Account intelligence
What's happening at each target account, researched and summarized where reps and agents can use it.
Signals back-tested on your own deals, then checked on accounts the analysis never saw. Signal testing works today. Custom intent models are being built.
"Which accounts have a new reason to talk this week?" answered from signals that held up.
Each one tested on your own history before a rep acts on it.
For your best-fit accounts the question is which message and which channel, right now.
Signals that don't predict anything get dropped, including ones you pay for.
Every candidate signal is checked against past deals, then on accounts the analysis never saw. Illustrative. Companies, people and numbers are fictional.
| Signal | Meeting rate vs baseline on past deals | Held up on unseen accounts? | What we do with it |
|---|---|---|---|
| New VP Operations in the last 90 days | 3.1× | Yes | Keep. Route to SDRs within the week. |
| 2+ pricing-page visits in a week | 2.4× | Yes | Keep. Combine with the fit tier. |
| Webinar attendee, last 6 months | 1.6× | Weak | Use only alongside a stronger signal. |
| Third-party intent topic | 1.1× | No | Drop it. |
The signals that hold are written to the CRM with the reason, so a rep knows why the account is flagged. Illustrative:
Account: regional distributor, 900 employees, tier 1
Flag: New VP Operations, started 41 days ago
Why it matters: 3.1x meeting rate on past deals,
held up on unseen accounts
Timing: peak-season planning window (Q3 into Q4)
Argument to use: peak-season readiness
Owner: SDR, first touch due this weekWhat's happening at each target account, researched and summarized where reps and agents can use it.
Pulled from won and lost calls, websites, job posts and the data you already pay for.
Each signal checked against past deals, then again on accounts held back from the analysis.
Tiers from fit plus the signals that held, refreshed on a schedule.
Signals that hold, combined into a model of in-market behavior built on your own wins.
What to do next on each account, from what has worked before.
Part of step 2, Prioritize by revenue impact.
Signals land in the warehouse next to your activity and deals.
Signals that hold decide which accounts a play goes to.
Flagged accounts and the reason reach reps in the CRM and their queue.
Each signal is retested at each review.
Signal back-tests run inside the bootcamp's play analysis, on your own deals, and decide which accounts the first play goes to.
Not yet. Signal testing and tiering work today. We'll show you where intent models stand before you buy anything.
No. We test their signals next to yours and keep what predicts movement.
We use your full history where it exists, because a signal has to be tested on accounts the analysis never saw. If your volume can't support that test, we tell you before we start.
No. Only signals that held up reach them, with the reason attached.
30 minutes. Bring the signals you already pay for, and we'll tell you how we'd test them.
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