Client Acquisition Workflow
Client Pre-Research
Enter a prospective client's website to create the intelligence needed for a more informed, relevant and lower-pressure first conversation.
Start New Prospect Research
A website URL is the only required field. The additional fields help preserve useful prospect context.
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Business Summary
Products and Services
Target Customer and Market
Observable Trust Signals
Website Observations
Possible Conversation Opportunities
Verification Required
Personalized Outreach Insights
First Contact Email
Pre-Call Opening
Discovery Questions
Positioning and Next Step
Human Verification Checklist
Intelligence Engine Review
Inspect the evidence produced by each engine before using the pre-call brief. These panels expose the underlying Worker data without changing or reinterpreting it.
Website Intelligence Not Available
Public business identity, services, markets, contact paths, trust signals, calls to action and verification needs.
HTML Intelligence Not Available
Page identity, headings, semantic structure, navigation, conversion paths, images, internal links and structured data.
Evidence Classification Not Available
AI-assisted or fallback classifications applied to the observable evidence.
Verified Business Record Not Available
The complete Verified Business Record used by the qualification and deliverable builders.