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Lead Discovery

Find the people your business is built to help.

Turn your business context into a focused prospect search. Jalli is designed to connect company research, buyer roles, and your criteria in one reviewable shortlist, so you can understand the fit before deciding who to approach and what to say.

Discuss your audience
THE RESEARCH BRIEF

Start with
your business.

  • Business Profile
  • Company research
  • Buyer roles
MARKET MAP
Market contextConsidered fit
NORTHSTAR STUDIO / PROSPECT RESEARCH

A shortlist
with reasons.

Harborline Logistics

Coordinates freight operations

Review role ↗
Cedar Route

Runs regional distribution

Review fit ↗
Fieldlane Supply

Manages warehouse handoffs

Research next ↗
BEFORE OUTREACH

Keep the
questions visible.

  • Is the account relevant?
  • Who owns the handoff?
  • What needs checking?

Example account research

Example

A useful search starts with your business

Make your idea of a good fit specific.

Northstar Studio builds logistics software. Its search starts with the companies it can help, the operations leaders who might care, and the details worth checking before a conversation.

Offer
Software for logistics workflows
Company
Freight and distribution teams
People
Operations leaders
Market
United States
Research
How work moves between teams
Review
A reason to explore the account

account study

Harborline Logistics

A freight operator could be relevant to Northstar's offer. Research gives the team a starting point; a clear review note keeps the open questions visible.

Observed
Example source note: coordinates freight operations.
Interpretation
Possible fit: software for operational handoffs.
Open question
To check: current process and the right operations contact.

Example

Business context

Give every search a reason to start.

Your Business Profile brings the offer, audience, and positioning into the research brief. Keep that business context beside company findings and buyer roles, so each account has a reason to be considered. Source notes and AI inferences remain distinct as you review what belongs on the shortlist.

Explore Business Intelligence
THE EVIDENCE LEDGER

A source behind
every story.

HARBORLINE / RESEARCH NOTES
01
Company website

What the business offers

02
Public business context

Where the account may fit

03
Open question

Confirm the current handoff process

A research note is a starting point for review.

Example account research

Segments and criteria

Turn a broad market into a focused search.

Define the company types, markets, and buyer roles that matter to your offer. Use those criteria to shape a segment you can examine and refine. For Northstar Studio, freight operators and operations leaders provide a practical starting point; the next review asks which accounts deserve deeper research.

Discuss your search criteria
THE SELECTION LENS

Specific beats
everybody.

FOCUS / LOGISTICSTeams with a
handoff question
BusinessFreight & logistics
TeamOperations
DecisionNeeds research
ReasonAsk about the current handoff process

Example account research

From discovery to outreach

Keep the reason for fit with the shortlist.

Carry the accounts you've approved into campaign planning with their research and open questions close at hand. A useful shortlist preserves why someone belongs there, so the first message has a starting point. Review the buyer role and relevant context before deciding how to begin the conversation.

Explore Outreach
A CONSIDERED HANDOFF

The reason travels
with the record.

ACCOUNTHarborline Logistics

Selected for review

OUTREACH BRIEF

Start with
their context.

Reason
A possible handoff challenge
Source
Company research notes
Review
Confirm fit before outreach
A brief, ready for your judgment ↗

Example account research

Put discovery to work

One research foundation. Different reasons to look.

Shape the search around the decision your team needs to make, from exploring a market to preparing the next conversation.

Research your next opportunity

Explore a new segment

Test an audience idea against company research. Compare the offer, market, and buyer role before committing your team to a new direction.

Explore the growth approach

Add context to an account

Bring useful company details into the research brief. Keep the source and any open questions visible when you assess whether an account belongs.

Explore Enrichment

Prioritize deeper research

Use your agreed criteria to decide which accounts deserve another look. Record the reason for interest and the detail you still need to check.

Discuss your priorities

Prepare a relevant approach

Find the right buyer role

Identify the people likely to evaluate your offer. Confirm their responsibilities before turning a company match into a reason to contact someone directly.

Discuss your audience

Give outreach a starting point

Carry the approved account context into your campaign brief. Connect your offer with a useful question for the person you want to reach.

Explore Outreach

Keep relationship context close

Bring earlier research into the next account review. Use what your team already knows to decide whether another conversation would be relevant and useful.

Explore relationship memory

Research with a clear origin

Know what supports the shortlist.

Bring your business materials and relevant company research into the same review. Keep source details, AI inferences, and unanswered questions visible, so a promising account comes with context you can examine.

Discuss your research needs

Available sources, data coverage, and permitted use need confirmation for your workflow.

WEBSITEThe business story
Read for relevanceKeep the source in view
BUSINESS NOTESYour working context
HARBORLINE / SOURCE CONTEXTCoordinates freight operationsSource: example company research noteStill to check: current handoff process
OBSERVATIONORIGINREVIEW

Example account research

Start with the business behind the search

A clearer audience begins with a clearer offer.

See how your website becomes a reviewable Business Profile, bringing your offer, positioning, and audience into the brief that guides discovery.

Explore Business Intelligence
JALLI / BUSINESS INTELLIGENCE

Business
Profile.

Offer → audience → research brief

Example account research

Your next audience starts here

Find a clearer reason for the next conversation.

Tell us what you sell and who you want to help. Let's talk through the audience, research, and review process behind a useful prospect shortlist.

Discuss your audienceExplore Outreach