Revveal Overview
AI-powered Q&A system for custom prospect research.
Revveal is RevvedUp's AI-powered Q&A system that answers custom questions about your prospects, enabling deeper personalization and more relevant outreach. It works alongside Company Analysis to provide comprehensive research on every account.
What is Revveal?
Revveal allows you to ask specific questions about prospects and companies, with AI researching multiple sources including websites, financial documents, and public data to provide detailed answers. Instead of generic data points, you get answers to the questions that matter most for your sales process.
Below is a video, also found in Revveal Questions on how to complete the set-up and how Revveal is used across the platform.
Example Questions
"What are this company's main products?"
"Who are their typical customers?"
"Who are their top competitors?"
"How many followers do they have on Instagram?"
"Find 20 of the most recent reviews about their company"
"What were their key financial metrics last year?"
"What growth initiatives have they announced?"
How Revveal Works
1. You Define Questions
Set up custom questions that you want answered for each prospect. Questions can be:
Contact Related
Account Related
With an individual focus on:
Company-focused - About the business, financials, initiatives
Person-focused - About the individual contact
Industry-specific - Sector context and trends
Solution-specific - Related to your offering
Dependent questions - That build on previous answers
2. AI Researches Answers
For each prospect, Revveal uses the sources you've configured to find answers:
Internet: Searches the web for company data, news, financials, and public information
LinkedIn Posts: Analyzes recent posts from the contact and their company
Buyer Context: References enriched company and contact information
Seller Context: Uses your product summary, benefits, and testimonials
You can enable multiple sources per question. For detailed source configuration, see Revveal Configuration.
3. Answers Power Your Entire System
Revveal answers can be setup to automatically:
Inform ICP selection - Help AI choose the right ICP
Guide persona matching - Influence persona assignment
Personalize all content - Available as template variables
Sync to your CRM - Export answers as custom fields
Chain together - Answers can feed into the next Revveal question
Smart Question Design
Effective Questions
Good Revveal questions are:
Specific - Clear what you're asking
Answerable - Based on findable information
Actionable - Useful for personalization
Relevant - Connected to your value prop
Question Tips
Start broad, then get specific
Ask about observable facts
Focus on business relevance
Avoid yes/no when details matter
Consider your use case
Using Revveal in Campaigns
Template Variables
Revveal answers are available in templates using tags:
<revveal-your-slug> - The answer to your question
Example:
Question slug: MAIN_COMPETITOR
In templates: <revveal-main-competitor>
Integration Points
Revveal answers flow throughout RevvedUp:
ICP Selection:
Answers help AI choose the right ICP
Company size, industry, and initiatives inform matching
Better ICP selection means better messaging
Persona Assignment:
Role-specific answers guide persona matching
Department info and responsibilities considered
More accurate persona = more relevant content
Content Generation:
AI references all Revveal answers
Incorporates findings into messaging
Creates truly personalized content
Advanced Features
Financial Document Analysis
Revveal can analyze public company financial documents:
10K Reports - Annual financial statements
Earnings Reports - Quarterly results
Investor Presentations - Strategic initiatives
SEC Filings - Material changes and risks
This enables questions like:
"What was their revenue growth last year?"
"What are their main revenue streams?"
"What risks do they disclose in their 10K?"
"What strategic initiatives are they pursuing?"
Question Dependencies & Chaining
Create sophisticated research flows where later questions build on earlier answers:
Sequential research - Each answer provides context for the next
Progressive depth - Start broad, then analyze specific findings
Strategic insights - Transform raw data into actionable intelligence
Mixed sources - Combine Internet search with internal context for complete analysis
Example chain:
"Research the recent reviews for the company" (uses Internet source)
"Look through the reviews and find the three most negative reviews" (analyzes previous answer)
"What's a really strong angle we could use given this information?" (builds on negative reviews, uses Seller Context)
This chain moves from data collection → analysis → strategic application.
CRM Integration
Revveal answers sync seamlessly to your CRM:
Automatic field mapping - Answers become CRM properties
Custom field creation - Each question maps to a field
Real-time updates - Sync as answers are generated
Searchable data - Filter and segment by answers
This enables:
Sales teams to see research in CRM
Marketing to segment by answers
Reporting on research insights
Triggering CRM workflows
Best Practices
Question Strategy
Start with 3-5 key questions to avoid overwhelm
Test questions on known companies first
Iterate based on answer quality
Align questions with sales process
Update periodically as needs change
Effective Question Design
Good Questions:
"What was their revenue last year?" (specific, findable)
"What are their main product offerings?" (factual)
"Who are their key executives?" (public info)
"What initiatives have they announced?" (observable)
Poor Questions:
"Will they buy from us?" (predictive)
"What's their budget?" (private)
"How do employees feel?" (subjective)
"What are their internal plans?" (confidential)
Example of Revveal Question Set-Up
Here's a video with a quick overview of the fields below.
Short text: Evaluate buyer’s near-term purchase readiness from seller
Prompt: You need to evaluate all of the information provided and make a decision on how likely it is that <buyer> is ready to buy from <seller> in the near future.
Reasoning: You are going to act as a strategic consultant to make some difficult, analytical decisions based on a large amount of complex, unstructured data.
First, carefully read through the following sources:
<personalization-strategy>
<company-summary-overview>
<contact>
<revveal-industry-news>
<revveal-initiatives>
<revveal-earnings-call>
<revveal-strategic-priorities-mapping>
Now you need to weigh up all of this information, and make a decision about how well matched this <buyer> is to the <seller>, and if there are any signals in the resources that would indicate they are more or less likely to be in need of the services they offer.
It's extremely important you show clear reasoning for why you reach your conclusion as important decisions will be made on the back of your decision.
Do not be an optimist. If anything, be sceptical because we don't want to waste resources on leads who are not really a strong fit.
Output Format: Text
Custom Output Instructions: Show all of your reasoning in detail, and then provide a final score of 1-10, with 1 being the lowest fit and intent score, and 10 being the best fit with highest intent.
Note: By adding instructions within the Prompt for AI to read through any resources: Example: <revveal-industry-news>, it provides additional guidance and an order through which the research process should be followed.
Integration
Research & Analysis
Revveal enhances other research features:
Company Analysis - Deep company research capabilities
ICP Matching - Revveal data improves ICP selection
Persona Matching - Answers guide persona assignment
Deal Coaching - Insights for sales guidance
Content Generation
Revveal data powers personalization:
Personalization Strategy - Core personalization system
AI Sequence Writing - Personalized email campaigns
AI Page Generation - Dynamic landing pages
Using Revveal in Templates
AI Snippets - Reference Revveal data in sequence emails
AI Text Blocks - Use Revveal answers in landing pages
Configuration Guide
For detailed setup and management:
Revveal Configuration - Complete setup guide
Pro tip: The most powerful Revveal implementations use question chaining and 10K analysis to uncover insights your competitors miss. Start simple, then build sophisticated research flows that give you a true competitive advantage.
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