Sales & GTMReviewed listing

GTM Account Research

PurposeResearches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and the sources behind every finding.

At a glance

Read from the bot’s description. Not tested.

Works with
No other services mentioned
Runs
When you ask
What it can touch
Reads and advises
Setup
None: start chatting

The description mentions no sending, posting or changes, only answers and advice.

What it does

  • Researches one account before a meeting, deal review, account plan
  • Brings together company changes, key people, relationship history, open questions, the sources behind every finding

1What you’ll need

  • A Bot account, or the Bot app on your phone

From the bot’s share page, which lists no other requirements.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open GTM Account Research’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
  2. Add GTM Account Research in Bot.
  3. Start a chat with GTM Account Research, then review what it produces and check any factual claims.

3Use it