Sound familiar?
Getting to know a new client takes longer than the meeting does.
Twelve tabs open the night before
Their website, their Instagram, a press piece from last year. You’re piecing a business together an hour before the call.
A great lead in a world you don’t know
Hospitality, finance, a sports club. The work is right up your alley. Their industry isn’t, yet.
Generic questions, generic pitch
You don’t know where they sit against the competition, so you ask what everyone asks and sound like everyone else.
The research ends up nowhere
Notes in a doc, screenshots on your desktop. By the time you write the proposal, half of it is gone.
Start with a name and a link.
Add the business name and their website, socials or a recent press piece. Research a new lead, a client you already have, or one of your client’s competitors.
Want something specific covered? Add a research focus, like a new market they’re moving into or what’s holding them back.
Check you’ve got the right business.
MonoDesk finds their website pages, socials, listings and press, then asks you to check them. Untick anything that isn’t them and add a link it missed.
Then leave it running. A report usually takes three to five minutes, and MonoDesk lets you know when it’s ready.
A report you can read in five minutes.
A one-line take up top, then the numbers that matter: locations, followers, reviews, pricing. Below that, what they sell, who buys it and how their brand looks and sounds, down to their colours.
Every claim links back to where it came from, so you can check it before you repeat it.
See where they sit in their market.
A side-by-side with their closest competitors, a timeline of recent moves and a read on their strengths, weaknesses, opportunities and threats.
It’s the context that turns “what do you need?” into a question only someone who’s done the homework would ask.
Make it yours, then put it to work.
Edit the report inline, or ask your Co-Worker to rewrite a section. Export it to share. Re-run it when things change.
When you’re ready, set up a meeting with the business and the agenda is drafted from what the research found. Or turn the business into a client in one step.
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Built for creative professionals.
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Say yes to a lead outside your usual industry. Walk in knowing their business as well as someone who’s worked in it.
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Creative Teams
One report the whole team can read before the pitch, instead of everyone doing their own digging.
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Help articles
How this works in MonoDesk, from the Discover & leads section of the help centre.