Account briefs with the full context
Every target account gets a brief. It answers six questions: who they are, what they’re doing, when to contact them, why, where to reach them and how to open.
Six questions, answered for every account
- 01 who they are
- What the company does, its products, markets, business model and size. The technology they use, where a source shows it.
- 02 what they’re doing
- Recent changes that matter to you, such as a new market, a new leader or a system change. Each one has its date and source.
- 03 when to contact
- Whether now is a good time, based on your factors and how recent the changes are.
- 04 why you’re contacting
- The link between what changed at the account and what you sell, in plain words.
- 05 where to reach them
- The right people for your deal, their roles and the channel to use. Each contact shows when we last checked their details.
- 06 how to open
- A suggested first message that draws on the research. It’s a draft for you to edit.
Evidence you can check
Every statement in a brief links to its source. You can open it and read it yourself before you rely on it.
We keep two dates for every piece of evidence:
- Published: when the news, post or filing came out.
- Checked: when we last looked at it.
Old news stays old. If we find a 2024 conference talk today, the brief shows it as 2024, not as something new this week.
Fact, inference or unknown
A brief keeps three things apart: what a source says, what we infer from it, and what we don’t know.
For example, if a leader writes “we’re evaluating a regional launch”, the brief records a stated plan. It doesn’t say the launch has happened.
If a source was unavailable, the brief says so. It keeps the last result we could check, marked with its date. We don’t fill the gap with a guess.
What we read for each account
We check each source for usage rights, quality and reliability before we use it.
Strategy changes
New markets, acquisitions and new products.
in their own wordsExecutive posts
Blog posts, public posts and interviews by their leaders, with short quotes and dates.
job postingsHiring and team growth
New roles and new teams that show where they’re investing.
filings and resultsCompany filings
Annual reports, results and management commentary.
eventsConference history
Talks and events your contacts took part in.
documentation and engineering blogsTechnology changes
Migrations, platform reviews and the tools they use.
Contacts you can rely on
Each brief lists the right people to contact for your deal, with their roles. We choose them to match the buyers you describe on your scoring call.
Email addresses and phone numbers come from contact data providers or from your own lists. Our AI research never writes or guesses them. Each contact shows when their details were last checked.
The suggested channel follows the evidence. We suggest email when we have a checked address, or a public channel where the person is active.
Mobile phone numbers aren’t included in the standard plan. You can add them on a custom plan.
A first message to start from
Ana, Northline’s move into Brazil and the ledger work your team described look closely connected. How are you thinking about local reconciliation as the new operation goes live?
Suggested openings are drafts. They show the research they came from, and you edit them before you send. Harpoons never sends messages for you.
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