AI workflow researches sales accounts from a Google Sheet
A with target companies goes in, and several workers research those companies in parallel. The goal is to remove the 2 to 3 hours of account research that sales reps often spend before writing one . The system checks the company website, looks for recent news and signals, and studies hiring patterns from job listings.
It then turns the findings into clean account notes and builds a hypothesis about how well the company fits the service being sold. Each company gets a fit score from 1 to 10. If the score is above 6, the system creates 12 personalized angles.
It also suggests LinkedIn search terms for finding the right contact and pushes the data into a CRM sheet.
Key points
- The input is a of target companies.
- The researches websites, news, signals, and job listings.
- Each account receives a fit score from 1 to 10.
- Accounts scoring above 6 get 12 personalized angles.
- The system also creates LinkedIn search terms and updates a CRM sheet.