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Solution · Sales & revenue operations

Every call. Fully briefed. Zero research time.

New lead triggers automatic research. Company website and LinkedIn analyzed. Briefing document ready before your team picks up the phone.

Book a callFor agencies and partners
Sales & revenue operations · department
Pre-call research agentZero manual research time

Delivers

  • Consistent research for every lead
  • Zero manual research time
  • Briefing before every call

Where it breaks

Research quality varies. Or gets skipped.

Manual prospect research is inconsistent. Some reps research thoroughly, others skip it. Time spent researching could be spent selling.

The fix

We generate consistent prospect briefings for every lead automatically.

Pre-call research agent · Before / after3 changes
  1. Research quality: Varies by personConsistent for every lead
  2. Prep time (our own team): 45 min per call2 min
  3. Research completion: When there's timeEvery lead

What we build

An agent is a stack.

1 capabilities working as one, built in your sales & revenue operations stack.

Pre-call research agent · capabilities1 parts
Automated prospect researchCompany website and LinkedIn profile analyzed automatically for every new lead.
  • Automatic trigger on new leads
  • Company website analysis
  • LinkedIn profile research
  • Briefing document generation

How it works

New lead. Auto-research. Briefing ready.

  1. Step 01New lead arrivesLead enters your CRM and triggers research automatically.
  2. Step 02AI researchesCompany website and LinkedIn analyzed. Key insights extracted.
  3. Step 03Briefing deliveredStructured briefing ready before the sales call.

Under the hood

Plugs into your stack.

Pre-call research agent works inside the tools your team already uses, on infrastructure you own.

Pre-call research agent · Integrations3 connected
  • CRM Integration (HubSpot, Salesforce, Fibery, or your system)
  • Social Media APIs (LinkedIn, Twitter, etc.)
  • Runtime & Orchestration (Trinity by Ability AI)

Agents in Sales & revenue operations

Ready-made agents for this department.

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Proof

In production.

All case studies

Sales & revenue operations

Every sales call fully prepped in two minutes

We built our own sales automation stack. AI researches every prospect, routes leads instantly, and runs personalized nurture - so our team focuses on conversations, not prep work.

Less prep time
95%
Prep vs 45min before
2min

Questions

Before you ask.

What information does it gather?

Company overview (from website), decision-maker details (from LinkedIn), recent news/funding, tech stack, and pain point indicators. Everything needed for a personalized first call.

How does it ensure research quality?

Structured research template applied to every lead. Same depth, same quality, regardless of rep experience level. Consistent excellence.

What results should we expect?

In our own sales team, pre-call prep went from 45 minutes to 2 minutes per call, with every lead researched (see the case study). Your results depend on call volume and how deep your briefings go.

What CRM systems does it integrate with?

Fibery CRM (primary), plus HubSpot, Salesforce, and most CRMs via API. Research delivered directly in your workflow.

Do we own the system?

Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.

Next step

Want this in your company?

Start hereBring one workflowA 30-minute working call. We’ll map your sales & revenue operations workflow to an agent stack and tell you honestly whether it’s worth building.
Book a callFor agencies and partners
The departmentSales & revenue operations in TrinityEvery solution, agent and question for this department, in one place.

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