Sales · Outbound account sourcing

Research your whole market. Every week.

Your reps still pick up the phone. The system researches the entire ICP universe, not just the inbound list, and hands them a ranked sheet of accounts worth a call.

Stage 01 Universe ingested

Your entire target market, in one place.

This is not an inbox. It is every account that could plausibly buy from you, refreshed weekly. The starting point of outbound stops being a hand-picked list.

Thesis

Research runs on the entire addressable universe, not the inbound list.

Target account universe

The whole market that fits your shape, refreshed weekly

Live
12,847 Accounts in universe
3,621 In your ICP shape
412 Refreshed this week
Mon Next refresh
Outside ICP In ICP Top-graded this week

Every dot is one real account. Reps no longer pick who to research; the system sees the whole field.

Stage 02 Firmographic and technographic enrichment

Every account becomes a structured record.

Firmographics, technographics, headcount, funding stage, hiring posture, current stack. Pulled and reconciled across providers, normalized into one canonical record per account.

Account #AC-4821

Mid-market SaaS · 50-200 employees · Series B

Enriched
Firmographic
  • Mid-market SaaS
  • 118 employees
  • Series B
  • HQ: US, hybrid
Technographic
  • CRM platform
  • Sales engagement tool
  • Cloud data warehouse
  • BI / analytics layer
Hiring posture
  • 3 GTM roles open
  • 2 RevOps roles open
  • Hiring sprint Q2
Identifiers
  • Domain verified
  • Social profile confirmed
  • Funding record linked
  • CRM duplicate scan: clean

Same shape applied to all 12,847 accounts. Stale fields auto-flag for refresh; nothing rides on intuition.

Stage 03 ICP fit scored

Graded against the ICP your team captured at kickoff.

Every account in the universe is scored A, B, C, or D against your ideal-customer rubric. Every signal is shown so reps trust the call.

Account #AC-4821

Mid-market SaaS · 50-200 employees

A Strong fit
Headcount in 50 to 200 band
Mid-market SaaS, post Series A
Modern CRM platform in stack
RevOps function in place
Active GTM hiring in the last 60 days
Rubric captured from your founders and VP Sales during kickoff. Every account in the universe gets a letter; A and B float up.
Stage 04 Why-now triggers detected

The why-now signals reps usually miss.

Funding events, hiring spikes, leadership changes, tech adoption. Watched continuously across the universe, attached to the account record the moment they happen.

Funding event

Series B closed 11 days ago. Earmarked for GTM expansion per filing language.

Hot

Hiring spike

5 GTM and RevOps roles opened in the last 30 days. Pace doubled vs. baseline.

Hot

Leadership change

New VP Sales hired 6 weeks ago, ex-incumbent vendor. Likely reviewing the stack.

Warm

Tech adoption

Cloud data warehouse and BI layer confirmed in stack in the last quarter. Data maturity now matches your shape.

Warm

CRM hygiene

No open opportunity in your CRM. No prior rep on file. Cold and clean.

Clear
Stage 05 Account brief and outreach angle

A one-page brief in your firm's voice.

Per surfaced account: the why-now, the people to call, and the opening angle a rep would actually use. Reps stop writing the first line from scratch.

Account #AC-4821

Mid-market SaaS · 50-200 employees

A

Why now

  • Closed Series B 11 days ago, earmarked for GTM expansion
  • 5 GTM and RevOps roles opened in the last 30 days
  • New VP Sales hired 6 weeks ago, ex-incumbent vendor
  • Cloud data warehouse and BI layer confirmed in stack last quarter

Who to call

  • [Target persona] · VP Sales (new, 6 weeks in)
  • [Target persona] · Head of RevOps
  • [Target persona] · Director of Sales Operations

Watch-outs

  • No prior rep on file but check parent company for cross-territory conflicts
  • Likely mid-stack review window: act inside 30 days

Opening angle (in your voice)

"Saw the Series B and the RevOps hiring sprint. Most teams scaling like this hit the same wall on attribution within a quarter. Worth 15 minutes to compare notes on what is working at this stage."

Stage 06 Weekly ranked sheet

The right accounts to the right reps, every Monday.

Personalized per rep by territory and segment. A-grade accounts route immediately. The full ranked sheet lands in the Monday morning digest.

SA

ServiceAgent account intel

sourcing@yourfirm.example

Mon · 7:00 AM

Weekly ranked sheet · 28 accounts worth a call

Personalized per rep by territory. A-grade accounts fired earlier this week the moment they qualified.

  • [Rep 1] West · Mid-market

    9 ranked accounts. 2 A-grade with funding triggers (incl. #AC-4821). 3 B-grade with hiring spikes. Briefs and opening angles attached.

  • [Rep 2] Northeast · Mid-market

    7 ranked accounts. 1 A-grade post leadership change. 4 B-grade with fresh tech adoption. 2 accounts moved up vs. last week.

  • [Rep 3] Southeast · Enterprise

    12 ranked accounts. 3 A-grade with hiring sprints. 1 reactivation candidate based on stack changes. Older 4-week-stale accounts pruned.

A-grade fires immediately. B-grade lands here. C and D are logged in the account intel store for the next refresh.

Outcome Outcome

Same reps. The research disappears.

Your reps still call, pitch, and close. They just stop choosing who to research by intuition.

20-30 by hand Entire ICP universe Accounts researched per rep per week
30% of week 0% Time spent choosing who to research
Ad hoc Every account Outreach with a documented why-now
This is one of ours

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