AI-Powered tool for Lead Generator
Budget: $14 – $100 NZD
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
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