Step 1: Define the target
Confirm your offer, ideal customer profile, target markets, and companies to exclude.
A prioritized prospect list with company context, fit reasons, and outreach drafts.
Give your sales team a reason to pursue each company before they start the conversation. The agent researches public company information alongside data your team is permitted to use, compares prospects with your ideal customer profile, and prepares a shortlist with relevant outreach drafts. Confirmed company facts remain distinct from fit judgments, and a salesperson reviews the approach before anything is sent.
Review prospect fit, missing information, and a proposed first approach. Priority reflects customer-profile fit; buying intent still needs confirmation.
Target sector and market match; introduction drafted
Relevant business model; operating scale needs confirmation
Existing account overlap requires sales-owner input
Research companies against your target sectors, markets, and business characteristics using public information and permitted data, with sources attached.
Explain why each company may fit, identify gaps worth checking, and distinguish confirmed facts from assumptions about fit or buying interest.
Draft an introduction grounded in the company's business and your offer, ready for a salesperson to review and send.
The path from request to result adapts to the available information, approved actions, and decisions that need review.
Confirm your offer, ideal customer profile, target markets, and companies to exclude.
Gather public company information and permitted business data, keeping sources with each finding.
Compare prospects with the agreed criteria, explain fit judgments, and flag missing or uncertain information.
Tailor the message to the company's business and your offer, with supporting research alongside the draft.
Return the shortlist, company context, fit reasons, and drafts for the sales team to review before sending.