01 / The starting point
The problem to solve.
Preparing for a B2B conversation involves collecting information from different sources and deciding what is known, what is inferred and what still needs asking. A fluent summary can conceal those distinctions.
02 / My contribution
Where I came in.
I worked on an AI-assisted company-research application and its presentation of findings, evidence and discovery questions, delivered within an agency-led engagement.
03 / Implementation
What I worked on.
- 01
Structured company profiles and research results returned through an integration layer.
- 02
Source references alongside findings, with support for confidence and evidence labels.
- 03
Briefing and dashboard views that connect research to questions for a business conversation.
Keep the source close to the claim. An inference can help prepare a question, but it should not silently become a verified company fact.
04 / Delivery
Research with its supporting context.
An implemented research application that organises findings, sources and discovery questions into a briefing a commercial team can review.
Generated findings remain research inputs for human review. Client datasets and private research are kept confidential.
Could this apply to your team?
A similar problem,
your own context.
Consultants and commercial teams preparing account research, discovery calls or company briefings from multiple sources.
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