Overview
AI research on Apollo offers AI-powered insights into people and companies that accelerate manual research and help you craft personalized messages. Use AI research to narrow your targeting, personalize your emails, and get to know your prospects more deeply.
You can use template research prompts created by Apollo for quick insights into people and companies.
Check out the following section to learn more about the AI research templates built by Apollo.
Wondering how to use an AI research template? Check out Use AI Research for details, or review How to Excel at AI Research for an interactive walkthrough.
AI Research Templates
You can use the following AI research templates on Apollo:
Improve your targeting ⤵ |
Personalize your outreach ⤵ |
Generate a message ⤵ |
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Assign as B2B or B2C | Summarize company news | Generate personalized email |
Identify who your target company sells to | Identify competitors | Create personalized email with PS line |
Assign as SaaS or non-SaaS | Summarize professional posts | Create personalized email based on open job postings |
Research and evaluate a company for fit | Summarize contact's professional background | Write email based on contact's online posts |
Know if a company had executive changes | Generate call scripts with personalized hooks | Write email based on company priorities |
Identify relevant job openings | Generate an opening line from professional posts | |
General sales-focused account summary | Research and personalize outreach messages using LinkedIn | |
Determine NAICS codes | ||
Confirm decision-maker | ||
Summarize product and industry insights |
Assign as B2B or B2C
B2B (business to business) prospects may require messaging that emphasizes efficiency, ROI, and business impact, while B2C (business to consumer) prospects often respond better to personalized, consumer-focused language.
Use this AI prompt to surface your target account's primary business model, then refine your outreach strategy accordingly.
With this template, Apollo adds 1 custom field to your view:
- Assign as B2B or B2C
You can use this template on people or companies. When used on people, Apollo segments the prospect's company.
Ready to use this AI research template? Get started.
Identify who your target company sells to
Find a company's ideal customer profile (ICP) to better understand their target audience. Knowing a prospect's ICP helps you be more relevant in your outreach by letting you pinpoint relevant pain points and present solutions that truly resonate.
With this template, Apollo adds 1 custom field to your view:
- Find ICP of your target customer
You can use this template on people or companies. When used on people, Apollo segments the prospect's company.
Ready to use this AI research template? Get started.
Identify relevant job openings
Learn how hiring goals relate to your product offerings. By identifying roles a company is filling, you gain insight into its priorities and challenges. Use these insights to tailor your outreach and address the specific challenges of hiring managers and seniority levels of target roles.
With this template, Apollo adds 3 custom fields to your view:
- Identify relevant job openings
You can use this template on people or companies. When used on people, Apollo analyzes the prospect's company.
Ready to use this AI research template? Get started.
Assign as SaaS or non-SaaS
Use this template to classify a company as SaaS (software as a service) or non-SaaS based on the company description. SaaS companies often value cloud capabilities, scalability, and subscription pricing, while non-SaaS companies might care more about tangible products or services.
This template can help you quickly refine your prospect list and tailor your outreach for more relevant, impactful engagement with each type of business.
With this template, Apollo adds 1 custom field to your view:
- Assign as SaaS or non-SaaS
You can use this template on people or companies. When used on people, Apollo segments the prospect's company.
Ready to use this AI research template? Get started.
Research and evaluate a company for fit
Find the most responsive contacts who best align with your value proposition. Use this template to research a company to determine if their needs align with your product or service offering.
Instead of researching leads one-by-one, use this AI prompt to get a clear “Yes” or “No” and quickly prioritize who’s most likely to respond — and convert.
With this template, Apollo adds 3 custom fields to your view:
You can use this template on people or companies.
- Determine research guidelines
- Research target company
- Final analysis of qualification
Ready to use this AI research template? Get started.
Generate personalized email
Build a highly personalized email based on your target contact's professional background and company description. By leveraging AI to incorporate details like the recipient’s name, role, and specific pain points, you can draft concise, relevant messages that feel customized—without the time-intensive research typically required.
With this template, Apollo adds 2 custom fields to your view:
- Generate personalized email
- Generate an email subject line
You can use this template on people, but not companies.
