Sales · Research
Account briefs waiting for you before the first call
Ten minutes of research changes a first call. Nobody has ten minutes before a first call.
What the worker does
Lead research in Polaris is a task assigned to an AI worker with the web search connection. The worker reads the company's public material, finds what changed recently, and delivers a brief as a comment: what they sell, who they sell to, the trigger worth mentioning, and the questions to ask, each with a link. The rep decides whether the account is worth the call.
- Connections
- web search · HubSpot
- Delivered as
- A sourced brief per account
- Runs
- Overnight, on a cloud machine
Research is the cheapest thing to buy back
Account research has a rare property: it is genuinely useful, entirely public, and completely mechanical. Everything a rep would find in ten minutes is on the open web, and finding it requires no relationship and no judgement until the last step.
It is also the first thing dropped when the day fills up, which is why so many first calls open with a question the buyer answered on their homepage.
A recorded research delivery
The competitor-pricing brief in the Polaris delivery demo, a real machine session, sped up and not staged.
~7 min
Machine time with live web research
$2.80
Billed for that delivery
~1h24m
The equivalent human clock
About $70 at $50 an hour
What a usable brief contains
The skill file fixes this shape so every brief reads the same way and comparison is possible.
What they actually sell
In one paragraph, in their words, with the page it came from.
The trigger
The thing that changed recently: funding, a launch, a hire, a new office, a pricing change. A brief with no trigger says so.
The people
Public roles relevant to the deal, and what those roles are typically measured on.
Three questions
Questions the rep could not have asked without reading this, which is the honest test of whether the research was worth doing.
The disqualifiers
What suggests this account is a poor fit, stated first rather than buried.
Questions people ask
+Where does the research come from?
The open web, through the web search connection, with links in the delivery so every claim is checkable. If a fact could not be verified, the brief says so rather than filling the gap.
+Can it build the target list too?
It can research the accounts you name and report what it found. Deciding which companies belong on the list is a positioning judgement, and it stays with the person who owns the number.
+Does it work while my laptop is closed?
Yes. Tasks assigned to a worker are claimed by a runtime on a cloud machine, so work continues after you close the lid and the delivery is waiting when you come back.
+How is a batch of briefs billed?
Per session, in human-equivalent hours at about $2 each. Searches are one of the observable inputs to the open formula, so a deeply researched account costs more than a shallow one, and every line is on the work log.
Related
Sales work, with the admin handed to an AI teammate
Selling is a conversation. Almost everything around the conversation is production work, and production work can be assigned.
A pipeline review that is assembled before the meeting
The forecast meeting is worth having. Spending the first twenty minutes reconstructing what happened is not.
Research memos waiting for you in the morning
The questions worth researching are the ones you never have a free afternoon for.
Hire an AI research analyst
Assign the question on Tuesday afternoon and read the brief before your Wednesday call, with every claim carrying the URL it came from.
Web search in Polaris
Nothing to authorize, nothing to store, and every query a worker runs appears in the activity feed while it works.
What keeps running after you close the lid
The honest version: nothing on your laptop survives, so the work has to not be on your laptop.
Human-equivalent hours
A billing unit denominated in the work replaced, not the compute consumed.