Lead Research Tool

A tool that combines Tavily's search capabilities with GPT-4 analysis to generate comprehensive research reports for new leads.

Features

• Company research using Tavily's company_info endpoint
• Person research using Tavily's search_context endpoint
• AI-powered analysis of gathered data
• Structured reports including:
  • Company Overview
  • Decision Maker Profile
  • Opportunity Analysis
  • Recommended Approach
  • Risk Assessment

Setup

1. Clone the repository:

git clone https://github.com/hanson-cheng/lead-research-tool.git
cd lead-research-tool

2. Create and activate a virtual environment:

python -m venv venv
source venv/bin/activate  # On Windows use: venv\Scripts\activate

3. Install dependencies:

pip install -r requirements.txt

4. Create a .env file in the project root and add your API keys:

OPENAI_API_KEY=your_openai_api_key_here
TAVILY_API_KEY=your_tavily_api_key_here

Usage

Run the script:

python crm_lead_research.py

The tool will:

1. Research the company using Tavily
2. Research the person using Tavily
3. Analyze the gathered data using GPT-4
4. Generate a comprehensive report

Example Output

The tool generates a detailed report including:

• Verified company information (founding date, location, legal status)
• Professional background and roles
• Market position and online presence
• Opportunity analysis and recommended approaches
• Risk assessment and potential challenges

Requirements

• Python 3.8+
• OpenAI API key
• Tavily API key

License

MIT