A B2B account research agent
that briefs a rep before the first call
Good outbound starts with knowing something real about the account before the first message goes out, and that research step, checking company size, recent news, the right contact, usually eats more of a rep's day than the outreach itself. We build an agent that researches a target account automatically and hands a rep a short brief instead of thirty minutes of manual digging.
The role today
A rep reaching out to a new account cold does better work with even a small amount of real context - company size, what they do, a recent signal like a funding round or a leadership change, the right person to actually talk to. Pulling that together by hand takes real time: checking a company’s site, a news search, a professional network profile, piecing together who the likely buyer is. Across a list of fifty accounts, this research step alone can take longer than the actual outreach that follows it.
Skipping the research entirely and reaching out generically gets a worse reply rate, so most reps do some version of this work anyway, just inconsistently, with some accounts getting a careful look and others getting none because the list was long and the day was short.
What the agent takes over
The agent pulls a company profile for each target account - size, industry, and where publicly available, funding stage and tech stack - and checks for recent signals worth knowing before a rep reaches out: a funding round, a hiring spree in a relevant department, a leadership change, anything that suggests the timing or the angle for an approach. It identifies the contact most likely to match your ICP’s typical buyer by title, department and seniority, flagging its own confidence level rather than presenting a guess as a certainty.
All of this compiles into a one-page brief per account, ready before a rep’s first outreach message or call, and the brief attaches to the account record in your CRM so it travels with the account rather than living in a separate document a rep has to remember to open. For list-building ahead of a campaign, the agent researches a full batch of accounts at once, so a sequence can launch against pre-researched accounts instead of generic ones.
Where a data point cannot be verified from available public sources, the brief says so explicitly rather than filling the gap with a plausible-sounding guess, which matters for a rep’s credibility on the first real conversation with that account.
What stays with humans
Deciding which accounts to pursue, the actual outreach message and conversation, and any judgment call about an account’s fit stay entirely with your sales team. The agent removes the research bottleneck; a person still decides what to do with what it found.
Guards
Research draws only from public data and your own CRM, never gated or scraped private sources. Confidence levels are shown explicitly for any uncertain data point, and the brief states clearly when something could not be verified rather than guessing. A kill switch pauses the research pipeline in one message if a source needs review.
Price and timeline
| Option | Price | What it covers | Timeline |
|---|---|---|---|
| Agency runs it | from $2,000 + support plan | Research against your ICP, CRM write-back, one-off account briefs | 2 to 4 weeks |
| Full control, handover-ready | from $3,400 | Source, prompts and data sources handed to your team, batch research at scale | 2 to 4 weeks |
Related
Full package breakdown on the AI agents service page, and B2B outreach personalisation automation for turning research into the actual message. Within this group, pair it with the LinkedIn SDR agent and email outbound SDR agent to feed researched accounts straight into outreach. Real builds: an outreach pipeline built on account segmentation is in the B2B certification sales agent case study, and a data warehouse used for account and market signals is in the analytics hub case study.
Want every rep walking into a cold account already knowing what matters? Get in touch and we will map your ICP on the first call.
FAQ
How much does a B2B account research agent cost?
From $2,000 for research against your ICP and CRM write-back, live in 2 to 4 weeks. A version researching at list scale for a full outbound campaign usually starts at $3,500.
What sources does it use?
Public company data, news, and professional network signals where publicly available. It does not scrape private or gated data, and it tells you honestly when a data point could not be verified rather than guessing.
Can it find the right contact at a company, not just company data?
Yes, matched against the buyer profile that usually fits your ICP - title, department, seniority - though for a specific named contact it flags confidence level rather than presenting a guess as certain.
Does it replace a data provider subscription?
It can reduce the need for one for basic research, but for deep contact databases at scale, we typically integrate your existing provider as a data source rather than replacing it outright.
Can it research a batch of accounts at once for a campaign?
Yes, batch research is built in for list-building ahead of an outbound push, not just one account looked up at a time.