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Account IQ

Account IQ researches a target account end to end: company, people, tech stack, recent moves and buying signals. Your reps get a brief they can act on, right inside the CRM.

RESEARCHES
Company, people, stack, news, hiring, funding
SOURCES
Web, LinkedIn, filings, CRM history
DELIVERS
Account brief, buying committee map, talking points
RUNS IN
Your CRM (HubSpot, Salesforce)
SETUP
Days, tuned to your ICP
01 WHAT IT DOES

Pulls every public and CRM signal on an account, maps the buying committee, and flags what changed since the last touch.

02 WHAT YOU GET

A one-page brief per account: who to talk to, why now, and three angles for the first conversation.

03 HOW WE DEPLOY IT

We tune it to your ICP and messaging, connect it to your CRM, and set triggers so briefs land when a deal or meeting is created.

[ AGENT UI SCREENSHOT ]
[ WORKFLOW DIAGRAM ]

Account IQ at a glance

Every account

Researched before the call

Full committee

Buyers mapped by role

In your CRM

No new tool to learn

Auto-triggered

When a deal or meeting is created

NEXT CASE

LEAD QUALIFICATION

All work