Mission 1: Master Account Research

What you’ll learn

• How to run Account Intelligence on a target account
• How to map stakeholders with buying roles
• How to use Copilot for rapid pre-call prep

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Step 1: Run Account Intelligence

1. Navigate to the Accounts tab in the left sidebar.

2. Select a target account from your list (or add one by clicking + Add Account).

3. On the account detail page, click the Run Intelligence button.

4. Wait for the 6-step intelligence workflow to complete. Each category generates a searchable document:

   • Website Scrape
   • Company Enrichment
   • Financial Intelligence
   • Leadership Research
   • News & Events
   • Tech Stack

Tip

Run intelligence on your top 10 accounts first. Each account takes 1-2 minutes to process, and the results are cached so you only need to run it once.

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Step 2: Map Stakeholders

1. From the account detail page, click the Contacts subtab.

2. Add stakeholders by clicking + Add Contact or importing via CSV.

3. For each contact, set the buying_role field to one of:

   • Champion — your internal advocate
   • Decision Maker — has budget authority
   • Influencer — shapes the evaluation
   • Blocker — favors the status quo

4. Set the engagement_score (0-100) based on your interaction history with that contact.

Tip

Aim for at least one Champion and one Decision Maker mapped per account before your first call. Missing a Decision Maker is the most common reason deals stall.

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Step 3: Pre-Call Prep with Copilot

Use these Copilot queries to prepare for any call in under 5 minutes:

1. Open Copilot from the bottom-right corner of Studio.

2. Ask: “Summarize what we know about [account name]” to get a full account briefing.

3. Ask: “Who are the key decision makers at [account name]?” to review your stakeholder map.

4. Ask: “Any recent news about [account name]?” to find conversation starters.

Information You Need	Copilot Query
Account overview	”Summarize what we know about Acme Corp”
Pain points	”What challenges is Acme Corp facing?”
Tech stack	”What tools does Acme Corp use?”
Competitors	”Who are Acme Corp’s main competitors?”

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Mission Complete Checklist

• Ran Account Intelligence on at least one account
• All 6 intelligence categories generated successfully
• Mapped 2+ stakeholders with buying roles
• Ran a Copilot pre-call prep query

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Next mission: Mission 2: Build Your Pipeline — Create deals and manage your pipeline stages.