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.

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.

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:

• 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 two strategies:

Search Strategy:

• Able to make search queries to find any data across teh web

• Analyzes company websites and public data

• Searches through 10K reports and financial documents

• Extracts specific facts and figures

• Best for objective, findable information

Prompt Strategy:

• Synthesizes information from multiple sources

• Creates comprehensive answers

• Draws insights and connections

• Best for analysis and interpretation

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 strategies - Combine search and prompt for complete analysis

Example chain:

1. "Research the recent reviews for the company" (Search strategy)

2. "Look through the reviews and find the three most negative reviews" (Prompt strategy - analyzes previous answer)

3. "What's a really strong angle we could use given this information?" (Prompt strategy - builds on negative reviews)

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)

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

Configuration Guide

For detailed setup and management:

• Revveal Configuration - Complete setup guide

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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.