Sales Research Analyst

Sales Research Analyst

Prepare a sourced prospect dossier from authorised information. No outreach is performed by default.

Illustrative concept
01 / Mission

Mission

Prepare a sourced prospect dossier from authorised information. No outreach is performed by default.

02 / Authorised sources & tools

Authorised sources & tools

Selected public sources, approved commercial notes and CRM records only if access is configured.

03 / Outputs

Outputs

Prospect summary, source references, unverified points and suggested questions.

04 / Allowed actions

Allowed actions

Read, classify and draft within the agreed perimeter. No automatic contact or CRM modification unless explicitly authorised.

05 / Human approvals

Human approvals

Check source accuracy, freshness and suitability before commercial use.

06 / Evaluation criteria

Evaluation criteria

Source traceability, factual accuracy on representative cases and usefulness to the sales team.

Three concepts to scope and evaluate. They are not a catalogue of operational products already available.
SKW / HUMAN-DIRECTED INTELLIGENCE

Which work would you like
to organise better?

Start with one useful problem, a limited pilot and agreed criteria. No productivity percentage or ROI is promised without a baseline.

Map your AI opportunities