Discover with a purpose
Set company foundation, ICP criteria and research profile before discovery.
Research Agent
Start the conversation with useful context.
Discover accounts, inspect fit and assemble research dossiers around the customer record.
What your team can do
Connect the parts of the job.
Keep sources close
Inspect source context, buying triggers and the rationale behind a candidate.
Work within a budget
Choose the research scope and budget appropriate to the job.
Walk through the process
From context to recorded work.
Research is evidence to evaluate. It does not establish demand or guarantee that a prospect will respond.
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Set the target
Define the account criteria and research question.
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Build the brief
Gather relevant company context and source notes.
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Inspect the rationale
Review why an account fits; resolve contradictory or incomplete evidence.
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Prepare the handoff
Make the brief available to the SDR Agent or account owner.
Continue exploring
Keep the next step connected.
SDR Agent
Carry research into a proposed outreach action.
Explore SDR Agent →Account intelligence
Connect signals and stakeholder context.
Explore Account intelligence →
Inspect the evidence
Keep the source beside the conclusion.
Check what the source actually says, when it was observed and how it relates to your account criteria. Resolve missing or conflicting information before using it to prepare outreach.
Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.