When to use it
- Build a prospect list from an ICP definition
- Find decision makers at target accounts
- Map multiple roles at the same account
- Add public or private signals before writing outreach
- Create personalized openers or sequences from verified context
- Run local-business prospecting from a category and location
Run it from an agent
Workflow
1
Define the audience
Start with either target accounts, an ICP description, or a local-business
query such as “dentists in Austin.” Write the constraints before asking for
contacts.
2
Find companies or accounts
Use search, CRM exports, or a company database to create the account list.
Keep the first run small so you can inspect whether the audience is right.
3
Find the right people
Search by role and seniority. For account mapping, ask for a few specific
roles per department instead of every possible title.
4
Enrich and verify contact data
Resolve LinkedIn URLs, work emails, and other contact fields. Use waterfall
tasks for email and contact discovery.
5
Stack signals
Add the context that explains why now: job changes, hiring, funding,
competitor engagement, recent news, CRM status, or product usage context.
6
Write outreach context
Generate the opener or sequence from the selected signals. Include the
source so a rep can verify the claim before sending.
Output schema
Pilot and review before activation
Run a representative five-row pilot before using a full file. For each row, inspect the evidence, contact match, and generated copy. Generated openers and sequences are drafts: check factual claims, campaign fit, suppression and consent rules, and account ownership before any send or writeback. Ask an agent to return a clear review file:Useful variants
Prospect list from an ICP
Account mapping
Local-business prospecting
Multi-signal outreach
Quality rules
- Ask for a representative five-row pilot first.
- Keep the ICP constraints visible in the prompt.
- Prefer role lists over vague phrases like “decision makers.”
- Do not generate personalization from unsourced claims.
- Put evidence in a column, not only in the email copy.
- Separate list building from copywriting if the first pass needs review.
- Treat generated copy as a draft until a person checks campaign fit and account-contact safeguards.