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Lead research and qualification with AI

Understand the company, its events and potential needs before you respond

AI researches the company, analyses its previous events and builds a specific lead profile. Sales staff receive facts, hypotheses and a priority recommendation with supporting reasoning.

How it works

From a short enquiry to a useful company profile

A message often reveals little about the real potential for cooperation. AI research adds context to help prepare a more relevant first response.

MK
Maria KowalskaNorthstar Software
Hello, we are looking for a venue for a two-day corporate event in autumn. Around 90 people will attend. Please send us the available options and a quotation.
Information providedteam event2 daysaround 90 peopleautumn
AI research
  • Fact
    The company employs 250–500 peopleOrganisation profile · public source
  • Fact
    It has offices in Warsaw and WrocławCompany website · contact page
  • Fact
    It organised at least 3 events in the past yearNews and public publications
  • Hypothesis
    Some participants may need accommodationInference based on office locations
Research scope

What information can AI research?

We define the scope for each hotel and type of sale. The system looks for information that could genuinely influence the offer, rather than creating a general company report.

Company size

How many employees does it have, where are its offices and what might its event potential be?

Event history

What events has it organised in the past year, how often and for how many attendees?

Preferred locations

In which cities and venues have previous meetings taken place?

Organising team

Does the company have an HR, People, Employer Branding or marketing team, or a dedicated events team?

Attendee profile

What might the group’s general profile be, and which attractions or amenities are worth considering?

Travel and accommodation

Could attendees be travelling from other cities, and is it worth suggesting accommodation straight away?

Process

How is the research and recommendation produced?

1

Lead assessment

AI analyses the message, attachments, sender, domain and type of enquiry.

2

Company research

It searches approved public sources and, optionally, the hotel’s relationship history.

3

Profile building

It organises information about the organisation, events, locations and potential needs.

4

Qualification

It compares the profile with the hotel’s rules and recommends a priority level with supporting reasons.

Reliability

Facts remain facts. Hypotheses are clearly marked.

A company’s registered office may be a confirmed fact. The expected attendee profile or need for accommodation are only useful hypotheses that should be verified in conversation.

Confirmed fact

The company has two offices

Warsaw and Wrocław are listed on the organisation’s official website.

Source · date accessed · high confidence
Hypothesis to verify

The group may need accommodation

Attendees may be travelling from both locations, but the prospect has not yet confirmed this.

Reasoning · confidence level · follow-up question
Qualification

Priority is based on your hotel’s rules

We do not use one scoring system for every property. The hotel specifies which characteristics matter, and AI presents a recommendation together with the specific factors behind it.

Fit

Event type, date, group size and how well the requirements match the property’s capabilities.

Potential

Company size, event frequency, potential value and the opportunity for further collaboration.

Priority

Enquiry urgency, decision date, completeness of the information and the importance of the relationship with the prospect.

Result

One profile for sales staff and future AI modules

Organisation profile

Industry, size, locations, organising team and existing relationship.

Event context

Types, frequency, previous venues, likely scale and group characteristics.

Sales opportunities

Hypotheses about accommodation, transport, attractions, additional services and materials.

Recommendation

Priority with reasoning, sources and the confidence level of the information.

Control

AI prepares the research. Sales staff assess its significance.

The module does not automatically change a lead’s status or record hypotheses as facts. The recommendation remains clear, verifiable and based on the sources provided.

The hotel sets the criteria

You define the preferred segments, event types, expected scale, importance of previous relationships and priority rules.

Where does this module stop?

The research does not contact the prospect, ask about missing details, assign a sales representative, reject an enquiry, prepare a response or update the CRM independently.

Data and sources

Every piece of information should have a source

The module starts with the message, attachments and sender’s domain. It then uses approved public sources. Contact history and CRM can enrich the profile, but are not required to launch the first version.

EmailAttachmentsPublic sourcesOptional contact historyOptional CRM
Content hub

How do future modules use the profile?

FAQ

Frequently asked questions

Does AI search the entire internet?

The source scope is agreed with the hotel. The profile shows where each piece of information came from and when it was accessed.

Is the recommendation a numerical score?

It does not have to be. In the chosen variant, AI indicates the priority level and explains the reasoning instead of hiding the decision behind a single number.

How is information about attendees’ ages handled?

Only as a general hypothesis about the group’s profile, based on public signals. It is not the recognition or profiling of specific individuals.

Is a CRM required?

No. CRM and contact history enrich the profile with previous relationships, but the basic research can work from the message, domain and public sources.

Can the module reject a lead?

No. It shows a recommendation and reasoning, but the decision about further handling remains with the sales representative.

See what AI can establish about your leads

Using sample enquiries, we will define the research scope, sources and qualification criteria that are right for your hotel.

Book a free consultation