Step one

Book a call

Bring the document your team rebuilds every cycle.

Step two

Free training hour

Claude set up on each person's own work, on your own systems.

Step three

Audit

A written list of what repeats and what it costs you now.

Step four

Build on your template

Your file, your systems, every figure checked before it reaches a client.

Step five

Hours back, every cycle

Ten hours became twenty minutes. An hour per client became ten.

What prospect research usually costs you

Most firms do prospect research online the evening before, across a dozen tabs, and write up whatever they remember. The quality depends on who did it and how late it was.

Prospect research tools solve half of that by giving you a database to search. The half they leave is the write up, which is the part that takes the hour.

How this prospect research software works

The introduction is read. Company, contact and the reason they reached out.
The research runs live. Company data, executives, funding and press, from real sources rather than memory.
Records are created or matched. Company, contact and search tracker, deduplicated against what you hold.
The overview is written. In your own format, linked back to the records.
What cannot be confirmed is flagged, not written as fact.

What makes it different

It refuses to invent

When a detail cannot be corroborated, it appears as something to confirm on the call rather than as a finding. That rule is built in, not left to judgment.

It writes into your system

Records land in your customer system rather than a chat window.

It matches people carefully

A contact is attached only when the name and profile agree, so research never lands on the wrong person.

What you get

A prepared first call without the evening spent reading.
Records created as a side effect of the research.
One format every time, rather than a prospect research template somebody fills differently each week.
A clear line between what is known and what needs confirming.

What it connects to

Notion, Salesforce, Recruiterflow, Google Docs, and live company data sources.

Questions

What is prospect research here, exactly?
Everything you would want to know before a first meeting: what the company does, who leads it, who sits on the board, what they have raised and what has been written about them.
Where does the data come from?
Live sources, checked at the time of the run.
What happens when a company cannot be matched?
It stops and asks rather than guessing.
Can it write to our system?
Yes, where the system allows it.