# Lead Intelligence Find companies showing buying triggers and turn them into evidence-backed sales opportunities with AI-powered market signal monitoring. # Lead Intelligence Lead Intelligence is a Teamday workspace app that watches the market for business triggers and turns them into evidence-backed sales opportunities. A set of AI agents runs continuously to find target companies, score their signals, and draft recommended next actions — without you having to search manually. --- ## What it does Lead Intelligence monitors public market signals — hiring surges, new funding, leadership changes, new locations, layoffs — and matches them against the ideal customer profile you define. For each match it produces a scored opportunity with: - **Why now** — the specific signals observed and their evidence - **Priority score** — a composite score weighted by signal strength, freshness, and ICP fit - **Recommended action** — a suggested first outreach step or qualifying question The result is a prioritized list of companies worth contacting, with proof attached to every entry. --- ## Activate Lead Intelligence Lead Intelligence is a workspace app. Add it to any workspace where you want market monitoring to run. 1. Open your workspace in the Teamday sidebar. 2. Click **Apps** or look for the **Lead Intelligence** entry in the workspace navigation. 3. If not yet configured, you land on the **Setup** tab. --- ## Initial setup On first launch, select a profile or fill in your own configuration. ### Choose a profile Two built-in profiles provide sensible defaults: | Profile | Best for | |---------|----------| | **Teamday ICP** | B2B SaaS and services companies looking for AI execution capacity | | **HORECA** | Field sales targeting hotels, restaurants, cafes, and foodservice operators | Select **Custom** to configure your own market and buyer criteria from scratch. ### Configure your market | Field | What to enter | |-------|--------------| | **Market name** | A short label for internal reference, e.g. "Lisbon AI-ready companies" | | **Geography** | One or more cities, regions, or countries | | **Industries** | Target industry categories, comma-separated | | **Company size** | Employee or revenue range | | **Exclude** | Account types to skip, e.g. "public sector, students, retail-only" | ### Configure your ICP | Field | What to enter | |-------|--------------| | **Pain** | The execution problem your buyers share | | **Buyer titles** | Decision-maker job titles, comma-separated | | **Offer** | A short description of what Teamday brings to these buyers | ### Enable signals Toggle the market signals you want the Lead Scout to watch: | Signal | When to enable | |--------|---------------| | **Hiring** | Company is hiring for roles that imply growth or new process volume | | **Layoffs / cost pressure** | Company is cutting headcount, implying a do-more-with-less pressure | | **Leadership change** | New executive who may re-evaluate vendors | | **Funding** | Recent funding round, implying runway to buy | | **New location** | Expansion that creates new operational surface | | **Review spike** | Rapid change in review volume or rating (e.g. Google Places) | | **Places status** | Business status change detected via Google Places (requires a Google Places API key) | Click **Save & start** to create the workspace config and install the AI agents. --- ## AI agents Once setup completes, Lead Intelligence installs three scheduled missions into your workspace: ### Lead Scout Runs daily. Searches configured sources for companies and raw signals matching your market criteria. Writes accounts and raw signals to the workspace. ### Lead Analyst Runs after the Scout. Deduplicates accounts, scores signals, and produces ranked opportunities. Each opportunity includes a priority score, why-now proof, and a recommended outreach action. ### Weekly Pipeline Brief Runs every Monday morning. Summarises the hottest accounts, strongest signals, new vs stale opportunities, and what needs human approval. Check the **Agents** tab to see each mission's last run time and current status. --- ## Reading your leads Go to the **Leads** tab to see scored opportunities. Each card shows: - **Company name** and brief descriptor - **Priority score** (0–100) — higher is warmer - **Stage** — `visit_first` (high-confidence, act now), or `nurture` (monitor, not ready yet) - **Why now** — the specific signals observed with cited sources - **Recommended action** — what to do next The **Signals** tab shows all raw signals before they are rolled up into opportunities. Use it to spot emerging trends or investigate why a company was scored. The **Briefings** tab stores the weekly pipeline reports and any outreach drafts the agents have prepared. --- ## Starter leads New workspaces can load a set of example leads to see what the data looks like before the scout runs its first live cycle. Click **Load starter leads** on the Overview tab. These are pre-seeded example records — replace them with live data by clicking **Replace with live run** once the agents have completed their first scheduled cycle. --- ## API keys and credentials Most signals use public web search and do not require credentials. Some sources need a key: | Source | Required credential | |--------|-------------------| | Google Places enrichment | `GOOGLE_PLACES_API_KEY` in workspace secrets | | LinkedIn job signals | `LINKEDIN_SOURCE` in workspace secrets (requires a compliant LinkedIn data provider) | | Custom search provider | `SERP_API_KEY` in workspace secrets | Add these under **Settings → Secrets** in your workspace. The Lead Scout will only use a source if the required credential is present and valid. --- ## Worked example **Goal:** Find Lisbon companies hiring for support or operations roles that might benefit from AI employees. 1. Activate Lead Intelligence in your workspace. 2. On Setup, select **Teamday ICP** profile. Adjust geography to `Lisbon, Portugal`. Enable **Hiring** and **Layoffs** signals. Disable signals you do not need. 3. Click **Save & start**. The agents are installed and the first Scout run is scheduled for the next morning. 4. After the first run, open **Leads**. You see scored opportunities — for example: "Acme Operations (score 88) — Hiring 5 support roles in 14 days. Recommended: ask the founder if they are scaling because demand is up or process is overloaded." 5. Check **Briefings** on Monday for the weekly summary. Forward the top three opportunities to your sales lead. --- ## Troubleshooting **No leads appear after the first run.** Check the **Agents** tab for mission errors. If the Scout mission shows a schedule error, open the mission detail for the full job log. Most failures are caused by missing credentials for a source that was enabled in setup. **"Places status" signal is disabled even though I enabled it.** Google Places enrichment requires a valid `GOOGLE_PLACES_API_KEY` in workspace secrets. Add the key and re-save setup. **The Scout found companies but the Analyst produced no opportunities.** The Analyst may have discarded all signals as low-confidence. This happens when the observed signals do not clearly match your ICP definition. Broaden your industry or geography settings, or lower the signal threshold by enabling additional signal types.