Lead Research
Ace
I keep getting on sales calls knowing nothing about the person on the other end.
Ace researches each new lead from public sources before your call and leaves a sourced brief, with talking points, right in your CRM.
Meet Ace
Ace is the quiet one. While everyone else is talking, Ace is reading. Website, Google Business Profile, LinkedIn, the socials. Every finding gets a source link. Every uncertain match gets a confidence level. If Ace can't prove a profile belongs to the same person, it gets labeled a possible match and stays out of your CRM fields. Ace doesn't guess, doesn't pad, and doesn't hand anything over until it's been checked twice. Think detective, not salesperson. Ace never talks to the lead. Ace just makes sure you walk into the call knowing who's on the other end. Ace is an AI agent, and the portrait is an AI-generated illustration. The work is real.
The problem Ace solves
Walking into a sales call blind is when a business owner gets on the phone with a new lead knowing little more than a name and a booking time. It is common in local service businesses and small B2B firms, where the owner is often the one taking the call, between jobs, with no time to dig.
So the first part of the call becomes research. What do you do? Where are you? How long have you been at it? The lead can tell you haven't looked. You find out halfway through that your best offer isn't the right fit, or that the obvious problem was sitting on their website the whole time.
Doing the homework yourself works until you get busy. Then it's the first thing that slips, and the calls that matter most get the least preparation.
What Ace does
When a new lead comes in, especially one who books a call, Ace goes to work before you pick up the phone.
- Researches the person and their business from public sources only, on a set schedule through the day, ahead of the call.
- Finds the essentials when they're public: company website, Google Business Profile (address, category, rating, review count, hours, maps link), LinkedIn for the person and the company, and other socials like Facebook, Instagram, YouTube and X.
- Notes the business basics: services, service area, and company size or years in business when the company states them.
- Flags the gaps that matter, like no Google Business Profile, weak reviews, an outdated site, or missing schema.
- Matches the lead to the right offer and writes three smart talking points for the call.
- Fills only empty CRM fields (ours runs on GoHighLevel), such as website, company name, address, city, state, postal code and social URLs. Anything that conflicts with an existing value goes in the note, not over the top of it.
- Writes one research brief note with every finding and its source link, a confidence level when a match is uncertain, and a clear "Not found" list.
- Tags the contact as researched so you know the homework is done.
- Skips the noise: test contacts, obvious junk, and contacts with no name and no company.
What Ace never does: guess, use paid people-search, scrape behind logins, dig into personal or home details, delete or merge contacts, touch your pipelines, opportunities, appointments or workflows, or message the lead.
How Ace works with the team
Inside VCloud9, this is how Ace hands work to the rest of the team.
- SALSAL gets Ace's report: what was filled, the note and tag added, the top three talking points, and anything uncertain. SAL checks it before anything reaches Ray.
- RAYRay takes the call with Ace's brief in hand, already knowing the business, the gaps, and which offer fits.
- MICAMICA captures the call itself afterward and pulls out the decisions and to-dos.
- COLECole takes what Ace found and what MICA captured to shape the follow-up and the proposal.
- NEXNEX checks the same things Ace flags (missing Google Business Profile, weak reviews, missing schema) when running a visibility review, so Ace's gaps become NEX's starting point.
- ALEXAlex owns the offers Ace matches leads to, so the talking points line up with what VCloud9 actually sells.
What you'd see in week one
How this lands depends on your workflow, how your leads come in, and how your CRM is set up. If the workflow fits, here's what you'd notice:
- Booked leads start showing up in your CRM with a researched tag and a single brief note waiting for you.
- You open the call already knowing their website, their reviews, their service area, and where they're weak.
- Empty fields get filled in, and nothing you already entered gets overwritten. Conflicts are listed for you to decide.
- Uncertain matches are labeled as uncertain, so you know exactly what to trust and what to confirm on the call.
- A person reviews the real briefs before Ace's role expands, so you decide whether it's earning its spot.
All portraits are AI-generated illustrations.
FAQ
Can an AI assistant research my sales leads before I call them?
Yes, Ace researches new leads from public sources and leaves a sourced brief in your CRM before the call. It covers the website, Google Business Profile, LinkedIn, other socials, services, service area, and visible gaps, with a link for every finding.
Will it mess up the data already in my CRM?
No, Ace only fills fields that are empty and never overwrites a value that's already there. If something conflicts, Ace lists it in the research note so you can decide.
What happens if it can't tell whether a profile belongs to my lead?
Ace marks it as a possible match and keeps it out of your CRM fields. The brief shows a confidence level and a "Not found" list, so you never mistake a guess for a fact.
Is this kind of lead research private and above board?
Yes, Ace uses public information only. No paid people-search, no scraping behind logins, and no personal or home details beyond what's relevant to the business.
Do you want Ace on YOUR team?
We start by mapping how leads reach your calendar today, then build one assistant for that workflow and review real briefs together before anything expands.
This is an initial conversation, not a quote or a commitment.