AI prospect research · 24/7 on-duty

Your AI research analyst. It says who's worth calling. You take the meetings.

Point Client Path at a list of accounts and get a scored, cited research brief on every one: who's worth your time, why, and what to say. Every agent move is governed by an automation you control, auto-execute or human-gated. Every action audited.

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sampleresearch brief

ACAcme Corp · Industrial IoTNew account · researched 8m ago14 citations

0.0

Headline propensity

Recommended move

Reach out

Key findings · cited3

Closed a $28M growth round in Q1, tripling the platform-engineering team^[1]

Posted an open RFP for supply-chain visibility tooling in June^[2]

Ops lead named budget for this category in a Q3 planning memo^[3]

Who to call

RIR. Ibarra · VP OperationsNamed budget owner

DCD. Chen · Head of Platform Eng.Posted the RFP

Sourced from 14 citations across 4 research topics. Full rationale + audit trail in the report.

01How it works

Three moves from a list of accounts to knowing who's worth calling.

The agents research and score every account, then keep watching it: re-scoring on new signals, drafting outreach, flagging what changed. You stay in the loop with a confirmation policy you control per automation.

Define what you sell

Author your offering: ICP, qualification criteria, products. This is the yardstick every account gets researched and scored against.

3 offerings5 personasqualification criteria · v2

Point it at your accounts

Import a list and run research. Every account comes back as a scored, cited brief covering budget signals, tech fit and buying team, ranked by propensity to buy.

50 accounts · queuedscore · 87.418 citations

Stay ahead of every account

Signals watch your accounts 24/7. Automations re-run the research, draft outreach and flag what changed. Auto-execute or human-gated, your call per automation. You approve from the inbox and take the meetings.

6 automations · activeinbox · 3 draftsauto-execute · 2

02What you get

A research analyst that shows its working.

The agents research every account against what you sell, score it, keep watching it, and draft the outreach, auditing themselves as they go.

A scored, cited brief on every account.

Every account is researched against what you sell (your offering's ICP and qualification criteria) using sources across the open web. It comes back with a propensity score from 0 to 100, the findings behind it, and who to talk to. Every claim carries a citation, so you can check the working before you pick up the phone.

Ranked · Industrial IoT offering · 50 accountsqualification criteria · v2

Acme Corp

Ops lead named budget for this category in a Q3 memo

1482.4

Northwind

Replatforming the ops stack after a $40M raise

1176.1

Helix.io

Hiring three supply-chain analysts this quarter

958.3

Ember Bio

Clear fit, but no budget owner found yet

644.0

Quay & Co.

Signed a three-year deal with an incumbent in May

721.7

Acme Corp · re-scored 71.2 → 82.4 after a funding signal · 3 new citations.

03A rep's queue, start to finish

Your accounts, ranked. Open the brief. Book the call.

This is what one rep sees before the first call of the day: every account in the queue scored and cited, the top one open and read in under a minute, the meeting booked straight after.

1Your queue

1Acme CorpIndustrial IoT82.4

2Union Yards LogisticsFreight71.2

3Bellcrest AnalyticsData infra58.9

4Norwood Health SystemsHealthtech44.1

5Fenwick MaterialsManufacturing22.6

2Open the brief

82.4

Acme Corp · headline propensity

Closed a $28M growth round in Q1, tripling the platform-engineering team^[1]

Posted an open RFP for supply-chain visibility tooling in June^[2]

Recommended: reach out

3Book the meeting

RIR. IbarraVP Operations · Acme Corp

Meeting booked

Schedule the follow-up and it's logged to the account timeline automatically. The call and the brief it came from are both logged to the account timeline.

Thu · 2:00pm discovery call

04Pricing

Pay per user. Pay for the LLM you use. Nothing else.

Per-user pricing covers the product: research, scoring, signals, outreach, automations. AI usage is metered and billed on top, every call audited in the activity log. Commit annually and save 20%.

Free

Try Client Path hands-on before you commit. No card, upgrade whenever you're ready.

$0/ user · month

No card required

Start free

What's included

5 research runs / month

1 user · 1 offering

Shareable briefs (Client Path attribution)

Operations

Upgrade anytime, no lock-in

Community Slack support

+ Metered AI usage

Every agent action shows its token count and dollar cost in the activity log. Per-automation and per-run cost caps are hard, not advisory. No surprise bills, ever.

Light action~$0.004 / agent action

Standard action~$0.02 / agent action

Deep research~$0.18 / agent action

05Questions

The plain answers.

Point it at a list of accounts and it researches each one against your offering, scores propensity to buy 0–100, and hands you a cited brief: who's worth your time, why, and what to say. Automation-governed agents then watch for signals, draft outreach, and propose next moves, with anything that matters routed to you for approval.

Client Path treats the agent as a first-class actor that has the authority to research accounts, re-run research when something changes, and draft outreach. Every agent move is governed by an Automation with its own confirmation policy (auto-execute or human-gated) and lands in your inbox if it needs review. You always see what the agent did, why it did it, and what it cost.

No. Client Path is the research and prioritisation layer, not a rip-and-replace. Keep working deals wherever you work them today. Your CRM holds the records; Client Path tells you which accounts are worth your time and why, with a cited brief for each. CRM sync (Salesforce, HubSpot) is on the roadmap.

Whatever you tell them to. Each Automation has a confirmation policy: 'auto-execute' lets the agent act immediately (re-run research, draft a follow-up, notify an owner), while 'review' creates a pending task in your inbox. Sending external email is always review-by-default. You can change the policy per automation.

A propensity score from 0 to 100 against your offering's qualification criteria, the findings behind it (each with a citation back to its source), and who at the account to talk to and why. Briefs can be shared by link, and re-running the research after a new signal updates the score.

Funding rounds, leadership changes, product launches, M&A, layoffs and press coverage on the accounts you track. Each signal lands on the account's timeline, and an automation can turn it into a step: re-run the research, draft outreach, or notify the owner.

On any account you can add operator notes, re-run the research, and switch any automation between auto-execute and human-gated. Operator notes are fed back into the planner and synthesizer prompts on every re-run, so what you know outranks what the web says. Every agent action is logged with its rationale and cost.

No. AI usage is metered, and every agent action shows its token count and dollar cost in the activity log. Per-automation and per-run cost caps are hard limits, not advisories. When a cap is hit, the run stops. It never keeps spending.

Start free with 5 research runs a month, no card needed. Paid plans are per user: Solo is $20 / month and Pro is $40 / month, or 20% less billed annually. Both unlock a 14-day full-feature trial to research your real account list end-to-end and see the automations in action.

08 Get started

Point it at your list tonight.

Wire one offering, import your accounts, and let the research run. By tomorrow morning you'll know exactly who's worth calling, and walk into meetings the agent already prepped.

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14-day trial·No credit card·Hard cost caps, no surprise bills

Not ready to commit? Get one free research brief on a single account first.