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Sales & Marketing agent

Account research

A one-page brief on each account before the rep reaches out: what they do, what’s changed lately, who’s who, and your history with them, each fact with its source. The rep writes the first message.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Account research: four items, three done, and one (Lost in June) waiting for the sales manager, who is asked: Hartwell Components said no in June. Reach out now that their ops lead is new?
How it works

The rep opens one page, not twenty browser tabs.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Account research, in 5 steps. It starts with “A rep picks the accounts” and ends with “A brief before the call”. Each step lists what automation, the agent and your team do there.
Account researchA typical run
Starts withA rep picks the accountsOn Monday, Jess marks twelve target accounts to reach out to this week, Hartwell Components among them.
Automation: Takes the accounts each rep has marked for outreach this week from the CRM, with the contacts already on file.
~3h/mo

Step 1 of 5Pick up the list

  • Automation

    Takes the accounts each rep has marked for outreach this week from the CRM, with the contacts already on file.

    Which accounts a rep has marked for this week is already a list in your CRM.

Reads
  • CRM
Writes
  • CRM

~3 hours a month back

The agent: Reads Hartwell’s own site, recent news and job posts: a second plant opening in spring, and an operations director who joined in August.
~50h/mo

Step 2 of 5Read the public record

  • The agent

    Reads Hartwell’s own site, recent news and job posts: a second plant opening in spring, and an operations director who joined in August.

    A job post for three planners says more about their plans than a press release does, but only if someone reads it.

Reads
  • Company websites
  • News sources
Writes
  • CRM

~50 hours a month back

Where teams differSome teams want deep research on a few named accounts. Others want a short read on hundreds.

Automation: Hartwell said no in June, on price, so the account goes to the sales manager with the loss notes before any brief goes out.
IfYour team: Clears the rep to reach out now the ops lead is new, or parks the account until the contract they chose comes up for renewal.
~3h/mo

Step 3 of 5Check your history

  • Automation

    Hartwell said no in June, on price, so the account goes to the sales manager with the loss notes before any brief goes out.

    A closed-lost date and its reason are on the record, so these accounts are sorted before any research is shared.

  • Your teamIf lost in the last six months

    Clears the rep to reach out now the ops lead is new, or parks the account until the contract they chose comes up for renewal.

    Going back too soon can close the door for good. When to try again is a judgment about the relationship.

Reads
  • CRM
Writes
  • CRM

~3 hours a month back

Where teams differHow long a lost account rests varies: three months, a year, or until a known renewal date.

The agent: What they do, what’s changed, who’s who, your history with them, and one angle worth opening on, each fact with its source.
~40h/mo

Step 4 of 5Write the brief

  • The agent

    What they do, what’s changed, who’s who, your history with them, and one angle worth opening on, each fact with its source.

    Ten facts are research. Picking the two that give the rep a reason to call is writing.

Reads
  • CRM
Writes
  • CRM

~40 hours a month back

Where teams differBrief length is a choice: five bullets on the account, or a full page with a map of who’s who.

Automation: Attaches the brief to the account with today’s date, and reminds the rep the morning they planned to reach out.
~4h/mo

Step 5 of 5Hand it over

  • Automation

    Attaches the brief to the account with today’s date, and reminds the rep the morning they planned to reach out.

    Every brief lands in the same place on the account, and the rep who marked it is the one told.

Reads
  • CRM
Writes
  • CRM
  • Team chat

~4 hours a month back

Ends withA brief before the callOne dated page on the account, each fact linked to its source. The rep writes and sends the first message.
Total~100h/mo

What changes

Reps start the week with a dated page on each account they plan to reach, every fact sourced. Accounts you lost lately reach the sales manager before any brief goes out.

  • 3steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~100 hours a month back

$72,000 a year in time

For a team of reps researching about 300 target accounts a month, at $60 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never contacts anyone at an account

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentTarget lists and history from your CRM, public sources you approve, briefs back onto the account.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhat goes in a brief, which sources it may use, and how long a lost account rests.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentYour sales manager for accounts you’ve lost or are in a dispute with, each rep for their own list.

  4. Your channels

    Where your team hears from it.

    For this agentA Slack or Teams note to the rep the morning they plan to reach out.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA dated one-page brief on the account, each fact linked to its source.

Lead scoring and briefs on new inbound leads are other agents in the catalog. The first message, and every one after, stays with your reps.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your reps and the sales manager.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past accounts, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real accounts.
The number we agree

Minutes a rep spends getting ready for a first outreach. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, a quarter of target accounts and the notes your reps kept on them, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and a quarter of target accounts and the notes your reps kept on them.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past accounts.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Questions

About this agent.

Does it write the outreach?
It suggests an angle and the facts behind it. The rep writes the message and sends it, so it sounds like them and they stand behind it.
What does it look at?
The sources you approve: the company’s own site, news, filings and job posts, plus what’s already in your CRM. Nothing about anyone’s personal life.
How fresh is a brief?
Each one is dated and rebuilt the morning the rep plans to reach out, so last quarter’s news never reads as this week’s.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the minutes a rep spends getting ready for a first outreach. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

What do your reps look up before a first call?

Tell us how your team handles accounts today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

Let’s build your agentBack to Sales & Marketing
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  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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