Find Prospects with the AI Assistant

Overview

The AI assistant helps you find the right prospects faster. Use it to search for people and companies, generate ICP-matched results, score and qualify leads, summarize key facts, and save top matches to lists. With web-powered targeting, the assistant can pull deeper insights and help surface qualified prospects.

Check out the following sections to prospect with the AI assistant.

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Find Prospects

To find prospects with the AI assistant:

1. Launch Apollo and navigate to People or Companies.
2. Click Execute with AI.

Find marketing leaders at fintech startups in the UK and Ireland.

Find net new RevOps managers at B2B SaaS companies with 50–250 employees in North America.

Find CFOs and Heads of Finance at industrial automation companies in California, Oregon, and Washington state.

Identify the primary decision-makers responsible for buying sales engagement tools at mid-market B2B SaaS companies in North America.

Find 40 high-intent demand gen leaders at cybersecurity companies hiring SDRs right now.

Find mid-market cybersecurity companies in North America hiring SDRs in the last 90 days.

Show me PE-backed industrial automation companies headquartered in the Midwest.

Find companies similar to Snowflake in the data infrastructure space.

Identify B2B SaaS companies in my territory with 50–250 employees that use Salesforce.

Qualify Prospects

Now that you've identified potential prospects, use the AI assistant to narrow your results to the best-fit leads. You can ask the assistant to score, prioritize, or refine your results based on intent signals, firmographics, tech stack alignment, funding recency, hiring activity, and deep alignment with your ideal customer profile (ICP).

To qualify prospects:

1. Open the AI assistant from People or Companies.
2. Reference your current results or describe the list you want to refine.
3. Click to use a suggestion like Identify prospects most likely to respond.

4. Alternatively, ask the assistant to score, rank, or narrow the list in natural language, like:

Score these leads based on likelihood to convert.

Prioritize the highest-fit accounts in this list.

Narrow this list to companies that match my ICP and are hiring sales reps.

Identify which of these prospects show high buying intent.

3. The assistant analyzes available account data and web-powered signals to surface the most relevant opportunities. Continue refining until you have a focused, high-confidence list ready for outreach.

You have now qualified prospects, and you're ready to research and summarize your prospects.

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Research and Summarize

Now that you've narrowed to best-fit prospects, use the AI assistant to quickly research accounts and contacts before outreach. The assistant can generate company overviews, summarize key facts, and surface relevant insights using Apollo data and web-powered research.

To research and summarize prospects:

1. Open the AI assistant from People or Companies.
2. Reference a specific prospect, account, or your current results.
3. Click to use a suggestion like Conduct research or click View all prompts to see more prompts.

4. Alternatively, ask the assistant for research in natural language, like:

Give me a quick overview of these companies before outreach.

Summarize this prospect's role and likely priorities.

Highlight recent funding, hiring trends, or growth signals for these accounts.

What should I know about this person before reaching out?

5. The assistant analyzes available account and contact data and web-powered signals to generate concise summaries and insights. Continue refining your research until you're ready to personalize outreach.

You have now researched and summarized your prospects. Next, save and organize your results to prepare for outreach.

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Save and Organize

Once you've identified, qualified, and researched your prospects, use the AI assistant to save and organize your results. You can add contacts or accounts to lists, export records, or prepare them for sequencing.

To save and organize prospects:

1. Open the AI assistant from People or Companies.
2. Reference your current results or describe the records you want to organize.
3. Click to use a suggestion like Export contacts or click View all prompts to see more prompts.

4. Alternatively, ask the assistant in natural language, like:

Add these contacts to my Q1 outbound list.

Create a new list called Mid-Market Fintech Prospects and save these accounts.

Export this list to a CSV file.

Prepare these prospects for sequencing.

5. The assistant executes the action after your confirmation. Review details before saving, exporting, or moving prospects into your next workflow.

You have now saved and organized your prospects. You're ready to engage with prospects using the AI assistant.

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Next Steps

Now that you've built and qualified your target list, keep the momentum going with these next steps.

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