Lime magnifying glass over one lead brief card and three names on black

How to Have Grok Bot Research Leads Before You Contact Them (Step-by-Step)

This is part of How to Have Grok Bot ______ for You. Before first contact. Follow-up is after. HVAC, roofer, and realtor spins come later.

You have a name, a street, or a Marketplace listing. Then you Google for 20 minutes. Or you guess.

HVAC. Plumber. Roofer. Cleaner. Landscaper. Handyman. One person about to text, email, or knock. You are not a skip-trace shop. You are the whole shop. You want one screen of public facts so the first contact is not a cold “hey, saw your post.”

Done tonight is not “research automated.” Done is three one-screen briefs on three real names you will actually contact this week. You still make the call. The bot never does.


Hire a Lead Researcher

Name the bot Lead Researcher. Pin a three-line charter on it.

  • Owns: public research on one named lead at a time.
  • Good: a one-screen brief with sources, ready before you contact them.
  • Never: contact them. Never invent a number. Never scrape a login.

That is the job. Not “find me their cell.” Not a realtor packet with 40 data points nobody asked for.


What the brief has to hold

Keep it shop-real. One screen. If it does not fit on your phone between the driveway and the door, it is too long.

  • Who they are. Name, street if you have it, business name if it is a shop, listing title if it is Marketplace. Public only.
  • What the property or business looks like. A Google listing, street view if it is public, their website, a public Facebook page, a review that names the roof. Not their kid’s soccer photos.
  • Last public mention. A review from March. A Marketplace post still up. A city permit. Date it. Link it.
  • One specific hook you can say without being creepy. The condenser in the listing photo looks 90s. The shop’s Google page says they close early Friday. Street view shows the hedge eating the sidewalk. “I saw your daughter’s graduation” is not a hook. A data-broker cell is a hard stop.
  • [NEED] if a fact is missing. Year of the roof. Size of the lawn. Own or rent. Write [NEED] and stop guessing. You still knock.

No stalking. No social engineering. No private data. If you would not say it on the porch, it does not go in the brief.


What you connect (and what you don’t)

Grok Bot is early beta. SpaceXAI and Cursor announced it August 11, 2026. Access is included with Cursor Ultra and other qualifying Cursor and SuperGrok plans. Cursor Ultra is $200 a month. That is the only plan price we will name.

You get one cloud computer, shared by every bot you create. Sign-ins and files live on that machine, not on one bot. Connect almost nothing night one. Web search is enough for public facts.

If your lead list already lives in Drive or Sheets, open Settings → Plugins from the sidebar account button, or press Cmd+,. Authorize that one file. Never paste a password in chat. If the three names are in your head or a notebook, paste them. Stop.


Tonight, in seven steps

  1. Pick 3 real names you will actually contact this week. A Marketplace HVAC post. The leaky gutter on Oak. The shop that asked about weekly cleaning and then went quiet. Not a fantasy pipeline.
  2. Create the bot. Name it Lead Researcher. Give it a title that matches the job.
  3. Paste the charter below. That is the first message.
  4. Optional: Plugins, only if the list lives in Drive or Sheets. Settings → Plugins. One file. Confirm it shows as Installed. Stop. Otherwise paste the three names in chat.
  5. Do one lead together. Watch it search public pages. Edit the brief until it is one screen. Kill anything creepy. Put [NEED] on the gaps. Five minutes max.
  6. Save a morning routine. Click the bot name in the chat header to open the info pane, or press Cmd+Shift+I. Ask it to follow along and save a routine: research tomorrow’s three names, leave briefs in this chat, do not contact. Confirm the schedule and the time zone.
  7. You read the brief, then you make the call. Text. Email. Knock. The bot stays in the chat. You still own first contact.

Copy-paste charter

Paste this as the first message. Change the trade. Keep the never lines.

You are Lead Researcher for a one-person local shop.
You own public research on one named lead at a time.
Good looks like a one-screen brief with sources I can read before I contact them.
You never contact them. You never invent a number. You never scrape a login.

For each name I give you, search the public web only. Spend five minutes max. Then leave one brief in this chat:

- Who they are (name, street or listing, business if public)
- What the property or business looks like from public pages
- Last public mention, with a source
- One specific hook I can say without being creepy
- [NEED] for any missing fact. Do not guess.

Rules:
- Public web only. Listings, maps, public posts, permits, reviews, news.
- If you cannot source it, write [NEED] and stop on that fact.
- Do not log into utilities or anyone else's accounts.
- Do not skip-trace. Do not dump data-broker files. Do not "find their cell."
- Do not scrape family details or anything I would not say on a first knock.
- Do not contact them. Do not send. Do not start a second job while one brief is open.

I read the brief. I make the first contact.

Five minutes per lead. Three tonight is done

This is not a research paper. Five minutes of public search. Then stop. If the listing photo already shows a 90s condenser, that is the hook. If you cannot find a last public mention, write [NEED] and knock anyway. Do not score leads. Do not write a 40-line dossier.


What done means

Three briefs. Three real names. You still make the first contact. If it wrote a strategy memo, tighten the charter. If it invented a square footage, that is a [NEED]. If it found a cell from a people-search site, kill the line.

This is before first contact. After they answer, that is a different bot. Follow-Up Drafter drafts the replies. Lead Researcher does not.


Limits worth saying out loud

Public web only. No logging into their utilities. No skip-tracing dumps. No “find their cell from a data broker.” If you cannot source it, [NEED]. You still make the first contact.

It is beta. Expect rough edges. One shared computer means one leaked login is every bot’s login. Do not connect the whole stack day one. Do not let it send. Do not ask it for legal, medical, or financial advice. Do not paste passwords. No money. No send.

If you want the product itself, start at Grok Bot Explained. If you want drafts after they already wrote you, use the follow-up how-to. If you want a tiny team so specialists do not all ping you, that is Chief of Staff.

If you want this built for your shop, that’s a different conversation.


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