Strategic Account Intelligence Intake

Fueling AI-Powered Research for Winning Strategies

1. Executive & Deal Overview

2. The "Why Now?" - Customer Needs & Desired Outcomes

3. The "Why Not Wait?" - Current Challenges & Pains

Describe known issues with recruitment, retention, burnout, or morale. What's the impact?

Describe data silos, workflow bottlenecks, or communication gaps.

Describe concerns about aging infrastructure or specific cyber threats.

4. Buying Influences & Procurement