ICP Builder | Groupserv

Buyer intelligence reports

Company	Spoke with	Status	Updated

No reports yet. After a discovery call, press New report and write up what you heard.

New report

Fill this in after the call, from your notes. Use their words where you can and put exact quotes in quotation marks. Leave anything you did not cover blank; it will show up as something to ask next time.

Who you spoke with

Person you spoke with

Their company

Their website Fill from website reads their site and fills in the business basics and how they sound. Check what it fills in.

Their business

What you heard

Options

Add public research (sourced facts, a few extra minutes)

Campaigns to write. They stay in the portal, not in the prospect's PDF, until Greg marks the report signed.