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Contact Research

Contact Research

Six open tabs to understand one person: LinkedIn, the CRM, an old email thread, an enrichment record. This skill does that work one way, every time. It settles who the contact is, the role the evidence says they play and how they relate to the account, read against your Persona, ICP and Sales Process memories, sources attached. Contact Sourcing, Stakeholder Mapping and Meeting Preparation all draw on the same research, so a rep, their manager and RevOps work from one read on each person, and what deals go on to prove keeps sharpening how roles get interpreted.

Used across

Prospecting

Sales

Referenced by

Contact Sourcing

Stakeholder Mapping

Meeting Preparation

Applies

Persona

ICP

Sales Process

Contact Research Skill Hero
Contact Research·68 CONTACTS RESEARCHED TODAY
Researching Meera Sandhu…
TriggerNew contact · Meera Sandhu · Uplands Freight
Live stateReading Prospect State · title, history, activity
Applying skillRunning Contact Research v5
Reads title, history and recent activity together
Matches the role to the account's mapped buying group
Title says Director, influence sits one level down
No prior engagement recorded on any channel
Reference memoryAgainst Persona · ICP · Sales Process
ActionRole context written to the contact, gap flagged for the SDR
Skill
Contact Research
v5v6
Contact SourcingMeera Sandhu added to queue
Meeting PreparationMeera Sandhu briefed for call
Stakeholder MappingMeera Sandhu dropped one level
See all 5 capabilities Run 42 times today
Upgrade proposed
Role counts as confirmed with two evidence sourcesv6
5 of 19 primary contacts today carried a single-source role guess.
Upgrade Contact Research?
The current way > AI added on > AI-native

From a name to a known person

A rep, a manager and RevOps can each hold a different version of the same contact, and deals get worked on whichever version was easiest to find.

01 | The Current Way

02 | AI Added On

03 | AI-Native

Sourcing contacts into a fresh target account

Copied in from an enrichment list

The rep pulls names from LinkedIn and enrichment tools. Which of them match the buying roles that matter is every rep's private guess.

The bio, read in isolation

A summarised profile still needs interpreting, and with no shared read of your personas, two reps map the same title to different roles.

The list arrives already mapped to personas

Reps start from contacts matched to the personas RevOps defined, evidence shown for each match, and skip the ones that never fit.

A new name starts appearing on the deal's threads

A title and a hunch

The rep checks LinkedIn, guesses influence from the job title and moves on. The manager hears about the new stakeholder a review later.

Seniority mistaken for influence

A profile summary reads the title, and titles mislead: whether this person blocks, champions or only watches sits outside what it can see.

New names placed the day they appear

The rep learns who this person is, the buying role the evidence supports and how they connect to the account, while the deal is still live.

The rep preps a first meeting with 20 minutes spare

A skim of profiles and old emails

Prep is whatever the calendar allows: a profile skim, a scroll back through email. What gets learned is relearned again on the next deal.

The job history, minus the relationship

A profile summary covers the CV. What this contact has already heard, asked for or objected to lives in the account and goes unread.

The rep opens the call already briefed

The briefing covers who the contact is, the role they play in this account and every prior touch, built the same way for every meeting.

Referenced by

Capabilities that run this skill

Prospecting

Contact Sourcing

+
SEE HOW IT WORKS

Sales

Stakeholder Mapping

+
SEE HOW IT WORKS

Sales

Meeting Preparation

Active
Brief built for tomorrow's Acme renewal call
Pulled live deal state 1 hour before the meeting
Flagged two deals with no next step
Both stalled 14+ days since last activity
New stakeholder added to the buying group
CFO joined, added to the account brief
+
Objection playbook matched to the call
Pricing pushback: three proven responses surfaced
2 briefs ready for your review before 9am
SEE HOW IT WORKS
The Platform

One system that understands, decides, acts and learns.

Every GTM signal flows through an AI-native operating layer into a system that runs on the surfaces your team already uses.

Explore the GTM System →
GTM Data & Knowledge
CRM · Emails · Calls · Marketing · Product · Support · Documents · Research
AI-Native Operating Layer
Context · Memory · Skills · Agents · Decision Traces
AI-Native Prospecting System
Understand
ICP Fit
Account & Contact State
Buying Signals
Territory Coverage
Decide
Target Accounts
Propensity
Lead & Account Routing
Sequence Selection
Act
Outreach & Follow-up
Meeting Prep
CRM Updates
Alerts & Escalation
Learn
Upgrade ICP
Upgrade Targeting
Upgrade Messaging
Upgrade Sequences
Surfaces
CRM · Slack · Teams · ChatGPT · Claude · MCP · API
Output
Briefings · Artifacts · Alerts · Recommendations · Approvals · Actions

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FAQ

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How can AI research sales contacts?

Consistently, against your own definitions. Evidence from profiles, enrichment, the CRM and the account's own interactions is read with your Persona and ICP memories, so each contact comes back with who they are, the role they play and why they matter to the deal, sources shown.

How should AI infer buying roles?

From behaviour and context as much as the title. A director who joins every call and forwards proposals plays a bigger role than a VP who appeared once. Each inference is made against your Persona memory and carries its confidence, and reps and managers settle the ambiguous ones.

How do you make contact research consistent?

By taking the interpretation out of each rep's head. A contact researched on Tuesday by one rep and on Friday by another comes back the same, because both reads use the Persona and ICP definitions RevOps owns. Update a persona and the next research run reflects it, on every account.

Which parts of the system rely on this research?

Contact Sourcing uses it to decide who is worth adding, Stakeholder Mapping to place each contact in the deal, Meeting Preparation to brief the rep before the conversation. Because all three read the same research, the list, the map and the briefing never describe three different people.

What happens when the research gets a role wrong?

Reps and managers correct it, and the correction holds. Ambiguous titles, influence and sensitive relationship context are theirs to resolve. When outcomes show a pattern of misread roles, the Persona memory itself is revised, with RevOps approving the change.