Client and prospect research briefs
Walk into every pitch knowing more than the other firm. A one-page brief on the client's world lands the day before, with your own history with them on the back.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Public news gathered
Recent news, announcements, senior hires, filings and job ads for the client and their main competitors.
- 02
Your history pulled in
Past projects, proposals, open deals and the last few conversations, from your own records.
- 03
One page, in your format
What's changed, what they're likely worried about and questions worth asking, with every claim linked to its source.
- 04
Sent the day before
Briefs for meetings in the diary arrive the afternoon before, without anyone asking.
- 05
A monthly watch on key clients
Your top clients are checked every month, and anything big (a new boss, a merger, a funding round) goes to the account lead.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Everything in the brief links back to where it came from. The account lead decides what to raise and how.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Before a pitch or a quarterly review, someone spends an afternoon on the client's website, news, filings and LinkedIn, then digs through old emails for what you did for them last time. Or nobody does, and the partner wings it.
What we build
- Public news gathered
- Your history pulled in
- One page, in your format
- Sent the day before
- A monthly watch on key clients
A month in
Partners turn up to pitches prepared, account leads hear about big client news the week it happens, and the afternoon of desk research disappears.
FAQ
Where does a client research brief get its information?
From public sources such as news, company filings and websites, plus your own CRM and files. Nothing is taken from behind a login.
Can it cover the firms we pitch against?
Yes. Name the competitors you usually meet, and they're included in every research brief.
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Thirty minutes on client and prospect research briefs. We build its elf with you, live, and you keep it.