What you receive
Compiles comprehensive account intelligence by gathering company research, identifying trigger events and timing signals, analyzing strategic approach, and packaging findings into an actionable research document for sales preparation. The final deliverable integrates insights from every agent in the sequence, shaped by your preferences and grounded in your connected data.How it works
Your Account Researcher starts by working on the foundation — gathers comprehensive account intelligence including company information, news, stakeholders, technology stack, and competitive context. Then your Trigger Event Scanner picks up — identifies recent trigger events and timing signals from account research to determine optimal outreach timing and conversation angles. Then your Sales Strategist picks up — analyzes account intelligence and trigger events to recommend strategic approach for engaging the account effectively. Finally, your Report Writer brings everything together — compiles all research findings into a structured, actionable account research package ready for sales team use. Each agent inherits the context from the previous step, so the analysis builds and refines as the workflow progresses. You receive one comprehensive deliverable at the end.When to use this workflow
When you need to prepare for initial discovery meeting with new prospect, this workflow handles it end to end. It also works well when you need to research territory accounts on weekly cadence.Report Writer
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