Account research and prep

Problem

Reps don't have time to research every account. Calls feel generic and miss opportunities.

Solution

Pull firmographic and behavioral data, recent news, and engagement history. Reps get a brief before each call.

Benefits

• Better call prep
• Relevant talking points
• Faster ramp for new reps
• Consistent research quality

How to get started

1. 1

   Connect data sources

   Connect CRM and optional enrichment (e.g. Clay). It uses this for research.

2. 2

   Define brief format

   Specify what the brief should include: company, role, recent signals, suggested angles.

3. 3

   Deliver before calls

   Briefs are generated before scheduled meetings and attached to the opportunity or contact.

Recommended tools

Clay, 11x.ai, Artisan AI. See the full list on the AI Sales Agent pillar page.