Every month we watched the same thing break. The lists were fine. The SDRs were sharp. The mailboxes were warm. But the research layer in between — the part where a person actually reads a prospect's last quarter before writing to them — stayed exactly where it had always been. In a spreadsheet, half-done, at 3pm on a Friday.
We tried the usual fixes: better onboarding, research SOPs, structured briefs, a writing-style playbook. They helped on a good month. On a bad month the team reverted to templates because templates are the thing you can send when you're tired.
So we started building the layer ourselves.