# 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.

Category: Research. For: Sales, Founders.

## What it's for

Open a first conversation knowing what this person works on, from public, cited sources.

Suited to:

- 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

1. Research
2. 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:

- 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.

Use this template: https://app.closefinch.com/app/agents/templates/person-research-brief (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).