Best for
- High-value account research before outreach or meetings
- ABM teams looking for current relevance beyond static firmographics
- Sellers who need evidence-backed questions instead of synthetic personalization
Combine a target company’s public LinkedIn activity, recent verified news, and your existing CRM context into a short account brief that gives sales useful questions and relevance without inventing a buying trigger.
A source-linked account brief with company changes, public themes, existing CRM context, relevance hypotheses, open questions, and a human-reviewed outreach angle.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
4 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Good account research connects current public evidence to what your company can credibly help with, while keeping the connection as a hypothesis until the buyer confirms it. This workflow combines fresh external signals with internal account history and prevents the model from turning a company announcement into a fake buying-intent claim.
Expected results
Brief speed
One page per target account
The deliverable is intentionally small enough to be useful immediately before a meeting or outreach.
Evidence discipline
Fact, CRM context, and hypothesis are visibly separated
The seller can tell what is known versus what still needs validation.
CRM integrity
Only verified buyer learning is written back as fact
Speculative research does not become permanent system-of-record data.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
20 min
20 min
Write why this account is being researched, the problem areas your offer actually addresses, and what evidence would be useful before a meeting or outreach. List claims you must not make, such as assuming budget, technology plans, urgency, or buying intent from public activity. Review the brief with the account owner so the research stays focused on a real sales motion.
A scoped account-research brief and explicit no-assumption list.
Personalization gets creepy when it collects facts with no relationship to the business problem. Keep only what can improve a relevant conversation.
30 min
30 min
Use Apify or approved public sources to collect the company’s recent LinkedIn posts, newsroom items, relevant announcements, leadership statements, hiring themes, and other current sources within a defined window. Keep URL, date, source type, and exact observed fact. Exclude personal employee content unless it is directly relevant and publicly professional. Manually verify any signal you expect the seller to mention.
A dated, source-linked external account evidence packet.
Recent does not mean relevant. A corporate volunteer post may be current but useless for an enterprise software conversation.
Pro workflow preview
Previewing 2 of 6 steps
Get the remaining 4 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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