New customer

Deal terms and every scrap of context you already have. Strategy happens in the onboarding call — the research will be ready before it.

Customer

LinkedIn profile

linkedin.com/in/mei-chen-cobalttab

That's all we need — name, company, and recent posts come from the profile, and the customer won't have to type any of it in the onboarding link.

Price / monthPosts / week

Term

emails, chats, sales-call transcripts — paste it all, the AI sorts it