Research prospects without opening 15 browser tabs

You know the drill. New prospect on your calendar tomorrow morning. You need to prepare, but "quick research" somehow turns into 20 minutes of tab juggling between LinkedIn, their company website, recent news articles, and whatever else Google serves up.

By the time you've gathered enough context to sound informed, you've lost momentum on everything else you were working on. And half the time, you still walk into the meeting feeling underprepared.

When research becomes a rabbit hole

Prospect research should be straightforward: find out who they are, what their company does, and what might be relevant to your conversation. But the internet makes it way too easy to get lost in the details.

You start with LinkedIn to see their background. That leads to their company's about page. Then you're reading their latest blog post. Before you know it, you're three clicks deep into their CEO's interview from two years ago, wondering how any of this helps you have a better conversation tomorrow.

The problem isn't that you need less information—it's that you need the right information, organized in a way that actually prepares you for the meeting.

Research that gets to the point

Instead of hunting through multiple sources and trying to remember what you found where, you can ask Quin to handle the background work.

When you mention you're meeting with Sarah Martinez from Meridian Solutions tomorrow, Quin can pull together what matters: her role, company overview, recent company news, and anything else that might help your conversation go better.

This information gets organized for meeting prep—not scattered across browser tabs you'll lose track of.

What actually helps in conversations

Good research focuses on a few things that make your meeting better. You want to understand their role and how decisions work at their company. Recent company updates give you current context to reference. Their background helps you find common ground.

Industry challenges they're likely facing let you speak to problems they care about. Previous interactions or mutual connections provide natural conversation starters.

The goal isn't to know everything about them—it's to walk in with enough context to have a relevant conversation from minute one.

Staying focused on what matters

When Quin handles the research, you get back information that's actually useful for your specific meeting. No deciding which details matter or trying to piece together information from five different sources.

This keeps research time contained. Instead of falling down rabbit holes, you get what you need to feel prepared and can move on to other priorities.

Your meetings start with better context, and your day doesn't get derailed by preparation that takes longer than the actual conversation.

Research that builds over time

The best part is that it accumulates. When Quin researches someone for an upcoming meeting, that context gets stored with their contact record. Future interactions start with everything you've learned before rather than starting fresh each time.

This is especially helpful for longer sales cycles where you might have multiple touchpoints over months. Each conversation builds on previous context instead of requiring you to remember or re-research what you learned before.

Your relationships develop more naturally because you're not constantly trying to recall who this person is or what their company does.

Related features

Add context and background information to calendar events - Include relevant context in meeting descriptions so you're prepared before every conversation

Create TLDR summaries for sales notes fields - Get concise summaries from longer interaction histories for quick preparation

Search the web - Find current background information about prospects and companies when you need context for follow-ups