LAB 03 / Account intelligence
Research that arrives decision-ready.
Is this account worth attention, and what should happen next?
Data architecture, enrichment strategy, model routing, and product design
Small GTM teams that need enterprise-grade account judgment without a large research function
Event-driven enrichment, daily queue, weekly score calibration
Why it exists
Enrichment creates more fields, not necessarily more understanding. This system was built to turn fragmented research into a defensible action. It preserves source evidence, shows uncertainty, and routes only accounts with a real reason to act.
The experience organizes fragmented evidence into a concise account point of view. It shows fit, timing, relationship paths, risks, and the next best action with traceable evidence.
Working product
Inspect the system in motion.
Switch views, follow the evidence, and see how an automated signal becomes an owned operating action.
Queue recalculated
Views
Ready for review
Account 047
Strong fit, active timing, two credible paths in.
The account point of view is built from visible claims. Each claim carries a source, freshness, and confidence level.strong
active
warm paths
Multi-location operating model
Location count, segment, workflow complexity, and technology posture match the target pattern.
Transformation mandate is visible
Recent hiring, technology change, and leadership language point to an active operating priority.
Budget ownership is unresolved
No source confirms which executive controls the current initiative or its operating period.
All names, values, accounts, and messages are anonymized or illustrative. The interaction patterns reflect working systems.
Operator experience
What the person using it can actually do.
Evidence map
Fit, timing, intent, and relationship claims with a visible source and confidence level.
Relationship paths
Direct, internal, and second-degree routes ranked by strength and context.
Research queue
A prioritized worklist based on expected value, freshness, and evidence completeness.
Action brief
A concise point of view, recommended angle, likely objection, and next best action.
Under the interface
The automation closes a loop.
The value is not the alert or the dashboard. It is the complete path from source evidence to a verified operating outcome.
- 01
Discover
Find candidate accounts and detect new first-party or market activity.
- 02
Enrich
Run a cost-aware waterfall across trusted sources and preserve provenance.
- 03
Judge
Score fit, timing, intent, and access with explicit confidence.
- 04
Compose
Create a decision brief grounded only in supported evidence.
- 05
Route
Send qualified work to the right owner and suppress low-confidence noise.
Signal layer
Inputs are evidence, not decoration.
Evidence over enrichment volumeConfidence must be visibleModel cost follows decision valueA brief ends with an action
How it works
- 01
Collect first-party and third-party evidence
- 02
Score the evidence without hiding uncertainty
- 03
Route analysis to the right model
- 04
Return a concise action with sources
Clay / Apollo / Common Room / CRM / LLMs / APIs
Evidence of practice
A related outbound engine using Clay, n8n, Apollo, Instantly, and HeyReach generated 25% of MRR with one operator.
What it changes
A usable point of view on an account, built in minutes and grounded in evidence the operator can inspect.
The case study protects confidential operating data while showing the architecture, judgment, and interaction model in depth.