Problem
Revenue teams burn 45 minutes per opp cobbling together context from LinkedIn, product usage, and CRM notes. RevOps fields “Can you pull this list?” requests daily, while leaders still wonder why reply rates feel generic. We saw teams copy data into spreadsheets, only to abandon upkeep a week later.
Process
- Capture clean inputs – Hook into CRM updates, enrichment APIs, and product telemetry to gather firmographics, tech stack, and intent signals instantly.
- Score + prioritize – Apply transparent rules (industry match, buying window, champion activity) so reps get a numeric signal plus “why” text—not just a magic number.
- Assemble briefs – Each opp receives a single doc with company snapshot, people to know, recent triggers, and suggested opener language.
- Feedback loop – Reps can flag outdated data from the brief; RevOps reviews weekly and updates the enrichment playbook.
Examples
- Research sprint – A RevOps manager in Austin replaced manual list building with our “morning sync” automation. Every day at 7am, reps receive a Slack summary: top 5 accounts hitting the site, with fresh data and CTA suggestions.
- Evaluation stage briefings – When deals move to decision stage, automation compiles stakeholder summaries, open risks, and last-touch notes, then emails the account team. Meetings start with context already shared.
Benefits
- Prep time drops from 45 minutes to 12 minutes because enrichment and scoring happen before reps open the brief.
- Higher confidence notes – Reps reported 2× more personalized openers once buyer intel surfaced automatically.
- RevOps visibility – Rules live in version control; leadership can review or tweak scoring logic without chasing spreadsheets.
Caveats
- Source data must respect compliance. If legal hasn’t cleared a vendor, the automation skips that field and leaves a note.
- Human review still matters. Automated scores highlight priorities but reps can override with real-world context.
- CRM hygiene is non-negotiable: inaccurate titles or stages will ripple into the brief until corrected.
CTA
Want to see your lead research sprinting instead of stumbling? Schedule a walkthrough and we’ll show the exact scoring + briefing pipeline live.