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Getting Started with Prospect Research

Learn how to find and research prospects with AI-powered intelligence.

Prerequisites

Before you begin, make sure you have:

  • A Laxis account with Prospect Research access
  • Target criteria (industry, company size, location, etc.)

Step 1: Define Your Ideal Customer Profile

  1. Go to Prospect Research > ICP Builder
  2. Define your target criteria:
    • Industry / Vertical
    • Company size (employees, revenue)
    • Location / Geography
    • Technology stack
    • Job titles / Roles
  3. Save your ICP

Tip

Creating a detailed ICP helps the AI find more relevant prospects and provides better personalization data.

Step 2: Search for Companies

  1. Go to Companies > Search

  2. Apply your ICP filters or create custom filters:

    Filter Example
    Industry SaaS, Healthcare, Finance
    Size 50-200 employees
    Location United States
    Technology Uses Salesforce
    Funding Series A+

  3. Click Search

  4. Review results and save companies to lists

Step 3: Find Contacts

Once you've identified target companies:

  1. Click on a company to view details
  2. Go to the People tab
  3. Filter by job title or department
  4. Click Get Contact Info to reveal email and phone
  • Click on any contact
  • Click Reveal Contact
  • Email and phone will be shown
  • Select multiple contacts
  • Click Reveal All
  • Contacts added to your prospect list

Step 4: Research and Enrich

For each prospect, you can access:

  • Company profile - Overview, news, financials
  • Contact details - Email, phone, LinkedIn
  • Intent signals - Recent activity indicating interest
  • Trigger events - News, funding, hiring signals

Step 5: Export or Sync

Export your research to use in outreach:

  1. Select prospects
  2. Click Export > CSV
  3. Choose fields to include
  4. Download file
  1. Connect your CRM in Settings
  2. Select prospects
  3. Click Push to CRM
  4. Map fields and sync
  1. Select prospects
  2. Click Add to AI SDR
  3. Choose a sequence
  4. Launch campaign

What's Next?

Need Help?

Check our troubleshooting guide or contact support.