COHERENCEProspect discovery
Describe your target companies and ask Chat to find relevant people and businesses.
01 / Find your people
A name is a start.
Context is an opening.
Find the people and companies you want to work with. Enrich the record, research the business, and give your next conversation a reason to happen.
- Contact enrichment
- Company research
- Conversation starters
JL
Jordan LeeFounder · Northstar Studio
EnrichedCompanyNorthstar Studio
IndustryArchitecture & design
Websitenorthstar.example
RESEARCH NOTE
The studio recently introduced a commercial practice. A relevant place to start the conversation.
INSIDE LEAD ENRICHMENT & RESEARCHKnow more before
Know more before
you say hello.
Go from a prospect’s name to a useful understanding of their business, then keep that context for the next step.
Contact enrichment
Fill in the details that help you connect.
Enrich people and company records with useful information such as a role, company website, industry, or location. Review the result in the same workspace where you manage the relationship.
- Enrich an individual record or a selected group.
- Use the email address or company domain as a starting point.
- Fill gaps in the record and review important details.
Jordan Lee / EnrichmentExample
FROM NAME TO CONTEXT
Role
Founder · Person detail
Illustrative fields; available results depend on the source.
Company research
Understand the business behind the lead.
Ask for research around a company, a market, or a specific question. Bring the useful findings and supporting sources into your customer work, instead of leaving them in a collection of browser tabs.
- Discover prospects from a description of the companies you want.
- Research company focus, offerings, and relevant public information.
- Keep source-backed findings with the prospect context.
Northstar / Research briefExample
RESEARCH WITH A PURPOSE
Research brief
Workspace Company focus
Architecture studio introducing commercial design. · Business
Fictional example research brief.
Conversation starters
Give the first message a reason to exist.
Turn what you learn into a specific, useful opening. A shared research record lets your team and Chat write from the same understanding of the prospect.
- Connect a finding to the customer problem you can help with.
- Draft a relevant introduction in Chat.
- Carry the research into the campaign and follow-up.
A more relevant introductionExample
FROM RESEARCH TO OUTREACH
Research
Northstar is introducing a commercial practice. · Context
A sample opening, ready for review.
Choose a tab to explore
THE TOOLS BEHIND THE WORK
Explore the guide More inside Lead Enrichment & Research.
People & account context
Keep contact details connected to the company they belong to.
Bulk enrichment
Work through selected records in the background instead of researching each one by hand.
Qualification fields
Capture fit, priority, source, ownership, and the details that matter to your process.
Research briefs
Use Chat and Collab to turn findings into a brief your team can read and improve.
Lead sources
Track where a lead came from and add the specific campaign, event, or referral.
Pipeline views
Organize qualification with saved tables and boards, filters, and clear statuses.
Follow-up tasks
Assign the next step, set a due date, and keep it connected to the lead.
Lead conversion
Convert a qualified lead into a person, with an account or deal where appropriate.
How it comes together.
1
Define the prospect
Describe the company type and the question you want answered.
2
Build the context
Discover, enrich, and research the relevant records.
3
Start a useful conversation
Draft outreach and give follow-up a clear owner.
YOUR PLATFORM, THROUGH CONVERSATION
Put it to work in Chat.
Chat can find prospects, research them, and organize useful results into records and rich detail you can explore.
Explore Coherence ChatTRY ASKING
“Find architecture studios expanding into commercial work, research their founders, and suggest a relevant opening.”
A starting point for your conversation.
A FEW USEFUL DETAILSGood questions.
Good questions.
Clear answers.
Does enrichment guarantee every field?
No. Available information depends on the person, company, and research sources. Review important details before using them in outreach.
Where does the research go next?
Keep it with the customer context and use it in Chat, campaign drafts, team briefs, and follow-up tasks.
Bring your team
into Coherence.
One platform for the customer relationship and the work around it.
Get started with Coherence