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Playbooks

Hand off the
whole job.
Get a sourced result.

Name the job: find customers, vet a vendor, size a market. A playbook runs it from start to finish and hands back a result you can check, with every claim traced to its source.

  • Every claim keeps its source
  • Credits shown as it runs
  • 46 companies in one 42-minute run
Find customersExample run
Example playbook run: Find customers works through 9 steps for 8 segments of 10 companies and finishes with 46 companies, 100 decision makers and 91 email drafts in 42 minutes, using about 24 credits.
01 / 03Sales

Find customers

From your website to companies, decision makers and email drafts.

Give it your website. It learns what you sell, maps your competitors, proposes segments, finds companies that fit, names the people who buy and drafts the first email to each. Nothing is sent.

9 STEPS
  1. Research your company

    Reads your website for products, value propositions, proof points and named customers.

  2. Explore competitors

    Looks for 15 competitors in your regions and the axes buyers compare you on.

  3. Define campaigns

    Proposes ideal-customer segments with scores and example companies, leaving competitors out.

  4. +6 more steps

    Shown when you run it on your own data.

Find customers · resultExample data
8 segments of 10 companies
Companies
46
Decision makers
100
Email drafts
91
Time
42 min
Example find customers rows, fictional
CompanySegmentDecision maker
Brightwell LogisticsMid-market 3PLAna Ruiz · COO
Kestrel FoodsShown on your own runShown on your own run
Orbit ClinicsShown on your own runShown on your own run

YOUR DATAThe full result appears here for your own market.Join the waitlist ↗

MEASUREDA real Standard run, 8 segments of 10 companies: 46 companies, 100 decision makers and 91 email drafts in 42 minutes, about 24 credits.
EFFORT · USUAL CREDITS PER RUN
  • Fastusually 5–9 credits

    Quickest and lowest cost: your segments, matching companies and about 2 decision makers at each, with a first email for every person.

  • Standard · defaultusually 8–13 credits

    Sharper segments built from fuller research, so the companies match your best customers more closely.

  • Deepusually 25–40 credits

    Everything in Standard, plus about 4 decision makers at every company, with their roles and recent news to open the email with.

02 / 03Research

Enter a market

Size a market, map its players, pricing and rules, and see where to start.

Name the market. It sizes it, maps who competes and how they price, lists the rules you would need to follow and ends with where to start.

5 STEPS
  1. Size the market

    Market size and growth, with every estimate traced to its source.

  2. Map the players

    Who competes, by segment, and where the white space is.

  3. The rules that apply

    Licences, registrations and regulation to plan for.

  4. +2 more steps

    Shown when you run it on your own data.

Enter a market · resultExample data
Home energy storage · Germany
Players mapped
24
Segments
4
Rules to plan for
7
Example enter a market rows, fictional
PlayerSegmentPrice point
Voltara HomePremium installersHigh
Sunbank DirectShown on your own runShown on your own run
Kraftwerk MiniShown on your own runShown on your own run

YOUR DATAThe full result appears here for your own market.Join the waitlist ↗

EFFORT · USUAL CREDITS PER RUN
  • Fastusually 1–2 credits

    Quickest and lowest cost: a focused pass at every step.

  • Standard · defaultusually 6–15 credits

    Fuller research where it matters, with more sources and fuller lists.

  • Deepusually 10–27 credits

    The deepest research on what everything else builds on, and fuller checks.

03 / 03Research

Diligence an investment

The business, its owners, news and peers, then the red flags to raise.

Name the company. It researches the business, who owns it, recent news and how it compares with peers, then lists the red flags and open questions to raise.

5 STEPS
  1. The business

    What it does, how it makes money and its key numbers.

  2. Who owns it

    Shareholders and beneficial owners from filings.

  3. Recent news

    Coverage that changes the picture, rated for risk.

  4. +2 more steps

    Shown when you run it on your own data.

Diligence an investment · resultExample data
Investment memo · Corvid Analytics Ltd
Owners traced
5
Peers compared
4
Red flags
2
Example diligence an investment rows, fictional
FindingSeveritySource
Founder holds 61% via a holding companyNoteFilings
Late accounts filed in 2024Shown on your own runShown on your own run
Key customer is 40% of revenueShown on your own runShown on your own run

YOUR DATAThe full result appears here for your own market.Join the waitlist ↗

EFFORT · USUAL CREDITS PER RUN
  • Fastusually 1–2 credits

    Quickest and lowest cost: a focused pass at every step.

  • Standard · defaultusually 6–15 credits

    Fuller research where it matters, with more sources and fuller lists.

  • Deepusually 10–27 credits

    The deepest research on what everything else builds on, and fuller checks.

More playbooks

10 more, ready when you are.

Sales, research, talent and risk jobs that run the same way. Join the waitlist to see each one work on your own data.

SalesOn the waitlist

Prepare an account

Research a target account, its buyers and a brief for your first meeting.

See it on your own data ↗
SalesOn the waitlist

Answer an RFP or security questionnaire

Your company researched, then draft RFP and security answers with sources.

See it on your own data ↗
ResearchOn the waitlist

Know your competitors

Find who you compete with, then track their pricing, launches, reviews and hiring.

See it on your own data ↗
ResearchOn the waitlist

Map patents and prior art

Find the prior art for an invention, who holds it and the market around it.

See it on your own data ↗
TalentOn the waitlist

Find candidates

From a job description to a scored longlist, contact routes and outreach drafts.

See it on your own data ↗
RiskOn the waitlist

Onboard a business customer

KYB, ownership, AML screening and a credit view, then your decision.

See it on your own data ↗
RiskOn the waitlist

Onboard a vendor

Due diligence, a security review and the questionnaire answered from public sources.

See it on your own data ↗
RiskOn the waitlist

Screen a counterparty

AML, ownership and sanctions checks, then enhanced due diligence and a decision.

See it on your own data ↗
RiskOn the waitlist

Check a crypto counterparty

Due diligence on an exchange or provider, its wallets screened and funds traced.

See it on your own data ↗
Coming soon

More on the way

New playbooks are added regularly. Tell us the job you would hand off next and it goes on the list.

Suggest a playbook ↗
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Playbooks, agents, workflows and skills share one workspace, one evidence trail and one credit balance.

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