Sales intelligence · AI-run

Walk into every call knowing exactly who's across the table.

Lead Intel watches the calendar, researches every prospect, and emails a briefing before the call. Afterward it grades the recording, coaches the objections, and drafts the follow-up. The seller just sells.

Built by Givata for a client's sales team · Next.js, Neon and Vercel, running in production

Pre-call briefing · sent automatically

Briefing: Dana Reyes · Blue Harbor LLC · Thu 10:00

WhoDana Reyes, founder. Second business; sold the first in 2024.
CompanyBlue Harbor LLC filed 2022 · active · 12 people, services, ~$2M revenue signals.
Why nowBooked from the pricing page. Site mentions "outgrowing our current setup."

Call plan: open on the growth story, ask what broke at 12 people, quantify the cost of the current setup before any pricing talk.

What it is

A sales team's second brain, on both sides of the call.

I built Lead Intel for a client whose calendar was full but whose calls started cold and ended unexamined. It does the research no one has time for, then the review no one wants to do. No paid data subscriptions, no scraping: the research runs on AI web search over public sources.

78-second tour · sample data only

Before the call

The briefing lands in your inbox before you ask.

Lead Intel scans the connected calendars for upcoming sales calls, spots the external attendees, and researches each one: the person, the company, the state business registry, and their website. The briefing arrives by email and ends in a concrete plan for the conversation.

  • Watches every connected calendar, on a schedule
  • Person, company, registry, and website research per attendee
  • Public sources only: no data brokers, no scraping
  • Every briefing closes with a call plan, not just facts
Research: Sam Ortiz · Cedar Point Holdings4 sources · ready 06:00
PersonOperations lead, 9 years in logistics. Speaks at regional trade events.
CompanyCedar Point Holdings · registered 2019, active, two locations, hiring for dispatch.
SignalCareers page doubled in a month. Growth pain is the likely opener.

After the call

Every call graded, coached, and answered.

The recording is pulled into a permanent library and graded against a weighted rubric, with every claim backed by a quote from the transcript. Coaching shows what was said and what to say instead, in the prospect's actual language. The follow-up email is drafted, never sent: a person always presses send.

  • Auditable grading: every score traces to a transcript quote
  • Objection coaching in verbatim language
  • Communication style measured from the transcript, not judged
  • Follow-up drafts, proposal briefs, and CRM updates a person approves
Discovery call · Priya Raman, Northwind Tradinggraded from the recording
B+
What worked Strong open: you quantified the problem before showing anything.
Coaching You said we can be flexible on pricing. Say instead: anchor to the cost of the problem you quantified, then hold.
Follow-up draftedCRM update suggestedAwaiting your approval

Compounding

Every graded call makes the whole team better.

The calls don't just get reviewed, they accumulate. Lead Intel turns the graded corpus into assets the team keeps.

Analytics funnel

Shows where deals leak across every graded call: which stage, which objection, which habit.

A living sales SOP

The team's playbook rebuilds itself from real calls, versioned, and a human edit is never overwritten.

Content engine

Posts, one-pagers, and nurture emails written from the same corpus, so marketing speaks in real customer language.

Under the hood

Built to be trusted with a real pipeline.

Human-gated actions

Follow-ups are drafts. CRM updates apply only when a person ticks and confirms them. Prospects are never auto-emailed.

Multi-account calendars

Connect several Google accounts; every calendar is scanned and each briefing sends from the account that owns the event.

CRM writeback

Suggested stage, status, tags, notes, and tasks land in the CRM on approval, and each write reports back separately.

No data subscriptions

Research runs on AI web search over public sources. No per-seat enrichment tools, no scraping.

State registry checks

Company filings verified against the state business registry, including entity status and filing dates.

API for agents

A token-gated endpoint lets the client's other AI systems request the same research through one guarded door.

Test mode by design

Coaching emails can be pinned to a test inbox in code, so rollout to the team happens on purpose, not by accident.

Runs itself

Scheduled scans twice a day, post-call sweeps daily. It works before anyone remembers to ask.

Want your calls researched, graded, and followed up automatically?

I build systems like Lead Intel for businesses that live on their pipeline. Book a call and let's look at yours.

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