SkillShop
SkillShop › Use cases › Sales, Marketing & Support
Sales, Marketing & SupportDone with Lindy

Research prospects before pitching them

A Lindy agent built for a side project researched a prospective resort, found a PR risk and avoided pitching it.

Research prospects before pitching them preview
What They Did
Maddie Weber runs outbound sales in hospitality at Blackbird with no dedicated SDR team. She used Lindy for lead lists, prospect research, cold outreach and meeting prep. An agent built for her side project did its own research pass on a high-profile resort. It found a PR risk and didn't pitch the resort. The source gives few mechanics beyond this.
How It Went
Per Lindy's case study, Weber saved 10 to 20 hours a week and booked sales meetings on day one. The source describes the resort case only briefly and gives no further detail.
Worth Knowing
The source is a vendor case study that a review article summarizes. Lindy bills by credit, so heavy research and outreach can use up a month's credits quickly.
Try it yourself with Lindy

Before I pitch [company or venue name] on [my product or service], research them. Look at their website, recent news, reviews, and social media, and flag any PR risks, controversies, or red flags. Finish with a one-page brief that has a clear recommendation to pitch or skip, plus two or three personalized talking points if I should go ahead. Don't send any messages.

Read the original ↗

Do this with a skill.

These SkillShop playbooks do this exact job.