Lead enrichment
Lead enrichment is an automation Rosada Automation builds for Professional & B2B firms. You see the company, its size and a reason to call before you pick up the phone.
Who it's for
- Professional & B2B firms
Example run with sample data
Manual ~5 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 3
Email in
A sample email address comes in with the lead. The draft is ready, so you only check the words.
ToSample Customer <sample@example.com>
SubjectEmail in
A sample email address comes in with the lead.
Example run. Nothing here is sent for real.
Where you approve
This example doesn't message a customer or move money. You can pause it, and the handoff guide shows you how.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- Which company details get added
- Which CRM fields they fill
- What happens when a lookup finds nothing