Using the /research Command
The /research slash command helps you gather deep company intelligence before important sales calls. It scrapes a company website and extracts structured insights that the AI uses to provide highly targeted coaching.
How It Works
Type /research in the chat input
Paste the company URL when prompted (e.g., https://acme.com)
Wait for analysis - the system scrapes the site and extracts key intelligence
Review the results - a Research Results card appears with organized insights
Ask follow-up questions - the AI now has deep context about the prospect
What Gets Extracted
The research command analyzes the company website and extracts:
Category | What You Get |
Company Overview | Mission, positioning, what they do |
Key People | Leadership team, founders, decision-makers |
Recent News | Press releases, announcements, blog posts |
Products & Services | What they sell, pricing tiers |
Pain Points | Challenges their industry faces |
Technology Stack | Tools and platforms they use |
Competitors | Who they compete against |
Talking Points | Suggested conversation starters |
Outreach Cadence | Email, Phone Script, SMS, and LinkedIn templates |
The Research Results Card
After analysis completes, you will see a Research Results Card in the chat with:
Expandable sections for each intelligence category
Source URL linking back to the scraped website
Loading skeleton while research is in progress
Clean formatting for easy scanning before your call
Example Workflow
Before a Discovery Call
Type in chat: /research https://prospect-company.com
Once the research loads, ask:
"Based on this research, what discovery questions should I ask their VP of Sales?"
"What pain points from their website should I explore in my call?"
"Help me create an opening hook that references their recent funding announcement"
Before a Demo
Type in chat: /research https://enterprise-account.com
Then ask:
"How should I tailor my demo based on their technology stack?"
"What competitor comparisons might they ask about?"
Competitive Analysis
Type in chat: /research https://competitor.com
Follow up with:
"What are this competitor's weaknesses I can exploit?"
"How should I position against them in my next pitch?"
Best Practices
Research before every important call - Even 5 minutes of prep makes a difference
Focus on recent news - Reference timely events to show you have done your homework
Note key people - Know who you are talking to and their background
Identify pain points - Prepare questions around their likely challenges
Use talking points - The AI suggests relevant conversation starters
Tips for Better Results
Use the main company domain (e.g., company.com not company.com/careers)
Public websites work best - Password-protected content cannot be scraped
Give it a moment - Thorough analysis takes 10-30 seconds
Combine with HubSpot - Use @mentions alongside research for complete context
Limitations
Private content - Cannot access login-required pages
JavaScript-heavy sites - Some dynamic content may not load
Very new companies - Limited content yields limited insights
Non-English sites - Best results with English content
Use Cases by Role
Role | Best Use |
SDR/BDR | Research before cold calls to personalize outreach |
AE | Prepare for discovery and demos with deep company context |
CSM | Understand customer business before QBRs |
Sales Leader | Research strategic accounts before executive meetings |
Outreach Cadence Generation
The /research command automatically generates a complete multi-channel outreach cadence based on the talking points extracted from the company:
Channel | What You Get |
Email Template | Personalized cold email referencing company insights |
Phone Script | Opening talk track with hook and discovery question |
SMS Message | Brief, casual text with one key value proposition |
LinkedIn Note | Connection request under 300 characters |
Example Output
After researching a company, you will see an Outreach Cadence section with ready-to-use templates:
Email Template:
Hi [Name], I noticed [Company] just [recent news]. Given your focus on [key initiative], I thought you might be interested in how we have helped similar [industry] companies [specific outcome]. Would you be open to a quick chat?
Phone Script:
"Hi [Name], this is [Your Name]. I'm calling because I saw [specific trigger]. Quick question - are you currently [discovery question about pain point]?"
SMS:
"Hey [Name], saw [Company]'s announcement about [news]. Curious if [pain point] is on your radar. Worth a quick call?"
LinkedIn Note:
"Hi [Name], saw your work at [Company] on [initiative]. Would love to connect and share some ideas on [relevant topic]."
These templates are personalized based on the actual research findings, so you can use them immediately or customize further.