Empower your market strategy with data-driven insights
If you’re a B2B provider selling to local businesses, whether they’re independent retailers, family-owned restaurants, neighborhood service providers, or regional franchises, you know how challenging it can be to understand each unique target.
Local markets vary wildly, and what resonates in one community might fall flat in another. To succeed, you need actionable, research-driven insights tailored to individual businesses.
We’ve built a suite of playbooks that let you do exactly that. Each one only needs a company name and it will automatically retrieve key information about that specific business: from their tech stack and certifications to the promotions they run and the content topics they engage with online.
You can even run these playbooks on a spreadsheet of many companies at once, scaling your analysis and accelerating how you pinpoint opportunities, advise clients, and drive results.
Below is an overview of each playbook, grouped by the type of insights they provide:
Market & Operational Insights
Local Business Expansion Analyzer
Identify promising regions for growth, understand local business density, and spot emerging market segments. Input a company’s name to learn about potential expansion territories and see where they are planning to increase their local footprint.
Local Business Team Analyzer
Looking at a company’s presence on the ground? This playbook uncovers details about their local staffing, partner networks, and operational structure. It helps you guide your clients or prospects on refining their team configuration to better serve the community.
Business Compliance & Certification Analyzer
Local businesses often adhere to state and local regulations and industry standards. Input a company name to discover their certifications, compliance records, and regulatory standing. With these insights, you can use these insights to qualify them as a customer.
Customer Experience & Engagement
Enhanced Customer Experience & Loyalty Analyzer
What makes customers stick around? This playbook reveals the elements that drive loyalty for a given company—be it personalized service, flexible hours, or community involvement. By understanding these factors, you can guide your clients to strengthen customer retention strategies.
Customer Feedback & Sentiment Analyzer
Curious what customers really think? By analyzing reviews, forums, and social chatter for a specific company, this playbook uncovers sentiment trends and pinpoint areas for improvement. Use this data to recommend targeted changes that resonate with local expectations.
Customer Service Channel Analyzer
Different customer bases prefer different support channels—phone, email, live chat, or social platforms. With a single company lookup, learn where they’re effectively reaching customers and where they might need to improve their accessibility and responsiveness.
Local Marketing & Positioning
Promotional Pattern Analyzer
Which promotions spark genuine local interest? Using this playbook, you can see what kinds of discounts, deals, or offers a specific company is running and how well they’re received. Armed with these insights, you can advise clients on fine-tuning their marketing efforts for real impact.
Social Media Engagement Analyzer
Local audiences have unique online habits. This playbook reveals how well a company’s social content resonates, which platforms matter most in their market, and what sparks engagement. Understand your lead’s content strategies and platform choices backed by real-time data.
Content Trends and Themes Analyzer
Relevant, timely content can set a local business apart. By running this playbook, you discover which topics, themes, or local events a given company is associated with. Use these findings to understand how your clients are creating content that feels authentic and in tune with their community.
Tech & Tooling Analysis
Business Tech Stack Analyzer
Technology underpins the modern local business experience. This playbook shows which tools—POS systems, CRMs, eCommerce platforms—a particular company uses. With that knowledge, you can position your offerings as complementary solutions or recommend new integrations that mesh seamlessly with their existing setup.
From single lookups to bulk insights
These playbooks shine when analyzing a single company, helping you understand what makes that particular business tick. But they’re also designed for scale. If you have a list of potential leads or existing clients, you can run any of these playbooks on an entire spreadsheet of company names.
Easily gain a broad yet granular understanding of multiple local targets at once, prioritizing the best-fit opportunities and identifying common patterns across a whole market segment.
Why it matters
- Actionable intelligence: Go beyond speculation with targeted data points you can trust.
- Personalized guidance: Show your prospects and clients that you understand their unique context by offering tailored recommendations.
- Scalable outreach: Instead of researching one company at a time, process dozens or hundreds, helping you make more informed decisions faster.
Ready to turn insights into impact?
By leveraging these playbooks, you’re not just gathering random stats, you’re uncovering meaningful, company-specific intelligence that can guide strategic moves. From refining local marketing campaigns and improving customer experiences to ensuring compliance and finding the perfect partners, these tools give you the data you need to succeed.
It’s time to move beyond guesswork and harness the power of targeted, scalable research to shape your local market strategy.