Lead research
Lead Research Virtual Assistants
Good outbound starts with a good list. A lead research virtual assistant from The Peak Hire builds prospect lists against your ideal-customer brief, verifies the details, and adds the context your team needs to open a conversation, so your selling time goes into conversations rather than tab-hopping.
What your assistant handles
Concrete examples of work clients delegate. Your scope is set on the discovery call and can change as priorities shift.
List building
- Sourcing companies that match your industry, size, and location criteria
- Identifying the right role titles and decision-makers
- Applying your disqualifiers before a name reaches the list
- Segmenting lists by use case or offer
- Removing existing customers and open opportunities
Verification and enrichment
- Cross-checking names, titles, and company details
- Finding and confirming business email and phone details
- Adding tech stack, headcount, or funding signals where public
- Noting a personalisation hook for each prospect
- Marking confidence so weak records are handled differently
Market and account research
- Competitor positioning and pricing pages summarised
- Buying-signal monitoring, such as hiring or expansion news
- Account maps for larger opportunities
- Event and directory sourcing for niche markets
- Partner and referral-source shortlists
Sales enablement
- One-page briefs before your calls
- Importing verified records into your CRM correctly
- Maintaining a source log so you can judge list quality
- Tracking response patterns by segment
- Refreshing lists as data goes stale
Who this is for
- Founder-led sales teams doing their own prospecting
- Agencies and B2B service firms with a defined niche
- Sales teams whose reps spend more time researching than calling
- Businesses testing a new market or offer
- Teams that need clean data before investing in outbound tooling
How matching works
- Step 01
Define the brief
We write down your ideal customer, target roles, triggers, and disqualifiers together.
- Step 02
Match on research skill
We shortlist assistants with real B2B research experience and attention to data quality.
- Step 03
Sample batch
Your assistant delivers a small first batch so you can correct the criteria early.
- Step 04
Steady cadence
Agreed volume per week, delivered into your CRM or sheet with quality checks.
Questions people ask
Do you sell lead lists?
No. We match you with an assistant who builds lists to your brief inside your own tools, so the research, the criteria, and the data stay yours.
How do you verify contact details?
Your assistant cross-checks company sources, professional profiles, and any verification tools you subscribe to, and marks confidence rather than guessing. Bounce rates depend on the sources and tools you use, so we do not promise a figure.
Can they do outreach as well as research?
Yes, within limits you set and with messaging you approve. Many clients keep research and follow-up with the same assistant so context is not lost.
What makes a good research brief?
A clear ideal-customer definition: industry, size, location, role titles, buying trigger, and disqualifiers. The disqualifiers matter as much as the targets.
Which tools do you work in?
Google Sheets, Excel, Airtable, LinkedIn, Apollo, Clay, and your CRM. If a tool requires a paid seat, that stays on your subscription.
Ready to hand this off?
Tell us the tasks and the hours you need. Plans are month-to-month with a 14-day match guarantee, and we aim to have your shortlist ready within 72 hours.