# Research and score sales prospects overnight

> Research a target account list, find live buying signals, rank prospects, and prepare outreach for review before the next workday.

- Companion: Sales Outbound
- Category: Sales & customers
- Expected outcome: A ranked account list with source-backed notes and personalized drafts ready for review.
- Setup time: 25–40 minutes
- Cadence: Nightly or on demand
- Execution modes: Taskilo Cloud, Desktop, Self-hosted — coming soon
- Last reviewed: 2026-10-20
- Canonical: https://taskilo.ai/use-cases/ai-sales-prospecting/

## What you need

- HubSpot
- Browser
- LinkedIn
- Email

## Permissions

- Read selected CRM lists
- Browse public company sources
- Create CRM notes and drafts

## Safety boundary

Taskilo prepares research and drafts; no outreach is sent without approval.

## Setup

1. **Choose the list.** Select a CRM view or upload the accounts you want researched.
2. **Define fit.** Give Taskilo your ideal customer profile, exclusions, and scoring rules.
3. **Inspect evidence.** Review the sources and adjust the score for weak or stale signals.
4. **Approve drafts.** Keep outreach in a review queue until a person approves it.

## Starter instruction

Research the accounts in my selected CRM list. Score each account using recent funding, hiring, product launches, and the qualification rules I provide. Cite the source for every live signal. Draft personalized outreach for the strongest prospects, but do not send anything.

## Start with Taskilo

[Download Taskilo](https://taskilo.ai/download/?source=use-case&playbook=ai-sales-prospecting) and configure this playbook with the permissions and approval boundary above.