Mission 1: Master Company Research

What you’ll learn

• How to run Company Intelligence on a target company
• How to map stakeholders with buying roles
• How to use Copilot for rapid pre-call prep

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Step 1: Run Company Intelligence

1. Navigate to the Companies tab in the left sidebar.

2. Select a target company from your list (or add one by clicking + Add Company).

3. On the company detail page, click the Run Intelligence button.

4. Wait for the 6-step intelligence workflow to complete. Each category generates a searchable document:

   • Website Scrape
   • Company Enrichment
   • Financial Intelligence
   • Leadership Research
   • News & Events
   • Tech Stack

Tip

Run intelligence on your top 10 companies first. Each company takes 1-2 minutes to process, and the results are cached so you only need to run it once.

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Step 2: Map Stakeholders

1. From the company detail page, click the Contacts subtab.

2. Add stakeholders by clicking + Add Contact or importing via CSV.

3. For each contact, set the buying_role field to one of:

   • Champion — your internal advocate
   • Decision Maker — has budget authority
   • Influencer — shapes the evaluation
   • Blocker — favors the status quo

4. Set the engagement_score (0-100) based on your interaction history with that contact.

Tip

Aim for at least one Champion and one Decision Maker mapped per company before your first call. Missing a Decision Maker is the most common reason deals stall.

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Step 3: Pre-Call Prep with Copilot

Use these Copilot queries to prepare for any call in under 5 minutes:

1. Open Copilot from the bottom-right corner of Studio.

2. Ask: “Summarize what we know about [company name]” to get a full company briefing.

3. Ask: “Who are the key decision makers at [company name]?” to review your stakeholder map.

4. Ask: “Any recent news about [company name]?” to find conversation starters.

Information You Need	Copilot Query
Company overview	”Summarize what we know about Acme Corp”
Pain points	”What challenges is Acme Corp facing?”
Tech stack	”What tools does Acme Corp use?”
Competitors	”Who are Acme Corp’s main competitors?”

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Mission Complete Checklist

• Ran Company Intelligence on at least one company
• All 6 intelligence categories generated successfully
• Mapped 2+ stakeholders with buying roles
• Ran a Copilot pre-call prep query

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Next mission: Mission 2: Build Your Pipeline — Create deals and manage your pipeline stages.