The problem today
- Most firms do prospect research online the evening before, across a dozen tabs, and write up whatever they remember.
- Prospect research tools solve half of that by giving you a database to search.
Prospect Research
Prospect research, done before the call
An introduction arrives. By the time you read it, the company has been researched and the overview written in your own format.
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How it works
- The introduction is read
- The research runs live
- Records are created or matched
- The overview is written
- What cannot be confirmed is flagged
What you get
- A prepared first call without the evening spent reading
- Records created as a side effect of the research
- One format every time, rather than a prospect research template somebody fills differently each week
- A clear line between what is known and what needs confirming
What it connects to: Notion, Salesforce, Recruiterflow, Google Docs, and live company data sources.
Is this the right fit for your firm?
What is prospect research here, exactly?
Everything you would want to know before a first meeting: what the company does, who leads it, who sits on the board, what they have raised and what has been written about them.
Where does the data come from?
Live sources, checked at the time of the run.
What happens when a company cannot be matched?
It stops and asks rather than guessing.
Can it write to our system?
Yes, where the system allows it.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
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