Prepare a research brief on a client or prospect before a BD meeting
We take off your hands: researching a client or prospect and the people attending before every external meeting.
You get: a one-page brief on their projects, news, finances and past dealings with you, plus suggested questions, emailed the day before to whoever is going.
Get a price for thisOr check first: Are we ready for AI?
The problem
We go into client meetings without really knowing what they have going on.
How it works
What comes in
- Calendar, CRM history, project databases, Companies House, news, job records with the client
What AI does
Detects upcoming external meetings, gathers sources, summarises and drafts questions.
What you get
- A one-page brief emailed the day before each meeting
Who signs it off
The person attending uses their own judgement. The brief is advice only.
What it needs to work
- Calendar and CRM access
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Developers and housebuilders
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?