AI-Powered tool for Lead Generator

Замовник: AI | Опубліковано: 14.04.2026

Lead Gen tool. looking to build an automated system (agent/tool) that identifies and qualifies potential franchise partners in the mortgage financing sector across Switzerland. The system should discover leads from public sources, apply intelligent filtering, and send personalized outreach emails in the correct language (German, French, or English)—with minimal manual input. This is not a one-time list-building task. The goal is to create a repeatable, scalable lead-generation engine that we can run independently. Primary Objective Develop an automated workflow that: 1. Finds relevant professionals in Switzerland and other countries 2. Filters them based on defined criteria 3. Generates qualified leads 4. Sends personalized outreach emails 5. Logs everything in a structured, usable format Scope of Work 1. Data Discovery & Scraping Build a system to collect data from: Google search results (e.g., “mortgage broker Switzerland”, “life insurance advisor”) Company websites Public directories LinkedIn (public data only) Extract: Company name Website link Address/location Business description Team members / advisors (if available) LinkedIn profiles (if available) Phone numbers (if listed) 2. Lead Identification & Enrichment Identify individual professionals working in: Mortgage financing Insurance / financial advisory For each lead: Assign location (must be Switzerland) Detect preferred language (DE / FR / EN) Generate/guess professional email addresses using standard patterns Attach all data to a structured output 3. Qualification Logic (Filtering System) Leads must be filtered based on: Located in Switzerland Relevant experience in mortgage/finance Likely openness to new opportunities “Openness” should be inferred using signals such as: Job changes or short tenure Career progression stagnation Entrepreneurial indicators (self-employed, small firm, etc.) Industry context (commission-based roles, sales roles) 4. Batch Processing & Targeting Flexibility Allow manual input such as: “Company name + city” (e.g., Swiss Life Luzern) System should: Find all relevant employees/advisors from that company/location Let user select which leads to contact before outreach 5. Automated Outreach System Generate short, personalized emails based on: Name Role Background Send emails in the correct language: German French English Log: Sent status Timestamp Response tracking (optional) 6. Output & Interface Option A (Required Minimum): Google Sheet / CSV export with: Name Role Company Location Email (guessed) Phone (if available) Language Outreach status Option B (Preferred for Scale): Simple dashboard/interface where user can: View and filter leads Approve/reject contacts Trigger outreach Track responses Deliverables Fully functional automation tool (script or app) Lead generation + filtering system Email generation + sending workflow Structured output (Sheet/CSV and/or dashboard) Setup instructions so client can run independently