Sales Accelerator —
Pre-Meeting Research, Lead Intelligence & Follow-Up
UpSeek is an AI sales accelerator that researches every prospect before your meeting, pulls CRM history and company intelligence in parallel, generates a 90-second prep brief with lead scoring, and triggers personalized follow-up sequences automatically after each call.
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Capabilities Included
This solution template assembles 5 platform capabilities into a complete sales intelligence pipeline — from prospect research to closed deal.
Pre-Meeting Research Briefs
Structured 90-second prep format: Who They Are, Their Company, Prior History, What to Lead With, Likely Objections, and Suggested Opener — delivered before every meeting.
Enrichment Pipeline (CRM + Crunchbase + News)
Pulls contact history, deals, notes from HubSpot/Salesforce/Pipedrive. AI-powered company analysis: funding, headcount, tech stack, and recent news via Google News + Crunchbase.
Lead Scoring
Score deals with MEDDIC, BANT, MEDDICC, or SPICED methodology. AI coaching tips included to sharpen your approach and prioritize your highest-value prospects.
Follow-Up Sequences
Automated multi-step follow-up cadences triggered by meeting outcomes. Personalized by prospect research data — never send generic follow-up again.
Email Classifier
Automatically categorize inbound emails by intent, urgency, and deal stage. Surface the emails that need attention now, so nothing falls through the cracks.
How It Works
Meeting Booked
A meeting is booked via UpSchedule, or you manually trigger a research brief for any contact.
Parallel Research
The enrichment pipeline researches the company and contact simultaneously — CRM history, funding, news, tech stack.
Brief Generated
AI generates a 90-second skim brief with confidence score and sales framework scoring.
Follow-Up Triggered
After the meeting, follow-up sequences fire automatically based on outcome and deal stage.
Fits in the Growth Plan
This solution template is available on the Growth plan. Mix and match capabilities across solutions.
Growth Plan
75 credits · 10 seats · all Growth capabilities
- All 5 Sales Accelerator capabilities
- 75 platform credits per month
- 10 seats for your team
- Combine with other solutions
- Priority support
- Model-agnostic — use any AI provider
See all plans → /pricing
Want more? Add capabilities anytime.
Solution templates are starting points. Add or swap capabilities through NEXUS — no re-onboarding.
Frequently Asked Questions
How does UpSeek generate pre-meeting briefs?
UpSeek pulls contact history from your CRM (HubSpot, Salesforce, or Pipedrive), researches the company via Crunchbase and Google News, and combines it into a structured 90-second skim format covering who they are, their company, prior history, likely objections, and a suggested opener.
What CRM integrations does UpSeek support?
UpSeek integrates natively with HubSpot, Salesforce, and Pipedrive. It pulls contact history, deal stages, notes, and prior interactions. The enrichment pipeline adds company data including funding rounds, headcount, tech stack, and recent news automatically.
What lead scoring frameworks are available?
UpSeek supports MEDDIC, BANT, MEDDICC, and SPICED scoring methodologies. Each framework scores your deals and provides AI coaching tips to sharpen your approach and help you prioritize the highest-value prospects in your pipeline.
How do follow-up sequences work?
After each meeting, UpSeek triggers automated multi-step follow-up cadences based on the meeting outcome and deal stage. Each message is personalized using the prospect research data collected during the brief, so follow-ups reference specific company details instead of generic templates.
Can UpSeek classify inbound emails automatically?
Yes. The Email Classifier capability categorizes inbound emails by intent, urgency, and deal stage. It surfaces the emails that need immediate attention and filters routine messages, so sales reps focus on high-priority conversations instead of triaging manually.
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Every interaction makes your AI smarter. No manual retraining required.