Outcomes · WIN
Opportunity Research
Pre-meeting research delivered before the call.
minutes
to brief
4 layers
of context
auto
delivered
free
re-runs
The flow
How it runs, step by step.
1
Trigger on stage move
When an opportunity reaches your research stage, the agent wakes.
2
Profile the company
Sector, scale, signals from the web and your CRM history.
3
Infer the persona
Role, seniority, likely priorities — anchored on what your team usually sells to.
4
Score fit
Why this is a good fit (or not) for your offer, with named reasons.
5
Talking points
3–5 concrete openers and likely objections, written for the seller.
6
Brief in the CRM
Everything posted as a single note + a brief link on the opportunity.
Our promise
What we commit to.
Every result runs against locked principles you can hold us to.
Reads from public sources + your CRM only — no calls to outside vendors with your customer data.
Never contacts the customer.
Idempotent on (agent, opportunity).
Every brief explainable — sources cited at the bottom of the note.
FAQ
Common questions.
Where does the research come from?
Public web + your existing CRM context. We don't sell or share your queries with third-party data brokers.
Can I tune the briefing template?
Yes — upload your team's preferred brief shape as the agent's knowledge guide.
How do I trigger a fresh brief?
Move the opportunity back into your research stage or click ↻ Reprocess. Re-runs are free.
Try Opportunity Research on your CRM.
Starter credit on signup. No card required.