Lead Research Assistant

Build workflows to automate contact progression through the sales funnel: Lead to MQL to SQL to Opportunity to Customer. Each transition is triggered by a specific event (score threshold, meeting booked, deal created, deal won).

Designing interactive calculators (ROI calculators, pricing estimators, savings projections, mortgage calculators, custom assessments) that deliver real decision-support value while serving as lead magnets and qualified-traffic generators. Honest about vanity-calculator (no real value), lead-trap (hides the answer behind email), and transparent-decision-tool (gives the result and earns the email through tiered value) patterns. Triggers on calculator, ROI calculator, pricing estimator, savings calculator, custom calculator, interactive tool, decision tool, financial calculator. Also triggers when an audience needs a calculation-driven lead magnet, when a vanity calculator is producing leads but no qualified ones, or when a calculator is being scoped for the first time.

Clarify brand messaging using narrative structure that positions the customer as hero. Use when the user mentions "brand message", "website copy", "elevator pitch", "one-liner", "messaging isnt resonating", "brand script", "StoryBrand framework", or "customer as hero". Also trigger when rewriting homepage copy, crafting email nurture sequences, or creating consistent messaging across sales collateral and marketing materials. Covers landing page copy, marketing collateral, and consistent communication. For memorable messaging, see made-to-stick. For product positioning, see obviously-awesome.

Apply the six principles of ethical persuasion (reciprocity, commitment, social proof, authority, liking, scarcity) to product design, copy, and sales. Use when the user mentions "social proof", "persuasive copy", "why users dont convert", "ethical persuasion", "reciprocity", "scarcity tactics", or "commitment and consistency". Also trigger when designing testimonial sections, crafting urgency messaging, or improving trust signals on landing pages. For deal negotiation tactics, see negotiation. For viral word-of-mouth, see contagious.

Build high-converting sales funnels using Russell Brunson's proven framework Use when: **Launching an online product** and need a complete funnel strategy; **Converting cold traffic** into paying customers systematically; **Increasing customer lifetime value** through value ladder design; **Writing sales pages, webinars, or email sequences** with proven scripts; **Reverse-engineering competitor funnels** to model what works

Apply Russell Brunson's Expert Secrets framework to build a mass movement around expertise — create a charismatic leader persona, design a new-opportunity offer, craft belief-breaking stories, and structure a Perfect Webinar that converts. Use when: positioning as an expert to monetize knowledge, creating an online course or coaching program, designing a webinar sales presentation, building a tribe with an identity and cause, crafting an Epiphany Bridge origin story, or packaging expertise into a value ladder.