Pokee Playbook
Sales Intelligence Brief
Prepare an account-specific sales brief with news, transformation signals, pain points, discovery questions, and use cases.
Use cases
Discovery-call prep
Brief yourself on an account before a first call so you open with relevant context instead of generic questions.
Account planning
Build a research-backed profile of a target account for your account plan, complete with signals and entry points.
Expansion research
Spot transformation and hiring signals in an existing customer to time an upsell or expansion conversation.
FAQ
Where does Pokee get the account information?
Pokee searches public sources: company news, press releases, job postings, websites, and filings, and notes where each signal came from.
Can I tailor it to my product?
Yes, name your product and the problem it solves in the prompt and Pokee will map the account's pain points to relevant use cases.
What format do I get back?
A structured brief you can paste into a Google Doc or your CRM, with sections for news, signals, pain points, questions, and use cases.