In the past you'd have a lead pop into your CRM and you'd have to assess the likelihood of them buying.  That could take hours or days to fully flush out.  Now with the help of AI, you can have the person and their company fully flushed out within minutes.  This lesson/course shows you how to set up Zoho MCP + Claude to research lead records.

What does it research?  The company website, review sites, BBB, social media and more - then it does the same for the person - are they posting on X, LinkedIn, Facebook, etc...

What is the business model of the company, are they hiring / growing, are they a fit for what you do, etc...

The results are amazing.

We provide two "skills" files - one that runs every night (saving on AI Claude tokens) and another that can be used immediately to research past leads.

If anything, you can upload the skills files and start using this today - you don't have to learn everything about how to build it.

We provide the contextual background - that, along with the skills files - and you can start running research in minutes - NOW.