Free Guide · Sales, Lead Gen & Revenue Systems
Know Every Prospect Cold Before You Ever Pick Up the Phone
Build an AI research system that hands you a verified one-page dossier on every prospect, so you walk into first meetings sharp while your competitors wing it.
You're spending 40 minutes and eleven browser tabs researching each prospect, and most of that work evaporates after the call. Multiply it across your pipeline and you're paying thousands a month in skilled labor for copy-paste work, while your best opportunities still get researched inconsistently or not at all.
This free guide gives you the complete system: the Dossier Standard for defining what 'researched' actually means, the Signal Stack for ranking sources that predict real clients, the Research Assembly Line for putting Claude on the repetitive work, and the Trust Gate for verifying everything before it touches a prospect. Plus a week-by-week 30-day implementation plan.
Montalvo Corp builds AI systems for real businesses: law firms, medical practices, financial advisors, trades, and faith-based organizations. No developer jargon, no hype. Just frameworks written for smart operators who want systems that work the same on Friday afternoon as they do Monday morning.
Inside the guide
Define a one-page Dossier Standard that makes every prospect researched to the same bar, every time
Rank your data sources into a four-tier Signal Stack so you stop paying for noise
Set up Claude to draft complete, scored prospect dossiers in minutes without hiring a developer
Install the Trust Gate, a three-check verification rule that keeps AI errors away from prospects and regulators
Follow a 30-day week-by-week plan with a specific deliverable due each Friday
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Go further
The guide is the thinking.
This is the doing.
The AI Advantage Playbook: Turn Claude Into Your Best Employee in 30 Days. Every framework from all 95 guides, distilled into one execution system: the checklists, the prompts, the build order, and the guardrails.
One-time payment. Instant download. Built for operators, not engineers.
Common questions
What is Prospect Research Automation?
A practical system for automating prospect research with AI: four named frameworks that turn 40 minutes of manual digging into a five-minute, verified, one-page dossier for every prospect. It's a free 12 min guide from Montalvo Corp, available as an instant PDF download.
What will I learn in this guide?
Define a one-page Dossier Standard that makes every prospect researched to the same bar, every time. Rank your data sources into a four-tier Signal Stack so you stop paying for noise. Set up Claude to draft complete, scored prospect dossiers in minutes without hiring a developer. Install the Trust Gate, a three-check verification rule that keeps AI errors away from prospects and regulators. Follow a 30-day week-by-week plan with a specific deliverable due each Friday.
Who is this guide for?
Business owners and operators, especially legacy professionals (law, medical, financial, trades, professional services) and faith-based organizations. Difficulty level: Beginner. No technical background required.
How do I get the guide?
Enter your name and email at montalvocorp.com/guides/prospect-research-automation and the PDF arrives in your inbox immediately, free.
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