Research an account
Prepare a brief from the sources you choose and the relevant CRM history, with links and questions worth asking.
A company signal is a starting point for a question, not proof it wants to buy.
Part of Custom AI agents.
AI agents
for sales teams.
Walk into the meeting
knowing the account.
Leave with the next step prepared.
We build agents that bring this information together and help prepare the follow-up. Your salespeople review the work and stay in charge of the customer relationship.
The meeting is in ten minutes. The last conversation is in an email, the open deal is in the CRM, and someone in support knows about a recent problem.
01 / Where it helpsWhere can an AI agent
Where can an AI agent
help your sales team?
A shared brief needs to keep the customer’s language, region and account owner clear. Notes should keep their meaning when another colleague picks them up, including when they work in another language.
Get ready for a meeting
Bring together participants, open deals, earlier promises and unresolved support issues for the account owner.
Only use the records that salesperson is allowed to see.
Prepare the follow-up
Turn reviewed meeting notes into suggested CRM changes, next-step tasks and a draft in the customer’s language.
Your salesperson approves messages, pricing and commitments.
These are examples of possible projects. We agree the tools, access and checks with you before building.
02 / How it could workThe meeting ends.
The meeting ends.
What needs to happen next?
In this example, an agent uses a reviewed meeting note to prepare follow-up work. The account owner checks it before anything is saved or sent.
- 01
Start
Match the meeting note to the right account and deal.
- 02
Gather
Find relevant history, tasks and language preferences.
- 03
Draft
Prepare the summary, record changes and message.
- 04
Review
The salesperson checks details, recipients and promises.
- 05
Confirm
Save or send the approved work and check the result.
Which company did that note refer to?
Similar names and unclear next steps need the account owner’s input. The agent asks rather than guessing a recipient, overwriting a disputed detail or sending an uncertain message.
The useful result is a next step someone can act on, with a clear record of what was saved or sent.
03 / Planning the first versionWhat should it prepare?
What should it prepare?
What will you approve?
An agent helps when each account needs different context and preparation. If you need the same customer fields copied between tools, start with CRM automation.
| Work | How your team stays in charge |
|---|---|
| Read account information | Use the sources and customer records available to that salesperson. |
| Prepare a brief or draft | Show sources, missing details and suggested changes. |
| Save or send | Show the destination and content for approval, then check the result. |
| Prices and promises | Keep offers, discounts, terms and commitments with the authorised person. |
04 / Projects and readingSee the thinking
See the thinking
in practice.
These related projects show account information reaching the right person and controlled customer follow-up. The sales-agent tasks above would be built and tested for your team.
Related work / Account context
The right account owner gets the story.
The support workflow matches the company and owner before sending Customer Success the context. It is a rule-based workflow, rather than a sales-agent deployment.
See the account-context project Related work / Customer follow-upCheck the customer situation before calling.
The voice system checks customer status, recent contact and attempt limits. A sales-agent project needs its own contact and review rules.
See the customer-follow-up project05 / How we work togetherTry it on the work
Try it on the work
your salespeople do every week.
We agree what the first version should do, how to check it and who will look after it. Then we work through it with your team.
- 01
Choose one sales task.
We look at research, meeting preparation or follow-up and agree what a useful result would look like for the salesperson.
- 02
Work through access and approval.
We agree the records it can use, how to identify the account and what must be reviewed before saving or sending.
- 03
Test realistic accounts.
We check similar names, old information, different languages, changed preferences and failed CRM updates.
- 04
Put the team in charge.
We document examples, permissions and support, and show how to correct or pause the agent.
06 / Access and upkeepMore help with the admin.
More help with the admin.
Your team keeps the relationship.
Keep the account owner clear.
Access follows the salesperson’s role and assigned records. Missing owners or uncertain matches go to a person.
Keep the customer’s meaning.
We test summaries and drafts in your languages against the original notes, including the promises made and contact preferences.
Show drafts and completed work separately.
Your team can see what was suggested, what was approved and what was actually saved or sent.
Measure whether it helps.
Look at preparation time, corrections and missed follow-ups. We agree how to review quality when your CRM or sales process changes.
07 / Questions before you start
Sales agent questions.
What does a first project cost?
First projects start from CHF 4,800 for one agreed sales task. We confirm the sources, actions, review needed and timing with your team. AI usage and other running costs are included in the proposal before you commit.
How is this different from CRM automation?
CRM automation follows rules to move customer information between tools. A sales agent gathers the context for a particular task and helps prepare the next step. They can work together.
Can it research a company before a meeting?
It can bring together the sources you approve and relevant CRM history. We agree how recent the information needs to be and which findings need links or an open question.
Can it update our CRM?
We can include particular fields and record types, with matching and approval rules. We check that the approved changes were saved to the right account.
Will it send outreach automatically?
This service starts with human review before messages go out. Sending automatically would need a separate agreed scope covering recipients, contact preferences, approvals and stop rules.
Can it work in German, French and Italian?
We test the languages your team uses, including sales terms and whether summaries preserve what was said. We agree language coverage for the project.
Can it prepare a proposal or quote?
It can help assemble approved information and draft the content. Your authorised person approves prices, discounts, terms and promises to the customer.
What if our CRM is out of date?
We show where information came from and flag conflicts for the account owner. Some records may need cleaning before it makes sense to delegate more work.
What takes the time
around your sales meetings?
Show us one research or follow-up task. We’ll explore how an agent could prepare the work for your salesperson to review.
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