The problem this solves
Before a meeting or a proposal, the question is who runs the place and who is new. A leadership page on a website is a starting point that is often out of date and never says how long anyone has been there. Tenure matters: a leader in their first quarter is reviewing everything, a leader in their eighth year has already chosen. And an open senior role is the clearest statement a company makes about what it is about to invest in.
Pulling these three facts together - who leads, how long, what is open - takes a rep half an hour per account and produces notes that live in a personal document. The Company Intelligence Agent does it in one pass with the sources attached, adds verified emails for the executives in the function you sell to, and delivers a Doc the whole account team can use.
How the mission runs
- Map the leadership team. People search lists the executives at <company.com> - C-level and VP-level by default - with title, function, reporting line where visible, and the date each took the role, so tenure is stated as a figure rather than guessed.
- Flag recent changes. Appointments and departures in the last 12 months are marked from news and profile changes, with the source linked, and the previous holder of a changed role is named where known so the reader sees the transition.
- Verify emails for the function you sell to. For the executives in <function>, the email finder and verification produce a deliverable address each, recorded with its status; other executives are listed without contact details unless you ask.
- List the open senior roles. Hiring data supplies the director-level and above roles currently posted, with title, department and posting date, so the Doc shows which functions are being built or rebuilt.
- Write the Google Doc. A Doc is written with the leadership table, the recent-changes section, the verified contacts in <function> and the open senior roles, each claim linked to its source, and shared to the account folder if you name one.
The prompt
This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.
What comes back
A Google Doc for <company.com> with the leadership team - name, title, function, tenure - a section of appointments and departures in the last 12 months with sources, verified emails for the executives in <function> with status, and the senior roles currently open with posting dates. Everything is traceable to a source link, so the Doc can be shared with anyone on the account.
Make it yours
- Run it for every account on list <name> and get a Doc per account in a Drive folder.
- Add direct phone numbers for the verified executives.
- Turn the open-roles section into a standing watch that posts when a new senior role appears.
- Save the profile to Notion instead of Google Docs.
Frequently asked questions
How is tenure known?
From the start date on the person's profile or the announcement of their appointment; where neither is available the Doc says 'tenure unknown' rather than estimating.
Does it cover companies with a large leadership bench?
Yes. Ask for VP-level and above by default, or narrow to C-level and the heads of the functions you name for very large companies.
Can it note who a leader worked with before?
Yes. The previous employer is recorded for recent appointments, and where it was one of your customers the row is highlighted as a possible warm path.
Can it include board members and advisors?
Yes. Ask for the board and the Doc gains a section listing directors and advisors with their other affiliations, which often reveals investor and partner relationships.