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Walking into a tour or pitch cold means missing the context that wins the deal. Amy pulls everything you already know about the company from your CRM and inbox, enriches it with firmographics and recent signals, and hands you a one-page brief so you walk in knowing who they are and what they need.

Copy and send to Amy

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What you get back

  • A one-page read on the company, contacts, and where you left off
  • Headcount trend and recent expansion or leadership signals
  • Three talking points to raise on the tour

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Required integrations

CRM

Email

Touring with a specific contact? Add “and brief me on [Name]” to get their role, tenure, and background alongside the company read.