People & org chart
See who actually runs the account and who reports to whom — so you target the economic buyer, not the gatekeeper, and name-check the right people on the call.
Sales prospect research without the tab graveyard. A dossier hands you the account on one page — who runs it, what they are buying for, and where you fit — so you walk into the call with a point of view.
Every rep knows the rule and skips it anyway: research the account before the call. Not because it doesn't help — because doing it properly means a LinkedIn dive, a funding lookup, a careers-page skim and a news search, and you have eleven other accounts to touch today. So the call happens cold, you spend the first ten minutes asking questions you could have answered yourself, and the prospect can tell.
A company dossier is the account-research tool that closes that gap. Type the company name and you get back a sourced brief: leadership and reporting lines, the hiring radar that hints at where budget is moving, recent funding and revenue signals, the tech they already run, and the headlines you should reference but pretend you didn't have to look up. It is the pre-call company research you'd do if you had an hour — done in two minutes.
Four of the nine sections do most of the work for a sales call. Read these first.
See who actually runs the account and who reports to whom — so you target the economic buyer, not the gatekeeper, and name-check the right people on the call.
Open roles are the loudest budget signal a private company gives off. A burst of hiring in a team is a department that just got funded — and a reason for your call.
A fresh raise or a strong revenue signal tells you the deal size to aim for and whether now is the moment. Walk in knowing if they can afford you.
The tech fingerprint shows what they already run, so you can frame your pitch around fit and integration instead of guessing at their stack live on the call.
A repeatable pre-call ritual you can actually run between meetings.
Drop the company name in before the call. The dossier assembles the public record while you finish your coffee.
Scan the org sketch and locate your buyer and the people around them. Note one name to reference.
Read hiring and money for the reason to call now — a new team, a raise, a market push you can hang the conversation on.
Lead with what you saw, not a discovery quiz. "Looks like you are scaling the ops team — most teams hit X about then."
For account planning across a book of business, run the file on every logo in your territory and you have a stack of briefs you can prioritise — the accounts with hiring and funding momentum rise to the top. It is also the fastest way to prep a renewal or an expansion: pull the dossier again and see what changed since you last spoke.
Those are great for contacts and for what your team already knows. A dossier is the outside view — it assembles the full public picture of the company itself (hiring, money, tech, news, risk), sourced, in one pass, so you are not stitching ten tabs together by hand.
It is built fresh from live public sources each time you run it, and every line points back to where it came from. Skim the source before you quote a number on a call — treat the file as a fast, honest starting map, not gospel.
Yes. Run a file per account and prioritise by the signals that matter to you — recent funding, a hiring spike, a fresh launch. It turns a flat list into a ranked one in an afternoon.
pull the account file before the next meeting.