Buying-signal research
Every account researched against what your B2B team sells. Every signal comes back with its source and the product to pitch.
PitchSmart scans the accounts you give us for signals related to your product.
public-record.csv
4 signals found, 4 sources citedGuided to 350 to 370 new restaurants for full year 2026earnings call
Booked $713M of Discover integration expense, mostly salaries and associate benefits10-Q filing
Opened 2026 flight attendant hiring classes against a team already past 25,000careers page
Announced 180 new stores in 2026 plus three distribution centers by 2029press release
Sources are the companies’ own filings, releases and career pages.
Not customers. The signals are public record, and the product beside each one is an example seller’s line.
Pick one. The account and the opener change with it.
you-sell.csv
3 products, 3 accounts matchedDelta Air Lines
Opened 2026 flight attendant hiring classes against a team already past 25,000careers page
Opener
Saw you have opened 2026 flight attendant classes on top of a team already past 25,000. Onboarding at that scale tends to leave payroll setup running behind the training calendar. How are you handling first check accuracy for a new class?
Capital One
Booked $713M of Discover integration expense, mostly salaries and associate benefits10-Q filing
Opener
Your Q2 filing puts $713M into Discover integration, mostly salaries and associate benefits. Merging two benefits populations is usually where that number hides. How are you handling plan mapping across the combined base?
Chipotle Mexican Grill
Guided to 350 to 370 new restaurants for full year 2026earnings call
Opener
350 to 370 new restaurants this year, most of them with a Chipotlane. Shift coverage at a new store is guesswork until it has its own history. How are you forecasting labor for a store that has not opened yet?
Three products, three accounts, three reasons to call. Each one keeps its source.
You upload a list and define what you sell once. Every account that enters comes out with a product against it and the evidence that put it there.
upload to report
6 steps, one directionA CSV of accounts, or a list you already own. There is nothing else to set up first.
Each product is broken into the solutions it provides, and the problem each one removes for a buyer.
Questions written so they can be answered about a real company from public sources, rather than guessed at.
Each account on your list is read against all of those questions, and every answer is kept with the source it came from.
The answers that show a company has the problem now are the buying signals. The rest are discarded.
Per account: which product to raise, the signals behind it with their sources, and an opener you can send.
How it works
Drop in your customer or prospect list, set the product need markers that matter, and watch every account get researched in parallel. Filter the answers into organized upsell, cross-sell, and retention opportunities.
The how-it-works animation demonstrates PitchSmart's four-step customer and prospect research workflow for B2B SaaS teams:
PitchSmart eliminates the manual research bottleneck across sales and customer success. Teams typically spend hours per account checking the same product-need facts across a list. PitchSmart compresses that to minutes per batch with a custom pipeline you control. Use the output to organize expansion opportunities, prioritize retention conversations, enrich your CRM, or draft outreach grounded in real signals.
Key differentiators versus alternatives: Unlike enrichment databases (Apollo, ZoomInfo, Clay), PitchSmart answers your specific product need questions with sourced evidence, not just pre-packaged firmographics. Unlike email senders (Instantly, Smartlead, Outreach), PitchSmart is research-first: define what to check, get structured answers, then decide who to expand, retain, or contact.
Import a CSV with first name, last name, email, job title, company name, and company website. LinkedIn URL and phone map as well. Standard CRM or customer success exports work immediately.
Supported: Salesforce reports, HubSpot contacts, customer success exports, Apollo or LinkedIn exports, any standard CSV.
For each product, set the markers that show someone needs it: expansion signals, retention risks, fit checks, or any custom field. PitchSmart suggests questions from your product context, and you edit until they match how you grow ARR.
Answer types: yes/no, number, date, pick-one, list, or free text. Each marker maps to a sourced research query.
PitchSmart runs your full pipeline on every customer and prospect at once. Structured answers come back with public-source citations so you can trust what you filter on.
Typically completes 20-50 accounts in under 10 minutes. Research runs in the background while you work on other things.
Filter and sort your list by any marker answer. Build an organized view of expansion and retention opportunities, export to your CRM, or generate signal-backed outreach for the accounts worth contacting now.
Compatible with: Salesforce, HubSpot, Outreach, Apollo.io, Salesloft, Instantly, Smartlead. CSV is the universal format.
You sell more than one product
The report names which one to raise on each account, and the buying signal that says so.
Your list is bigger than your team can research
Prospects, existing customers, or a base you inherited in an acquisition. Every account gets read overnight.
Your reps ask why this account, why now
Every answer carries its source, so a rep can quote it and a manager can check it.
You need contact data or bulk sending
That is Apollo, Clay, or your sequencer. PitchSmart researches the accounts you already have; it does not sell you names.
Yes. Upload either list with first name, last name, email, job title, company name, and company website. Define the buying signals that matter for upsell, cross-sell, retention, or new business, then run the same research pipeline across every account.
You define the pipeline. Add expansion signals, retention risks, fit checks, or any custom question your team needs answered for a specific product. PitchSmart suggests questions from your product context, and you edit them until they match how you grow ARR. Answers come back as structured fields you can filter and export.
Everything PitchSmart surfaces is publicly available: LinkedIn profiles, company websites, press releases, job postings, financial filings. We never connect to your CRM, inbox, or any private system. You only see data you explicitly upload or trigger. If it's something the contact has shared publicly, we can find it. If it isn't, we won't guess.
Doing it manually requires roughly 10 separate queries per account, each requiring fact-checking and source verification so you don't build a pitch on a hallucination. For a list of 50 contacts, that's 3+ weeks of work. PitchSmart runs your custom research pipeline overnight, automatically, in parallel, with source citations included, while you sleep.
You're not charged. PitchSmart only deducts tokens once every field in a research run is successfully completed and verified. If something fails mid-pipeline, we handle the retry internally and you pay nothing until the result is complete.
You keep everything, forever. All previously researched accounts and custom research plans stay in your account. You drop to the free tier, which includes enough tokens to research 10 new contacts per month, but nothing you've already built disappears.
Free trial, no credit card. Upload customers or prospects, define product need markers, and organize upsell and cross-sell opportunities from sourced research.
No credit card · Free trial on launch · Cancel anytime