Advanced Prospect Research and Qualification in Strama AI

Here's the problem with most AI sales tools: they claim to personalize your outreach, but when you look under the hood, they're just plugging names and companies into templates. The "research" is surface-level—maybe they grabbed a LinkedIn headline or a recent company press release. That's not enough to stand out in a prospect's inbox.

Real personalization requires real research. Not just knowing someone's title, but understanding the specific initiatives they're working on, the challenges their company is facing, and how your solution maps to their world.

That's what Strama's research and qualification engine does. For every prospect you add to a campaign, we're building a comprehensive intelligence profile—not generic company data, but contextual insights specific to your value proposition and the prospect's role.

What Happens When You Add a Prospect

When you add someone to a Strama campaign, we don't just store their name and email. We immediately start a multi-layered research process:

1. Qualification against your campaign criteria (covered in our qualifiers tutorial)
2. Contact-level research specific to the individual and their role
3. Company-level research focused on the initiatives and challenges relevant to your solution
4. Value mapping that connects their pain points to your product's capabilities

This all happens automatically, in the background, so by the time you're ready to reach out, the intelligence is already there.

Understanding the Contact Research Report

Let's look at a specific example. Say you're selling Workday's HCM and finance modules to executives at Boeing. You add Terrence, a finance executive, to your campaign.

Click into Terrence's profile and navigate to the Intelligence tab. You'll see a detailed contact research report.

What Makes This Research Different

Notice what the report focuses on: it's not generic Boeing information. It's research specific to AI transformation in HR and finance at Boeing—the exact context that matters for a Workday pitch.

The research report includes:

• Specific initiatives Terrence is involved in (e.g., finance technology roadmap, digital transformation projects)
• Recent company events relevant to your pitch (e.g., acquisitions, system modernizations)
• Pain points that align with your solution (e.g., integration challenges, manual process inefficiencies)
• Opportunities for value mapping (e.g., how unified platforms solve acquisition integration problems)

This isn't a Wikipedia summary of Boeing. It's strategic intelligence curated for this specific sales motion.

Multi-Source Intelligence

Scroll down in the research report and you'll see the sources Strama used to build this intelligence. It's not just pulling from one or two places—it's aggregating insights from:

• Company websites and press releases
• YouTube videos featuring the prospect or their initiatives
• Industry publications and trade journals
• Conference talks and panel discussions
• LinkedIn activity and company updates

In one example from the video, the system pulled from 19 different sources to build a comprehensive view of a prospect's company and their role in an ongoing transformation initiative.

That level of research would take hours to do manually. Strama does it automatically for every lead in your campaign.

Company-Level Research and Context

In addition to contact-level research, Strama generates company-level intelligence reports focused on the specific areas that matter for your campaign.

For example, if you're selling to Boeing's finance and HR teams, the company research report focuses on:

• HR and finance digital transformation initiatives at Boeing
• Technology modernization programs
• Acquisition integration challenges (e.g., Spirit AeroSystems merger)
• Executive priorities around system consolidation and automation

Again, this isn't generic company data. It's contextual intelligence shaped by your campaign's research template, ensuring that every insight is relevant to your sales motion.

Value Mapping: Connecting Pain to Solution

Here's where the research really pays off. Strama doesn't just identify pain points—it maps them to your value propositions.

Look at the messaging generated from this research. It's not generic: "Workday helps with HR and finance." It's specific: "Workday provides a unified platform for HR and finance designed to accelerate the integration of an acquisition like Spirit AeroSystems by creating a single source of truth from day one while embedding AI for predictive insights."

That level of specificity comes from understanding:

1. The prospect's pain point (acquisition integration is complex and slow)
2. Your product's capability (unified platform with AI-powered integration tools)
3. The connection between the two (how your capability solves their specific challenge)

This is value mapping at work—and it's happening automatically for every prospect in your campaign.

How This Intelligence Shows Up in Your Outreach

The research isn't just sitting in a report for you to read. It directly informs the messaging Strama generates for each prospect.

When you review the email or LinkedIn sequences for a prospect, you'll see:

• Specific references to their initiatives (e.g., "I saw you led Boeing's finance technology roadmap...")
• Contextual pain points relevant to their role (e.g., "Given the Spirit AeroSystems acquisition...")
• Tailored value propositions that connect your solution to their challenges

Every message in the sequence draws from the contact and company research, ensuring that personalization isn't just surface-level—it's substantive.

The Research Template: Guiding Intelligence Gathering

You might be wondering: how does Strama know what to research? The answer is your campaign's research template.

When you set up a campaign using the AI wizard, you define the research focus. For example, "Research HR and finance digital transformation initiatives." That template guides the intelligence gathering process, ensuring that Strama doesn't waste time on irrelevant information.

You can customize research templates to focus on specific areas like:

• Technology stack and tools
• Recent funding or growth events
• Competitive dynamics
• Industry-specific challenges
• Regulatory or compliance pressures

The more specific your research template, the more targeted the intelligence Strama gathers.

Why This Level of Research Matters

Most AI tools treat personalization as a templating problem. They think if you insert enough variables—{{first_name}}, {{company}}, {{recent_news}}—you've personalized the message.

But executives see through that. They get dozens of emails every day with their name and company plugged into a template. What they don't get is outreach that shows you've actually done your homework—that you understand their business, their challenges, and how you can help.

That's what this level of research enables. It's not just personalization. It's credibility.

Ready to See the Research in Action?

Advanced prospect research and qualification are built into every Strama AI campaign. When you add a lead, the research starts automatically, giving you the intelligence you need to write outreach that resonates.

Want to see how this research would look for your prospects? Schedule a demo and we'll show you the level of intelligence Strama can uncover for your campaigns.