Client background research is designed to provide you with valuable insights and information about your clients. Imagine walking into a meeting with a clear understanding of who you're dealing with, their company background, and even their professional journey.
What is Client Background Research?
Client background research refers to the comprehensive analysis of a client's company and people. This research is conducted by AI, ensuring that you have up-to-date and relevant information.
How Does It Work?
Our AI scans various sources of information available on the web, including:
Company Websites: Provides details about the company’s history, mission, products, and services.
LinkedIn Profiles: Offers insights into the professional backgrounds, skills, and career trajectories of key personnel.
Other Web Appearances: Includes news articles, blogs, and social media mentions that highlight recent developments or notable achievements of the company and its employees.
By aggregating data from these sources, our AI generates a comprehensive report that gives you a holistic view of your client.
Why is Client Background Research Important?
Enhanced Meeting Preparation: Walk into meetings fully prepared, knowing the key points to discuss and the background of the individuals you are meeting with.
Personalized Engagement: Tailor your conversation and proposals to align with the client’s needs and interests.
Strategic Advantage: Gain a competitive edge by understanding the client’s business environment, challenges, and opportunities.
Who Can Use This Feature?
Client background research is part of our 'Basic +' feature set. Unfortunately, it is not available to free tier users.
Conclusion
Having access to detailed client background research can make all the difference. It equips you with the knowledge to engage effectively, build stronger relationships, and achieve better business outcomes.
If you have any questions or need further assistance, feel free to reach out to our support team. We're here to help!