AI finds candidates; you confirm prospects
An AI search is a research assistant, not a decision-maker. It surfaces likely matches from public data fast, but the judgment call - is this actually a fit I can contact for a real reason - stays with you. Reviewing every lead is what keeps quality high and keeps you compliant.
The 60-second review each lead deserves
You don't need a long process, just a consistent one. For every AI-surfaced lead, run the same quick checks before it earns a spot in your outreach.
- Open the source page - does it exist and match?
- Confirm the contact route is public and plausibly current.
- Read the match reason - does it actually hold?
- Check geography and size against your target.
- Ask: would this message make sense to the recipient?
Red flags that mean drop it
Some signals should end the review immediately. A guessed-looking personal email, a dead or unrelated source link, a match reason that's generic boilerplate, or a private individual with no business context - each is a reason to cut the lead rather than "fix" it later.
- Guessed or pattern-generated email.
- Source link that's dead or off-topic.
- Vague, one-size-fits-all fit reason.
- Sensitive or private targeting.
Edit the draft, don't trust it blind
AI-drafted outreach saves time but still carries the model's assumptions. Before sending, remove any claim you can't back up, cut sensitive guesses, add your real sender details, and make sure the opener ties to the specific public fact - not a generic flattery line.