Prospect Research Agent
A briefing you can quote on the call, with a source on every line
6 of 8 upcoming meetings need attention.
8 upcoming meetings checked. 6 flagged. The largest gap is 20 days.
Start with Northwind Logistics. Omar has the most flagged.
How good a brief is is for the rep to judge; the list shows which meetings are close and not ready.
Why rows were flagged
- No named contact38%
- Research over 60 days old, or none38%
- Meeting within 7 days, no brief25%
Value flagged by Rep
- Omar3
- Rana2
- Dana1
Items to act on, worst first
| Item | Rep | Value | Days to the meeting | Why |
|---|---|---|---|---|
| Northwind Logistics | Rana | 1 | 2 | Meeting within 7 days, no brief |
| Cedar Hospital | Omar | 1 | 1 | Meeting within 7 days, no brief, No named contact |
| Pixel Retail | Rana | 1 | 20 | No named contact, Research over 60 days old, or none |
| Delta Build | Omar | 1 | 15 | Research over 60 days old, or none |
| Harbour Bank | Omar | 1 | 5 | No named contact |
| Swiftline Airlines | Dana | 1 | 3 | Research over 60 days old, or none |
What to do this week
- Resolve Northwind Logistics first: it is the most urgent on the list.
- Fix the data or the status on every flagged row, then re-run.
- Re-run this check every time the list changes, before it reaches a decision.
Do
- Fix the highest-risk item first, then run the check again on fresh data.
Don't
- Don't act on one row alone: open the source record first.
How to improve
- Add more detail per row (owner, date, source) so the next report can trace each item.
- Add a second period of data so the next report can show whether things are improving.
Demo
Overview
Sales research tools return a complete profile every time, because a blank field looks like the tool failed. So the employee count is a guess, the tech stack is inferred from a job advert, and the 'recent news' is from two years ago. A rep repeats one of those on a call once, and stops trusting the tool.
This agent returns a shorter briefing and a source link on every line. What it could not verify is listed as unverified — which tells the rep what to ask, and is often more useful than the fact would have been.
It reads what the company publishes: their site, their pricing page, their careers page, their announcements. It draws the connection to what you sell, suggests the two or three questions worth asking, and states plainly when a company is a poor fit — because the research that saves the most time is the research that cancels the meeting.
Benefits
Ten minutes instead of forty
The pre-call reading, done, and short enough to actually read.
Safe to quote
Everything in it is sourced, so nothing in it is a guess you repeat aloud.
Fewer wasted meetings
Poor fits identified before the calendar invite, not during it.
What it does
A source on every fact
Each line links the page it came from. Anything unsourced does not appear.
Blanks stay blank
What could not be verified is reported as unverified, never estimated to fill the field.
Dates everything
A fact is only as good as when it was published, so the briefing says when. Stale is stated, not hidden.
Connects to what you sell
Not a company summary — the specific reasons this company might care, or might not.
Says when to walk away
A clear poor fit is reported as one. Cancelling the meeting is the biggest time saving there is.
Two or three real questions
Questions grounded in what was found, not a generic discovery list.
What this changes
What this changes about your week
- It takes over
- Reading a company's site, news and careers page before a first call.
- Done today by
- Every rep, badly, ten minutes before the meeting.
- How often
- Every meeting in the calendar.
- Typical manual effort
- Forty minutes to do properly; usually five, which shows.
Why Sales in particular. Every fact is sourced and anything unverified stays blank, so nothing in the briefing is a guess your rep repeats aloud on the call.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Prospect Research Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-sonnet-5 with automatic fallback
- 3Toolsfetch_web_page, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Requirements
Integrations
No integrations required.
Before you start
- The company name or website
- Requires the Starter plan or higher
Use cases
Before a first call
A briefing that makes the first ten minutes worth having.
Qualifying inbound
Decide quickly which enquiries deserve a meeting.
Account planning
What has publicly changed at an account since you last spoke.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Where does it get its information?
Public web pages — the company's own site, announcements, and careers pages. It does not use private databases, and it does not buy or infer personal contact details.
Why are some fields empty?
Because they could not be verified. Filling them with plausible estimates is what makes research tools unusable; an empty field tells the rep what to ask.
Does it write to our CRM?
No. It returns a structured briefing. Writing to systems of record is a separate, deliberate step — an agent that populates a CRM from research it could not verify pollutes it permanently.
Does it research individuals?
It researches companies and publicly stated professional roles. It does not compile personal profiles, and it will not gather personal information about a named individual.
Reviews
Reviews open once customers have run this agent.
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