Find lookalikes of your best paying customers
The Research Agent reads your best customers in Stripe, works out what they have in common, then finds similar companies and people with Apollo and saves the fits to a list.
- 7 days free
- No card required
- Nothing sends without your yes
One request. The agent does the rest.
Type it to Penny, or use it as the agent’s brief and let it run on its trigger.
Agent PennyRun with Research AgentLook at our 20 longest-paying customers in Stripe, tell me what they have in common, then find 40 similar companies with Apollo and save the decision-makers who fit to “Lookalikes – Q1”.
- Reads your best customers in Stripe
- Finds what they have in common
- Searches Apollo for similar companies
- Finds the decision-makers who fit
- Saves them to your list with the reason
- Best customers read
- 20
- Shared traits
- Fintech, 50–200 people, EU
- Similar companies
- 40
- Decision-makers saved
- 36
The best predictor of your next great customer is your current great customers. Companies that look like them buy faster, churn less and need less convincing. This use case turns that insight into a list.
What the agent does
It reads your best customers in Stripe, by whatever you define as best: longest paying, highest plan or fastest to buy. It works out what they have in common, such as industry, size and region, and tells you. Then it searches Apollo for similar companies, finds the decision-makers who fit your ideal customer, and saves them with the reason they look like your best customers.
Set it up
- Connect Stripe and Apollo.
- Start from the Research Agent template and tick both apps.
- Run it with your definition of a best customer and a list name.
Turn it into meetings
- Use a case study from a similar customer in the first message.
- Update your saved ideal customer with the traits the agent found.
- Re-run it each quarter as your customer base grows.
Connected in a click, used on your terms
Sign in once. You choose what it may do, and changes wait for your approval.
Research Agent asks before it acts
You choose how much it does alone. Reading and research always run straight away; anything that sends, spends or changes another app waits as a card you approve, unless you allowed it.
- Ask before every stepIt asks before every step, unless you allowed that action to run on its own.
- Ask before any changeIt reads and researches freely, then brings every change back to you.
- Handle routine work aloneSaving people, tagging and preparing drafts run on their own. Sending, paid actions and other apps still wait.
Use cases that pair well with this one
On demandBuild Apollo prospect lists that only hold people who fitPoint the Research Agent at Apollo with a plain-language brief. It finds the people, checks each one against your ideal customer and saves the fits to a Prosyo list, ready for outreach.Research Agent
On demandAI ABM: reach the whole buying committee of every target accountFor each target account, the Research Agent maps the buying committee by role, finds the people with your lead data apps and saves one list per role, ready for coordinated outreach.Research AgentHigh intentReach former champions the moment they change jobsWhen Intent spots a past champion at a new company, the Research Agent finds their new details with Apollo and saves them to a list, so you are first to say congratulations.Research Agent What makes a “best” customer?
Tell the agent: longest paying, highest plan, fastest to buy. It reads plan and payment history in Stripe.
Does it share customer data with Apollo?
It uses the traits it found, such as industry and size, to search. Your Stripe data stays in your accounts.
Why lookalikes?
Companies like your happiest customers are the most likely to buy and stay.
When does it run?
Whenever you like, or when you ask Penny in chat. If it becomes a weekly habit, put it on a schedule instead and it runs on its own.
Which apps does it use, and do I need accounts?
It uses Stripe, with one-click sign-in; Apollo.io, with one-click sign-in. Each app works with your own access, so the agent only sees what your account can see, and anything an app charges for is billed by that app.
Can the agent act without my approval?
Reading and research run straight away. Routine work such as saving people to a list or tagging can run alone if you allow it. Sending, paid actions and changes in other apps wait for your yes unless you explicitly allowed that action.
What does a run cost?
Each step uses AI credits like a Penny question, and you set a spending cap for each run. If a run reaches its cap, it waits for you. Paid actions such as enrichment, and charges from connected apps, are separate.
Can I change what the agent does?
Yes, in plain words. Edit the brief, attach a skill such as your own playbook, tick or untick apps and change what needs approval. The next run follows the new instructions, and finished work stays saved.
Which agent runs it, and what pairs well with it?
The Research Agent, Prosyo’s ai prospecting agent. Start from its template and use this request as the brief. It pairs well with the Qualifier Agent and the Writer Agent, which can pick up its results through your lists and inbox.
How do I see what the agent did?
Every run comes with a plain-English report of what it did, what it cost and anything waiting for you. Results show as formatted answers, tables or diagrams, and you get a notification when a run finishes or needs your approval.
Which Prosyo plan do I need?
Agents come with the Penny Agents, Penny SDR and Penny SDR All-in plans: 5, 10 or 20 agents. Every workspace starts with a 7-day free trial, no card required.
Your next 10 meetings are already on LinkedIn.
7 days free, no card. Pay later and change your mind? Full refund within 7 days.
- 7 days free
- No card required
- Cancel in two clicks
