Business Development Intelligence Report
Executive BLUF, daily summaries, meeting outcomes, opportunities, decisions and support needed, and qualification gaps.
For sales and business development
Know who matters.
Know what comes next.
Turn your meeting notes, contacts, and public-source research into a business-development report and follow-up workbook.
14 days free. No card to start. Works in your browser.
Founding Solo: $9/month for your first yearThen $19/month. First 100 paying customers.
See the difference
Not just what happened.
What deserves attention.
A list of contacts is a starting point. A useful report explains the potential value, what is still unknown, and the next action.
A meeting note
Robert Hayes discussed a possible Indiana warehouse requirement. Follow up to qualify it.
Illustrative paraphrase of the fictional Summit notes.
A reason to follow up. Not a confirmed sale.
- Potential value
- A preliminary project lead worth qualifying.
- Next action
- Ask Robert for the application, specifications, and procurement route.
- Qualification gaps
- Scope, funding, timing, and decision-making authority are not established.
- Support to consider
- Technical review after requirements are clarified. No owner or deadline invented.
Six fictional contacts, six distinct follow-ups. An illustrative view, not an exact export screenshot.
Scroll the table sideways to see each next action.
| Contact | Relationship | Next action |
|---|---|---|
| Robert HayesHorizon Facility Partners | Preliminary project lead | Qualify the Indiana warehouse requirement. |
| Michael ReevesNorthstar Freight Solutions | Logistics partner | Request capabilities and indicative transportation pricing. |
| Sarah CollinsApex Modular Engineering | Engineering / installation | Arrange a technical capabilities discussion. |
| Daniel MercerIronbridge | Potential distributor | Request distributor capabilities; discuss regional sales. |
| Jennifer BrooksBluePeak | Complementary supplier | Exchange catalogs and assess compatibility. |
| Emily CarterClearview Business Services | Networking only | Maintain contact without inventing an opportunity. |
Download the earlier-format fictional examples
These existing PDFs, Word reports, and two-tab workbooks demonstrate the Summit and Aureus examples. They predate the new five-sheet workbook and leadership-support sections. They are not customer results.
One set of notes. Two useful files.
Brief leadership.
Keep the follow-up moving.
Choose a concise leadership report or a detailed intelligence report. Both the Word document and Excel workbook use the same reviewed snapshot.
A five-sheet working workbook
Contacts, Meeting Notes, Opportunities, Follow-Up Tracker, and Research Sources. Keep original notes and evidence alongside the next steps.
Reporting workflow
Start with a trip
you already took.
You do not need to wait for your next conference. Bring a few contacts and notes from a recent visit.
Try it with your last tripNo payment card or Google Drive connection needed to start.
- 01
Tell TripDeck what you sell.
Set up your company profile: products, capabilities, target customers, and markets. This gives the analysis its business context.
- 02
Add a trip and a few conversations.
Choose an expo or engagement, then enter contacts and paste your meeting notes. Business-card photos are optional.
- 03
Generate, review, and download.
Choose dates, report style, and whether to include public research. Review flagged issues, then download Word, Excel, or both.
Capture during the trip. Generate when ready. Review before sharing.
Try it before you choose a plan
14 days free.
No card to start.
Your trial includes one company profile. Start with an ordinary business trip and see whether the report earns a place in your workflow.
First 100 paying customers
Founding-member pricing
The existing founding offer applies to your first 12 paid months. Product updates included in your subscribed plan.
Start my free trialSolo
1 company profile
$9/mo
First year, then $19/mo
Team
Up to 3 company profiles
$24/mo
First year, then $49/mo
Advisor
Unlimited company profiles
$49/mo
First year, then $99/mo
Paid plans include unlimited trips and reports. A card is required when you choose a subscription through Stripe. Confirm your offer, trial end date, and first payment date at checkout. Subscriptions renew automatically unless canceled.
Full refund within 30 days of your first paid subscription. See Terms of Service. Future premium features, additional seats, and separate products may be priced separately. Previously agreed founding-member benefits remain unchanged.
Before you start
A few practical answers.
Need a person, not another feature list?
Email the TripDeck team.
What do I need for my first report?
A company profile, a trip, and some contact or meeting notes. Start with a recent trip; you do not need polished notes, a CRM integration, or a Google Drive connection. TripDeck runs in your browser on a phone, tablet, or computer.
What happens when I upload a business card?
TripDeck extracts readable card details when you generate a report, not when you upload the photo. Uploading a photo does not immediately create a contact. Review the extracted details in the report and workbook before use. You can enter contacts manually instead.
How are research and business fit handled?
You can include or exclude public-source research when generating. TripDeck separates preliminary fit based on your meeting notes from research-backed numeric scores. When company identity or supporting evidence is insufficient, it explains the uncertainty and withholds the numeric score. User notes, public findings, and analysis remain distinct. Follow the sources and verify important claims before sharing.
Does this replace my CRM or send follow-ups for me?
No. TripDeck prepares the report and follow-up register. You decide what to pursue, what to send, and what to put in your CRM. There is no automatic CRM sync, automatic outreach, or independently confirmed sale merely because someone expressed interest.
Where does my information go?
TripDeck stores account information, company profiles, contacts, trip notes, and file metadata on its server. Report generation uses third-party AI services. Google Drive or on-device mode controls file delivery and photo storage, not all application data. Keep copies of on-device photos; clearing browser storage can remove them. See the Privacy Policy.
What information should I leave out?
Do not enter classified information, CUI, ITAR-controlled technical data, or third-party proprietary information. Check your organization’s rules before use. The current product is not a regulated-data environment. See regulated-deployment inquiries.
What if I only travel a few times a year?
Use the trial to judge the value with one of your own trips. If a manual template is a better fit, our free Word trip-report template is available without an account. A subscription is not the right choice for every workflow.
When do I need a payment card?
Not at account signup. Your 14-day trial starts when you create your account. A card is required only if you choose a paid subscription through Stripe. Signing up alone does not authorize a charge; review checkout dates before subscribing.
Less paperwork. More business.
Give your last trip
a useful next chapter.
Start with a few conversations. Review what matters, what is missing, and what happens next.
Try it with your last trip14-day trial. No card to create your account.
Need a regulated deployment? Tell us your requirements.
The regulated tier is a future product, not available today. This inquiry does not authorize controlled-data use. No certification or launch date is promised here; previously agreed benefits remain unchanged.