Example build · AI agent
Sales research agent
Reps spend hours researching accounts and writing first lines instead of talking to buyers.
01What we build
- 01Agent that researches each account from public sources and your CRM history
- 02Account briefs and suggested angles, written in your voice
- 03Updates the CRM so every rep starts from the same picture
Connects to
Measured on
- Research time saved
- Brief quality ratings
- Reply rate
- CRM completeness
02How it works
From input to outcome, step by step.
- 01
Pick up the accounts
New target accounts and inbound leads are pulled from the CRM or a list, with your ideal customer profile applied first.
- 02
Research each one
The agent reviews the company's site, recent news, hiring and your own CRM and call history, keeping track of every source.
- 03
Write the brief
A short account brief with suggested angles and a draft opener in your voice, ready for a rep to review.
- 04
Write back to the CRM
Briefs, key fields and next-step tasks land in the CRM, so the whole team works from the same picture.
03Questions
Before you ask.
01Does it send emails automatically?
Only if you want it to. Most teams start with drafts that a rep reviews and sends, then automate the parts they trust.
02Which data sources does it use?
Public web sources plus your own CRM and call history, chosen together during discovery and used within each source's terms.
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