Buyer Guide
Buyer Guide generates an AI profile for a specific contact — how they communicate, how they make decisions, what to lead with in a call, and what to avoid. It is most useful in the minutes before a call when you want a quick read on someone you have not spoken to before, or a refresher before a renewal or re-engagement.
Buyer Guide is available within the Revenue Intelligence product. It can be accessed from a deal, an account, or a contact record where a profile has been generated.
What it shows
Profile and traits
The profile card shows the contact's name, title, company, and contact details. Below that, two personality frameworks give you a read on their style:
- DISC — maps the contact across Dominance, Influence, Steadiness, and Conscientiousness. A high-Dominance buyer wants direct, results-focused conversations. A high-Influence buyer responds well to energy and relationship-building.
- OCEAN — maps across Openness, Conscientiousness, Extraversion, Agreeableness, and Neuroticism. This adds a second layer to the DISC read — particularly useful for understanding how a buyer handles risk and ambiguity.
Both models are visualized as charts, not just labels, so you can see whether a trait is strong or moderate.
How to sell to this person
This section translates the trait analysis into practical guidance for three situations:
- During a call or meeting — specific dos and don'ts. For example, a Dominance-type buyer: lead with ROI, skip the background story, don't let the meeting drag.
- When writing an email — subject line framing, tone, and structure guidance tailored to the buyer's communication style.
- When negotiating and closing — objection handling approaches and closing strategies that match how this person makes decisions.
Activity
The Activity tab shows the contact's recent interactions — calls, emails, and other logged activity. This is the factual record alongside the AI-generated profile: what was discussed, when, and through which channel.
Where the data comes from
Buyer Guide builds profiles from your connected CRM data and the interaction history Outdoo has captured. The trait analysis is AI-generated from that data. Profiles with more interaction history tend to be more accurate — a contact with one logged call will produce a thinner profile than one who has been through five calls and multiple emails.
Profiles are generated on demand. If the contact's situation or behaviour has changed, you can regenerate the profile to get a fresh analysis.
How to use it before a call
- Open the deal or account in Opportunities.
- Click on the contact whose profile you want to review.
- Open Buyer Guide from the contact panel.
- Read the trait summary and the "How to sell" section relevant to the upcoming interaction.
The whole read takes about two minutes. The goal is to walk into the call with one or two specific adjustments to your approach — not to memorize a dossier.
Things to know
- Buyer Guide requires a connected CRM. Without CRM data, profiles cannot be generated.
- Trait analysis is AI-generated from available data. Treat it as a starting point, not a definitive assessment — if the profile does not match what you know about the person from direct experience, trust your direct experience.
- The Activity tab shows recent interactions only. Older history may not appear.
If you need help, contact us at support@outdoo.ai.