Summarize Key Company Information

Summarize Key Company Information

Your reps shouldn’t waste time digging through websites and news articles. This template pulls the most important details about a target company into one place — fast, clean, and focused on what matters for outreach.

Why It Works

• Intent: Arm reps with fast, relevant company intel before outreach
• Impact: Increase personalization and boost connect rates

The Company Summary Framework

Step 1 – Auto-Enrich with Apollo

Use Apollo’s enrichment to pull:

• Funding history
• Employee count
• Industry
• Tech stack
• Recent news mentions

Step 2 – Add Strategic Notes

Manually review for:

• Recent hires (executive or strategic roles)
• Geographic expansion
• Market momentum or press features

Step 3 – Summarize in 3 Lines

“{{Company}} is a {{industry}} company backed by {{investor}}. They’re currently growing {{department}} and expanding into {{region}}. Most recently, they launched {{product}} to support {{initiative}}.”

Step 4 – Load into Apollo

Paste into account notes or use in pre-call research.

Want to use this template?

Use it in Apollo