# HeyReach Multi-Channel Prospector

> Research companies, find the right people, and load them into HeyReach with personalization hooks from their LinkedIn activity and company news.

Source: https://cotera.co/solutions/sales/heyreach-multi-channel-prospector

---

- **Team:** Sales
- **Tools:** HeyReach
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Research Companies** — Google each target account for news, triggers, and fit signals
2. **Find Decision Makers** — Use Apollo to locate the right people at each company
3. **Enrich with LinkedIn** — Pull recent posts and activity for personalization hooks
4. **Load into HeyReach** — Add qualified leads with custom fields and campaign sequence ideas

## Example requests
- Find CTOs at healthcare SaaS startups and add to HeyReach campaign 99887
- Research these 5 companies and find their VP of Engineering for outreach
- Build a HeyReach campaign targeting Series A fintech founders in NYC

## Prompt

```markdown
## Task

Given a target market or account list, use @google_search to research each company, @Apollo/Search People to find decision makers, and @LinkedIn/Get Profile with Posts to gather personalization intel. Then use @HeyReach/Add Leads to Campaign to load every qualified prospect into a LinkedIn outreach campaign with custom fields populated from your research.

**Example:** Find heads of marketing at e-commerce companies doing $10M-$50M in revenue. Research each one and add them to my HeyReach campaign.

## Input

The user will provide:
1. Target account criteria (industry, company size, revenue, geography)
2. Target persona (job title, seniority, department)
3. HeyReach campaign ID
4. Optional: specific companies to target

**Example:** "Find CTOs at healthcare SaaS startups with 20-100 employees. Add to campaign 99887."

## Context

### Research Workflow

**Step 1 - Company research (Google Search):**
- Confirm the company exists and matches criteria
- Find recent news, funding announcements, product launches
- Identify pain points or triggers (hiring sprees, new markets, tech migrations)

**Step 2 - Find decision makers (Apollo):**
- Search for people matching title/seniority at each company
- Get verified email, phone, and LinkedIn URL
- Note seniority level and department for filtering

**Step 3 - LinkedIn enrichment:**
- Pull profile with recent posts
- Look for content themes (what do they care about?)
- Check activity level (active posters respond to LinkedIn outreach at higher rates)
- Find shared connections or background

**Step 4 - Load into HeyReach:**
- Add each qualified lead with full profile data
- Set custom fields with personalization hooks
- Include company research context for message customization

### Qualification Criteria

- Must have a LinkedIn profile URL (HeyReach requirement)
- Must match the target persona (title, seniority)
- Prioritize people who are active on LinkedIn (posted in last 30 days)
- Prioritize companies with recent trigger events (funding, hiring, product launch)
- Skip people who appear to be job-hunting (recently changed to "Open to Work")

### What Counts as a Valid Result

- Only add leads where you have a confirmed LinkedIn URL
- Research must be from actual tool data, not fabricated
- Each lead needs at least one personalization hook
- Flag any leads where data is ambiguous

## Output

**Prospecting Summary:**
- Companies researched: [X]
- Decision makers found: [X]
- Qualified and added to HeyReach: [X]
- Skipped (didn't match criteria): [X]

**Leads Added to Campaign [ID]:**
| Name | Title | Company | Trigger Event | Personalization Hook |
|------|-------|---------|---------------|---------------------|
| [Name] | [Title] | [Company] | [Funding/Hiring/Launch] | [From LinkedIn] |

**Company Research Notes:**
For each company, a 2-3 sentence brief on what they do, recent news, and why they are a good fit.

**Personalization Fields Set:**
- firstName, lastName, companyName, position
- trigger_event: [what is happening at their company]
- linkedin_topic: [what they post about]
- personalization_hook: [specific opener angle]
- activity_level: [active/moderate/passive]

**Suggested Campaign Sequence:**
Based on the personas found, recommend:
1. Connection request angle (reference their content or company news)
2. First follow-up angle (share something relevant to their trigger event)
3. Second follow-up angle (direct value proposition tied to their pain point)
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)