Research Assistant for Sales Teams

Turn a company name into a one-page brief: what they do, recent changes, likely needs, and three questions to open with. Always reviewed by a human before it reaches a customer.

The problem

Reps spend 20 to 30 minutes before every first call assembling the same facts from the same five places, and still miss the one recent change that matters.

Who it's for

Sales and account teams, founders doing their own outreach.

What you get

A structured brief card per company: overview, recent changes with sources, likely needs mapped to your offering, three opening questions. Produced in under two minutes, reviewed by the rep.

How the workflow runs

01 Company name from a sheet
02 Search and read sources
03 Draft brief with citations
04 Rep reviews and files it

Tools and accounts

A workflow tool with a web search step and a model step
A sheet or CRM with a "needs brief" flag
A document store for the finished briefs

Before you start

Webhooks and APIs without fear
Prompt basics for work

Result first

A rep adds "Northgate Logistics, northgate-logistics.example" to the sheet and flags it. Two minutes later a card appears in the CRM:

Northgate Logistics (brief, 14 Oct)
What they do: Regional freight and warehousing, ~300 staff, three sites. [1][2]
Recent changes: Opened a fourth site in March [2]; new COO in June [3]; posted three roles for "dispatch coordinator" last month [4].
Likely needs: dispatch scheduling at the new site; onboarding for the new team.
Open with:
1. How is dispatch handled across the four sites today?
2. What changed in planning since the new site opened?
3. Who owns onboarding for the coordinator roles?
Sources: [1] company site, [2] regional news, [3] press release, [4] job board.
Reviewed by: ______

The rep reads it, fixes anything wrong, signs the "reviewed by" line, and only then uses it.