AI Client Snapshot Engine add-on · Understand & grow

Walk into every meeting
already briefed.

An instant, AI-built profile of any prospect or client. Company, people, recent news, likely needs and the best angle, gathered and summarised before you have finished your coffee. Part of your Salecology engine.

Set up for you and live in days. Cancel any time after the first month.

Snapshot ready Live
Company and people

Size, sector, key contacts

Recent signals

News, hiring, growth moves

Suggested angle

Where you fit, and why now

Seconds
To a full brief
Every
Meeting prepared
Sharper
First impressions
0
Hours of research

Turning up unprepared is the fastest way to lose a good prospect.

Turning up unprepared loses good prospects.

A proper background check on every prospect takes half an hour you do not have. Without context, you pitch generically. And a cold, generic opening wastes the goodwill it took to earn the meeting.

01

Research eats your time

A proper background check on every prospect takes half an hour you do not have.

02

You miss the angle

Without context, you pitch generically instead of speaking to their real situation.

03

Cold openings fall flat

Generic first meetings waste the goodwill it took to earn them.

Type a name. Walk in informed.

Enter a company or contact and a full brief appears in seconds, part of your Salecology engine, so you lead every conversation with insight.

01

Enter a company or contact

Type a name, and the AI goes to work across public sources instantly.

02

It builds the brief

Company details, key people, recent news and likely needs, all in one place.

03

You lead with insight

Walk in knowing their world, the right angle and exactly where you fit.

Never wing a meeting again.

Deep, relevant context on any prospect in seconds, with the talking points to open strong.

  • Company and people. Size, sector, structure and the decision-makers who matter.
  • Recent signals. Funding, hiring, launches and news that create a reason to talk now.
  • Suggested angle. A clear read on their likely needs and where your offer fits best.
  • Ready in seconds. A full brief in the time it takes to open your notebook.
  • Talking points. Conversation starters and questions tailored to their situation.
  • In your flow. Pull a snapshot straight from a lead, meeting or calling list.
See a live demo
Live brief
Client snapshot
Live
CompanySize & sector
PeopleKey contacts
SignalsNews & hiring
AngleWhere you fit
Built on demand in seconds Ready for the call

For everyone who takes meetings.

Field sales

Prep for back-to-back meetings without hours of manual research.

Account managers

Walk into reviews across your book already up to speed.

Founders

Sound informed and relevant in every first conversation.

Built from public and licensed business sources, summarised into one clear brief. Set up and maintained by Salecology.

One simple add-on. Every meeting, prepared.

Designed to bolt on to your Salecology AI engine, so every conversation starts with insight instead of a cold open.

Start with a free AI Opportunity Audit, worth £297, credited to your first month. Founding-client pricing while our first cohort places last.
Get your free audit

The maths is simple

Half an hour of research per meeting, across a week of calls, is a day gone. This gives you a better brief in seconds, so that day goes back into selling.

Seconds
per brief
Every
meeting ready
Better
first impressions

Add it to Starter, Growth or Pro, or run it on its own. We'll recommend the right fit on a quick call.

The things people ask.

Where does the information come from? +

Public and licensed business sources, gathered and summarised into one clear brief.

How current is it? +

Snapshots are built on demand, so you get the latest available signals every time.

Can I use it on the move? +

Yes. Pull a snapshot in seconds before any call or meeting, wherever you are.

Does it connect to my pipeline? +

Yes. Pull a snapshot straight from a lead, meeting or calling list in your engine.

How long to set up, and am I tied in? +

Usually live within days. It is a rolling monthly add-on, cancel any time after the first month.

Take this on its own, or add the rest.

Every tool works on its own or plugs into the others to run your whole pipeline as one connected engine.

Walk into every meeting prepared.

Book a 20-minute demo and we'll build a live snapshot of one of your prospects, on the call.

Live in days. Cancel any time after the first month. Founding-client pricing while places last.