The Vendor Pitch Filter That Never Sleeps.
How we built a recurring AI marketing intelligence report that categorizes every vendor, tool, and industry trend with a live verdict — so every pitch gets evaluated on evidence, not polish.
The Problem
Estate planning firms are a prime target for marketing vendors, AI platforms, and legal-industry software pitches. Without a structured way to triage the noise, decisions were reactive — the loudest pitch got the meeting, not the best solution.
The internal team had no shared view of what was already being monitored, what had been evaluated and rejected, or what was genuinely worth considering. Every pitch started from zero.
What We Built
We built a marketing intelligence report that categorizes every vendor, influencer, and trend across six dimensions: industry heavyweights, current stack, generic agencies, AI trends, regulatory signals, and leadership flags. Each entry carries one of four verdicts: Ignore, Monitor, Consider, or Active.
A recurring Claude task refreshes the report on a monthly cadence, scanning for new entrants, reassigning verdicts based on changed conditions, and surfacing emerging signals before they become obvious to the market. The report lives inside the client portal.
“We get pitched constantly. This report means we never have to make a gut-feel decision about a vendor again. Every pitch gets a verdict before it gets a meeting.”
The System Architecture
Recurring Claude task running on a monthly schedule. Pulls category data from the client portal database and recent AI/legal marketing signals. Outputs a structured verdict table across six dimensions. Delivers updated report to the client portal with change log. Admin can override verdicts and add manual entries.
The Results
The firm now evaluates every pitch against a living intelligence layer rather than gut feel. Vendors that would have gotten a meeting now get a file check first. The team is aligned on what's working, what's worth watching, and what to ignore — without a standing meeting to maintain that alignment.
Decision speed increased and decision quality improved simultaneously. When vendors claim to be 'the only one doing this,' the firm can verify that claim in seconds.