For founders, sales leaders, and business-development teams
Know the company before you walk in the door.
XO Vantage is a business research service that helps your sales team prepare for important conversations without doing all the research themselves.
We research the companies you want to do business with and turn the findings into clear, source-backed reports. Your team gets a thorough introduction to the business, its products, people, operations, industry, and recent developments, without having to piece it all together.
Spend the conversation learning what you can’t look up.
A meeting is an opportunity to understand someone’s business beyond what’s published on their website.
XO Vantage helps your team arrive with that public knowledge already in hand. Instead of asking the prospect to explain the basics, your salespeople can build on what they’ve learned, ask more informed questions, and listen for what the research couldn’t tell them.
We handle the research. Your team reviews the findings and brings that understanding into the conversation.
Start with one account
Two ways to prepare.
Two complete products. The same evidence standard. Choose the work you need; Standard is not a required first step.
Company research · Fixed structure
Standard Account Intelligence
Get to know the company.
A researched, source-backed report that explains the target company and connects the important facts into a coherent picture of the business. Your team gets the context to prepare, without gathering and organizing the information themselves.
One company, fixed structure, public-source research
Business overview and operating model
Products, services, and markets
Publicly documented leadership and organization
Operating footprint and available scale indicators
Stated priorities and relevant developments
Key takeaways, sources, research cutoff, and unknowns
Editable report and PDF
Human review and factual corrections
Scope limits
No seller-fit analysis, custom questions, conversation plan, facility-by-facility investigation, interviews, contact-data guarantee, or ongoing monitoring.
Understand the company in the context of what you sell.
Custom combines company research with an understanding of your business, your offering, and the problems you help customers solve.
We connect the findings to where your business may be relevant, where it may not fit, and what your sales team should explore in conversation. The report gives your team informed starting points for discovery, including questions that help distinguish a possible opportunity from an actual need.
Your business, offering, and the problems you solve
Agreed research questions, entities, and depth
Company findings connected to what you sell
Potential opportunities, discovery questions, and reasons not to proceed
Authorized sources and explicit information gaps
Report format, review rounds, and dates agreed in writing
Scope limits
Custom means an agreed assignment, not unlimited research or guaranteed access to private information. Interviews, licensed sources, and specialist review are included only when explicitly scoped.
Standard delivery is five business days after the confirmed start. Custom dates follow the agreed assignment. We confirm source coverage, scope, your private quote, and exact dates before payment.
Inside Standard Account Intelligence
The company. The developments. The evidence.
A consistent structure with analysis, not a collection of copied facts. Understand what stands out about the company and decide how to use it.
Need the findings connected to what you sell and the problems you solve? Choose Custom. The difference is tailored sales context, not simply more pages.
01Business overview
What the company does, whom it serves, and how its business operates. An account-level view, not a collection of disconnected facts.
02Products, services, and markets
The offering, customers and end markets described in available evidence, with relevant competitive context and clear limits where comparisons are incomplete.
03Leadership and organization
Publicly documented leaders and responsibilities. A published title does not establish buying authority or personal interest.
04Footprint and scale
Company locations, operating reach, and available indicators of size. This is not a separate investigation of every facility. Estimates and missing private-company information stay visible.
05Priorities and developments
Stated initiatives, product changes, investment, expansion, and other relevant activity, with dates and context. Corporate statements are attributed to their source.
06Key takeaways
What stands out, how the findings relate to one another, and which questions remain unresolved about the account. Standard interprets the company; Custom interprets it for your particular purpose.
07Sources and unknowns
Links behind material claims, the research cutoff, contradictions, and information we could not establish. Facts and interpretations remain distinguishable.
See the research
One company. Two ways to understand it.
Both public samples examine Cognex. Standard explains the company. Custom connects that research to Instruct Clearly’s offering as a potential training provider.
These are independent research demonstrations, not Cognex client work or endorsements.
From the Custom samplePublic-source demonstration
XO Vantage / Custom Account Intelligence
Instruct Clearly researches Cognex.
A potential customer-training conversation—not a claimed client relationship.
01
What changes the pitch
Cognex already offers short self-guided learning and hands-on courses. A generic “you need training” pitch misses the point.
02
A hypothesis worth testing
Is there one important task customers still need help repeating after formal instruction? Public sources do not establish that need.
03
A reason not to sell
If a link to an existing resource solves the problem, do that instead of producing another lesson.
