A specific audience brief
Set roles, company context, relevant signals, and explicit exclusions.
Research agent
Research with a reason.
Review before outreach.
Turn an audience definition into a repeatable research task, keeping evidence, exclusions, and human review together.
Built for thoughtful outreach, from preparation to the next conversation.
Designed with intent
Finding a contact is not the final decision.
Our research approach starts with fit. A useful result explains why a company or role belongs in the audience and which facts still need checking before anyone is contacted.
Evidence attached
Keep the source and observation date with research rather than presenting assumptions as facts.
Quality checks
Review duplicates, missing context, and uncertain contact details before a record advances.
A reviewable handoff
Separate researched candidates from contacts approved for an outreach campaign.
Put it into practice
Give the process a clear path.
- 01
Describe the fit
Write down who the offer serves and who should be excluded.
- 02
Review the evidence
Check the research against the audience definition.
- 03
Approve a small group
Confirm relevance and contact quality before preparing the introduction.
Keep sources and check dates with the research. Review audience relevance before adding contacts to a campaign.
Before you take the next step.
What makes research useful for outreach?
A clear audience definition, relevant evidence, and a record of where each observation came from.
How should unsupported personal details be treated?
Keep them unresolved and require evidence before using them for personalization.
Where can I prepare a research brief?
Use the free prompt library and campaign planner to define the audience and the questions to investigate.
Your next move
Get Demo Start with a better conversation.
Tell us what you want to build. We’ll talk through your workflow.