded csvcached resultsguided public web searchpublic directoryorganization websiteuser subscription research

Criteria

Criteria will appear here after a prompt is submitted.

Qualification Rules

Qualification rules will appear here.

Cost-Control Search Strategy

BOS should search low-cost sources first before using paid AI enrichment.

Preferred order: CRM data, uploaded CSVs, cached results, guided public web search, public directories, organization websites, and user subscription research tools.

Managed AI enrichment should be optional and user-approved before any usage-based cost is incurred.

Planned Lead Search Output

1. Target lead profile

2. Geography and territory rules

3. Required and optional qualification criteria

4. Suggested data sources

5. AI research fields and scoring rules

6. Later: save matching leads to the CRM or campaign