Prospect research before the first call
Deep Search is a prospect research tool for sales teams. Confirm a buyer's role and company, and see their public talks and posts, with a source for every fact.
Prospect research in one report
Good sales call preparation comes down to two questions. Is this still the right person, and what do they care about right now? Answering them by hand takes a pile of open tabs and some guesswork.
A prospect research tool should answer both in one place. Deep Search looks up public information about a person by name and turns it into a single report: their current role and company, their work history, and any talks, interviews or posts of theirs that are public. Every fact links to the page it came from.
Before you mention a recent talk or a new role on the call, open the source and check that it is current. See how a report is built, or how it compares with LinkedIn.
Sales call preparation from public sources
B2B prospect research is about the public, professional side of a person: the job, the company and what they say about their work.
Still in the role?
Check that the person still holds the role you think, at the company you think, before you build a pitch around it.
What they talk about
Public talks, interviews and posts, when the web has them, so your opening line is about their priorities, not yours.
Less tab-hopping
One report instead of a separate search on every site, with all its sources grouped by website.
Nothing private
Reports are built only from public pages, and never include an email address or phone number.
What you get, and what you don't
For B2B prospect research, here is what a report covers, and what it leaves out on purpose.
| What you might want | Included? | Notes |
|---|---|---|
| Current role and company | Yes, when public | Linked to the page that states it. |
| Work history and education | Yes, when public | From public profiles, company sites and news. |
| Talks, interviews and posts | Yes, when public | Linked, so you can read or watch the original. |
| Company pages that mention them | Yes, when public | Team pages, press releases and similar pages. |
| Email addresses | No | Removed from every result. |
| Phone numbers | No | Removed from every result. |
| Export to a CRM | No | Reports are saved in your browser, one person at a time. |
How to research a prospect before a sales call
A search usually takes a minute or two, so it fits in the gap before a meeting. Matches appear as they are found.
- Search. Type the prospect's name and press Find matches. Add their company, and a job title or location if you have them.
- Pick. Each possible match shows a role and company when a page lists them, a match badge (Strong, Possible or Weak) and how many sources back it. Choose the person you are meeting.
- Read. Press Get full report. Skim the summary, then open the sources for anything you plan to bring up.
For help telling apart people who share a name, read our guide on how to find someone online.
Finding matches is always free. A subscription unlocks the full report once it is ready. See pricing.
Reports are for research and preparation, one person at a time, not for building a database of people. See the permitted use section of our terms.
Questions from sales teams
No. We remove email addresses and phone numbers from every result. Reach out through the channels the person publishes, such as their company site or a public profile.
No. Each plan belongs to a single account, and our terms ask you to keep your login details private. Saved reports stay in the browser where they were made.
Usually. A prospect research tool takes over the slow part: running the searches, working out which pages describe the same person and pulling them into one report. Deep Search does that in a minute or two. You still open the sources you plan to quote.
No. Deep Search sends nothing to the person you look up, and the report is built only from pages that are already public.
Add their company, and a job title or location if you have one. If two matches still look alike, compare their roles and sources before you unlock a full report.
Prepare for your next call
Research a prospect before a sales call and go in with facts you can check. Search is free, with or without an account.