AI-powered prospect discovery, competitive intel, and territory enrichment - delivered as a managed service with zero lift from your team.
The account intelligence report we shared with Paul demonstrated what our agent stack produces for a single priority account.
This proposal outlines how we scale that from a one-time demo into a repeatable commercial intelligence system for your sales team.
Every engagement includes territory-specific reports with named contacts, competitive intel, and outreach hooks.
Tabbed HTML report with per-rep territory views. Expansion signals include named contacts with entry angles. Net-new prospects each come with a contact and outreach hook. Every contact includes evidence source and "why now" trigger. Signal scan across all 25+ data sources filtered against your ICP.
Full account dossier with named personas by department, competitive landscape, outreach hooks per persona, and conference intel where relevant. Standard includes 1 per month, Premium includes 3.
Step-by-step guide for querying HubSpot to measure activity from RC intel. Track contacts acted on, meetings booked, and opportunities created. Works with HubSpot Breeze or as a manual report template.
Signals ranked across 6 priority levels by actionability. Immediate expansion triggers at the top, longer-term market shifts at the bottom. Reps focus on what matters this week; leadership sees the full picture.
Your agent improves continuously. New data sources are added as they become available. Models are refined based on your feedback. Signal filters are tuned to your evolving ICP. You always run the latest version - no upgrade fees, no migration, no IT involvement.
The first report was a single view. Going forward, reports are tabbed by audience - each person sees what's relevant to them without scrolling past content for other territories.
Below is a sample of the Worldwide tab from a real report. This is what Paul would see - all territories, all signal types. Each rep gets their own tab with only their accounts. The full report includes 18 signals across all territories. Below, 5 of those signals are shown with 19 real contacts - complete with LinkedIn profiles, verified emails, and outreach angles - sourced specifically for this proposal.
Showing 5 of 18 signals from the Worldwide tab with 19 named contacts. The remaining 13 signals span Chris, Max, Nisha, David L., and David P.'s territory tabs.
Each report includes a simple guide for measuring activity and ROI in HubSpot. We provide prompts for HubSpot Breeze to run the queries for you. If not, we provide the report template to build yourself.
For HubSpot Breeze or built-in reporting
Tunes the next report - 5 minutes from your sales leader
Every option is zero-footprint on your systems. No IT, no security review, no integrations required.
When someone on your team opens ChatGPT and asks about a target account's analytical needs, they get a plausible-sounding paragraph based on training data that is months old. No verification. No named contacts. No competitive positioning from conference talks. And next week they start from scratch.
| Dimension | DIY (ChatGPT / Claude) | RC Agent Stack |
|---|---|---|
| Data sources | 1 (LLM training data) | 25+ live APIs, refreshed weekly |
| Freshness | Months-old training cutoff | Real-time (scraped that week) |
| Named contacts | Generic titles, often hallucinated | Real people with evidence source |
| Fact verification | None - will confidently state wrong numbers | Dedicated fact-check pass on every figure and name |
| Competitive intel | Generic landscape | Conference talks, job postings, publications |
| Institutional memory | Starts from scratch every session | Cumulative - each report builds on the last |
| Cross-referencing | Can't check your customer list, CRM, or rep network | Filters against install base (from public data or your account list), flags existing relationships |
| Output | Chat text, manually reformatted | Professionally formatted, shareable, territory-specific reports |
| Rep time | 2-4 hours of prompting per account | Zero - reps consume, not produce |
| Scalability | One person, one account, one session | Monitors entire TAM continuously |
25+ data sources, 3 parallel research agents, a dedicated fact-check agent, and a signal engine that gets smarter every month - from raw data to territory-ready intelligence.
FDA device clearances (510k), premarket approvals (PMA), drug approvals (NDA/BLA), SEC financial filings, funding disclosures, executive change filings, and clinical trial completions. Structured, authoritative data - not scraped summaries.
Commercial hiring signals across multiple applicant tracking systems and job aggregators. Open roles for sales ops, revenue ops, commercial leadership, and lab buildout positions at target accounts - often the earliest signal that a company is investing in growth.
Real-time monitoring of biotech, pharma, medtech, and life science news sources. Executive moves, M&A activity, funding announcements, facility expansions, and partnership deals surfaced within hours of publication.
Quarterly revenue data parsed from public filings. Companies showing 10%+ year-over-year growth flagged as expansion signals. Revenue breakdowns by segment reveal where investment is flowing.
Proprietary research layer that synthesizes across hundreds of web sources, press releases, investor presentations, and company disclosures. Connects dots that structured APIs miss - like linking a facility announcement to a specific rep's territory.
Thousands of raw data points filtered through ICP matching, 45-day deduplication (no stale intel resurfaces), install-base cross-referencing, and priority ranking. Your reps see "grow existing account" vs. "land new logo" at a glance.
Identifies growth triggers at existing and target accounts: new lab buildouts, manufacturing expansions, technology transitions, leadership hires, and competitive displacements. Each signal includes named contacts and an entry angle.
Discovers companies not on your radar. Ranked by ICP fit and signal strength. Every prospect includes at least one named contact with a LinkedIn profile, email where available, and a specific reason to reach out.
Full account dossier on your priority account. 8-15 named personas mapped by department and influence level. Competitive landscape, technology stack, and outreach hooks tailored to each persona type.
Runs after the research agents complete. Every financial figure, persona name, company detail, and competitive claim independently verified against public sources. Caught 6 errors in your first report before delivery.
Every claim in the report traces back to a verifiable source - a regulatory filing, press release, job posting, or clinical trial record. No unsourced assertions reach the final report. Your reps can cite the evidence in conversations.
The agent remembers every signal it has surfaced, what your team acted on, and what was marked as noise. By month 5, it knows which competitors keep appearing at target accounts, which signal types your reps actually act on, and which accounts were flagged as low-priority. It stops resurfacing noise and gets sharper on what drives meetings. This institutional memory is impossible to replicate with manual research or generic AI tools.
Per-rep territory views so each rep sees only their accounts. Worldwide tab for sales leadership with cross-territory opportunities and coverage gaps. Standalone HTML - shareable, printable, no login required.
Not just company names - named contacts with LinkedIn profiles, email addresses where available, CRM status badges (NEW vs. IN CRM), and a specific entry angle. Reps can act the same day they read the report.
Signals ranked across 6 priority levels by actionability. Immediate expansion triggers at the top, longer-term market shifts at the bottom. Reps focus on what matters this week; leadership sees the full picture.
The full Standard deliverable - tabbed report, per-rep territories, deep dive, named contacts - delivered within a week. Your team works the intel for the rest of the month. If it drives action, your $2,500 is credited toward your subscription. If not, you keep the report and walk away.
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