What this workflow produces: A prioritized account list, verified contact details, a relevant trigger event for outreach timing, a warm introduction path, and sent outreach with higher response probability.
Filter Company Data by industry, firmographics, tech stack, financials. Add qualifying accounts to a Static Watchlist.
Filter People Data by job function, job level, contact info type. Select highest-fit contact with verified details.
Review Insights news feed for trigger events: leadership changes, funding, new products, expansions.
Import LinkedIn/Gmail/Outlook contacts. Run Connections feature. Request warm intro if a match exists.
Use the trigger event and warm path to craft and send relevant first-touch outreach.