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Product workflow

From a clear ICP to prospects your team can review.

Leama separates research, qualification, contact discovery, and delivery into a visible workflow. You set the standard; the agent does the repeatable work.

A five-step prospecting workflow

01

Define the market

Describe the companies, buyers, signals, geographies, and exclusions that matter.

02

Research candidates

The agent looks for companies and current evidence that fit the brief.

03

Qualify before enrichment

Candidates must pass the active rules before contact details are added.

04

Build a reviewable record

Accepted prospects include fit context, available contact data, and a suggested opening angle.

05

Deliver and improve

Review records in ClickUp, CSV, or a supported connection, then use corrections to sharpen later runs.

Human review remains part of the process

Leama prepares prospect records. It does not send outreach on your behalf by default, and a record should not be treated as permission to contact someone.

Your team remains responsible for reviewing accuracy, deciding whether outreach is appropriate, and complying with the laws and platform rules that apply to each campaign.

Start with a real brief

Create an account, describe the market you want, and review the first returned records before increasing volume.