Prospector
Prospector is the research agent for your wholesaling and distribution team. It builds a fresh, sourced profile on every advisor, wholesaler, and firm in your territory, and it keeps those profiles current so you never walk into a conversation on stale notes.
Prospector runs in two modes against the same profile store. In discovery mode, you hand it a list of firm domains and it returns ranked candidate people inside each one, with confidence-scored emails. In enrichment mode, it re-fetches context on people you already know about, compares the new pull to the last stored profile, and surfaces only what has actually changed since you last looked.
Nothing Prospector posts goes anywhere outside Alpheous without you. It researches, drafts the profile, and writes back to HubSpot through the approved property allowlist. Outbound conversations stay with you and your sales agents.
What It Does
Prospector pulls from public sources your team uses by hand today: LinkedIn, web search, the advisor or firm's practice website, BrokerCheck, press hits. It merges what it finds into one profile per entity, records the source on every field, and assigns a confidence score to anything that was guessed rather than directly observed (a pattern-derived email, for example, is marked as such and never presented as confirmed).
Freshness is the point. Every profile carries a last-enriched timestamp, a last-changed timestamp, and a freshness score that lets you see at a glance who has gone stale. Each source has its own re-check cadence, and Prospector runs each one only when it is due. When a re-check finds nothing material, it stays quiet. When something changes, it posts a per-entity card that leads with what is new.
Key Capabilities
| Capability | What It Gives You |
|---|---|
| Discovery from a domain list | Upload a list of firm domains; get back ranked candidate people inside each, with title, LinkedIn, and a confidence-scored email |
| Per-entity enrichment | A full, sourced profile per advisor or wholesaler: role, practice philosophy, recent press, LinkedIn signals, BrokerCheck disclosures |
| Diff narrative | When a profile changes between runs, a one-paragraph summary of what is new, ready to use as the hook for your next outreach |
| Freshness scoring | A per-entity freshness number on the dashboard so you can prioritise who to re-check before a meeting or a call block |
| HubSpot writeback | Profile summaries land on the contact or company record and as a Timeline Event, so the CRM is always the current view |
| Meeting prep run | Each morning, Prospector auto-enriches every external attendee on your day's calendar so you walk in with current context |
| End-of-day digest | One rolled-up summary of what changed across your book in the last twenty four hours, posted to the wholesale channel |
The Approval Rule
Prospector is fully autonomous on research. It runs sources, builds profiles, scores confidence, updates the dashboard, and writes back to HubSpot through the approved property allowlist. None of that needs your sign-off, because none of it is outbound communication.
What requires approval is everything outward-facing built on top of Prospector's work. When Signal Outreach or Sales Assistant uses a Prospector profile to draft an email, that email waits for your review before it sends. When Meeting Assistant uses Prospector context to brief you for a call, the brief is for you, not for the advisor. Prospector itself never reaches out to anyone.
A few platform changes also need explicit approval: adding a new research source, adding a new HubSpot property to the writeback list, or raising a monthly spend cap on a paid data provider. Your administrator handles those.
Who It's For
- Wholesalers and external sales: know what is new about an advisor before a call without spending the morning on LinkedIn and Google.
- Distribution leads: see at a glance which advisors in your territory have stale profiles and which have moved.
- Inside sales and BD: turn a list of target firm domains into a working list of named decision-makers with verified emails.
- National accounts and IR: keep coverage profiles for institutional contacts and gatekeepers fresh between quarterly check-ins.
Related
- Commands: how to ask for a discovery run, an enrichment, or a fresh profile from Slack.
- Notifications: what the digest, the per-entity card, and the meeting-prep summary contain.
- Schedule: when Prospector runs on its own.
- Examples: walk-throughs of a discovery batch, an enrichment that surfaced a job change, and a morning meeting prep.
- Troubleshooting: common questions and what to check when a profile looks off.