Luminorix

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On requestSales & customer service

Account and prospect research briefs

A dated brief on a company before you call: what it does, recent news, who to talk to, and how you can help, with sources.

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On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative request. Your agent works on your own systems and records.

Good for: Sales & customer service
Industries: Any industry

Account and prospect research briefsWeb + HubSpot + Microsoft 365 mail
Sample data

Brief me on this lab before Thursday’s call.

You get a one-page brief with sources and suggested questions.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Takes the briefYou say what you need, by when and for whom.
  2. ResearchesReads the company’s site, recent news and your CRM history and keeps the source of every fact.
  3. Delivers the resultReturns a one-page brief with sources and suggested questions, ready to edit.

SYSTEMS IT CONNECTS

Works with what you use.

  • Web
  • HubSpot
  • Microsoft 365 mail

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Cited

Every fact carries its source.

Your sources

You can limit it to sources you trust.

Draft for you

You edit and decide what to share.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.

Book a demo See all use cases