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New Lead Research Brief

Qualify and personalize outreach in minutes, enhancing speed to lead, relevance, and conversion. Automated research enriches signups from CRM, web forms, and other sources with comprehensive company insights and talking points.
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What does it mean for you?

Reps qualify and personalize first outreach in minutes, improving speed to lead, relevance, and conversion without manual research.

How it works?

Pulls each new signup from the CRM, website forms, and other lead sources, enriches it with LinkedIn, online research, and firmographic data, and produces a concise brief with company overview, role context, recent news, and value-based talking points.

Overview
Sales Enablement
by cassidy

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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