What to automate
The task costing you time or sales.
TRY A RESEARCH AGENT
Find prospects.
Research opportunities.
Choose an agent. Get up to three findings, source links and points to check.
REAL RESEARCH. VISIBLE EVIDENCE.
Your research appears here.
See the source, why it matters and what to verify.
01
A business or market signal
Source relevance review your next step
SIX RESEARCH AGENTS
Research that feeds the next step.
We can connect research to your CRM, review queue and follow-up process.
Financial services
Independent RIA finder
Discover advisory firms that fit your market.
Try this agent PE & roll-upsAcquisition target finder
Find businesses worth a closer look.
Try this agent Healthcare servicesNew practice finder
Spot practice openings and expansion signals.
Try this agent B2B growthNew business finder
Surface launches and ownership announcements.
Try this agent Marketing & growthAttention opportunity finder
Find useful topics and places to earn attention.
Try this agent Sales & serviceAccount expansion finder
Turn public growth signals into account ideas.
Try this agentLET’S TALK
What should we build for you?
Tell us what slows your business down. We’ll discuss what to automate, what it could save and what it takes to build.
Book a demo30 minutes with Oliver · Built with his team · Free · No obligation
WHAT WE’LL COVER01 02 03
What it could be worth
Revenue, cost and time saved.
What we need to build
Your tools, data and approval rules.