Lead sourcing & enrichment

Find and enrich new prospects

Find people who fit your criteria, check them against Capable, and enrich only confirmed new prospects.

Copies a prompt for your AI assistant

View prompt

Start wherever you are

Bring an idea, search criteria, or an existing list. Your agent helps you decide who to look for next.

Start with your AI assistant. Connect Capable and a data source before searching.

Fictional example

You

I want to find delivery leads at design agencies. Some will already be in our CRM.

Agent

What would make a new person useful to include, beyond their job title?

You

They should own the handover from sales to delivery. Let’s review a small sample before buying contact details.

Later in the example, after agreeing the criteria, CRM checks, sample, and enrichment budget

Illustrative outcome · sample reviewed

New prospects, with the checks visible.

A small sample shows who can move forward, who is already known, and what still needs a closer look.

All people, companies, and results below are fictional.

Maya EllisDelivery lead · Juniper Studio
New · enriched
The agency team page identifies Maya as the sales-to-delivery handover owner. No matching person in the complete CRM check.
Work email added: maya@juniper.example. Not saved yet.
Leo AndersHead of delivery · Form & Field
Existing · skipped
Profile URL matches a person already in Capable.
Excluded before enrichment. Existing record unchanged.
Sam TaylorOperations lead · Kite Studio
Uncertain · held
Name and company suggest a possible CRM match; identity is unresolved.
Held for review. No enrichment purchased.

In this fictional run: 3 found · 1 enriched · 0 saved. Of the 3 found, 1 existing person was skipped and 1 uncertain match was held.

Agreed in this example

Review three UK agency handover owners first. Enrich only confirmed new people, within the agreed £5 limit.

Still to decide

Whether to save Maya and how to resolve Sam’s identity. This is illustrative data, not a live search.

Next useful step

Review Maya’s proposed record, then refresh the CRM check before saving. Keep Sam on hold.

Context & open questions

The early search brief: UK design agencies with a sales-to-delivery handover. Look for the person responsible, not a title alone. Review three people before paid enrichment; exclude existing people and hold uncertain matches.
Checks before action: In the fictional run, existing contacts and person leads were checked before search. Returned candidates were matched before enrichment. Refresh those checks before saving or starting another batch.
Sources and status: Fit came from an agency team page; identity checks used profile URLs and available identifiers. One work email was returned. An email address does not prove buying interest or permission to contact.
Cost in the example: Illustrative enrichment charge: £1 against a £5 limit. These figures are invented for the example, not provider pricing.

Fictional example · reusable format

Example working brief

This shows what you can keep. Your agent creates your own brief from your conversation.

Purpose and decisions: Fictional example: find UK design-agency handover owners. Review a three-person sample before paid enrichment. Keep existing CRM people out; hold uncertain matches. New people at known companies can qualify.
Search brief and reason: Look for responsibility for the sales-to-delivery handover, supported by a source. A matching title alone is insufficient. Work email is the only enrichment field selected.
Reviewed sample: Maya Ellis, Juniper Studio: team page identifies handover responsibility; no matching CRM person; work email added (maya@juniper.example); not saved. Leo Anders, Form & Field: profile URL matches an existing Capable person; skipped without enrichment or changes. Sam Taylor, Kite Studio: possible name/company match; identity unresolved; held without enrichment.
Coverage and evidence: Within this fictional run, the relevant existing contacts and person leads were checked before search and again before enrichment. The examples use invented records and sources; no live CRM or provider was accessed. In a real run, incomplete coverage keeps execution pending.
Example action status: 3 found; 1 enriched; 0 saved. Of the 3 found, 1 existing person skipped and 1 uncertain match held. No outreach. The actual preview performs none of these actions.
Example budget: The fictional user agreed a £5 spending limit after sample review. Illustrative enrichment charge: £1. These are invented example amounts, not vendor prices or authorization for a real purchase.
Pending work and next question: Review Maya’s proposed record and refresh the CRM match immediately before saving. Resolve Sam’s identity without buying enrichment. Next question: would you like to review Maya’s record for saving, or investigate Sam’s possible match first?
Owner and review point: The fictional user reviews the sample before any further batch. No recurring search or sync is active. Reconfirm scope and remaining budget before continuing.

For your own brief, keep the real sample, sources, checks, costs, and action status together. Resume from the next open decision and refresh CRM checks before acting. These fictional records are only an example.

Your result will reflect your conversation. Keep it in your assistant or a document you choose.

How the tools fit together

01
Capable
Check existing people first
02
Chosen data tool
Search with supported exclusions
03
Your agent + you
Check matches, review, then enrich
04
Capable
Recheck and save only new people

Choose tools together. Execution depends on the connections and actions available in your assistant.

Read the full guide

Start wherever you are

Start with a goal or reuse criteria you have. You do not need a finished ICP or existing customers. Finding and enriching real prospects requires Capable access, a suitable data source, and verified CRM checks.

