Company Research Kit

Multi-method company research returning sourced, dated findings, gaps and hypothesized workflows. Includes finance data when public.

Shared by allie · Brainfish.

Remixed 0 times on Ballet.

How it works

Resolve the target account from the Google Sheet account list (or direct input) and check HubSpot ownership. — Loading the account from your target account sheet…
Search the web for recent news, funding, launches, AI initiatives and exec quotes. — Searching the web for recent company news…
Read the careers, help center, docs, security and news pages on the company site. — Reading the company website and help center…
Find new or relevant support, CX, ops and revenue leaders and recent leadership changes. — Looking for recent leadership changes…
Look up the HubSpot company record, owner, lifecycle and deal status. — Checking HubSpot for existing history…
Detect whether the company is public and pull quote, earnings and revenue data if so. — Checking whether the company is public and pulling finance data…
Agent merges all findings into one sourced, dated record with gaps and hypothesized workflows. — Pulling everything together into a research brief…

Google Sheets, HubSpot