Use Case Overview

Detailed scenarios and step-by-step workflows for common business research tasks using NewBizBot.

Prospect Research

Generate detailed prospect profiles

Lead Qualification

Evaluate prospect lists against your criteria

List Identification

Discover external directories and lists for leads

Core Use Cases

Wealth Manager Prospect Research

Scenario: Generate comprehensive profiles of high-net-worth individuals or potential clients for wealth management.

Key Applications:

Prospect Research: Profile potential clients before meetings, understanding their financial background, interests, and affiliations.
Lead Qualification: Score prospect lists from events or referrals against specific criteria to identify high-potential individuals.
List Identification: Find industry directories or professional associations for lead generation and networking.

Example Workflow:

Identify Target: Input a prospect's name or company.
Research Mode: Select "Prospect Research" or "Lead Qualification" configuration.
Query Formulation: Ask for a detailed profile including net worth, investment interests, philanthropic activities, and professional history.
Result Interpretation: Analyze the structured output, verify information with source citations, and identify key talking points for engagement.
Follow-up: Use the insights to tailor outreach and prepare for client meetings.

Recruiter Identify Candidates

Scenario: Identify potential candidates and source relevant industry lists for recruitment.

Key Applications:

Prospect Research: Profile target companies and executives to understand organizational structures and potential talent pools.
List Identification: Find industry association member lists, professional directories, or conference attendee lists for candidate sourcing.
Lead Qualification: Evaluate potential candidates against job requirements and company culture.

Example Workflow:

Define Role: Specify the job title, required skills, and industry.
Research Mode: Use "Prospect Research" and "List Identification" configurations.
Query Formulation: Request profiles of individuals with specific skills or lists of companies in a target sector.
Result Interpretation: Review candidate profiles, identify key qualifications, and leverage found lists for direct outreach.
Follow-up: Contact promising candidates and initiate the recruitment process.

Getting Started with Use Cases

Choose Your Scenario

Select the use case that best matches your current research need:

Single Entity Research → Prospect Research
Multiple Entity Evaluation → Lead Qualification
Finding New Sources → List Identification

Follow the Step-by-Step Process

Each use case guide includes:

Configuration Selection - Which research mode to use
Query Formation - How to structure your questions
Result Interpretation - Understanding the output format
Follow-up Actions - Next steps and additional queries
Best Practices - Tips for optimal results

Advanced Scenarios

Multi-Step Research Projects

Learn how to combine multiple use cases for comprehensive research:

Due Diligence Process: Prospect Research → Lead Qualification
Business Development: List Identification → Lead Qualification → Prospect Research

Custom Configurations

Each use case can be customized for specific industries or research requirements:

Industry-Specific Research: Healthcare, Technology, Financial Services
Geographic Focus: Regional analysis and local prospect research
Regulatory Considerations: Compliance-aware research for regulated industries

Support and Next Steps

If You're New to NewBizBot

Start with the Quick Start Guide
Review the User Interface Overview
Try the Prospect Research example
Explore other use cases based on your role and needs

For Experienced Users

Browse all use case examples to discover new research approaches
Learn advanced techniques for complex multi-step research
Understand how to create custom configurations for recurring tasks
Explore integration options with your existing workflow

Each use case example includes real scenarios, sample queries, and expected outcomes to help you achieve professional research results efficiently and effectively.

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