Every search creates a Brief with your research, relevant contacts, engagement angles, and sources all in one place.
Three types of briefs
There are three types of Briefs. You can choose between an Audience, Company and a specific person at the top of the Engagement Engine.
Audience Brief helps you research and understand an audience based on factors like location, occupation, income, and age.
Company Brief helps you research publicly traded and privately held companies using information such as company name and location.
Person Brief helps you research a specific person by searching their name, LinkedIn profile, or company name.
Audience and Company Briefs have four tabs: Context, Contacts, Engagement Angles, and Sources. Person Briefs have three tabs: Context, Engagement Angles, and Sources.
Context
Audience Brief
Built around an audience segment instead of a business.
Profile Analysis: Highlights the key themes that matter to this specific group based on their profile and demographics. It explains what these themes could mean for the group, why they may be relevant, and what you may want to bring up in a conversation.
Signals: Real events that may be relevant to this group based on the themes in their Profile Analysis, such as a tax change, recent viral social media posts, local news, and more. Each signal is based on a real event and includes when it happened.
Profile Analysis tells you why it matters and what you could say. Signals tell you what happened.
Company Brief
Built around a specific company.
Company Overview: A quick look at what the company does, where it's based, how large it is, and whether it's public or private.
Employee Financial Profile: An overview of the financial lives of people who work there, including salary, bonuses, stock, benefits, and common financial needs. This helps you understand what employees at the company may need help with.
Market Signals & News: Recent news about the company, with the source and date included, so you can see what's happening now.
Financial Highlights: Key information about how the company is performing financially and what's happening in its industry.
Industry Context: What's changing in the company's industry and how those changes could affect the company and its employees. You'll also get ideas for how to bring these topics up in a conversation.
Culture & Values Signals: Information about what it's like to work at the company, including its work environment, benefits, and company culture.
Challenges & Opportunities: What's happening at the company right now, including challenges that could affect employees and areas where you may be able to help.
Together, these sections help you understand the company, its employees, and what may matter to them, so you can have more relevant conversations.
Person Brief
Built around a specific person.
Snapshot: A quick look at the person's background, including their role, company, location, and professional experience.
Company: Information about the company they work for, including what the company does, recent news, and developments that may be relevant to them.
Signals: Recent events, updates, or other information that may be relevant to the person based on their role, company, or professional background.
Meeting Prep: Topics and opportunities you may want to bring up based on what you've learned about the person.
Together, these sections help you understand the person, their role, and what's happening around them so you can have a more relevant conversation.
Engagement Angles
Custom messages created from your Brief. They're organized by Prospecting, Re-engagement, and Meeting, with a short explanation of why each message works. Use them to start more relevant conversations.
Sources
The articles and data used to create the Brief, with links to the original sources. Use it to check where the information came from or read the full article for more details.
Contacts
The Contacts tab helps you find people who match the audience or company you're researching.
For an Audience Brief, Contacts shows people who match the audience criteria in your Brief, such as their location, occupation, age, or other relevant characteristics.
For a Company Brief, Contacts shows people who work at the company you're researching, helping you quickly find relevant employees and potential prospects.
Finding people on LinkedIn
Every Brief has a LinkedIn button that lets you find relevant people on LinkedIn. The search is built from your Brief, so you can quickly find people who match your search or work at the company you're researching.
Saving and managing briefs
Click Save Brief to save a Brief for later. Your saved Briefs will appear in Saved Briefs, where you can view or delete them anytime.
The Engagement Engine gives you the research you need to find the right people, start better conversations, and save time. Every insight is backed by a source and based on up-to-date information.
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