Select Standard to get to know the company or Custom to connect that understanding to what you sell.
02
Confirm
We check source coverage and capacity, then agree scope, a private quote, and exact dates. A request is not an order.
03
Research
Once the order, required inputs, and payment are confirmed, we carry out the agreed research.
04
Review
XOBiz reviews material claims, source links, and the analysis before delivery.
05
Use
Receive your report with its evidence and research cutoff. No subscription or required follow-on purchase.
First-report usefulness guarantee
Try the work. Not a long commitment.
Judge your first Standard report on whether it helps you understand the account, not on how impressive the document looks.
A useful first report—or your fee back.
If your first paid Standard Account Intelligence report is not useful for understanding the account, tell us within seven calendar days of complete, accessible delivery. We will refund the full fee and any tax paid. No explanation, mandatory correction round, or sales-result evidence required.
Once per customer organization. Custom remedies are agreed in its proposal. Full terms, correction rights, and delivery protection are available before you buy.
Research supports preparation and judgment. It does not establish buying intent or guarantee meetings, revenue, close rates, or a faster sales cycle.
Before you start
Good questions. Straight answers.
What is included, how the research is checked, and what account intelligence can—and cannot—do.
What is the difference between Standard and Custom?
Standard helps you understand one company through a fixed, non-customizable report. It does not use your seller context or answer purchaser-selected questions. Custom interprets company research in the context of your business, your offering, and the problems you solve. It identifies where you may or may not fit and what to explore in conversation, without claiming that a potential need is confirmed. Both are reviewed by XOBiz and supported by sources.
Who is this for?
Founders, sales leaders, and business-development teams who want to arrive informed without gathering and organizing all the research themselves. Standard builds company understanding. Custom connects that understanding to what you sell and gives your team starting points for discovery.
What counts as one account?
Standard covers one clearly identified company at the company level. We confirm the entity before accepting the work. Its footprint is summarized, not investigated facility by facility. A subsidiary, local facility, or multi-account comparison may need separately agreed Custom work.
Can you research private companies?
Yes, when public evidence can support useful work. We check before accepting payment. We identify gaps rather than invent revenue, priorities, budget, or purchase intent. If the available evidence is insufficient, we recommend a different scope or not proceeding.
How long does the research take?
For Standard: We deliver by 5 p.m. Eastern time on the fifth business day after the confirmed start date. Business days are Monday–Friday, excluding U.S. federal holidays. We confirm exact dates and your private quote before payment. The clock does not start at inquiry submission. Custom delivery dates are agreed for the assignment.
Is Standard a prewritten report?
Standard has a fixed structure, not a fixed research date. Material information is checked for each delivery and the research cutoff is shown. We may reuse verified account research, but we do not represent old information as newly checked.
What if my first Standard report is not useful?
Tell us within seven calendar days of complete, accessible delivery and we will refund the full fee and any tax paid if it is not useful for understanding the account. This applies once per customer organization, without an explanation or required revision attempt. We initiate timely refunds within five business days. Custom remedies are agreed separately.
What if you cannot deliver on time?
For Standard, you choose an agreed new date or cancellation and a full refund for the undelivered report. The same choice applies if sources prove insufficient after payment. We do not silently extend dates or force a Custom upgrade. Custom commitments and remedies are agreed in its proposal.
Can I change the Standard report?
The report structure and research categories are fixed. Factual corrections are included, but seller-fit analysis, additional questions, facility-specific investigations, and tailored recommendations require Custom scope. Standard is a complete account-focused product, not a mandatory first step.
What do you need from us?
For Standard, the company name and public website, your contact details, and any desired deadline. For Custom, also describe what your business sells, the problems you help customers solve, and the conversation you are preparing for. Share any questions you already have; we agree the research scope together. Do not submit confidential information through the public form.
Why not use our own research tools?
You can, and that may be sufficient. XO Vantage is for teams that want someone else to gather, check, and interpret the evidence. Compare both samples with the work you need. We use research tools and AI where helpful; XOBiz remains responsible for reviewing the delivered work.
Do we need another XOBiz service?
No. Both products stand alone and work with your existing process. Neither requires a subscription, a follow-on engagement, or a purchase of the other tier.
Start with one account
Which company do you want to understand?
Send us the target company’s name and website. For Custom, also tell us what your business sells and the problems you help customers solve. We check source coverage and availability, then confirm your scope, private quote, and exact dates before payment.
