Accounts

The Accounts section of Studio focuses on individual target companies. Run AI intelligence on any account to generate strategic documents, then manage deals through your pipeline with signal-informed context.

Account Intelligence

Account intelligence is a multi-step AI workflow that researches a target company and produces actionable documents for your sales team.

How It Works

1. Go to Studio → Account and select a company
2. Click Run Intelligence
3. Studio executes a multi-step workflow:
   • Website scrape — analyzes the company’s website
   • Competitor analysis — identifies their competitive landscape
   • Content analysis — reviews their public content and messaging
   • API enrichment — pulls firmographic and technographic data
   • Synthesis — combines everything into strategic documents

The workflow runs in the background and updates in real time as each step completes.

Account Documents

Intelligence generates 10+ documents per account:

Document	What It Provides
Account Brief	Strategic overview of the company
Prospecting Brief	Initial outreach guidance and angles
Qualification Checklist	Deal qualification criteria
Pain Points	Specific business challenges the company faces
Value Proposition	Tailored value message for this account
Competitive Analysis	How you position against their current solutions
Trigger Events	Buying signals and timing indicators
ROI Analysis	Business case and potential return
Deal Risks	Risk factors and mitigation strategies
Next Steps	Recommended action plan

Each document draws from your global context (brand, messaging, personas) combined with account-specific research.

Tip

Run account intelligence before your first outreach to a target account. The prospecting brief and pain points documents give your team personalized angles that generic templates can’t match.

Deals & Pipeline

Manage your sales pipeline directly within Studio with full signal integration.

Pipeline Views

View	Best For
Board	Drag-and-drop deals across stages
List	Sortable table for filtering and bulk actions
Forecast	Revenue projections by stage, rep, or time period

Deal Stages

graph8 ships with 7 default stages, each with a win probability for forecasting:

Stage	Probability
Lead	10%
Qualified	20%
Meeting	40%
Proposal	60%
Negotiation	80%
Closed Won	100%
Closed Lost	0%

Customize stages in Settings → Pipeline — add, rename, remove stages, adjust probabilities, set required fields per stage, or create multiple pipelines for different products or regions.

Creating Deals

Create a deal from:

• An account profile — click Create Deal on any account
• The pipeline board — click + in any stage column
• CRM sync — deals synced from Salesforce or HubSpot appear automatically

Deal Signals

Each deal shows aggregated signals from all associated contacts:

• Combined signal score across all deal contacts
• Recent intent activity (are contacts visiting your site?)
• Email engagement (are they responding to sequences?)
• Meeting activity (bookings and cancellations)

Use deal signals during pipeline reviews to spot at-risk opportunities early.

Forecasting

The forecast view projects revenue based on deal amounts weighted by stage probability:

• Weighted Pipeline — deal amount multiplied by stage probability
• Commit — deals your reps have committed to closing this period
• Best Case — deals with a reasonable chance of closing

CRM Integrations

Sync your pipeline with your CRM:

CRM	Sync
Salesforce	Two-way sync
HubSpot	Two-way sync

Set up in Settings → Integrations — connect your CRM, map deal fields, set sync direction, and configure conflict resolution rules.

Next Steps

• Global Context → — Set up org-level intelligence
• Campaigns → — Create campaigns targeting specific accounts
• Content → — Manage and optimize website content
• Team → — Assign team members as account owners