Prospect research
AI prospect research for more relevant sales conversations.
Turn prospect information into a clear reason to reach out. Wisp’s AI prospect research software brings company insights, relevant signals, and outreach angles together, so your team can focus on the right conversations.
Invitation-only early access, with setup guided by the Wisp team.
Maya Ellis
Operations leader · Northstar Field Services
Two new regional teams
In this example, the company announces an acquisition that adds two regional service teams.
Illustrative source: company announcement, not a live citation.Combining teams may create a reason to review reporting workflows.
Context before contact
Bring your B2B prospect research into one workflow
A name and a job title are a starting point. To write something useful, you need to understand what the company does, why your offering might matter, and what you can honestly say about the person’s role. That context often ends up scattered across tabs, notes, and half-finished drafts.
Wisp gives sales prospect research a place in the same workflow as the decision to reach out. Add prospects from an existing CSV or through Apollo, then research the people you want to understand. Review the results before choosing to pursue them. You can build a useful prospect list without first creating a campaign.
Know why a prospect matters—and carry that insight straight into a personalized outreach draft.
Bring contacts in
Import a CSV or select prospects through Apollo.
Review the research
Company context, available evidence, and possible relevance.
Choose who to pursue
Keep the people who fit your offering and your judgment.
Research the company, understand the role, assess the fit
Company research for sales starts with your own offering. A recent acquisition might matter to a software engineering business because bringing teams together can introduce new reporting needs. The same event may mean little to a different seller. Wisp uses your company’s sales context to help assess that relevance.
The research brings available company and prospect information into a reviewable brief. Look at what the business does, the person’s role, and the evidence behind a suggested angle. A role can help you choose a question; it does not establish that someone owns a budget or is shopping for your service.
Connect what is happening at a prospect’s company with what you sell. Wisp brings the research together so your team can spot a relevant angle and move the conversation forward.
Evidence → relevance → question
See the evidence behind an outreach angle
Consider Maya Ellis, an operations leader at the fictional Northstar Field Services. In our example, Northstar has announced an acquisition adding two regional teams. A custom software firm is considering whether it can help with reporting across those teams.
The announcement supports one fact: the business is bringing more teams together. It does not tell us that reporting is broken. It does not establish a project, a budget, or a deadline. Those distinctions change the message.
A useful outreach angle asks whether reporting is being reviewed, rather than telling Maya she has a problem. If she says the work is already covered, that answer helps the salesperson make a better next decision.
In a real research brief, inspect the linked source and its date before relying on it. Separate the observed development from the AI’s interpretation and your own notes. The example here is an editorial illustration, not a real prospect, customer, or live research result.
Maya Ellis
Operations leader · Northstar Field Services
Two new regional teams
In this example, the company announces an acquisition that adds two regional service teams.
Illustrative source: company announcement, not a live citation.Combining teams may create a reason to review reporting workflows.
Whether systems are already integrated, who owns the project, and whether there is a need for outside support.
From research to a reviewed outreach draft
Once you have reviewed a prospect and chosen Pursue, Wisp can prepare a personalized sales outreach draft using the available context. The transition keeps the research close to the writing decision: what happened, why it may matter, and which question the message should ask.
You can edit the angle, remove a weak claim, or make the language sound like you. A polished sentence is only useful if you would actually say it to that person. Review the final wording and recipient before approving the message.
Selecting a prospect does not approve a message. Research, pursuit, and final message approval are separate decisions. Learn more about how Wisp turns research into reviewed outreach.
Can I bring a list I already have?
Yes. Import contacts from a CSV spreadsheet, or select prospects through Apollo. Review the imported records and available research before deciding whom to pursue. Source coverage varies, so an imported contact may still need more context before you have a useful reason to reach out.
Do I need to create a campaign?
No. Prospects are saved in your workspace independently of campaigns. You can import, research, and review a list before organizing any outreach. Campaigns are optional organization for a sequence of work; they are not a prerequisite for understanding a prospect.
How do I assess the evidence?
Open the sources linked to the research, check what each actually says, and consider how current it is. A suggested outreach angle is an interpretation of the evidence. Treat it as a question to assess, especially when the prospect’s priorities or buying responsibilities are not known.
What if the research is incomplete?
Use the missing information to guide your next decision. You can seek more context, choose a narrower message, or decide not to pursue the prospect. Wisp’s research supports your judgment; it does not establish that every record is complete or that every suggested angle is accurate.
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