Lead Intelligence
A research brief on who your lead is and what their company does, prepared before you call.
When someone reaches out, Lead Intelligence researches who they are and what their company does before you call back — so you walk into the first conversation already briefed. It's private and internal: the brief is for you, never public, and it never contacts your lead.
Where to find it
It lives in two places. On a lead's detail screen in the Leads Inbox, the Lead Intelligence panel sits beside the research results. And when the module is on, your dashboard carries a Hot Leads widget — the open leads worth calling first, ranked and labeled. Every advisor sees it for their own leads; the Director sees the firm's.
How it works
A Director can research any lead with one click — Research This Lead in the Lead Research Tool.
On the lead, click Generate call-prep brief or Generate follow-up draft (run the research first — the drafts build on it). The brief keeps confirmed facts and unconfirmed ones marked apart — never blended — and gaps stay flagged as gaps. If the research couldn't verify something, it says so rather than guessing; researched details are labeled as unverified so you confirm before acting on them.
What you get
- the research brief — who they are, what their company does, with confirmed and unconfirmed facts marked apart
- talking points for the call and a recommended next action
- a drafted first email
- a drafted follow-up for your next touchpoint — open it in your own email with one click (Open in Gmail or Email app), or Copy draft; Add to calendar (.ics) puts the touchpoint on your schedule, and Regenerate draft writes a fresh one
Good to know
- It never contacts your lead. "It writes a first email as a draft. You send it." Every send is yours, and every brief stays internal — it never shows on your site and never reaches the lead. Nothing is sent by the platform.
- The drafted emails are barred from claiming an attachment or an action that didn't happen.
- Lead Intelligence is included. The team switches it on for your site — ask via hello@upliftcre.com.
- Your leads stay in your inbox either way. Delivery to your CRM is separate — see Lead Delivery.