Know every prospect before you pick up the phone

The assistant reads a company's website and public news and writes a short profile, so your team starts every conversation informed.

Discuss your business needsSee how it works

From a new lead to a profile you can use

The assistant does the reading and the writing. You decide who to call and what to say.

New lead

Reading your tools

Got it. I will read their website and the news, and show where every fact came from.

Stage 1

It learns.

First, it learns what you want to know.

  1. Learns what matters to you

    Tell it what helps before a call, such as company size, growth and who decides.

  2. Watches your lead list

    New leads from your CRM or an imported list are picked up on their own.

Profile
Reading sources0 sources read
  • CCompany websiteKey factFamily dentistry, three clinics
  • NNewsOpened a third clinic in March
  • CCareers pageFour open roles
  • LLinkedIn38 staff, up from 25
Stage 2

It researches.

Then it does the reading for you.

  1. Reads the company website

    Services, locations and team size, in a few seconds.

  2. Checks the news and hiring

    A new office or new open roles often mean a company is growing.

  3. Shows every source

    Each fact links back to where it came from, so you can check it.

Profile
To HubSpot lead, Tan & Co Dental Group
Subject Ready to buy: High

EditApprove and save
I will refresh this if the news changes.
Stage 3

It saves.

Finally, it puts the profile where your team will see it.

  1. Writes a short summary

    Four lines, in plain words. No jargon.

  2. Rates how ready they are to buy

    High, medium or low, with the reasons beside it.

  3. Saves it to your CRM

    Your rep sees it on the lead record before the call.

Made for anyone who wants to be ready for every call

Two people exchanging a business card in an office.

The sales rep with too many leads

A short profile for every lead, ready before you pick up the phone.

You have forty names and one hour. Choosing who to research first is a guess.

Two colleagues discussing ideas beside bookshelves.

The founder who takes every call

One page on each company, so the first minute is about them.

You only find out what the company does after the call has started.

A team working around a table covered in plans and sticky notes.

The sales manager

The same careful research for every lead, whoever picks it up.

Some reps research well and some do not. The quality of calls changes from person to person.

Colleagues writing notes and sharing printed pages at a long table.

The marketer who passes leads to sales

Every lead arrives with a profile and a rating of how ready they are to buy.

Sales says the leads arrive without context. You do not have time to add it.

What changes for your team

Without the assistantWith the Prospect Research Assistant

Reps spend an hour per lead

A profile is ready in minutes

Facts get out of date

Facts come from current public sources

Nobody knows where facts came from

Each fact shows its source

Some leads are never researched

Every new lead is covered

Testimonials from teams who use it every day

Ready before I pick up the phone

“I used to open ten tabs before every call. Now the profile is on the lead record, with the sources beside each fact. My calls start with the right question.”
Daniel LimAccount Executive, software company
Singapore
Kuala Lumpur
Singapore
Dubai
Ho Chi Minh City
Mumbai

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