Processes

Identify potential customers

How identify potential customers are reshaped as AGI capability advances.

ProcessesIdentify potential customers
Identify potential customers — illustrated

The bottom line

Roughly 85% of the work in Identify potential customers is information-shaped — already within reach of AI delivery. The question here is not whether it shifts, but which tasks go first and who staffs the residual.

Why: Derived from the PCF category lens 'Develop and manage sales plans' and the process description, as no child occupations are seeded. The core tasks—conducting business research over databases and directories, and performing secondary research—are strictly information-gathering and desk-based knowledge work, placing this process firmly in the digital band.

grounded in the economy graph · digital scalar 0.85 · digital

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How the work flows

Trigger: A sales initiative or marketing campaign targets a new market segment and requires a pipeline of fresh leads.

  1. Define the target customer profile and segmentation criteria
  2. Query industry databases and business directories
  3. Scout professional networks and personal connections
  4. Conduct secondary research on target organizations
  5. Validate contact information and prospect fit
  6. Log verified prospects into the customer relationship management system

Outcome: A verified list of prospective customers is compiled and loaded into the sales pipeline for outreach.

Measured by

Lead Generation VolumeCost Per LeadLead Qualification RateTime To Identify Prospect