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Sales research · BLUEPRINT

Personalized sales research brief

Prepare a cited account brief and discovery questions for a legitimate prospect conversation.

NOT YET CONNECTED

This is a public workflow contract. Piwi will only mark it runnable after provider integration, permission review, tests, and a live verification are complete.

What it delivers

An evidence-linked account snapshot, relevant talking points, and a reviewable message draft.

Bring

  • Account domain
  • Lawful purpose
  • Offer map
  • Permitted sources

Receive

  • Cited facts
  • Discovery questions
  • Assumptions
  • Reviewable draft

The custom workflow

  1. 01 · prepare

    Establish purpose

    Require lawful purpose, permitted source rules, and a clear deletion/retention policy.

  2. 02 · prepare

    Gather cited company context

    Read only permitted public/company context and user-provided information.

  3. 03 · create

    Prepare conversation material

    Map evidence to the user’s offer and write discovery questions or a draft message.

  4. 04 · check

    Expose uncertainty

    Mark assumptions, missing evidence, privacy concerns, and opt-out requirements.

  5. 05 · approve

    Require human approval

    A person approves any outbound use after reviewing the cited brief.

Customize before you run

Offer mapresearch boundariescitation policydiscovery frameworkretention

Safety boundaries

  • Respect privacy laws and platform terms.
  • No automatic outreach.
  • The output is preparation, not a claim that an account is interested.