All use cases

USE CASE · ACCOUNT RESEARCH

Every account is researched before a rep opens it.

Open the account list. Check LinkedIn for what the contacts do now. Google the company. Reach out against whichever ICP enablement wrote down a year ago. Take Apollo’s hook, because there is nothing better to hand. A sequencer buys the last of those. The other seven stay manual.

Book a call with the founders
Gong Call notes jobs_feed Roles opened Accounts and owners The CRM you already run yoursite.com On-site behavior, same day Job changes, funding Roles opened, rounds closed RESOLVE Fit the ICP to closed-won JUDGE Rank by what converted WRITE BACK Lead with · comp disputes Accounts Northwind ICP Mid-market · UK Intent Pricing, twice Pains Comp disputes People Marta → VP Ops Champion VP Revenue Ops RUTTER

Built by the people who used to run this in spreadsheets

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Investors in the companies abovesequoiaa16zsoftbankindexgeneralcatalystInvestors in the companies above

Eight steps happen before an email goes out. The market sells the eighth.

Every tool in this category is bought to fix outbound. All of them start after the research, which is the part that decides whether the outbound was worth sending.

ACCOUNTS assigned CONTACTS and titles LINKEDIN is this still true THE COMPANY google, news WHICH ICP if any fits WHICH PERSON feels this WHAT TO SAY that worked before SEND WE START HERE A SEQUENCER STARTS HERE

The day

Nothing here is a tool problem.

THE DAY
What a rep does today
What the rep opens instead
THE ACCOUNT LIST IS CURRENT WHEN A REP OPENS IT
THE ICP COMES FROM YOUR OWN CLOSED-WON
A doc, a year old
Refits each quarter
ON-SITE BEHAVIOR ARRIVES THE SAME DAY
THE OPENING LINE COMES FROM WHAT CONVERTED HERE
A vendor’s hook
Your closed-won
NEWS, FUNDING AND JOB CHANGES ALREADY ATTACHED
THE REP STILL DECIDES WHO TO CALL

What gets handed over

The record a rep opens.

Seven sources, read and reconciled before anyone touches the account. Every line carries where it came from, so a rep who disagrees with one can see what it was read from.

TODAY SIX TABS, ONE ACCOUNT AT A TIME ACCOUNT RECORD ACCOUNT Northwind Logistics ON YOUR SITE OUTSIDE THE CHAMPION WHICH ICP Mid-market EMEA static doc · Sep 2025WHO FEELS IT Ops Manager title last checked 14 months agoLEAD WITH 52 MIN · SENT · NO REPLY × 40 ACCOUNTS A MONTH · 35 HOURS · NONE OF IT KEPT EVERYTHING YOU ALREADY HOLD YOUR WEBSITE CRM CLOSED-WON CALLS ENRICHMENT FUNDING · HIRING · MOVES THE LAYER READ ONCE ON THE LAYER THE SAME RECORD, BEFORE THE REP OPENS IT ACCOUNT RECORD WHERE EACH LINE CAME FROM ACCOUNT Northwind Logistics · Rotterdam · 240 staff CRM ON YOUR SITE Pricing, then Integrations. 3 visits, 09:12 today YOUR SITE · SAME DAY OUTSIDE Series B closed 12 Jul · four ops roles open ENRICHED + FEEDS THE CHAMPION Marta Vieira → VP Ops. You closed her last one. JOB CHANGE · CLOSED-WON 2024 WHICH ICP Freight & 3PL · Benelux · 120–400 staff YOUR CLOSED-WON, NOT THE DOC WHO FEELS IT Head of Operations. Not the CFO. MATCHED ON 4 LIKE THIS LEAD WITH “Detention you cannot attribute to a customer.” CLOSED 3 OF THE LAST 4 NOTHING HERE WAS TYPED · THE ONLY JUDGMENT LEFT IS THE REP’S

HOW IT GETS DONE

A run is one repeatable move: we read what you already hold, reconcile what disagrees, make the call, and write it back into the record. Three of the ones that fill the account above.

A champion moves

Someone who bought from you before turns up somewhere new.

in

Rutter reads all of it, then rules on it.

RESOLVE

Is this the same person who signed in 2024

JUDGE

Warm — you closed her last one, at this size

READ FROM — CLOSED-WON, 2024 · JOB-CHANGE FEED · WHERE SHE IS NOW

THE CHAMPION

Marta Vieira, and the deal she signed in 2024

WRITES BACK TO — THE RECORD

Pricing, twice, this morning

An account behaves on your site the way accounts that bought behaved.

Rutter reads all of it, then rules on it.

RESOLVE

Which account this session belongs to

JUDGE

Above the threshold that converted here before

READ FROM — YOUR SITE’S OWN EVENTS · WHICH ACCOUNT IT IS

ON YOUR SITE

Pricing, then Integrations. 3 visits, 09:12 today

WRITES BACK TO — THE RECORD

Which ICP this actually is

The segment the account belongs to, not the one written down a year ago.

Rutter reads all of it, then rules on it.

RESOLVE

Which cohort this account matches on

JUDGE

Freight and 3PL, Benelux — not the doc

READ FROM — CLOSED-WON BY SEGMENT · COUNTRY AND SIZE · WHAT THEY SAID

WHICH ICP

Freight and 3PL, Benelux — from your closed-won, not the doc

WRITES BACK TO — THE RECORD

HOW WE MEASURE IT

THE NUMBER
Meetings booked per rep per week, from accounts the layer has touched.
AND AGAINST IT
Research minutes per account, measured before and after, out of your own calendar.
READ OUT OF
Your CRM and your calendar. Not a dashboard of ours.
BASELINE
Taken in week one, from your own systems, before anything is built.

If the number cannot be read out of your own systems, we do not claim it.

Nothing above is a decision about the customer. The rep still picks who to call and what to open with — that is the judgment worth keeping.

The research is done before the rep opens the account, and its quality comes from what has already worked here.

We look at what you already run, then tell you whether we can move the number.

Thirty minutes with the two people who would do the work. If our models cannot move your numbers, we say so and turn the work down.

Gong Call notes jobs_feed Roles opened Accounts and owners The CRM you already run yoursite.com On-site behavior, same day Job changes, funding Roles opened, rounds closed RESOLVE Fit the ICP to closed-won JUDGE Rank by what converted WRITE BACK Lead with · comp disputes Accounts Northwind ICP Mid-market · UK Intent Pricing, twice Pains Comp disputes People Marta → VP Ops Champion VP Revenue Ops RUTTER