Use dynamic variables to insert the template field into messages to contacts.
Ready to use this AI research template? Get started.
Identify competitors
Identify your prospect's competitors based on their company's website and trusted sources like G2, Trustpilot, and CB Insights. This AI prompt will quickly uncover your prospect’s key competitors and the insights needed to craft sharper, more relevant outreach.
With this template, Apollo adds 1 custom field to your view:
- Identify competitors
You can use this template on people or companies. When used on people, Apollo analyzes the prospect's company.
Ready to use this AI research template? Get started.
Know if a company had executive changes
Segment your target audience according to recent C-suite company changes. Let AI do the digging for you, searching across the company website and news sources for key exec moves like appointments, promotions, resignations, or terminations over the past three months.
New leadership often brings fresh priorities and directions — AKA, the perfect time to reach out. This prompt will help you keep on top of C-suite changes.
With this template, Apollo adds 1 custom field to your view:
- Know if a company had executive changes
You can use this template on people or companies. When used on people, Apollo analyzes the prospect's company.
Ready to use this AI research template? Get started.
Generate an opening line from professional posts
Craft a personalized opening line using your target contact's professional social posts. This prompt analyzes up to three LinkedIn posts from your prospect. This tailored approach makes your outreach dynamic and authentic, building stronger connections from the get-go.
With clear guidelines to steer clear of generic pitches, you'll craft genuine openers that resonate. Whether it's a long shot or a solid lead, this template empowers you to engage meaningfully and effectively.
With this template, Apollo adds 2 custom fields to your view:
- View professional posts
- Craft email opener
You can use this template on people, but not companies.
Use dynamic variables to insert the template field into messages to contacts.
Ready to use this AI research template? Get started.
Summarize professional posts
Get a summary of a person's activities, industry insights, and updates from recent LinkedIn posts. Engaging with prospects through personalized summaries makes your outreach stand out. It shows you’ve done your homework, fostering trust and rapport from the get-go.
With this template, Apollo adds 2 custom fields to your view:
- View professional posts
- Summarize professional posts
You can use this template on people, but not companies.
Ready to use this AI research template? Get started.
Summarize company news
Use this template to summarize the most recent news about a company so you can learn what current events are driving behavior — from big wins to pressing challenges — straight from Apollo and other web data sources.
You'll get a snapshot of what matters most to your prospects right now, so you can tailor messages that hit the mark and are more likely to engage decision-makers.
With this template, Apollo adds 2 custom fields to your view:
- Summarize company news
- Filter relevant news
You can use this template on people or companies. When used on people, Apollo analyzes the prospect's company.
Ready to use this AI research template? Get started.
Summarize contact's professional background
Use this template to quickly summarize a contact’s professional background and get a quick snapshot of any lead’s career story so you can personalize your outreach.
With this template, Apollo adds 1 custom field to your view:
- Summarize contact's professional background
You can use this template on people, but not companies.
Ready to use this AI research template? Get started.
Create personalized email with PS line
Generate an email with a personalized PS line tailored to a specific contact.
With this template, Apollo adds 3 custom fields to your view:
- Analyze prospect details and create outreach guide
- Write a personalized email
- Write a personalized subject line
You can use this template on people, but not companies.
Use dynamic variables to insert the email field or subject line field into messages to contacts.
Ready to use this AI research template? Get started.
Create personalized email based on open job postings
Write a custom email based on open job postings at the company that relate to your product offering.
With this template, Apollo adds 3 custom fields to your view:
- Identify relevant jobs
- Write a personalized email
- Write a personalized subject line
You can use this template on people, but not companies.
Use dynamic variables to insert the email field or subject line field into messages to contacts.
Ready to use this AI research template? Get started.
Write email based on contact's online posts
Write a custom email based on online posts and content produced by the contact.
With this template, Apollo adds 4 custom fields to your view:
- Collect professional posts
- Collect additional posts
- Write a personalized email
- Write a personalized subject line
You can use this template on people, but not companies.
