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Sales Library

Central repository for tearsheets, account briefs, emails & market research
tearsheets
briefs
emails
research
audio

Published Tearsheets

Event intelligence reports published from tearsheets
Event Series State Event Date Version Published Actions
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Cached Account Briefs

Data briefs & LLM synthesis for strategic account planning
Account Owner Team Segment Data Brief Synthesis Research Actions
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Generated Emails

Prospecting emails generated from event intelligence
Subject Account Event Series Type Saved Actions
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Stored Profiles

Jurisdiction State Type Year Needs Ingested Actions
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Submit Profile JSON

Paste a single profile object or an array of profiles

Needs by Category

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Coverage by State

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Web-backed deep research runs from here and from Data Chat (tools start_deep_research / get_deep_research). Prompts below save to Firestore (same as Prompt Manager) and apply to the next run.

State Research Library

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Trigger state research

Cost reference
o3: ~$1.80/state  ·  o4-mini: ~$0.25/state
Cache TTL: 30 days. Stale states show a refresh indicator.

Regions are sub-state metros (e.g. San Diego, CA or Bay Area, CA). When a tearsheet's event matches a region by venue city or series-name pattern, the region's deep research is used instead of the state's, so the brief speaks to the actual buyer (City of San Diego) rather than the state CIO.

Region Research Library

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Add or edit a region

Onboarding tip
The region wins on a state-aligned hit (city OR pattern). To verify a match before running, use POST /api/jurisdictions/regions/resolve.

Industry Domains

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Trigger industry research

About industry research
One deep research run per taxonomy domain (11 fixed verticals). Domains are stable across cluster rebuilds — research persists.
Cache TTL: 30 days. Staleness detected via membership hash.

Industry prompt template

Placeholder: {cluster_label} (domain name) {internal_context}

Company prompt template

Placeholders: {company_name} {internal_context}

Cached company research

AccountOwner / TeamModelCitesUpdated
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Run company research

Custom research prompt template

Placeholders: {research_topic} {internal_context}

Cached custom runs

Cache keyTopicModelCitesUpdated
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Run custom research

Letters, numbers, hyphens, underscores. Used for cache and Firestore id.

Jurisdiction (state) prompt template

Used when you run state research above. {jurisdiction_label} {internal_context}
Compare cloud vs waterfall research. The right side shows the new local-LLM waterfall output for each task type; the left shows the legacy cloud deep_research document. Use the “View side-by-side” button on any row to inspect signal-by-signal differences, then promote a task type to the new pipeline once you’re satisfied.

Coverage by task type

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Compare research

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GovTech Audio Sessions

Transcripts & intelligence products from recorded event sessions
Title Event Speaker Duration Products Status Actions
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Books of Business

Saved account lists with aggregated dossiers — paste a list of names or IDs, get a synthesized summary, identification in the market, propensity, research signals, and a per-account plan of action.
Name Owner Accounts Last Generated Visibility Actions
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