Client list
Pick a client to open its profile, briefing snapshot, and source layer.
New client profile
Create a client
Create the profile on its own page, then add source material as part of the same flow.
Client profile
Select a client
Open a client to review its profile summary and snapshot.
Editable profile
Core account context
These fields shape how the profile reads, how it is summarised, and how the scraper overlays are generated.
Inferred fit profile
Create or select a client to begin.
Briefing snapshot
Move through the snapshot section by section. Only one panel is shown at a time so the page stays readable.
Buying signals
Triggers and near-term opportunities.
Market intelligence
Context on the organisation and wider market.
Contacts
Direct and indirect relationships with the account.
Message drafts
Use a test send to check copy safely by emailing your test recipient, then press go on automation to send externally to the real draft recipients.
Client sources
PDF, DOCX, PPTX, text/HTML files, notes, and web links stay in this layer.
0 sources
Client sources
PDF, DOCX, PPTX, text/HTML files, notes, and web links stay in this layer.
Scraper intelligence
Client keywords and background vocabulary stay here instead of loading with the profile.