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Get your first insight

Start with a prospect or client you know. Add a competitor, then run an analysis to find an angle for your next conversation.

Written by Rohan Hayes

1. Choose your company

Open Onboarding and expand Get your first insight.

Under Prospect or client company, select from the pre-configured examples, one you've added or you can add a new one.

To add a new company 👇

1. Enter the domain

2. Select "Research" and wait for the Ad channel and buyers boxes to stop loading

3. Check the box next to the logo

4. Select "Add Company"

2. Add competitive context

Choose a competitor by selecting an existing company or add a new one.

💡 Pick a business targeting similar customers with a comparable service. A relevant competitor makes the differences more useful.

3. Run an analysis

Choose a pre-configured analysis that fits what you want to learn, then start it.

You’ll move to the Agent, when the profile is complete you can open the company on the right and the agent will complete the analysis on the left.

💡 Ortium only collects fresh, live data so compiling a company profile can take up to 12 minutes and guarantees accurate, real-time insights.

4. Review and follow up

Use the profile to gain an overview of how the company markets and it's buyers or a ask the agent follow up questions to reach deeper insights.

As always, drop us a message if you'd like to chat or have an idea 💡

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