Laimen AI

Walk into every call
already knowing
the account.

Most reps spend 30 minutes Googling before a first call. Or they wing it. Here's a better way — one that takes 60 seconds.

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The Problem

Account research is broken.

You're jumping on a first call in 20 minutes. You open LinkedIn, then their website, then a news tab, then your CRM — and none of it adds up fast enough. You walk in half-informed and spend the first 10 minutes orienting instead of selling.

Or you skip it. You wing it. You're good at reading the room. It works — until it doesn't. Until the buyer mentions something you should have known, and the trust you need to build takes a hit.

The problem isn't effort. It's that the information lives in five different places and there's no fast way to pull it together. Until now.

The Method

Three steps. Runs itself after setup.

Claude Cowork connects to your CRM, your email, your call recordings, and the web. The skill reads all of them at once and writes the brief for you.

Step 01

Set up once

Install the skill and connect your tools

Install the Sales plugin in Claude Cowork — it ships with an account-research skill already built. Connect your CRM, data warehouse, call recordings, and email. Tell Claude to tailor the skill to your signals and the brief format you read fastest.

Step 02

Before each call

Run the brief — get context in 60 seconds

Claude reads every connected source at once and writes one brief — spend trajectory, stakeholder map, what they've adopted, open deals, and the risk signals worth knowing. You walk in ready.

/account-research [account]

Step 03

After each call

Run the debrief — follow-up writes itself

Claude reads the transcript and produces three things: a checklist of action items, a team message with next steps and owners, and a customer follow-up drafted in your voice.

/call-summary [account]

Who It's For

Any role that walks into a meeting needing more context than they have.

Account Executives

First calls and renewals

Spend trajectory, stakeholder map, what they've adopted, open risk signals — all pulled before you dial.

Customer Success

Renewals and escalations

Usage history, support tickets, the account's Slack channel — loaded before a renewal QBR or a hard conversation.

Partnerships

First partner meetings

Deal history, public news, what's been discussed internally — pulled together before a first intro call.

SMB Owners

Every sales conversation

You do your own selling. You don't have a research team. This is your research team — built in an afternoon.

Work with Laimen AI

Want this running for your team?

Laimen AI helps sales teams get Claude Cowork set up the right way — skills built for your specific workflow, connectors pointed at your actual tools, and briefs formatted the way your team reads them.

One conversation. We'll tell you exactly what it takes and what you'd get.

Book a free call