Automate account research for SDRs

SDRs need account context for effective outreach but lack time for research. AI gathers intel so every touchpoint is informed.

Know accounts before you reach out

AI researches company background, finds the right contacts, and surfaces personalization hooks. Better outreach with less effort.

  • Company background
  • Contact discovery
  • Personalization hooks

Deep research from multiple sources

AI pulls from LinkedIn, company websites, news, funding databases, and more. Get a complete picture of every account without switching between tools.

  • Multi-source research
  • Company news and updates
  • Org structure mapping
Workflow Running
1
Account identified
2
Gather company intel
3
Map stakeholders
4
Compile research brief

How to automate account research for SDRs

Get assigned accounts, research is ready.

01

Connect your tools

Link CRM and enrichment sources to Miniloop.

02

Accounts get assigned

From routing, lists, or manual assignment.

03

Research is ready

Full context when you start outreach.

Company research on autopilot

AI gathers org charts, recent news, and competitive intel so your reps have context before every conversation.

Workflows

  • Lead Enrichment logo

    Lead Enrichment

    Apollo → HubSpot

  • Email Outreach logo

    Email Outreach

    Gmail sequences

  • Data Sync logo

    Data Sync

    Airtable pipelines

  • Social Publishing logo

    Social Publishing

    Twitter + LinkedIn

  • Meeting Prep logo

    Meeting Prep

    Calendar briefings

  • Content Generation logo

    Content Generation

    Notion drafts

Why SDRs automate account research

More outreach time

Less researching means more prospecting.

Better personalization

AI surfaces relevant hooks for messaging.

Find the right contacts

Identify decision makers automatically.

Higher response rates

Informed outreach converts better.

Consistent quality

Every account gets thorough research, every time.

Why SDRs Struggle with Account Research

According to TOPO's SDR Benchmark Report, SDRs spend 21% of their time on research and only 35% on actual prospecting activities. A Gartner study found that personalized outreach gets 2-3x higher response rates, but meaningful personalization requires account context. The math doesn't work: 10-15 minutes of research per account means SDRs can only thoroughly research 30-40 accounts per day.

Most SDRs skip research to hit activity quotas. They send generic messages that get ignored. Top performers find time for research, but it cuts into their outreach volume. Neither approach maximizes meetings booked.

How SDRs Automate Account Research with AI

When SDRs automate account research, they get personalization hooks for every account without sacrificing volume. Here's the workflow with Miniloop:

  1. Accounts assigned - From routing, lists, or manual assignment
  2. AI researches immediately - Company news, recent changes, tech stack, challenges
  3. AI finds personalization hooks - Specific angles for relevant outreach
  4. AI identifies contacts - Decision makers with verified contact info
  5. Research ready for outreach - Context available when SDR starts sequences

"I used to research 20 accounts per day and send generic emails to the rest. Now every account gets researched and my response rate doubled. I'm booking 40% more meetings with less effort." — SDR, Series B SaaS company

SDRs using automated research report 2-3x more meetings booked because every touchpoint is informed and personalized.

What Makes SDR Research Different

SDRs need fast, actionable intelligence that enables personalized outreach:

SDR NeedWhat AI Provides
Quick contextCompany overview, recent news, relevant changes
Personalization hooksSpecific talking points and outreach angles
Contact infoVerified emails and phone numbers for decision makers
Pain indicatorsSignals suggesting they need your solution
Timing triggersNews and changes that create outreach opportunities

SDRs don't need 10-page research briefs. They need the 3-4 key points that make their email relevant and the contact info to reach the right person. AI delivers exactly that for every account.

Getting Started

Most SDRs set up automated research in under 30 minutes. Research triggers automatically when accounts hit your queue, so you never send another blind email.

Frequently asked questions about automated account research for SDRs

Ready to automate SDR account research?