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New Target Account Research

An account brief and contact list for a new target account.

Target Account SignalsReviewed

Sample result

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New account brief and contacts
NameTitleEmailNotes
1Milo RennerPractice Ownermilo.renner@foxglovetechvet.comLikely economic buyer. Background in business management.
2Dr. Anya SharmaHead Veterinariananya.sharma@foxglovetechvet.comKey influencer for clinical tools. Recently published on vet practice efficiency.
3Leo VanceOffice Managerleo.vance@foxglovetechvet.comManages front-desk operations and scheduling. Likely primary user.

Example run

You ask

“Give me a brief on our new target account, Foxglove Technologies.”

9:01 AM
Get account details

Found account record for Foxglove Technologies. It's a multi-location veterinary practice that was recently added to the target account list.

9:02 AM
Scan for recent news and signals

Found a press release announcing that Foxglove Technologies is expanding to offer more specialist services.

9:03 AM
Find key contacts

Identified 3 key decision-makers and influencers: Milo Renner (Practice Owner), Dr. Anya Sharma (Head Veterinarian), and Leo Vance (Office Manager).

9:04 AM
You get

Key Contacts at Foxglove Technologies

9:04 AM

Who it's for

For any account executive or BDR starting their week with a new named account to prospect. This is your research assistant for turning a single company name into a complete account plan.

What it does

Running on your schedule every Monday morning, this skill builds a comprehensive brief on a target account you specify. It queries Salesforce for existing context, uses Apollo to identify relevant contacts, and performs a web search for recent news and business details.

What you need

Connect your Salesforce and Apollo accounts to get started. The skill uses these alongside web search to gather intelligence on the target account name you provide.

What you get

You receive a table of key contacts ready for your review and a drafted, personalized outreach email to a suggested decision-maker. This gives you a complete starting point for your first touch without the manual research.

More in Target Account Signals

  • Website Visitor Funnel Classifier and Routing

    Sample result
    Prioritized list of website visitors
    CompanyContactIntent Score
    Keystone NetworksBastian Silva, Head of Ops92
    SmileBright CentersDr. Anya Sharma, Clinical Dir.71
    New Horizons DentalCarla Ruiz, Practice Mgr65
    OrthoPartners Inc.Leo Valdez, IT Manager58
    Affinity Dental(anonymous)23

    A prioritized list of recent website visitors, scored and sorted by buying intent.

    DemoInstall

  • Target Account Monitoring

    CRM or sheet
    Sample result
    Daily target account signals
    AccountSignal TypeDetails
    Alto LabsExecutive MoveFreya Fitzgerald promoted to VP of Data Science.
    Quantum MetricFundingAnnounced $50M Series B funding round.
    Alto LabsWebsite VisitViewed pricing and integration pages for 4m 12s.
    DataWeave Inc.Hiring SurgePosted 5 new roles for Data Engineers.
    Spectra AnalyticsCompetitor MentionMentioned in a tech article comparing analytics platforms.

    A daily digest of the most important signals from your target accounts.

    DemoInstall

  • Target Website Visit Alerts

    Website signalsCRM or sheet
    Sample result
    ExpertiseApp9:15 AM
    High-intent visit from target account
    Account:Glint Labs
    Tier:Tier 1
    Signal:Visited pricing & integration pages
    Time on Page:3 mins (Enterprise Plans)
    Contact:Malik Vasquez, Director of Ops

    An alert identifying which target account just visited your site and what pages they viewed.

    DemoInstall