Sales
On demand
Account Research Agent
Know the account before the call.
Turn company information and sales notes into a short brief before contacting an account.
Prepare a short research brief on Northstar Logistics before our first call.
- Read the request and supporting information
What it does
Walk into the conversation prepared.
Turn company information and sales notes into a short brief before contacting an account. Built for account executives.
Find the right account
Provide the company name or website and any existing account notes. Company filings, job adverts and earlier conversations can reveal useful talking points.
Connect the evidence
Summarise what the company does, relevant recent developments and questions to explore.
Get your research brief
Get a concise account brief with source links and useful conversation starters.
How it works
Turn company information and sales notes into a short brief before contacting an account. Built for account executives.
- Approved documents and context
- Keep buying hypotheses distinct from observed hiring or product signals. Tie questions to the actual offering and expose unknown budget, authority and system scope. Links to the original information and the date it was checked Optional: dated company filings, official newsroom posts and relevant job adverts, to understand stated priorities and recent changes. Optional: previous sales conversations and approved examples from similar customers, to connect research with your actual offering.
- Prepare without the research sprawl
- Review company context, relevant developments and past conversations in one brief, with links for checking the details.
- Ask more relevant opening questions
- Use conversation starters tied to the account and see which details still need confirmation from the prospect.
- Salesforce · Read account identity and history (read)
- Anchor research to the correct company.
- Google Drive · Read approved company research excerpts (read)
- Use dated public-source captures.
- Notion · Read offering and qualification guidance (read)
- Connect evidence to explicit hypotheses.
- Human review and permissions
- Account executives review the account brief and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Salesforce, Google Drive, Notion.
02Check what matters
Summarise what the company does, relevant recent developments and questions to explore.
03Prepare the result
Company context, relevant developments and past conversations with links to the sources. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Account executives review the account brief and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Knowledge
Notion
Confluence
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Walk into prospect conversations informed, with less time spent piecing together account research.
- Prepare without the research sprawl
- Review company context, relevant developments and past conversations in one brief, with links for checking the details.
- Ask more relevant opening questions
- Use conversation starters tied to the account and see which details still need confirmation from the prospect.
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