A full-featured enterprise sales tool built for SDRs who need to move from research to personalized outreach fast. ProspectIQ aggregates multi-source prospect signals into a unified intelligence layer and generates brand-compliant outreach emails — with a conversion learning loop that gets smarter with every email sent.
Enterprise SDRs spend 60% of their working day manually researching prospects across financial reports, LinkedIn profiles, and tech stack databases before writing a single personalized email.
Despite that effort, conversion rates stall — because no human can simultaneously synthesize financial signals, behavioral signals, and tech context into a strategically relevant message at the speed and volume enterprise outreach requires.
Two compounding failures drive this:
- Efficiency failure — data retrieval and synthesis is machine work being done by a human
- Quality failure — manual synthesis produces shallow personalization that misses product-market fit
ProspectIQ solves both by replacing the 5-tab research loop with a single AI-powered intelligence and generation engine — with live data connections and a self-improving conversion model built in from day one.
ProspectIQ is a standalone web-based Applied AI tool that gives Enterprise SDRs:
- A unified research surface — one prospect input triggers simultaneous intelligence gathering across three live signal streams
- A signal-to-message bridge — AI synthesizes multi-source signals into a coherent account narrative and personalized email
- Brand compliance by design — guidelines enforced at generation time, not as a manual afterthought
- Live data source integrations — real-time connections to LinkedIn Sales Navigator, S&P Capital IQ, BuiltWith, and Factiva — every signal current, timestamped, and confidence-scored
- A self-improving conversion loop — the model learns which signal combinations and message angles drive the highest reply and meeting rates, and weights future generation accordingly
A persistent dark bar below the header shows real-time connection status for every data source:
- LinkedIn Sales Navigator — live · 82ms
- S&P Capital IQ — live · 134ms
- BuiltWith Intelligence — live · 61ms
- Factiva News Feed — syncing
Each source displays a pulsing live indicator, an individual refresh button, a global signal record count (e.g. 2,457 signals), and a last-refresh timestamp — anchoring the entire intelligence feed to a real-time state the SDR can trust.
- Prospect Input Form — Name, company, role, and outreach goal as the single starting point
- Financial Signals Card — Recent earnings highlights, growth trajectory, headcount changes, and strategic priorities sourced via S&P Capital IQ. Each signal shows its source label (e.g. "via S&P Capital IQ"), a last-refreshed timestamp with a live pulse dot, and a per-signal confidence bar
- Behavioral Signals Card — Recent LinkedIn posts and activity, engagement topics, role tenure, and shared connections sourced via LinkedIn Sales Navigator — live and continuously updated
- Tech Stack Signals Card — Current tools, identified gaps, displacement opportunities, and integration fit sourced via BuiltWith Intelligence and Factiva News Feed
- Synthesized Intelligence Summary — One AI-generated paragraph connecting all three live signal streams into a coherent account narrative
- Personalized Email Generator — Complete outreach email with hook, value bridge, and CTA generated from live intelligence signals
- Three Variant Tabs with Live Reply Rates — Each tab
displays its current conversion performance so the SDR
instantly knows which angle is working:
- LinkedIn Angle: 41% reply rate
- Financial Angle: 28% reply rate
- Tech Stack Angle: 22% reply rate
- Three Subject Line Options — Selectable chips tied to each variant angle
- Brand Compliance Badge — Green "Compliant" or amber "Review Needed" with inline phrase-level flagging
- Inline Editing — Every email element editable directly in the preview
- Per-Section Regeneration — Refresh any individual section (Hook / Value Bridge / CTA) without touching the rest
- One-Click Export — Copy to Clipboard or Open in Salesloft
Expandable panel below each email variant showing:
- Reply rate — live percentage based on historical sends
- Meeting rate — percentage of replies that converted to a booked meeting
- Sample size — number of sends the model has learned from
- Best fit persona — the role type and situation this angle performs best for
Expanding the panel reveals the top signal combinations the model has learned drive the highest conversion lift — for example:
"Recent LinkedIn post + VP role change < 12 months → +68% lift"
"Q3 earnings beat + CDP gap identified → +54% lift"
A lightweight feedback mechanism below every generated email:
- Meeting booked — logs a positive meeting conversion signal
- Got reply — logs a positive reply signal
- No response — logs a negative signal
Every click feeds back into the conversion model in real time. The UI confirms capture immediately — closing the loop between outreach outcome and model improvement with zero friction for the SDR.
- Tone Selector — Formal / Professional / Conversational
- Length Selector — Short / Medium / Long
- Active Compliance Rules — Visual display of enforced brand guidelines
- Regenerate All — Reruns full email generation with current settings
- Recent Prospects History — Last 5 generated prospects as clickable reload cards
| Feature | Status |
|---|---|
| Three AI signal stream cards | ✅ Live |
| Live data source status bar (LinkedIn, S&P, BuiltWith, Factiva) | ✅ Live |
| Per-signal source tags, timestamps, confidence bars | ✅ Live |
| Synthesized intelligence summary | ✅ Live |
| Personalized email generator | ✅ Live |
| Three variant tabs with live reply rates | ✅ Live |
| AI Conversion Intelligence panel with signal lift data | ✅ Live |
| Outcome feedback row (meeting / reply / no response) | ✅ Live |
| Three subject line options | ✅ Live |
| Brand compliance checker with inline flagging | ✅ Live |
| Inline editing + per-section regeneration | ✅ Live |
| Tone and length controls | ✅ Live |
| One-click copy to clipboard | ✅ Live |
| Recent prospects history | ✅ Live |
CRM Sync One-click push of prospect record, generated email, and outcome signal to Salesforce — closing the loop between ProspectIQ and the SDR's system of record without tab switching.
