Reps research accounts the night before
A brief in minutes, not hours
All agents
Account Researcher
Get a one-page brief on any company before the call: what they do, who decides, what changed lately.
- Company name
- Account brief
- On demand
Sound familiar?
Pains it solves
Briefs differ from rep to rep
One structure for every account
Important news gets missed
Recent changes on the first page
Nobody updates old notes
A fresh brief on request
Is it for you?
Who it's for
Business types
- B2B services
- SaaS
- Consulting
- IT outsourcing
- Manufacturing
Good fit if
- 01Your deals need preparation
- 02You sell to mid-size and large companies
- 03Several people touch the same account
How it works
Three steps
- 01You
You name the company
Name or website, nothing else
- 02Agent
Agent researches
Public sources, news, your CRM history
- 03Result
Account brief
One page: facts, people, recent changes
Why it pays off
Why it pays off
- 01
Prepared in minutes
No more late-night research
- 02
Better conversations
Reps know what matters to the client
- 03
Shared knowledge
The brief lives next to the deal
Example result
What you get
Brief sections · 6Last 3 of 12 briefs
+9 more, newest firstExport · PDF · CRM
Specification
Parameters
InputCompany name
On demandAccount Researcher
OutputAccount brief
- Time to result
- ~10 minutes
- Export
- PDF, CRM note
- Works best
- Companies with a public footprint
FAQ
Questions
Public sources: the website, registries, news, job boards, and your own CRM history if you connect it.
What the company does, size and locations, decision makers, recent news, your past contacts, suggested talking points.
Next stepAccount Researcher
Ready to walk in
prepared?
We'll prepare a brief on a company you name during the demo.