Research · For Sales, Founders
Person research brief
Researches a contact's public work — their company's site and news that names them — and sends you a brief with labelled facts, inferences and unknowns. No social-network scraping.
Opens the template in the app. Sign in or start free first.
What it's for
Open a first conversation knowing what this person works on, from public, cited sources.
- First meetings
- Multi-threading into an account
What you get
- A research brief on the person
- A message to you with its summary
When it runs
- When you run it
What it uses
- Public web pages
- Your Closefinch records
You choose:
- Contact or lead
- What to focus on (optional) (optional)
- Who gets the brief (a teammate) (optional)
Its steps
- Research
- Send the brief
Approvals
Reads public pages and news only; people on a must-not-contact list aren't researched.
Checked before release
The template's eval suite must pass these before a version ships:
- Researches the person through their company and the news
Questions
- Does it read LinkedIn?
- No. It reads the person's company site and news that names them.
More research templates
Account research brief
Researches an account on the open web — its own site and recent news — and sends you a brief: what it does, what changed, and why it might need you now.
Account plan keeper
Keeps a living plan for an account — priorities, pain, people, current tools, risks and the next move — rebuilt from its research, signals, conversations, deals and contacts.
Case-study miner
When a deal is won, reads its conversations and notes for results the customer reports — numbers with units, percentages, before and after — and files each as a proof point with the exact quote, who said it, when, and a link to the call.