Impact
Steer Takes Care of Client Research
200+ hrs
Saved on client research per year
10x
Faster pre-meeting client briefs
22%
Less churn from better insights
The Problem
Current Client Research Is Fragmented And Slow
Scattered information
Client context lives across social, news, CRM, and internal notes.
Manual workflows
Professionals spend 19% of their week researching clients.
Missed moments
Important insights get missed, losing opportunities and increasing churn.
The Solution
One Feed For All Your Client Research
Collect
Steer gathers relevant public information and relationship context tied to each client.
Contextualize
Steer organizes the information, highlights what is important, and presents it in a clear feed.
Act
Use Steer to message at the right time, guide better conversations, and retain clients.
How It Works
Easily Stay In The Know About Your Clients
Get insights on your clients
See public information and personal context, like interests and events, so meetings feel thoughtful and relevant.
Interest Insight
Jordan shared photos from a golf invitational
Jordan posted from Bayview Golf Club with two operators from Horizon. Perfect context for a warmer opening next meeting.
Suggested Next Step
Reach out to Jordan
Bring up golf in the meeting
Lifestyle Signal
Mia posted her ski weekend and team retreat
Mia shared highlights from a company retreat in Whistler. Mentioning this helps the conversation feel more personal.
Suggested Next Step
Send a quick check-in
Use this as an opener on the call
Community Activity
Omar is hosting monthly fintech dinner meetups
Omar announced a private founder dinner series. That is a strong signal for relationship building and warm intros.
Suggested Next Step
Ask about the next meetup
Offer to bring a relevant guest
Content Preference
Nina keeps engaging with AI security topics
Nina has liked and reshared multiple privacy and security posts this week. Tailoring your pitch around governance will land better.
Suggested Next Step
Send a relevant security article
Highlight governance in your pitch
Personal Interest
Ethan posted about his Friday golf league
Ethan shared his weekly golf league recap with clients from two target accounts. Referencing this can make follow-up feel natural.
Suggested Next Step
Congratulate him on the league
Use golf as a relationship opener
Interest Insight
Jordan shared photos from a golf invitational
Jordan posted from Bayview Golf Club with two operators from Horizon. Perfect context for a warmer opening next meeting.
Suggested Next Step
Reach out to Jordan
Bring up golf in the meeting
Lifestyle Signal
Mia posted her ski weekend and team retreat
Mia shared highlights from a company retreat in Whistler. Mentioning this helps the conversation feel more personal.
Suggested Next Step
Send a quick check-in
Use this as an opener on the call
Community Activity
Omar is hosting monthly fintech dinner meetups
Omar announced a private founder dinner series. That is a strong signal for relationship building and warm intros.
Suggested Next Step
Ask about the next meetup
Offer to bring a relevant guest
Content Preference
Nina keeps engaging with AI security topics
Nina has liked and reshared multiple privacy and security posts this week. Tailoring your pitch around governance will land better.
Suggested Next Step
Send a relevant security article
Highlight governance in your pitch
Personal Interest
Ethan posted about his Friday golf league
Ethan shared his weekly golf league recap with clients from two target accounts. Referencing this can make follow-up feel natural.
Suggested Next Step
Congratulate him on the league
Use golf as a relationship opener
Get updates when clients change jobs
Track promotions, role changes, and company moves so you always reconnect at the right moment.
Promotion
Alex promoted to VP of Revenue at Helios
Alex now owns full pipeline strategy. This is a natural trigger to restart your previous enterprise conversation.
Suggested Next Step
Send congratulations
Ask for a short catch-up
New Company
Camila joins Bluepeak as Head of Partnerships
Camila switched companies and now leads partner strategy. Because you worked together before, this is a high-trust path.
Suggested Next Step
Reach out to Camila
Bring this up in the meeting
Role Expansion
Ben now leads Product plus Operations
Ben's scope expanded this week, so he influences both buying and implementation. The account path may move faster now.
Suggested Next Step
Update account owner notes
Set a check-in this week
Job Transition
Sofia moved from Nimbus to Quantive
Sofia just joined Quantive as VP Strategy. Since she already knows your team, this can open a quick new-logo motion.
Suggested Next Step
Reach out to Sofia
Ask about top priorities
Leadership Move
Priya moved into COO role at Atlas Commerce
Priya's new operating mandate includes vendor consolidation and automation. This creates a fresh executive-level entry point.
Suggested Next Step
Send a warm congrats note
Ask for 15 minutes next week
Promotion
Alex promoted to VP of Revenue at Helios
Alex now owns full pipeline strategy. This is a natural trigger to restart your previous enterprise conversation.
Suggested Next Step
Send congratulations
Ask for a short catch-up
New Company
Camila joins Bluepeak as Head of Partnerships
Camila switched companies and now leads partner strategy. Because you worked together before, this is a high-trust path.
Suggested Next Step
Reach out to Camila
Bring this up in the meeting
Role Expansion
Ben now leads Product plus Operations
Ben's scope expanded this week, so he influences both buying and implementation. The account path may move faster now.
Suggested Next Step
Update account owner notes
Set a check-in this week
Job Transition
Sofia moved from Nimbus to Quantive
Sofia just joined Quantive as VP Strategy. Since she already knows your team, this can open a quick new-logo motion.
