The short version
Before Twain drafts a single message, it runs a research pass on the lead. The output is a structured profile broken into categories — not a paragraph of summary text. Each category is sourced, so reps know exactly where the information came from before they use it.
What Twain researches on every lead
Every lead in a campaign gets the same set of research categories. You'll find them all on the lead's Research tab.
About
A short bio of the person: career trajectory, current role, what they're known for.
Insights
Sourced bullets about the company and the lead's recent activity. Every bullet links to its source — hover any chip to see where it came from. If a sentence isn't backed by a source Twain trusts, it doesn't appear in the research.
About and Insights. Career on top, sourced signals below.
The citations are what reps trust. Reading the list, you can tell which insights to use and which ones to skip. The bullet that came from a G2 review is solid social proof. The one that came from a press release published last week is fresh enough to lead an email with.
Discovery questions
Three to five open-ended questions a rep could ask on a first call, derived from the insights.
Talking points
Two to four positioning angles that connect your offer to this specific lead's context. Each one includes an example sentence the assistant can use directly.
Why now
A one-paragraph hypothesis on why this week is the right moment to reach out, plus citations for the timing signals. If the timing signal isn't strong, this section is intentionally short.
Talking points with examples, plus a sourced Why now.
Notice the three sources on Why now are different (the company's own website, an industry publication, and a third-party data platform). Twain looks for corroborating signals on purpose. One source is a guess. Three is a pattern.
Why us
A short pitch connecting what the lead is doing to what your company specifically does, often with a customer example.
Call opener
A full cold-call structure already written for this lead: greeting, context, hypothesis, social proof, and CTA. Each line is filled in — reps can read it once and pick up the phone.
Why us with a real customer example, then a call opener written in the rep's voice.
The structure is the point. A rep can read down the call opener once and pick up the phone. They don't have to translate "personalization" into a sentence in real time, because the sentence is already written.
Warnings
Anything Twain flagged as a fit risk: wrong company size, wrong region, wrong persona. These appear before the lead is contacted.
Why citations matter
Every insight carries a source. This does two things: reps know which bullets are solid enough to open an email with (a G2 review, a recent funding announcement), and they know which ones to skip. It also means the research is reusable — the same sourced profile carries through day three, day seven, and day twenty-one, so follow-ups build on the same context instead of restarting cold.
Where to find the research
Open any lead inside a campaign and go to the Research tab. The categories are listed in order. Skip any that don't apply to your motion and lean on the ones that do.
Related
Using Expanded Research for Manual Prospecting — how to use research without running an automated campaign



