Our B2B client required a streamlined solution to help their team prepare more effectively for meetings with prospective customers. We developed OnBoard, an AI-powered automated research assistant designed to generate comprehensive customer briefs. Leveraging AI agents, OnBoard gathers and synthesizes publicly available data on target businesses and their industries. Each brief includes key information such as company background, relevant market trends, and a competitive landscape analysis—equipping sales teams with the insights needed to approach meetings with confidence and strategic context.
