V2.1 Less Waiting. More Selling.

Client Clarity just got sharper, faster, and more focused.

Generate only what you need

Choose the Stage 3 Company Brief sections you actually want. Client Clarity tracks progress and only marks the brief complete when your selected sections are finished.

Call prep that builds itself

Call-Prep Summaries now organise your research into focused sections, from the prospect snapshot and value propositions to discovery questions, objections, next steps, and the meeting cheat sheet.

Summaries update automatically as new sections complete. No more manual regeneration.

Navigate the whole buying committee

Navigation within Target Accounts is now easier. You can move between separate persona dossiers for the same company, switch perspectives across the buying committee, and generate a new persona directly within the account.

This makes it easier to research the right stakeholder without leaving the account or starting again from scratch.

Two useful PDFs

Download either:

• Full Report for the complete dossier.
• Call-Prep Summary for a clean, landscape, two-column briefing you can print or use before a call.

Research that knows your business

Your Firm Settings are expanded to allow you to further shape every relevant research run. Dossiers, target accounts, and opportunity signals can reflect your markets, sectors, products, differentiators, proof points, selling motion, positioning, and research rules.