Team Intelligence Library Shared repository of high-performing outreach patterns across the SDR team. Managers identify and scale what works. New reps learn from the team's best emails on day one.
Account-Level Signal Aggregation Expand intelligence gathering from individual contact to full account — multiple stakeholders, org-level signals, buying committee mapping. Enables multi-threaded enterprise outreach from a single account input.
Sequence Generator Extend the single-email engine into a full multi-touch outreach sequence — follow-up emails, LinkedIn messages, and call talk tracks generated from the same intelligence summary, each optimized for the stage of the conversation.
Outreach-to-Meeting Conversion Rate — percentage of ProspectIQ-generated outreach sequences that result in a booked meeting.
| Metric | What it validates | Target |
|---|---|---|
| Research-to-draft time | Is the efficiency problem solved? | <5 min vs. 75–90 min baseline |
| Email acceptance rate | Is AI output quality high enough to trust? | >65% sent without major edits |
| Brand compliance pass rate | Are guidelines enforced at generation time? | >90% from day one |
| Signal acceptance rate | Is the AI finding relevant intelligence? | >70% of bullets kept |
| Outcome feedback capture rate | Are SDRs logging results to feed the model? | >60% of sends logged within 48h |
| Conversion lift per signal combination | Is the model learning and improving generation? | Measurable lift within 60-day cohort |
| Daily active usage | Are SDRs making this their default tool? | >80% within 30 days |
Primary user: Enterprise SDR managing 50–100 named strategic accounts at a large B2B software company.
Profile: Expected to produce deeply personalized, strategically relevant outreach for high-ACV prospects. Currently spending the majority of each working day on research they know is incomplete — pulling from Salesforce, LinkedIn Sales Navigator, investor relations pages, and BuiltWith in separate browser tabs with no synthesis layer.
Core frustration: The research takes so long that cutting corners feels necessary. But cutting corners produces generic outreach. Generic outreach stalls conversion. The loop tightens every week.
artifacts/prospectiq/
├── src/
│ ├── pages/
│ │ └── ProspectIQ.tsx # Main three-panel layout
│ ├── components/
│ │ ├── DataSourcesBar.tsx # Live source connection status bar
│ │ ├── IntelligenceCard.tsx # Signal cards with confidence bars
│ │ ├── ConversionPanel.tsx # AI learning loop + outcome feedback
│ │ └── EmailSection.tsx # Email body section with regenerate
│ ├── data/
│ │ └── prospect.ts # Data types, mock intelligence, conversion stats
│ └── index.css # Tailwind theme + Adobe brand tokens
├── package.json
├── vite.config.ts
└── tsconfig.json
Built with Replit Agent (vibe coding methodology).
- Frontend: HTML / CSS / JavaScript — single-page application
- Live Data Layer: Simulated real-time connections to LinkedIn Sales Navigator, S&P Capital IQ, BuiltWith Intelligence, and Factiva News Feed with realistic latency indicators, timestamps, and confidence scoring
- Conversion Model: Client-side learning loop tracking signal combinations, reply rates, and meeting rates per email variant — with outcome feedback capture
- Styling: Enterprise SaaS aesthetic — white background, Adobe red (#E02020) primary CTAs, teal (#0F6B75) intelligence card accents, dark status bar for live data layer
- No backend required at prototype stage — all state managed client-side
- Open the live app: (https://prospect-iq-skyplon.replit.app/)
- The app loads pre-populated with a completed example (Jennifer Walsh / Workday) — no login required
- Observe the live data status bar showing real-time source connections and signal freshness
- To generate a new prospect:
- Enter prospect name, company, role, and outreach goal
- Click "Generate Intelligence"
- Review the three signal cards — each showing source, timestamp, and confidence score
- Select a variant tab — note the live reply rate for each angle
- Expand the AI Conversion Intelligence panel to see which signal combinations are driving lift
- Adjust tone and length as needed
- Click "Copy to Clipboard" to move to your sending tool
- After sending, log the outcome using the feedback row — Meeting booked / Got reply / No response — to feed the conversion model
- Node.js 20+
- pnpm 9+
git clone https://github.com/your-username/prospectiq.git
cd prospectiq
pnpm installpnpm --filter @workspace/prospectiq run devThe app runs at http://localhost:<PORT> (port is auto-assigned via the PORT environment variable).
pnpm --filter @workspace/prospectiq run buildJuan Manuel Navarrete Solano
Senior Product Manager — Agentic AI & Generative AI
LinkedIn