Mission 3: Master Account Intelligence

What you’ll learn

• How to run Account Intelligence on a target account
• How to read and use the six research categories
• How to use Copilot to get quick answers about any account
• How to turn intelligence into outreach talking points

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Run Account Intelligence

1. Pick a high-priority account

   Go to Audiences —> Accounts and sort by Total Score (highest first). Click on an account with a score of 60 or above.

2. Trigger intelligence

   On the account detail page, click the Run Intelligence button. graph8 researches the company across multiple sources. This takes 1-2 minutes.

3. Wait for completion

   A progress indicator shows the research running. When all six categories show a green checkmark, intelligence is complete.

Tip

Run intelligence on your top 10 accounts first. This gives you a strong research foundation for your highest-value outreach.

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Review the Six Research Categories

Once intelligence completes, you see six research categories on the account page:

Category	What it contains	How to use it
Company Overview	Business summary, founding, headquarters, size	Opening context for cold outreach
Products & Services	What they sell, key offerings	Align your pitch to their business model
Recent News	Funding, leadership changes, product launches	Timely hooks for personalization
Technology Stack	Tools and platforms they use	Identify integration opportunities
Competitors	Key competitors and market position	Differentiation talking points
Pain Points	Industry challenges and company-specific issues	Lead with relevance in your messaging

1. Read each category

   Click through the six tabs on the account detail page. Each category contains a summary with key bullet points.

2. Note outreach hooks

   Look for items you can reference in your emails or calls:

   • A recent funding round (Recent News)
   • A tool they use that your product integrates with (Technology Stack)
   • A specific challenge mentioned (Pain Points)

3. Check stakeholder mapping

   Within the account, click the Contacts subtab. Review the Buying Role assignments (Champion, Decision Maker, Influencer, End User) and Engagement Score for each contact.

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Use Copilot for Quick Insights

1. Open Copilot

   Click the Copilot icon in the bottom-right corner of any page (or press the keyboard shortcut).

2. Ask about an account

   Try these commands:

   What you need	Example prompt
   Account summary	”What do we know about Acme Corp?”
   Key contacts	”Who are the decision makers at Acme Corp?”
   Pain points	”What challenges does Acme Corp face?”
   Competitors	”Who competes with Acme Corp?”
   Recent activity	”What’s happened recently at Acme Corp?”

3. Use the answers

   Copilot pulls from the intelligence data you generated. Copy relevant insights directly into your email drafts or call notes.

Tip

Before every call, open Copilot and ask “Summarize what we know about [company].” You get a 30-second briefing that would take 15 minutes to research manually.

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Turn Intelligence into Talking Points

1. Pick 2-3 hooks per account

   From the intelligence categories, select the most relevant data points. A strong cold email uses one company-specific hook in the opening line.

2. Match hooks to personas

   Go to Audiences —> Personas to see buyer persona profiles. Match your talking points to the persona’s pain points and motivations.

3. Draft personalized messaging

   Use your hooks and persona insights to craft outreach that feels researched, not generic. Reference specifics: “I saw your Series B announcement” is stronger than “I noticed your company is growing.”

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Mission 3 Complete

You can now generate deep account research on demand, navigate the six intelligence categories, and use Copilot to get instant insights before any outreach.

Next mission: Connect Your Tools