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WorkUp™
by Lazio Partners

We Interview You.
Then We Do the Research.

Most tools wait for you to ask the right questions. Ours asks them for you, pulls out what actually matters about your business, then goes and builds the deliverable.
How It Works

You Talk for 15 Minutes. Your Team Gets a Customer Profile That Shows Them Exactly Who to Go After.

You talk to an AI that was built to interview founders and sales leaders. It asks follow-ups. It challenges assumptions. Then it cross-references everything against live market data.

01

You Talk

The AI runs a structured interview about your business. Your product, your buyers, your sales cycle, your best customers. It takes about 15 minutes.
02

We Research

While you talk, we're already researching your web presence, hiring activity, tech stack, funding history, and competitive landscape. After the conversation, a deep research agent cross-references everything against live market signals.
03

You Get the Report

A polished deliverable your team can use the same day. ICP definition, buyer personas, trigger events, messaging angles, objection handling, discovery questions. PDF and web formats.
The Interview

See What the Conversation Looks Like

The AI runs a structured interview about your business. It asks follow-ups, challenges assumptions, and pulls live data while you talk.

9:41
WUWorkUp™ by Lazio Partners
Let's start simple - what's your company website?
ridgelinefreight.com
Delivered
I've pulled up Ridgeline's site. It looks like you're a freight brokerage handling FTL, LTL, and intermodal across the Midwest and Southeast, with a focus on mid-market manufacturers. Does that capture it, or is there anything you'd add?
That's pretty much it. We also do warehousing for a few of our bigger accounts but brokerage is the core.
Delivered
Got it - warehousing as a value-add for key accounts. How big is the team, and what does the sales org look like?
85 total. 12 reps, 2 managers, and me. Plus 4 carrier reps on ops.
Delivered
Solid. What's your annual revenue range?
$2M-$10M$10M-$50M$50M+Prefer not to say
Now let's talk about your customers - name two or three of your best, and what makes them stand out?
Midwest Manufacturing is our biggest - $2M a year in freight. They ship heavy equipment, palletized, mostly full truckloads. Then there's Great Lakes Packaging and Summit Industrial.
Delivered
Those are strong accounts. What do they have in common that makes them great to work with?
They all care about service more than price. They've been burned by brokers who ghosted them on claims or couldn't handle surge capacity. We keep them because we pick up the phone.
Delivered
That's a clear pattern - relationship-driven mid-market shippers who value reliability over lowest cost. Now flip it: what makes a prospect not worth pursuing?
Anyone under $200K annual freight spend. The margin isn't there, and they tend to shop every load anyway. Not worth the effort.
Delivered
Under the Hood

We pull from 10+ sources up front. Then the research agent digs into what matters for your market.

Every report pulls from live data. We scrape, query, and cross-reference so the output reflects what's happening in your market right now.

Web + Professional Networks

Full-page scraping, messaging analysis, employee data, company profile.

Market Data

Funding databases, job boards, business directories, DNS infrastructure, tech signatures.

Deep Research

An autonomous research agent cross-references every source and delivers analysis with full citations.

Live Signals

Job postings, funding rounds, hiring patterns, regulatory filings.
Ideal Customer Profile

The Customer Profile That Closes the Right Deals.

You describe your business for 15 minutes. We come back with a deliverable your team can use the same day.

Your Buyer, Defined

ICP criteria that separate real prospects from wasted pipeline. A complete buyer persona: their title, authority, daily challenges, and what drives their decisions.

Trigger Events

5-6 specific moments that create buying urgency. Your team stops guessing when to call and starts reaching out when the timing is right.

Ready-Made Messaging

Cold email hooks, LinkedIn angles, and a formula for the message that gets a reply. Plus word-for-word responses to the objections your reps hear most.

Discovery Questions

10 research-backed questions ready for your next sales call. Built from your interview data and cross-referenced against live market signals.
WorkUpbyLazio Partners
laziopartners.com
Ridgeline Freight Solutions
Ideal Customer Profile
A data-driven definition of your highest-probability revenue targets, the buyers who control budget, and the signals that indicate readiness to buy.
Ridgeline’s ideal customer is a US-based manufacturer or industrial distributor generating $50M–$500M in revenue, operating 2+ distribution centers, and shipping FTL/LTL across domestic lanes. They buy because the cost of poor freight execution now exceeds the cost of outsourcing to a technology-forward brokerage.
March 2026
ICP Definition
Firmographics
Industry
Manufacturing & Industrial Distribution
Revenue
$50M–$500M
Employees
150–2,000
Geography
Continental US (Midwest, Southeast, TX Triangle)
Freight Spend
$3M–$25M annually · 200–1,200 loads/mo
Persona
Primary Buyer: VP of Supply Chain
Title Range
VP Supply Chain, Dir. of Transportation, Dir. of Distribution Ops
Team
3–15 reports (supervisors, coordinators, carrier managers)
Deal Size
$300K–$2M freight under management
Trigger Events
Peak season capacity crunch overwhelms carrier base
Top-3 carrier announces 12–18% rate increase
PE acquisition with 100-day cost visibility mandate
Key freight person departs, taking all carrier relationships
Download Sample Report (PDF)Start Your ICP Report →
Our Guarantee
Zero Risk

If the report doesn't teach your team something new, you get a full refund.

You keep the report either way.
FAQ

What People Ask Before They Start

The conversation runs about 15 minutes. After that, the system pulls from 10+ live data sources and builds the report. You get an email when it's ready.

ChatGPT waits for you to ask the right question. This system runs a structured interview designed to pull out what matters, then cross-references your answers against live market data from your website, professional networks, job boards, funding databases, and tech stack signatures. The output is a formatted deliverable, not a chat transcript.

Every report is built from your conversation and your data. The system scrapes your website, analyzes your competitive landscape, and pulls live signals from your market. Two companies in the same industry will get completely different reports.

That's the point. The report comes as a web page and a PDF specifically so you can hand it to your SDRs, your AEs, and your marketing team. One conversation from leadership, one deliverable the whole team can use.

If the report doesn't surface at least one insight your team didn't already have, you get a full refund. You keep the report either way.

Your conversation and report are tied to your account. We don't use your business data to train models or share it with other clients.

Your WorkUp™ Report Is One Conversation Away.

15 minutes from you. 10+ data sources from us. A deliverable your team can use the same day.
Start Your ICP Report →

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