Research a client

Before a first meeting or a renewal call, it helps to know what the client has been up to. Research this client runs one web search and gives you a short brief with its sources.

Run it

1. Open the client's page, open its About tab and find the Research card.
2. Press Research this client. It says "Searching the web…" for a few seconds.
3. Read the brief: what they do, recent news, and what to raise with them.

Under the brief you see sources, with when it was written, and the Google search suggestions that the web search came from. Open a source to check a claim before you repeat it to the client.

What leaves KretaOS

Only the client's public details go into the search: their name, website, city and industry. Nothing from your conversations, notes, deals or memory is sent. The card says so: "Only their name and website are searched."

Refreshing it

The brief stays on the client's page for your team. Press Research again for a fresh one. A client can be researched once every 24 hours; earlier than that, KretaOS tells you the brief you have is current.

What it is not

• It is not memory. What the web says about a client is not what the client told you, so the brief is never turned into facts, promises or the relationship summary.
• It is not a guarantee. The brief is only as good as what is published. A small family business may have little online, and news can be out of date. Treat it as a starting point.

Good to know

• One search per press. The brief is written from that single search, with its sources listed.
• Viewers can read a brief but cannot run a new one.