Prospect brief
Agree the qualification fields, permitted research sources and how missing information is represented. Keep facts distinct from proposed talking points.
AI Sales & Customer Experience
AI SDR
Give sales development more context.
AI support for sales development and prospect conversations.
A workflow to consider
Research that helps a salesperson decide
A sales team has a list of companies but spends its time piecing together context before every conversation. The useful first step is a prospect brief: why the company may fit, which source supports that view and what is still unknown. A reviewed message can then refer to a real need. The salesperson should be able to reject weak research instead of inheriting an automated claim.
Who it’s for
Sales teams handling prospect outreach and early conversations.
Define your first release
What we can scope together
These are starting points for a custom engagement. The proposal defines what is included in your project.
Draft and review queue
Prepare outreach and follow-up drafts with a visible owner and approval step. Define how edits and rejected drafts are handled.
Sales handoff
Record the reason for follow-up, conversation history and next task so the CRM remains useful to the person working the lead.
Your existing tools
Connections to assess
We assess your CRM, approved lead sources and email tools. HubSpot, Salesforce or an existing internal CRM may be part of the scope where suitable APIs and permissions exist. Access, provider limits and contact restrictions are checked before committing to a connector.
Scope, budget and timing
What the first conversation covers
Start with your ideal customer criteria, a small approved prospect sample and examples of messages the team would actually send. We estimate research, review screens and CRM work separately so you can choose a focused pilot.
Share an optional budget in USD with your enquiry. We agree the scope, dependencies, milestones and timeline before implementation; there is no standard delivery promise for an unscoped project.
Before launch
How we check the result
Have a salesperson check source accuracy, fit and usefulness across a representative sample. Test opt-out handling, duplicate contacts, rejected drafts and a failed CRM update before widening the workflow.
Generated research is not evidence of buying intent. Sending permissions, suppression lists and any automatic outreach must be explicitly scoped; a drafting workflow does not imply permission to contact anyone.
Bring us your workflow.
A few sentences about the task and your current tools are enough to start.
Start a conversation →