Prospect Dossier
Name a company and get a sourced one-page dossier — firmographics, triggers, tech-stack signals, and talk tracks.
Before you spend real time on a prospect, know everything worth knowing. Name a company or person and this recipe runs deep research: firmographics (size, industry, geography, funding), live buying triggers (hiring, launches, leadership moves), tech-stack signals, and the likely incumbent tools with a wedge against each — every claim carrying a source URL. It distills three to five talk tracks, each anchored to a sourced fact, and saves the dated, searchable dossier in-hub. An optional HubSpot timeline note with source links is staged for your approval; nothing writes externally without it.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Resolve the named target and scope; halt with a clarifying question on ambiguity; surface recent related dossiers.
workflow orchestratorCheck for an existing HubSpot account/contact and pull any prior context.
crm scannerResearch firmographics and live triggers — size, industry, funding, hiring, launches — every claim with a source URL.
web researcherDeepen the research with harder-to-reach public signals and pages.
verslay exclusive web research operatorExtract tech-stack signals and talk-track candidates grounded in what the company is actually doing.
verslay exclusive prospect engineName the likely incumbent tools and the wedge against each.
competitive intelWrite three to five talk tracks, each anchored to a sourced fact.
sales insight analystRender the one-page dossier in-hub, dated and searchable.
document writerStage the HubSpot timeline note with source links; write only on approval.
crm scannerAssemble the dossier, talk tracks, staged note, and the sources list.
report formatterRequired Agents
9- workflow-orchestrator
- web-researcher
- verslay-exclusive-web-research-operator
- verslay-exclusive-prospect-engine
- competitive-intel
- sales-insight-analyst
- document-writer
- crm-scanner
- report-formatter
Connections
Required
Optional
What it does
- Deep research on any named company or person, on demand
- Firmographics: size, industry, geography, funding — all sourced
- Live buying triggers: hiring, launches, leadership moves
- Tech-stack signals and likely incumbent tools with the wedge against each
- Three to five talk tracks, each anchored to a sourced fact
- Dossier saved in-hub, dated and searchable
- HubSpot timeline note staged for approval — never auto-writes
- Idempotent per company — reruns refresh, never duplicate
Example prompt
Research Acme Manufacturing and build me a dossier — what they use today, anything happening at the company I can use as a hook, and how I should open the conversation.