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A good sales conversation starts with knowing who you are talking to: what the business does, what changed recently and what you have already done together.

Finding that out takes time an account manager does not have between two meetings, so it often only half happens.

The Prospect Researcher prepares a briefing before every meeting from the company's website, the Business Register, recent news and the history in your CRM. Getting in touch is something the account manager does themselves.

What it does, step by step

  1. Spot the meetingA new appointment in the calendar, or an account you name yourself.
  2. Research the companyWebsite, KVK details, recent news and public announcements.
  3. Pull in the CRM historyEarlier contacts, quotes, orders and open questions.
  4. Write the briefingWhat the company does, what is going on, what has already happened and which questions are worth asking.
  5. Have it ready for the meetingIn the CRM and on the calendar appointment, with the sources attached.

Onboarded into your business

Niels does not start from a generic script. Like any new colleague, Niels is onboarded into the way your team works first.

  • Your knowledgeWe onboard Niels with your own documents, examples and agreements, so the work is done the way your team does it.
  • Your systemsWe set up the integrations for the software you already use. Different fields or different steps? We adapt to them.
  • Your rulesYou decide what Niels handles on its own and what always goes to a person first.
  • Grows with youWhen your way of working, a system or a rule changes, we adjust Niels to match.

Works with these systems

CRM
Sources
Calendar
Communication

Is your system not listed? We can connect any system, even if there is no standard integration. View all integrations.

What runs automatically and what does not

You stay in control.

Not every decision should be made automatically. For each workflow, we set out:

  • What can happen automatically.
  • What is put forward for approval first.
  • When a person is brought in.
  • What information is stored.
  • How actions are logged.

Is this a fit for your organisation?

A good fit if

  • Account managers with many new meetings a week.
  • Sales teams selling to businesses, with a longer sales cycle.
  • Organisations with a CRM full of history that nobody reads before a meeting.

Less of a fit if

  • Contacting prospects itself: cold emails and messages fall under the GDPR and the rules on unsolicited communication, and we leave that to people.
  • Transactional sales with many small customers, where a briefing per meeting is too much.

What it can deliver

  • Meetings that start with knowledge of the customer.
  • Less searching between two meetings.
  • CRM history that gets used instead of forgotten.

Directions, not promises. As soon as there is evidence from a client project, it will appear here as a substantiated result.

Frequently asked questions

Is this an AI sales agent that contacts prospects itself?

No. The terms AI sales agent and AI SDR are often used for software that sends emails and messages on its own. This AI employee does the research beforehand and prepares a briefing. Getting in touch stays with your account managers, partly because unsolicited messages fall under the GDPR and the rules on unsolicited communication.

Which sources does it use for an account briefing?

The company's website, the Dutch Business Register (KVK), recent news and public announcements, and the history in your own CRM. Every statement in the briefing comes with its source, so the account manager can check where it came from.

Can you use AI to gather information about prospects?

Data about a company is usually not personal data; for a sole trader that is different. That is why we limit the briefing to the company and the contacts already in your CRM. What is recorded and for how long is agreed in advance.

How is this different from the Account Signals Assistant?

The Account Signals Assistant follows your existing customers continuously and flags when something is going on. The Prospect Researcher works per meeting: before an appointment, it sets out everything you need to know about that company.

Where does the briefing end up?

Where your account manager looks for it: on the account in your CRM, on the calendar appointment or as a message in Teams. Nobody has to open an extra tool before the meeting.

How to put this to work

  1. 1A short callTogether we look at your process and your systems, and whether this task is the best place to start.
  2. 2Set up on your rulesIntegrations with your own systems, and agreeing what may run automatically and what a person approves.
  3. 3Measure and adjustFirst alongside your team, only then on its own. We look at what it delivers and adjust.
What does an AI employee cost?

More sales tasks

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