Select & score target accounts
Weekly- Start from a list, not a blank pull. If the team already has a scored target list, adopt and refresh it here rather than rebuilding, a client's hand-scored list (with call-prep intel and trigger events) usually beats a cold firmographic pull. Otherwise pull ICP-fit accounts from
Apollo or
LinkedIn Sales Navigator on firmographic + technographic filters (industry, headcount, tech stack, growth signals).
- Define exclusions first. Write the negative criteria, who NOT to target and why (accounts you can't realistically penetrate, partner-channel accounts, live deals/pilots). Exclusions shape the list as much as inclusions.
- Enrich each account in
Clay, waterfall enrichment, hiring patterns, tech installs, recent funding.
- Overlay intent, two kinds, whatever is connected. (a) *Trigger events*, regulatory actions, M&A, leadership changes, incidents, often a stronger buying signal than digital intent in regulated/technical markets. (b) *Digital intent* on a graceful ladder, not a fixed toolset: person-level de-anon (
RB2B/
Koala) → identified analytics visitors → company-level third-party research (
6sense/Bombora). Missing the premium tools does not block this step.
- Score on an explicit, editable model. Publish the formula + weights as a tunable artifact (e.g. Penetrability × w1 + Ability-to-Serve × w2, with per-sub-segment priors) rather than a generic "fit × intent." Then tier: T1 (≤25, 1:1), T2 (10–50 per cluster, 1:few), T3 (100–500 programmatic).
- Human approval, review and approve the tiered list, the scoring weights, and the exclusions before committee mapping begins.