How we build defensible CI.
Public sources only. Every claim sourced and dated. Human-gated synthesis. 3–7 day delivery. The full method, in the open.
Last reviewed May 2026. Updated when the method changes. Not when the copy does.
Eight steps. No hand-waves.
Can't trace a Klarix claim back to a public URL or named document? That's a bug. We fix it.
- 1Step 1 of 8
Frame the buyer's real question
30-minute kickoff. We write the brief in your language, not ours. One page of questions, signed off. If we can't name what the deliverable answers, we don't start.
- 2Step 2 of 8
Pull from public surfaces only
Apollo, SEC filings, LinkedIn Ad Library, Meta Ad Library, Google Ads Transparency, company-owned pages, and licensed third-party data (LeadIQ, Crunchbase, RocketReach where it fits). No scraped member profiles. No leaked data. No login bypass. We rate-limit below every documented quota.
- 3Step 3 of 8
Multi-source every claim, date every fact
Every quantitative claim ships with a public URL or named document and a capture date. When a question matters, we sample multiple sources and multiple LLM passes, then average, the N-sample discipline SparkToro uses on AI answer consistency. One screenshot is not evidence. No source, no claim. A deterministic citation auditor fails the bundle below threshold. That's why the work survives enterprise security review.
- 4Step 4 of 8
Human-gated synthesis
Models draft. Humans approve. Right model per step, research, scoring, synthesis, outreach voice. A human signs every final deliverable before it ships. No autonomous CI leaves the building.
- 5Step 5 of 8
Build for the call, not the dashboard
Not a research dump. Each prospect lands with named decision-makers, the wedge that earns a reply, draft outbound, and a battle card sized for mid-call use. The dossier starts the sales conversation. We structure it for one.
- 6Step 6 of 8
Map the surfaces, not just the website
Buyers form opinions in feeds, podcasts, AI summaries, and forums before they ever click your site. Every brief maps where the competitor shows up, at what cadence, and what an ICP would conclude without visiting the site. Zero-click-aware CI. Not homepage screenshots.
- 7Step 7 of 8
Deliver in 3–7 days
Most CI is stale by the time it lands. Three to seven business days from kickoff to first dossier, human review included. Monthly refreshes compound from there.
- 8Step 8 of 8
Ship a named, dated package
The bundle: dossiers, battle cards, SWOT, outreach drafts, source list, and a methodology footer with model and date stamp per section. Auditable end to end. Ask where a number came from. We have the URL.
Six artifact types per bundle. Sample each.
The eight steps above produce six audit-grade artifacts. Each link below downloads a real PDF , with the same depth and citation discipline a paying client gets.
Market Overview
Per engagement
Market sizing, competitive landscape tables, positioning map, buyer segments, SWOT, win rates, and strategic recommendations.
Download PDFProspect Dossier
Per scored prospect
Company profile, pain points, buying triggers, competitive landscape, decision-maker map, pitch angle, and recommended approach.
Download PDFBattle Card
Per named competitor
Executive summary, strengths and weaknesses, talk tracks, objection handling, landmine questions, and a quick-win card.
Download PDFSWOT Analysis
Per company
Four-quadrant strategic analysis with business implications, risk factors, and actionable recommendations for engagement.
Download PDFOutreach Sequence
Per scored contact
LinkedIn connection request, follow-ups, email channel switch, voicemail scripts, and objection handling, ready to send.
Download PDFDeep Research
Per priority account
Pain-point validation, key personnel intel, competitive positioning, financial signals, and outreach hooks from 20+ sources.
Download PDFFour gates. Every bundle. No exceptions.
Deterministic where we can be. Human-reviewed where we can't.
Every spec'd section is present, marked placeholder_ok, or explicitly absent with a reason. A human, not a model, signs the coverage matrix.
A deterministic auditor walks the markdown. 80% of factual lines must carry a citation. 60% must carry a date. Below threshold, the bundle does not ship.
No filler superlatives or empty tech adjectives. No em-dashes. Active voice. Founder cadence. Model is told. Human enforces.
Monthly clients get a delta report: new ads in market, new hires, new funding, new public statements. Stale intel is a defect, not a feature.
What we never do.
Defensibility starts with a clear no. Named, so a buyer can hold us to it.
No member-data scraping
No LinkedIn member-profile scraping. No personal data beyond what advertisers themselves disclose. No login-wall bypass.
No fabricated citations
Can't source it publicly? We write the placeholder. Hallucinated citations are a fireable offense in this shop.
No autonomous CI
Every deliverable clears a human review gate before send. Models are tools, not authors of record.
No AI-tool-stack cosplay
Right model per step, disclosed in the footer. We don't chain six tools to make a slide deck look smart.
Sources we use, named.
Buyers ask. We answer in plain text. No legalese.
- Public ad libraries.LinkedIn Ad Library, Meta Ad Library, Google Ads Transparency Center. We capture advertiser-disclosed data only and respect each platform's rate posture.
- SEC filings and earnings calls. 10-K, 10-Q, 8-K, S-1, proxy statements, transcripts.
- Company-owned surfaces. Websites, blogs, press releases, careers pages, customer pages, investor pages.
- Named third-party data. Apollo, LeadIQ, Crunchbase, RocketReach, Pitchbook, BuildZoom, and similar databases that we license cleanly.
- Open web search. Tavily and equivalent search APIs for current news, industry reports, and conference signals.
- Government and association filings.SEAOI, NYSERDA, city and county records, association awards lists, FCC filings, regulatory dockets, where relevant to the buyer's market.
Question on a specific source? Ask. We send the URL and capture date.
Method in motion. See a real deliverable.
Browse public samples. Or request one built on your market.