Account preparation
Bring more than a company name to the first conversation.
Research the account’s documented AI providers, products and workloads. See the source behind each connection and keep the questions that matter for your team.
Turn a supplier name into useful context.
Find the role the provider plays, the work it supports where known and the date of the evidence. Keep declared relationships separate from technical testing and provider announcements.
1Find the right company.Search by name or website. Check the domain and company identity before opening the research.
2Inspect the connection.Read the source summary, publication and observation dates, and stated limits. Open the original when you need the full context.
3Keep a useful account brief.Add the company to a list with the relevant connection and your own notes. Share it with permitted teammates or export the research.
Example
A search provider, a specific workload.
Does not establish Revolut’s wider search stack, spend, exclusivity or adoption date.Inspect the Revolut–Exa connection →Revolut
Exa Search API · News and analysis for a securities-monitoring agent.Provider-written case study; publication date not stated.
Provider-origin source. No unannounced badge.Exa customer story ↗Go into the conversation with a clearer starting point.
Know what is documented and what you still need to ask. Keep the evidence with your account notes so the team can check the context.
Research the accounts you want to reach.Try the full product on real target accounts before you decide to pay.