Sales / Implementation
Account Brief
Walk into the call with the company context.
Get a concise, sourced company brief before your next sales call. Account Brief brings together company context, dated developments, and useful talking points in one place, with links to check what matters.
Optional care from $99/month
USD, before tax. Vendor subscriptions and usage are separate.
THE STARTING SCOPE
Know what you are getting.
Agency founders, account managers, and sales teams preparing for repeat business conversations from a company list or connected calendar.
Included in your implementation
- One company list, one brief format, and one email or workspace destination.
- A calendar-based trigger and an agreed window for recent developments.
- Company context, dated source links, talking points, and visible missing-data notes.
- A 25-company acceptance batch and a scope of up to 100 briefs per month.
- Configuration, acceptance testing, an operating guide, and a team handover.
What we need from you
- Company names and domains, meeting details, and any context your team wants included.
- Approved public or licensed sources and access to your chosen delivery channel.
- A reviewer to check early briefs and approve the format before routine delivery.
Outside the starting scope
- No paywall bypass, complete news coverage, or invented updates when a source is unavailable.
- Briefs support internal preparation; they do not send claims directly to prospects.
- Premium data, additional formats, and multiple delivery channels are separately scoped.
We confirm account compatibility, volume limits, and the delivery window before work begins. A written scope defines acceptance and any additional work. Scope reviewed September 19, 2026.
FROM REQUEST TO HANDOVER
How your workflow takes shape.
Choose the context
We map the company fields, permitted sources, timing, and questions your team wants answered before a call.
Check the brief
Review 25 sample companies. We check company matching, dates, and source support for material claims, then correct failures before acceptance.
Deliver before the meeting
The agreed trigger sends the brief to your chosen channel. If a summary cannot be verified, a source-link digest keeps the uncertainty visible.
AFTER IMPLEMENTATION
Your workflow. A clear handover.
Access and ownership
We use customer-owned accounts where supported. Your agreement records data access, retention, the rights to delivered work, and any third-party restrictions. Handover covers the operating guide, agreed access, and the steps your team needs to run the workflow.
Care on your terms
Setup includes a 14-day correction window for delivered-scope defects. Optional care covers monitoring and minor changes within a written allowance during Philippine business hours. Care can end for the following billing cycle under the agreed notice terms. Without it, your team operates and maintains the workflow.
A FEW USEFUL ANSWERS
Before we get started.
What happens when a company has no recent news?
The brief says so. It can still include verified company context and useful source links. A quiet news cycle does not become an invented event, and similarly named companies are checked against their domains.
What will I pay after setup?
Setup starts at $500. Optional care starts at $99 per month, with vendor subscriptions and usage separate. At an illustrative $30 monthly vendor budget, ongoing spend would be $129 per month before tax. Actual usage is estimated with your scope.
Does the brief still need a person to review it?
Yes. Your team owns the conversation and checks material claims before using them. We agree on the delivery schedule after source and account access are confirmed, then test the workflow before handover.
OTHER STARTING POINTS
Explore the rest of the library.
START WITH YOUR WORKFLOW
Put Account Brief
to work for your team.
Tell us about your tools and the task. We will assess the fit and confirm a scope.