AI Enrichment & Prospect Research
What is AI Enrichment?
Expertise Booking automatically enriches every meeting booking with verified personal and company details. This means you walk into every meeting with context about who you're speaking with—no manual research required.
What Data is Collected?
Personal Information
- Full Name: First and last name
- Job Title: Current role (e.g., "VP of Sales", "Marketing Manager")
- LinkedIn Profile: Direct link to their LinkedIn
- Email: Business email address
- Phone: If provided during booking
Company Information
- Company Name: Organization they work for
- Website: Company website URL
- Industry: Business sector (e.g., "SaaS", "E-commerce", "Healthcare")
- Employee Count: Company size range (e.g., "51-200", "201-1000")
- Location: Company headquarters location
How It Works
- Visitor Books Meeting: They enter their name and email
- Automatic Lookup: System queries public databases (People Data Labs, LinkedIn, company registries)
- Data Verification: Cross-references multiple sources for accuracy
- Enrichment Complete: All data attached to the booking record
- CRM Sync (Pro): Enriched data automatically pushed to your CRM
Processing Time: Usually completes within 60 seconds of booking
Enrichment Limits
Plan | Enriched Emails Per Month |
Free | 5 |
Pro | 50 |
What counts as an enriched email?
- Each unique email address that gets enriched counts toward your limit
- If the same person books multiple times, only the first enrichment counts
- Failed enrichments (no data found) don't count toward your limit
Using Enriched Data
Prep for Meetings
Review enriched data before calls:
- Check their LinkedIn to understand their background
- Visit their company website
- Note company size to tailor your pitch
- Research industry-specific pain points
Qualify Leads Automatically
Use enriched data to prioritize:
- Enterprise prospects: 1000+ employees
- Target industries: Filter by industry
- Decision makers: Filter by job title (VP, Director, C-level)
CRM Enrichment (Pro Plan)
Enriched data flows automatically to your CRM:
- HubSpot: Creates/updates contact with all enriched fields
- Salesforce: Creates/updates lead with enriched company data
- Custom Fields: Map enriched data to your custom CRM properties
Data Privacy & Compliance
Source: All data comes from publicly available sources (LinkedIn, company websites, business registries)
GDPR Compliant: We only collect and store data necessary for booking purposes
Data Retention: Enriched data is stored with the booking record
Opt-Out: Contacts can request removal of their data at any time
Learn More
- Expertise Booking - Main overview
- Getting Started with Booking - Set up your first booking link
- CRM Integration - Sync enriched leads automatically
- Smart Filtering & Spam Prevention - Require business emails to maximize enrichment success