Use dynamic variables to insert the email field or subject line field into messages to contacts.
Ready to use this AI research template? Get started.
Write email based on company priorities
Write a custom email if your offerings overlap with a company's priorities.
With this template, Apollo adds 3 custom fields to your view:
- Identify priority indicators
- Research account priorities
- Write a personalized email
- Write a personalized subject line
You can use this template on people, but not companies.
Use dynamic variables to insert the email field or subject line field into messages to contacts.
Ready to use this AI research template? Get started.
Generate an opening line from professional posts
Craft a personalized opening line using your target contact's professional social posts as inspiration.
With this template, Apollo adds 2 custom fields to your view:
- View professional posts
- Craft email opener
You can use this template on people, but not companies.
Use dynamic variables to insert the email opener field into messages to contacts.
Ready to use this AI research template? Get started.
Generate call scripts with personalized hooks
Create conversational cold call scripts with both research-based and generic options.
With this template, Apollo adds 3 custom fields to your view:
- Prime research focus and context
- Conduct targeted research
- Generate natural call scripts
You can use this template on people, but not companies.
Once you have a cold call script, head over to the dialer to make and receive calls.
Ready to use this AI research template? Get started.
General sales-focused account summary
Generate a general, sales-focused summary of a company to support your outreach.
With this template, Apollo adds 1 custom field to your view:
- General sales-focused account summary
You can use this template on people or companies. When used on people, Apollo analyzes the prospect's company.
Ready to use this AI research template? Get started.
Research and personalize outreach messages using LinkedIn
Research the target company and create a personalized LinkedIn message for outreach.
With this template, Apollo adds 2 custom fields to your view:
- Research company profile
- Draft LinkedIn message
You can use this template on people, but not companies.
Use dynamic variables to insert the draft message field into a LinkedIn message on a sequence.
Ready to use this AI research template? Get started.
Determine NAICS codes
Classify companies based on their website and services. The North American Industry Classification System (NAICS) is the standard used by the US federal government in classifying businesses for the purpose of analyzing statistical data related to the US economy.
With this template, Apollo adds 3 custom fields to your view:
- Create general overview of business
- Assign NAICS codes
- Output NAICS codes
You can use this template on people or companies.

Ready to use this AI research template? Get started.
Confirm decision-maker
Determine if a contact is a valid decision-maker. Prioritize your outreach efforts and increase the chances of a successful interaction by knowing whether your prospect is empowered to make decisions. Use this template to identify if a prospect has the authority to approve purchases, budgets, or deals.
With this template, Apollo adds 1 custom field to your view:
- Confirm decision-maker
You can use this template on people but not companies.

Ready to use this AI research template? Get started.
Summarize product and industry insights
Uncover product names, pricing, and industry insights for key accounts. Use this template to get to know your prospects and their business more deeply.
With this template, Apollo adds 1 custom field to your view:
- Summarize product and industry insights
You can use this template on people or companies.

Ready to use this AI research template? Get started.
Next Steps
When used strategically, Apollo AI can supercharge every stage of your sales prospecting funnel. Check out these next best steps:
Use AI Research | Run AI research using a template from this library or create custom AI research to narrow your prospect lists with data-driven precision. |
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AI Prompt Best Practices | Follow AI prompt best practices to craft precise prompts that unlock the full potential of AI research across your workflows. |
AI Research Overview | Explore AI Research Overview to see how you can use AI to research, filter, and reach out to prospects. |
Apollo AI Overview | Check out Apollo AI Overview to see how Apollo AI automates workflows, enriches prospect data, and delivers actionable insights that accelerate your deals. |
Use the Outbound Copilot | Use the outbound copilot to streamline sequence creation and boost reply rates with AI-powered suggestions. |
How to Use AI Research to Accelerate Prospecting | More of a visual learner? Watch How to Use AI Research to Accelerate Prospecting on Apollo Academy and master AI-driven prospecting so you can book more meetings. |
AI power-ups have evolved into AI research. Same great features, brand-new name! Use AI research to supercharge your prospecting today.