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AI Client Snapshot · available now

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
Available nowRunning without you
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.

Sound familiar

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.

How it works

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.

What it does

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.
Live briefClient snapshot
CompanySize & sector
PeopleKey contacts
SignalsNews & hiring
AngleWhere you fit
Built on demand in secondsReady for the call
Who it is for

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.

Pricing

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.

AI Client Snapshot
Sized to your plan

Everything set up and managed for you. Added to an existing engine subscription; available standalone on enquiry.

  • Instant company and people profiles
  • Recent news and buying signals
  • Suggested angle and likely needs
  • Tailored talking points
  • Ready in seconds, on demand
  • Pulls straight from your lists
Book a demo

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

Not ready to commit? Start with 20 free customers.

Straight answers

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.

Pick and mix

Take this on its own, or add the rest.

Every tool works alone, or plugs into the others to run your whole pipeline as one engine.

Last thing

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.

Book a demo Or see the £97 Growth Pack