Participant Intelligence for B2B Research Teams
Participant intelligence
for every stage of research.
Find the right participants. Reach out with context.
Walk into every conversation prepared. Turn insights into action.
Know your participant
Every participant.
Full context. One place.
Account health, product usage, research history, and relationship context — ready before you reach out.
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Sarah Chen
VP of Product · Meridian Software
Active consent
ACCOUNT HEALTH
78%
RENEWAL STAGE
Q3 2025 · 47 days
LAST SESSION
March 12, 2025
CONTACT FREQUENCY
Within limits
PRODUCT USAGE SIGNALS
Power user
Reporting adopted
API active
Mobile: low
OPEN TICKETS
Export performance degradation reported 4 days ago
Open
Power users at expansion-stage accounts who haven’t participated in 90 days and have adopted the reporting feature
SHORTLIST
14 participants found
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Sarah Chen
Meridian Software · VP Product
Power user
Last: 94d ago
JM
James Moreira
Arcturus Health · Head of Ops
Power user
Last: 112d ago
AL
Anika Lund
Fenwick Labs · Product Manager
Power user
Last: 98d ago
Smarter recruitment
Find the right participants
in seconds.
Describe who you need in plain English. Unveil finds the best-fit participants across your customer and research data.
Research governance
Know who to reach —
and when.
Prevent over-contacting and protect customer relationships
with account-aware outreach rules.
Recruitment check — Sarah Chen
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Sarah Chen · Meridian Software
Outreach requested by Maya Rodriguez
Contact frequency within limits
Clear
Renewal window — 47 days remaining
CSM review
No active escalations on account
Clear
Account is within renewal window. CSM David Park has been notified and must approve before outreach proceeds.
Pre-interview brief
Today, 2:00 PM
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Sarah Chen
VP of Product · Meridian Software · Customer since 2022
ACCOUNT CONTEXT
Renewal in 47 days. Account health 78%. Power user of reporting and API features. Open support ticket: export performance issue reported 4 days ago — unresolved.
WHAT YOUR TEAM ALREADY LEARNED
March session (Maya R.): Sarah raised concerns about bulk export speed. Said her team relies on daily exports for board reporting. Mentioned they’d consider alternatives if performance doesn’t improve.
SUGGESTED QUESTIONS
1
How has the export situation affected your team’s reporting workflow since March?
2
You’ve been a power user of the API — what would make that integration more valuable for your team?
Interview preparation
Walk into every session with full context.
See account health, product usage, past research, and
what your team already learned — before the conversation starts.
Make research visible
Drive product and revenue impact.
Connect research findings to the decisions they influence —
across product, accounts, and customer teams.
LINEAR · PRODUCT
Research finding → Product decision
Export performance is blocking daily board reporting for enterprise accounts. 3 of 5 participants raised this unprompted.
ENG-2847
Improve bulk export performance for enterprise tier
Linked from: Reporting Study · Aug 2025 · 3 participants
SALESFORCE · REVENUE
Revenue conversation updated
Meridian Software · Sarah Chen
Research session completed Aug 18. Export concerns confirmed. ENG ticket raised. CSM notified — reference before renewal call.
ACCOUNT TEAM NOTIFIED
David Park · Account Executive
Renewal briefing updated with research context.
Early access
Ready to put your participant data to work?
We’re in early access, working with a small number of enterprise teams. If you’ve felt this problem firsthand — we’d love for you to help shape the solution.