What sources does it use?

Public sources like LinkedIn, company websites, press releases and filings, plus your own CRM history. Each plan lists its sources so reps can check them.

Can it use Salesforce and Google Drive instead?

Yes. We connect the CRM and document tools you already use, including Salesforce, Google Drive and Confluence.

How current is the research?

Each plan is written when the account is marked as a target. We can refresh plans on a schedule or when a new buying signal comes in.

AI account research for B2B sales teams

Account research eats hours before a rep's first call. Mark a target account in HubSpot, and we map the buying group and write the account plan in Notion before the rep picks up the phone.

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Account research · done in 24s

Map the buying group
Read filings and news
Write the account plan
Attach it to the account

Step	Tool	Result	Time
Map the buying group	LinkedIn	7 people across 3 teams	6s
Read filings and news	Claude	2 press releases, 1 acquisition	14s
Write the account plan	Notion	Page added to Target accounts	3s
Attach it to the account	HubSpot	Linked on the company record	1s

How account research turns a target account into a plan

Trigger · HubSpotWhen this happensAccount marked as target

Step 1 · LinkedInMap the buying group7 people across 3 teams

Step 2 · ClaudeRead filings and news2 press releases, 1 acquisition

Step 3 · NotionWrite the account planPage added to Target accounts

Step 4 · HubSpotAttach it to the accountLinked on the company record

Start every target account with a plan

Map the buying group

The agent uses LinkedIn to find who signs, who uses the product and who approves the spend, then reads the company's press releases, filings and news. Claude turns that into an account plan with priorities and openers, as part of our GTM automation work.

Norden FoodsHiring 3 dispatchers

Tidewater OutfittersOpened a 2nd depot

Kanata PhysioNew VP Operations

Keep plans where reps look

The plan is saved to your Notion target accounts page and linked on the HubSpot company record. The rep gets a Slack message to review it and can ask for changes in the thread.

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