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The AI-powered prospect dossier that tells you what the research MEANS for your pitch. Stop guessing. Start winning.
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You're spending 2–4 hours per prospect cobbling together LinkedIn, news, and company data. That's not strategy, that's data entry.
Most "sales intelligence" tools give you data dumps. Firmographics, tech stacks, org charts. None of it tells you what to DO.
You walk into the pitch with facts but no framework. No "So Fucking What." No insight that makes the prospect lean forward.
Tell us who you're pitching. That's it. One input, one click.
Gemini Deep Research scours the web, news, financials, and competitive landscape in minutes.
Claude AI applies the SFW framework — 22 years of agency strategy — to deliver actionable intelligence.
Every dossier includes competitive analysis, messaging opportunities, decision-maker intelligence, and actionable pitch angles — with confidence scoring on every insight.
Loan-to-Share ratio of 114.2% (Q3 2025). They've lent more money than they have in deposits. Peers sit at 69.2%. This isn't a branding exercise — this is a balance sheet problem. The CFO will veto anything that smells like "awareness."
SFW → Lead with deposit acquisition strategy. Show ROI models for CD and Money Market campaigns. Frame everything as "funding the growth engine." Every marketing dollar must demonstrably drive deposits or it's a non-starter.James Barry joined as CEO in February 2025. Previously Chief Strategy & Growth Officer at the holding company for their biggest competitors. He knows the South Shore landscape intimately. He thinks in CAC, LTV, and deposit beta — not impressions and reach.
SFW → Speak his language. Frame your pitch as "Growth Marketing" not "Digital Marketing." Show you understand P&L mechanics. Don't pitch tactics — pitch revenue operations.Active job postings for VP of Brand Marketing and Digital Marketing Manager. Former VP has departed. No apparent incumbent marketing leader. There's no "brand protector" to get territorial — but also no internal champion.
SFW → Position as "interim strategic partner" who can build the roadmap while they search for a VP. Don't just offer campaign execution — offer department architecture. Make the CEO's life easier, not more complicated.Engineer-turned-strategist. Was literally the growth architect for their biggest competitors. Generic pitches will bore him. He wants data, math, and strategic clarity.
The "no" vote on anything that doesn't demonstrably improve liquidity. Every dollar of marketing spend needs to show deposit ROI.
Built the loan portfolio winning awards. Needs deposits to fund his pipeline. Marketing that brings business deposits makes his job easier.
Owns the "Digital First" technology stack. Any martech integration needs his sign-off. Position as "plug and play" rather than "rebuild everything."
Financials, locations, assets, employees, recent milestones, and the critical numbers that matter.
Agency situation, incumbent relationships, vulnerabilities, and where you can win.
Strategic questions to validate assumptions, uncover pain points, and control the conversation.
Each objection includes a tailored response strategy based on the prospect's specific context.
This is a sample dossier with anonymized data. Start your free trial to run your own.
| Feature | Generic Tools | Sales Prep Tools | SFWRecon |
|---|---|---|---|
| Deep multi-source research | ✗ | ✗ | ✓ |
| Strategic analysis (not just data) | ✗ | Partial | ✓ |
| Actionable pitch angles | ✗ | ✓ | ✓ |
| SFW Framework (So What → Now What) | ✗ | ✗ | ✓ |
| Confidence scoring | ✗ | ✗ | ✓ |
| PDF export | Varies | ✗ | ✓ |
| Price | $1,000–2,500/mo | $29/mo | From $199/mo |
Flexible pricing for any workflow. From a single pitch to a full pipeline.
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