LGS / FIELD NOTES

Where AI helps prospecting—and where judgement matters.

A practical way to distinguish research assistance, verified evidence and human responsibility in an outbound campaign.

RESEARCH → SEQUENCE → CONVERSATIONIllustrative workflow · example data
01 / DISCOVER

Find the person.
Understand the account.

Emailcontact@example.com

Phone+41 •• ••• •• ••

LinkedInDecision-maker identified

ICP → research → enrichment → review
02 / ENGAGE

One conversation.
Connected channels.

  1. 01✉ Personalised introduction
  2. 02in LinkedIn connection
  3. 03✉ Relevant follow-up
  4. 04☎ Prepared sales call
A reply changes the next step.
03 / LEARN

Read the signals.
Qualify the interest.

Open rate42%
Click rate6%
Meetings booked04
Example only. Opens and clicks are directional signals.
Human review at every commercial decision.Explore the process

Use AI to organise, not invent

Research can involve a large amount of repetitive reading and classification. AI can help organise company information, summarise context and prepare draft hypotheses. A fluent summary is not evidence by itself. Important facts need a source and a verification step before they influence targeting or appear in outreach.

Keep the difference between fact and inference visible

A company announcing a new office is an observable fact. Assuming it needs your product is an inference. Both may be useful, but they should not be confused. The research brief should preserve that distinction so the message does not turn a plausible hypothesis into an unsupported claim about the prospect.

Draft around an approved proposition

AI can help prepare variations for different personas or sectors. The underlying proposition, proof and proposed next step still need to be approved. Human review should check that the message is relevant, accurate and natural, and that personalisation is based on information that genuinely matters to the business conversation.

Do not automate away the reply

A reply changes the account context. It may identify another contact, clarify timing or explain why the offer is unsuitable. Treating every response as a trigger for the same next message loses that information. The operating model needs someone accountable for understanding the reply and choosing an appropriate action.

Judge the workflow by its output

The useful test is whether research is more reliable, decisions are clearer and follow-up is more coherent. Tool volume is not a commercial result. LGS’s AI-assisted research service is scoped around those tasks while keeping targeting and outreach responsibility with people.

THE NEXT MOVE IS YOURS.

Your next Swiss client
is already out there.

Let’s find the right companies, start the right conversations and build your Swiss pipeline.

01 / MARKET02 / TARGET03 / ENGAGE04 / QUALIFY05 / MEETING ↗
BOOK A STRATEGY CALL ↗