Research accounts across multiple sources
Aggregate account-level signals and convert them into clear qualification fields.
Import rows
Aggregate account intelligence from multiple sources
Score and prioritize
Sync destination
What this playbook does
Aggregate account-level signals and convert them into clear qualification fields.
Example: Pull website, social, and funding signals before first touch.
Step-by-step process
- 1 Import from CRM, CSV, search results, or API into one sheet.
- 2 Aggregate account intelligence from multiple sources to capture the core qualification signal.
- 3 Apply AI or rules-based scoring to rank which rows should be worked first.
- 4 Sync high-priority rows to CRM, sequencing tools, or exports.
What gets enriched
Account Research Summary
ResearchPrimary output for "Research accounts across multiple sources" workflows.
ICP Fit Score
IntentComposite qualification score based on enriched signals and AI analysis.
To get started
- Set source mix
- Define required signals
- Create qualification columns
When to use this
- Reps spend too much time researching
- You need standardized account context
- Outbound quality is inconsistent
- You run ABM qualification workflows
What you can swap
- Source import
- Enrichment step
- Scoring logic
- Destination sync
Tools used
Common questions
Can I swap providers in this flow?
Yes. You can swap source, enrichment, AI, and destination steps without rebuilding the full workflow.
Can I run this on existing rows?
Yes. Import current CRM/CSV rows, then apply this playbook on top.
Can I route high and low-fit records differently?
Yes. Use score bands to route rows to SDR, nurture, or archive paths.
Can I reuse this setup weekly?
Yes. Save it as a repeatable playbook and rerun with fresh data.
Get started with this playbook
Set up "Research accounts across multiple sources" in minutes and start running your workflow.
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