HomeServicesAI agentsAccount research that stays current
Know every account
before the first call.
Also known as AI account research
Good reps spend hours on research: the company’s news, its tools, who decides, what changed since the last call. Most of it ends up in a notebook, not the CRM. We set up agents that do this research for every target account, keep it current and put it where your team works.
What we do
What we take care of
A profile for each account
What they sell, who to, their size, growth, tools and recent news.
Who decides
The people involved in buying, with their role and background.
Briefs before meetings
A one-page summary in the rep’s inbox before each call.
A CRM that stays current
Fields updated automatically, with the source of each fact.
Changes flagged
A new leader, a new office or job cuts, flagged to the account owner.
Your own notes included
Past calls and emails taken into account, not just public data.
Is this for you?
Signs it’s time
- Reps walk into calls knowing little about the account.
- CRM records are years out of date.
- Every new rep redoes the same research.
- Managers can’t tell which accounts deserve the effort.
Measurement
How you’ll know it’s working
Research time saved
Hours per rep, each week.
Complete records
The share of target accounts with current key fields.
Meeting quality
How prepared reps feel, and what prospects say.
Win rate
Deals won on researched accounts, compared with the rest.
Deliverables
What you’re left with
- An agreed list of what to know about each account.
- Agents researching your target list all the time.
- Meeting briefs sent automatically.
- CRM fields kept current, with sources.
- A short guide for your reps.
FAQ
Common questions
A question that isn’t here? Write to us and we’ll reply within two working days.
Ask a questionWhere does the information come from?
Public sources such as company sites, news, job ads and LinkedIn, plus your own CRM, emails and call notes if you give access. Every fact comes with its source.
What if the agent gets something wrong?
It shows its sources, and reps can correct a field in one click. Corrections teach the agent what to trust.
Does it work with Salesforce and HubSpot?
Yes, and with Pipedrive and most other CRMs.
Related services
Agents for your GTM team
Tell us what’s getting in the way
A few lines are enough. Within two working days you’ll get our honest first take, and a time to talk if it makes sense.
- 15
- years in sales and marketing
- 25+
- countries where we’ve launched products and campaigns
- €10M+
- in revenue from the marketing we’ve run