Produces: ARIA Research Brief + ARIA Discovery Guide
How this works: Enter the client details below. The tool will research the organization using Perplexity, then use Claude to produce the ARIA Research Brief (read before the session) and ARIA Discovery Guide (use during the session). You will receive an email when both are ready.
1 CLIENT DETAILS
2 DOCUMENTS THAT WILL BE PRODUCED
ARIA Research Brief
Organization overview, regulatory pressures, technology landscape, and advisory preparation. Read before the discovery session.
ARIA Discovery Guide
Pre-populated with research summary, calibrated opening question, and anchor questions across all four lenses. Bring into the discovery session.
Before using: Review both documents when they arrive. Confirm the organizational profile and regulatory context are accurate for this client before the session.