AI Transparency & Human Approval

• Researches each new lead from public sources (website, reviews, public profiles, hiring signals).
• Scores the opportunity (Hot / Warm / Cold / Bad Fit) against your ideal customer profile, with evidence.
• Drafts replies and call-prep briefs in your brand voice.
• Updates your private CRM: stage, estimated value, next action and the research trail.

• Human approval is required before any prospect contact. Drafts are internal until you approve them.
• Sensitive CRM changes can be configured to require sign-off; routine bookkeeping is automatic and always visible.
• Every research step, score, draft and decision is recorded in an audit trail you can review.

Lead scores and pipeline values are AI-generated estimates and planning aids, not guarantees or recognised revenue. You should apply your own judgement before acting.

AI research can be incomplete or occasionally wrong. Where the data is insufficient, the service labels a result as unavailable rather than inventing one. You can correct, reject or request re-research on any item.

The service has no feature that emails, messages or calls a prospect automatically. It prepares work for you; you decide what, if anything, is sent — outside or after approval.