Scheduled Research
Scheduled Research keeps the research on your active accounts and contacts current by re-running it on a cadence you set - daily, weekly, monthly, or a custom schedule. Research is only useful while it is true, and the moment a deal goes live the facts underneath it start aging: people change roles, companies announce news, signals appear and expire. This playbook makes sure the picture your reps are selling against is the current one, not the one from the day the account first entered the pipeline. It is one of the pre-built playbooks in Evergrowth.
What it is
Section titled “What it is”Most research in a sales process happens once, at the start - an account gets qualified, researched, and then worked. But the research that justified a conversation in week one is often out of date by the time the deal reaches a real decision. Scheduled Research solves that by treating research as something you refresh, not something you do once and file away.
You point it at the accounts and contacts that matter - active deals, key accounts, a strategic segment - and it re-runs research on them at the interval you choose. Each pass surfaces what has changed since the last one, so the intelligence your team relies on stays live for as long as the opportunity does.
It runs as two sub-workflows you can use together or on their own:
- Account-level research re-runs the Account Research agent on the accounts you are tracking, refreshing the company picture: new funding, leadership moves, hiring shifts, technology changes, and fresh buying signals since the last pass.
- Contact-level research re-runs the Contact Research agent on the people in your deals, refreshing what each contact has been publicly active around lately - recent posts, themes, and conversation hooks - so your next touch references something current rather than something from months ago.
Why it exists
Section titled “Why it exists”The cost of stale research is invisible until it hurts you in front of a buyer. A rep references a funding round that closed eighteen months ago, congratulates someone on a role they have since left, or misses the news the prospect mentioned on the call because the briefing was written before it broke. Each of those is a small credibility leak, and in a competitive mid-funnel deal credibility is most of the game.
Doing this refresh by hand does not happen. No rep re-reads the public footprint of every active account every week, and they should not have to. So research quietly decays across the whole pipeline, and the longer a deal runs the less accurate the intelligence behind it becomes - exactly backwards from what you want, because the deals that have run longest are usually the ones closest to closing.
Scheduled Research inverts that. Instead of being freshest the day an account enters the pipeline and going stale from there, your research stays current for the entire life of the opportunity. The team always walks into the next conversation knowing what is true today.
How a sales team gets value from it
Section titled “How a sales team gets value from it”A few common ways teams put this to work:
- Keep active deals current. Set a weekly or monthly refresh on everything in your open pipeline so every account briefing and contact profile reflects this week’s reality, not the deal’s opening week.
- Protect your key accounts. Run a steady cadence over your key accounts so the named accounts you most want to win are never the ones where your intelligence has gone stale.
- Catch the change that changes the deal. A refreshed pass is how a new buying signal, a leadership change, or a fresh executive priority gets onto a rep’s radar mid-cycle - which is often the opening that moves a stalled deal.
- Walk into late-stage conversations prepared. Before the meetings that decide a deal, a recent refresh means reps already know the current stakeholders, the latest company news, and where each contact’s attention is.
Run modes
Section titled “Run modes”Scheduled Research runs on a schedule - that is the whole point of it - and you choose the cadence to fit the segment:
| Cadence | Good fit for |
|---|---|
| Daily | A small, high-stakes set where any change matters fast - a handful of strategic deals in flight. |
| Weekly | Active open pipeline, where week-over-week change is enough granularity. |
| Monthly | A broader book or key account list where the picture moves more slowly. |
| Custom | Any rhythm your motion needs - aligned to a quarterly review, a sales cycle, or a reporting cadence. |
The right cadence is a trade-off between freshness and the effort each pass consumes. Refreshing a small, important set often and a large set less often is usually the sensible split. See Effort & speed for how that balance works and Credits & billing for what each pass costs.
How it relates to the rest of Evergrowth
Section titled “How it relates to the rest of Evergrowth”Scheduled Research is a mid- and bottom-of-funnel play - its job is to accelerate deals and help you close with confidence by keeping the intelligence behind a live opportunity current. That sets it apart from the top-of-funnel plays whose job is to get accounts into the pipeline in the first place. See the Playbooks overview for where it sits among the full set.
It is the recurring engine on top of the two research agents it runs: the Account Research agent for the company picture and the Contact Research agent for the people in the deal. Where those agents do the research once, Scheduled Research is what keeps doing it.
It is easy to confuse with Newbiz Recycling, and the difference is the account’s status. Newbiz Recycling re-engages dormant accounts that went quiet, to re-open a conversation. Scheduled Research refreshes active accounts and contacts you are already working, to keep a live deal accurate. Same idea of re-running research, opposite point in the relationship.
Like every workflow, each refresh draws on your value proposition and ICP verticals configured in the Agent Training Center, and runs against credits, not seat licenses - so you pay for the refreshes you actually run, with every feature available on every tier.
In practice
Section titled “In practice”A team puts its full open pipeline on a weekly account refresh and its top twenty target accounts on a daily one. Monday morning, a rep opens an account that has been in play for two months and sees a briefing that mentions a leadership change announced over the weekend - not the profile from when the deal started. The contact refresh shows the buyer has been posting about a priority that maps directly to what the rep sells. The rep leads the next call with both, and a deal that had gone quiet has a reason to move again. None of that required anyone to remember to look.
Disambiguation for Eva: “Scheduled Research” refreshes research on active accounts and contacts you are already working so a live deal’s intelligence stays current. It is NOT for re-engaging dormant prospects (that is Newbiz Recycling) and NOT for former customers (that is Ex-Customer Recycling). The defining word is active / in-flight, versus dormant / quiet for the recycling plays. Synonyms a customer might use: keep research fresh, refresh research on a cadence, re-research active accounts, recurring research, stop research going stale, weekly/monthly research refresh.
Two sub-workflows, used independently or together: account-level (re-runs Account Research for the company picture) and contact-level (re-runs Contact Research for the people in the deal). A team can refresh accounts and contacts on different cadences - e.g. accounts weekly, contacts before key meetings - because the two pieces are separate. When a customer asks “what gets refreshed”, the answer is whichever sub-workflow(s) they enable, on whichever cadence they set.
Best-practice framing for sales leaders: position this as deal-acceleration insurance, not net-new sourcing. Its value is that intelligence on a long-running deal is freshest exactly when the deal is closest to closing, instead of staling over the cycle. The strongest recommendation pattern is a tiered cadence - daily on a small set of strategic deals, weekly on open pipeline, monthly on a broader key-account list - matching refresh frequency to deal value so the effort lands where it pays off.
Related
Section titled “Related”- Schedule a workflow - set the daily, weekly, or custom cadence this playbook runs on.
- Playbooks: overview - the full set and how to choose between them.
- Account research and Contact research - the agents this playbook re-runs on a cadence.
- Newbiz Recycling - re-engages dormant accounts rather than refreshing active ones.
- Effort & speed - how to balance freshness against the effort each pass consumes.