A Site Intelligence Report maps every facility at the account level. Facility type, active processes, equipment profile, and competitive position combine into a single ranked view: what to sell, who to call, and why it matters now.
A real account sample from a pharma bioprocess territory. Click through each deliverable — the Sales Brief and the full Site Intelligence Report.
Each Site Intelligence Report is built around the same five sections — written specifically for your account, your product line, and your competitive position at that site.
Company structure, parent organization, GMP status, FEI number, manufacturing scale, and active pipeline programs with phase and clinical status. Everything you need to understand who you're calling on and what they're building.
Account intelligenceEvery unit operation in the manufacturing process mapped to a specific product recommendation, vendor status, and competitive threat. You see exactly where you're positioned, where competitors are dug in, and where the open floor is.
Equipment by unit opUnit operations where your portfolio has no answer get flagged directly in the process map. Each gap comes with a recommended partner referral strategy so you walk in as an advisor, not a vendor with holes in the catalog.
Built into the process mapEvery named competitor at the account is broken out by what they currently own, what they're actively pitching, and what their play is for the next 12 months. You know exactly who is in the room before you get there — and what they're going to say.
Know before you walk inA four-quadrant Situation, Opportunity, Risk, Action framework written for this account. Includes primary, secondary, and expansion strategy plays, a ranked next step, and a Know Before You Walk In brief with the specific intel that changes how you run the call.
Strategy + tacticsThree ready-to-use lines — an opener, a value statement, and a close — written around this site's specific pipeline, scale, and expansion context. Not generic scripts. Lines built around what's actually happening at this account right now.
Open · Value · CloseA three-column checklist covering standard materials to bring, account-specific prep items tied to the active programs at this site, and a portfolio gap response strategy. Print it. Check it off. Walk in ready.
Day-of prepA curated list of account-specific research to complete before the meeting — pipeline data to review, LinkedIn profiles to pull, reference data to have on hand — plus a set of questions designed to surface buying signals, timeline pressure, and competitive vulnerability during the call.
Research · QuestionsProcess-1st builds Intelligence Reports for your actual accounts. Request a scoped demo with your territory data.