Suggested Next Step
Reach out to Sofia
Ask about top priorities
Leadership Move
Priya moved into COO role at Atlas Commerce
Priya's new operating mandate includes vendor consolidation and automation. This creates a fresh executive-level entry point.
Suggested Next Step
Send a warm congrats note
Ask for 15 minutes next week
Get briefed very quickly on clients before a meeting
Open the feed and get what you need before any meeting, so you walk in prepared instead of searching across tabs.
Meeting Brief
Harper's team delayed rollout by two weeks
A public update confirms timeline shift to late April due to procurement review. Be ready with flexible implementation options.
Suggested Next Step
Bring this up in the meeting
Lead with phased rollout options
Budget Signal
Grace confirmed budget for two automation pilots
In a panel clip, Grace said 2026 budget is approved for pilot programs. Timing is strong for a focused proposal.
Suggested Next Step
Ask about pilot constraints
Share a one-page proposal
Stakeholder Context
Milan now co-owns technical approval
Milan's role expanded this week and he will join your call. Prepare onboarding and security answers up front.
Suggested Next Step
Bring security docs
Address onboarding complexity early
Agenda Context
Rachel mentioned vendor consolidation on earnings call
Rachel highlighted a tool-consolidation push. Position around replacing point solutions and faster ROI.
Suggested Next Step
Prepare ROI comparison points
Bring this up in the meeting
Priority Brief
Daniel highlighted onboarding speed as top KPI
Daniel's latest update emphasizes time-to-value in Q2. Open your meeting with quick-win milestones and week-one activation steps.
Suggested Next Step
Lead with week-one outcomes
Bring this up in the meeting
Meeting Brief
Harper's team delayed rollout by two weeks
A public update confirms timeline shift to late April due to procurement review. Be ready with flexible implementation options.
Suggested Next Step
Bring this up in the meeting
Lead with phased rollout options
Budget Signal
Grace confirmed budget for two automation pilots
In a panel clip, Grace said 2026 budget is approved for pilot programs. Timing is strong for a focused proposal.
Suggested Next Step
Ask about pilot constraints
Share a one-page proposal
Stakeholder Context
Milan now co-owns technical approval
Milan's role expanded this week and he will join your call. Prepare onboarding and security answers up front.
Suggested Next Step
Bring security docs
Address onboarding complexity early
Agenda Context
Rachel mentioned vendor consolidation on earnings call
Rachel highlighted a tool-consolidation push. Position around replacing point solutions and faster ROI.
Suggested Next Step
Prepare ROI comparison points
Bring this up in the meeting
Priority Brief
Daniel highlighted onboarding speed as top KPI
Daniel's latest update emphasizes time-to-value in Q2. Open your meeting with quick-win milestones and week-one activation steps.
Suggested Next Step
Lead with week-one outcomes
Bring this up in the meeting
Do due diligence the easy way and spot risk
Quickly uncover leadership, budget, legal, and sentiment risk so you can protect pipeline and avoid bad-fit deals.
Risk Alert
CFO resigned unexpectedly before quarter close
A sudden finance leadership exit can freeze purchasing and approvals. Treat this deal as elevated risk until clarified.
Suggested Next Step
Flag as at-risk
Ask for updated approval path
Legal Signal
New compliance complaint filed against Westlane
A fresh legal complaint may slow procurement and trigger legal review. Contract timing may slip.
Suggested Next Step
Review risk with legal
Adjust close date expectations
Spend Risk
NorthGrid announced a 12% operating budget cut
Cost controls often pause net-new software spend. Reframe around quick payback and reduced initial scope.
Suggested Next Step
Reposition with near-term ROI
Offer phased deployment
Sentiment Risk
Customers discussing rollout pain in public threads
Recent comments show frustration around implementation speed. Address support plan and timeline expectations early.
Suggested Next Step
Prepare mitigation talking points
Bring this up in the meeting
Supplier Risk
SummitPay paused two strategic vendor contracts
A pause across multiple contracts suggests board-level spend scrutiny. Treat near-term expansion assumptions as fragile.
Suggested Next Step
Re-qualify budget confidence
Reduce forecast probability until confirmed
Risk Alert
CFO resigned unexpectedly before quarter close
A sudden finance leadership exit can freeze purchasing and approvals. Treat this deal as elevated risk until clarified.
Suggested Next Step
Flag as at-risk
Ask for updated approval path
Legal Signal
New compliance complaint filed against Westlane
A fresh legal complaint may slow procurement and trigger legal review. Contract timing may slip.
Suggested Next Step
Review risk with legal
Adjust close date expectations
Spend Risk
NorthGrid announced a 12% operating budget cut
Cost controls often pause net-new software spend. Reframe around quick payback and reduced initial scope.
Suggested Next Step
Reposition with near-term ROI
Offer phased deployment
Sentiment Risk
Customers discussing rollout pain in public threads
Recent comments show frustration around implementation speed. Address support plan and timeline expectations early.
Suggested Next Step
Prepare mitigation talking points
Bring this up in the meeting
Supplier Risk
SummitPay paused two strategic vendor contracts
A pause across multiple contracts suggests board-level spend scrutiny. Treat near-term expansion assumptions as fragile.
Suggested Next Step
Re-qualify budget confidence
Reduce forecast probability until confirmed
