Lead Generation
AI Buying Signal Agent
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Lead Generation
AI Account Research Agent
ABM dossiers on named target accounts and their buying committees, built for enterprise deals with several decision makers.
Strategic deals involve several decision makers, and walking in knowing only one contact puts you at a disadvantage. This agent builds a research dossier on each target account: its structure, current initiatives and the likely buying committee, with roles mapped across stakeholders. Dossiers stay current on a recurring basis and arrive in the channel your team already uses.
- A full dossier on each target account and its initiatives
- The likely buying committee mapped with roles
- Dossiers refreshed on a schedule, not written once and forgotten
$2,500
20–30 working days
Optional maintenance $249/mo
What it is
AI Account Research Agent builds ABM dossiers on named target accounts for enterprise deals. Each covers account structure, current initiatives and the likely buying committee across several stakeholders. Dossiers refresh on a recurring schedule and reach the channel your team reads. For a one-page brief on each contact before outreach, choose AI Prospect Research Agent instead.
Why businesses buy it
Large deals are won by teams that understand the whole account, not just one friendly contact. Building that picture by hand takes hours per account, so it often happens late or not at all, and deals stall when an unknown stakeholder appears. This agent keeps a current dossier on each target account, so account plans start from facts and your team engages the right people early. The tracked sources, dossier format and delivery channel are written on the Scope Card before you order, and reviewed before launch.
Problems this solves
Deals stall because only one contact at the account knows you
The agent maps the likely buying committee across several stakeholders, not just the contact you already know. Your team can plan who else to reach before the deal depends on one person.
Account plans go out of date soon after they are written
Dossiers are refreshed on a recurring schedule, daily or weekly, with change alerts in between. Your team works from current information rather than last quarter's notes.
Reps pitch without understanding the account's current initiatives
Each dossier covers the account's structure and current initiatives, delivered to the channel your team reads. Reps can tie their pitch to what the business is working on now.
A good fit if
You sell into larger or strategic accounts where more than one person is involved in the buying decision.
Reps currently piece together an account picture from several sources before a first meeting or an account plan.
You already have a delivery channel, such as email, Slack or Notion, where a dossier would actually get read.
You want stakeholder mapping and initiative tracking on a recurring basis, not a one-off report.
Not the right fit if
You need a one-page brief on each individual contact before outreach, not a dossier on a whole account. See AI Prospect Research Agent.
You want the agent to also draft and sequence outreach to the account's stakeholders. See AI SDR Agent.
You need target accounts identified first, before there's one to research. See AI Lead Generation Engine.
You need more than twenty-five tracked sources or more than one delivery channel. Add a note at checkout and we quote the extra scope, or start from a custom build.
How it works
- You give it the target account and the questions the dossier needs to answer, such as structure or current initiatives.
- It researches the account against up to twenty-five tracked sources, competitors or topics you agreed on.
- It maps the likely buying committee: the roles and people typically involved in a decision of this kind at this account.
- It writes a dossier covering account structure, initiatives, and a suggested approach for each stakeholder identified.
- It delivers the dossier to your chosen channel, on the recurring cycle you set, ahead of account planning.
- It watches for material changes, such as a reorganization or a new initiative, and sends an alert when one appears.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- The target accounts, competitors or topics you want tracked and researched.
- The specific questions the dossier needs to answer, such as structure, initiatives or stakeholder roles.
- Access to the delivery channel you want dossiers sent to, such as email, Slack or Notion.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the final setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, tracked sources and dossier questions agreed.
Weeks 1–2
Research and stakeholder-mapping pipeline built against your target accounts.
Week 3
Delivery channel connected and alert rules configured.
Weeks 3–4
First trial report cycle produced and sent to you.
Week 4
Your review, second trial cycle, and two rounds of changes.
Go-live
Live, recorded 45-minute handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,500 |
| Express | 15–25 working days | $2,950 |
| Rush | 10–20 working days | $3,400 |
What you receive at handover
- The AI Account Research Agent, set up for your agreed target accounts and sources
- Recurring account dossiers covering structure, initiatives and likely buying committee, plus change alerts
- Delivery to one channel: email, Slack or Notion
- A test report from the trial report cycles reviewed with you
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can widen your relationships inside each target account
- Helps account plans stay current without manual upkeep
- Makes pitches more specific to each account's priorities
- Contacts engaged per target account
- Count contacts with logged activity per target account in your CRM, at launch and each quarter after.
- Target account deals moving stage
- Compare stage progression for target account deals in the quarter before launch and the quarter after.
- Prep time per account meeting
- Ask reps to estimate preparation time per account meeting before launch and after a month.
Before you start: List your target accounts with the number of contacts engaged in each today. Note open deal stages and typical prep time.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $120 a month in AI usage plus web data and search API costs, billed to your own accounts, and where you land depends on account volume and how many sources it checks.
AI usage during the build and testing is billed the same way, in your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
We recommend monthly maintenance for this build, for monitoring, fixes and adjustments to tracked sources as target accounts change. Its monthly allowance of change hours scales with the build. It starts after the thirty days of post-launch support and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An account intelligence tool is usually a per-seat monthly subscription | A custom agency quotes after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A database lists contacts at a company with no structure or roles | An agency agrees scope during the project | Ours maps the likely buying committee and their roles |
| Delivery | A database works the day you sign up, unfiltered by your questions | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Delivery | Most tools sit in a browser tab reps have to remember to open | An agency build depends on what was agreed | Ours delivers the dossier to the channel your team already uses |
Questions about this product
How is a dossier different from a research brief on one contact?
It builds a dossier across the whole account: its structure, its current initiatives and the likely buying committee, not just one person's background and recent activity. That makes it suited to larger deals with several stakeholders involved in the actual decision.
How does it map the buying committee if we don't already know who's involved?
It works out the roles typically involved in a decision of this kind, at an account of this size and structure, based on the sources you agreed to track. You confirm or correct that mapping yourself during the trial cycles before launch.
What's the monthly cost of keeping account dossiers current?
Roughly $20 to $120 a month in AI usage plus web data or search API costs, paid in your own accounts, depending on how many accounts it actively tracks. We charge nothing extra per dossier produced beyond that running cost.
Can it deliver dossiers to more than one channel at the same time?
This build covers one delivery channel, such as email, Slack or Notion, chosen during setup. A second channel is available as an add-on we quote separately, since it usually needs its own formatting, tone and routing rules to work well.
Does it also research individual prospects, not just whole accounts?
This build focuses specifically on account-level dossiers covering multiple stakeholders and roles at once, not single-contact profiles for just one person. If you work a list of individual prospects instead, see AI Prospect Research Agent, which writes a focused one-page brief for each person.
How much of our reps' own time does the account-planning setup take?
Most teams spend about an hour on intake, mainly the account list and the questions each dossier should answer, inside the seventy-two-hour window after ordering. Reviewing the two trial report cycles takes another hour or so before launch as well.
What if the dossier misses a stakeholder our team already knows about?
You get two rounds of changes built into the price, after reviewing both trial report cycles, so most gaps get caught before launch. Anything that still doesn't match the Scope Card in the first five working days is fixed at no extra cost.
Who owns the account dossiers once they've been produced?
You do. Every dossier is delivered straight to your own channel, so the content lives inside your systems, not ours. Thirty days of post-launch support are included, and monthly maintenance picks up ongoing changes from there if you want it.
Stop walking into strategic accounts half-informed.
Order the AI Account Research Agent and a full account dossier, with the buying committee mapped, is ready before your team plans the deal.
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