Client Intel
AI-powered research that gives you everything you need to know about your clients before their session — professional background, social presence, and conversation starters.
What's Included in Every Report
Everything you need to connect with clients, sent before each session.
Research that works for you
Automatic, intelligent, and delivered right when you need it.
Automatic Triggers
Connect any booking system with webhook support — Acuity, Calendly, HoneyBook, Dubsado, 17hats, Sprout Studio, and more. Research runs automatically when clients book.
AI-Powered Insights
Our AI synthesizes information from multiple sources to build a client profile. Each report includes a confidence score so you know how reliable the data is for that particular client.
Email Delivery
Research reports are emailed directly to you, formatted beautifully and ready to review on any device before your session.
Dashboard Access
All research history is stored in your dashboard. Search past clients, reference old sessions, and track your research usage.
Manual Research
Need to research someone outside your booking flow? Enter their name and email directly in the dashboard for instant results.
Privacy First
We only use publicly available information. Research is stored securely and only accessible to you. Your clients' data stays private.
How It Works
Automatic research in three simple steps.
Client Books
New booking via any platform
AI Researches
We gather info from public sources
Report Delivered
Full report lands in your inbox
See what you get
Here's a real example of what lands in your inbox before a session.
StudioFlows Research: Sarah Mitchell
to you — just now
Sarah Mitchell
VP of Marketing at Beacon Health Partners
Sarah Mitchell is VP of Marketing at Beacon Health Partners, a mid-size healthcare consulting firm in Philadelphia. She has 12+ years in healthcare marketing and previously led digital strategy at Jefferson Health.
Key Details
- Named to Philadelphia Business Journal's "40 Under 40" in 2024
- Board member of the Philadelphia chapter of the American Marketing Association
- Temple University MBA, undergrad at Villanova
Notes
- Recently spoke at HITMC conference on patient engagement marketing
- Volunteers with Girls Who Code Philadelphia
Possible photos of Sarah Mitchell attached. All photos may not be of the client.
StudioFlows
* Sample report with fictional data. Actual results vary based on client's public presence.
Frequently Asked Questions
Where does the client data come from?
Does it work automatically when someone books?
What if a client has a limited online presence?
Can I research someone without a booking?
Know your clients before every session
Start getting AI-powered research reports delivered to your inbox automatically.