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A one-page brief before every call

Client Research AgentIt does the homework so you walk in knowing them

A new lead lands in your inbox and you have a call tomorrow. This agent goes out on the live web, reads their site, recent news, funding, and team size, and hands back a tight one-page brief with an angle to open on. You show up sounding prepared because you are.

Try it free
Ideal for Solo consultants
Discovery prep: Lumen Labs
Time comparison
Traditional way
45-90 min
Digging through the website, news, LinkedIn, and funding databases tab by tab the night before.
With Accordio
3-5 min
Drop the company name and read back a structured brief with a recommended angle.
Average time saved
94%
Measured across discovery-call prep by solo-business owners using Accordio in 2026.
Why Accordio

Reads The Live Web

It pulls from the company site, press, social, and funding records in one pass. You get the picture without keeping ten tabs open the night before.

Funding And Size Signals

Surfaces stage, headcount, and recent raises so you can read budget and urgency before you pitch.

One-Page Brief

Condenses everything into a single scannable page. No 40-tab research dump, just what changes how you run the call.

A Recommended Angle

Reads the signals and suggests how to position your work for this specific prospect. You walk in with a plan, not a script.

Spots Buying Signals

Highlights hiring sprees, new launches, and recent funding that hint at where they need help right now.

Saved To The Client

The brief gets attached to the lead in your Accordio CRM, so the context stays with the relationship instead of getting lost after the call.

Get started

It researches the lead before you meet themYou stop walking into calls cold.

Import your files
Gmail, Google Drive, Slack
Company website
Recent news
Funding records
Team pages
Social profiles
Past email threads
Company size
Funding stage
Recent moves
Key people
Likely pain points
Buying signals
Tone & priorities
Suggested angle

Starts from the inbound email or a name you drop in.

It reads the public record so you do not have to.

Everything you need on one page before the call.

Works everywhere

One message.
Every action.

3
Accordio AI
Today

No new dashboard to learn. Just message it on WhatsApp, Telegram, or Slack.

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