Figure it out together

Agree a useful match
Work out criteria, exclusions, useful fields, and a manageable sample. Agree costs before paid work.
Check Capable before searching
Establish reliable coverage of existing people before searching. If access or matching is incomplete, keep working on the plan until the checks can be completed.
Review before enrichment
Check returned people against Capable. Skip known people, hold uncertain matches, and enrich only the new selection you review.
Recheck and keep new people
Refresh the check before saving. Keep sources and fit notes, separating new people from skipped or unresolved matches.

Tools and connections

Your AI assistant: Shape criteria, coordinate available connections, and review results with you.
FullEnrich or Apollo: Possible options for finding people and enriching selected details. Choose one suitable tool and check access and credits.
Clay as an alternative: Search, enrichment, and enabled research workflows. Custom workflows may need setup in Clay.
Capable: Supply existing-person records for checks and hold reviewed new prospects through supported actions.

What you’ll keep

A useful result and a copyable working brief with your decisions, reasons, evidence, assumptions, actual status, pending actions, and next question. Bring it back when you’re ready to continue.

A useful first outcome

Selected new people match the criteria, known CRM people are excluded, uncertain matches are held, and sources, gaps, costs, and actual saving status are clear.

When to revisit it

Reuse the brief for another batch or changed criteria. Check Capable again before search, enrichment, and saving.

View the setup prompt

Copy into your AI assistant to begin

Help me find and enrich new prospects through available tools. Check Capable for existing people before searching and enrichment, then save only reviewed new people.

Check supplied context first. Reuse an ICP, criteria, list, or working brief; check what changed and ask the next unanswered question. If no goal is clear, ask: "What would you like this prospect list to help you achieve?" Ask one useful question at a time, reflect answers, explain tradeoffs, and offer options when I am unsure. No existing customers or finished ICP are required. Produce a provisional search brief early, labeling assumptions.

Agree purpose, audience, exclusions, fields, sample size, and what makes a match useful. Separate company fit from individual responsibility. Do not assume industry, region, size, title, volume, or channel. Fit is not buying intent. Ask whether exclusions cover people or whole accounts; new people at known companies may qualify.

Prefer suitable existing tools. FullEnrich or Apollo may support search and contact enrichment; Clay may support search, enrichment, and enabled research workflows. One data tool can suffice. Verify current actions, eligibility, permissions, credits, and connections. Custom Clay workflows may need provider setup. Do not assume direct integration with Capable. Use official authorization, never pasted credentials, and explain browser or manual steps. Before any paid search, preview, export, enrichment, or workflow, agree scope, fields, batch size, and spending limit. Explain expected credits and unknown costs; ask before exceeding agreed limits.

Before any prospect search, inspect Capable's schema and establish relevant existing-person coverage, including contacts and person leads regardless of status. Use supported exact filters or a complete paginated identity set. Follow every next_cursor; inspect ignored_filters and search_coverage. Partial pages, name queries, ignored filters, and inaccessible scope do not establish absence. State gaps, including unsupported archived records, and resolve coverage before claiming people are new. If CRM checks are unavailable, continue planning only.

Match people using reliable identifiers: normalized emails, canonical profile URLs, or comparable provider IDs. Names and company context flag possible matches, not proof of identity. A company domain identifies an account, not a person. Apply known-person exclusions in the data tool wherever supported, sharing only necessary identifiers. Explain that the provider may still return known people.

Check every returned candidate against Capable before including them in a new-prospect list or enrichment batch. Remove batch duplicates, skip confirmed existing people, and hold ambiguous or insufficiently identified candidates. Do not buy enrichment to discover whether someone is already in the CRM. If search and enrichment are inseparable and exclusions cannot be enforced first, explain the limitation and propose another route.

Review a small sample with sources, fit notes, and uncertainty before expanding. Refresh CRM checks immediately before each enrichment batch. Enrich only the reviewed new selection within agreed fields and budget. Preserve provider statuses, gaps, and conflicts. Never invent details or equate an email status with guaranteed delivery or permission to contact.

Before saving, recheck Capable with returned identifiers to catch new matches or concurrent additions. Skip duplicates, preserve existing people, and reuse company accounts where appropriate. Show proposed new records, then save the reviewed selection through supported actions with sources, fit, and verification notes where fields allow. For unsupported fields or saving, provide a copyable table or export and state what remains unsaved. Check uncertain action outcomes before retrying.

Report found, enriched, and saved people separately from existing people skipped and uncertain matches held, plus actual credits when available. Leave a reusable working brief with purpose; decisions and reasons; exact criteria, filters, exclusions, fields and current output; evidence versus assumptions; CRM coverage and matching method; tools and limits; actual action status; pending steps; the next useful coaching question; and owners or review points only where agreed. Keep it here or in my chosen destination without implying automatic saving or cross-chat memory. On return, check changed context and refresh CRM checks. A brief is not a schedule or ongoing sync.

Do not update or re-enrich existing people without a separate explicit request. Do not contact anyone, enroll recipients, or launch outreach.

How did it go? Optional feedback

Find and enrich new prospects

Start wherever you are

New prospects, with the checks visible.

Agreed in this example

Still to decide

Next useful step

Example working brief

Capable

Chosen data tool

Your agent + you

Capable

Start wherever you are

Figure it out together

Tools and connections

What you’ll keep

A useful first outcome

When to revisit it