All automation ideas

Account Researcher

Walk into every sales call fully prepared

Automatically researches companies in your calendar, delivering a pre-call brief with their latest news, strategic initiatives from 10-Ks, hiring trends, and potential pain points.

Edit the prompt below to customize. Set up in 2 minutes.

Ideas for tweaks

  • Provide a list of target accounts in a Google Sheet for proactive research
  • Provide more context about your qualification criteria
  • Specify your product's value proposition to get more tailored 'Talking Points'
  • Request more detail about the specific attendees

How it works

Example output
Sent to Slack

Pre-call Briefing: Globex Corporation

  • Recent News: Announced Q3 earnings miss, citing 'inefficient internal workflows' as a key challenge. Link to article
  • Strategic Initiatives (from 10-K): Major focus on digital transformation and consolidating their software stack to reduce vendor overhead.
  • Hiring Patterns: Currently hiring 10+ 'Process Improvement Managers', signaling a strong internal push to optimize operations.
  • Potential Pain Points: Their legacy project management tool was mentioned as a bottleneck in several Glassdoor reviews. They are likely feeling the pain of scaling outdated systems.
  • Talking Point: Frame your solution as a way to directly address their stated goal of 'consolidating software' while improving the 'inefficient workflows' mentioned in their earnings call.

Who it's for

Sales Reps, Account Executives, Sales Development Reps, Founders

Why you need it

Stop wasting time on manual research. Start every conversation with a deep understanding of the prospect's business, challenges, and goals, allowing you to tailor your pitch perfectly.

Runs

Daily, checking your calendar for upcoming meetings.

Sources

Public filings (10-Ks), news articles, job boards, press releases.

Integrations needed

Google Calendar

FAQ

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