Find fast-moving accounts based on funding, hiring, expansion, and market momentum, then convert them into a prioritized prospecting list and call block.
A signal-ranked prospecting sprint with target accounts, buying-trigger notes, priority contacts, call blocks, and email backup copy.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
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Core tools
6 tools used across the workflow.
Access
Why this works
Static prospecting lists go stale fast because they ignore timing. A company that just raised funding, hired a new leader, opened a new region, or accelerated hiring is more likely to have operational pain than a lookalike company with no trigger. This workflow turns company momentum into a prioritized sales action list.
Expected results
Accounts sourced
50-150 per sprint
This gives enough volume for a focused sales sprint while still allowing human review and signal-based scoring.
Priority accounts
15-40 call-ready accounts
After enrichment and scoring, only the strongest accounts should move into immediate rep action.
Research time saved
6-10 hours per sprint
AI-assisted sourcing, enrichment, scoring, and copy generation reduce manual list building and account-by-account research.
Prospecting quality
Signal-backed outreach
Every account has a timing reason and business-pressure hypothesis, making outreach more relevant than static persona lists.
Preview the open steps, then unlock the remaining implementation details and prompts.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Before sourcing accounts, define what breakout means for your sales motion. Choose 3-5 signals that actually matter: recent funding, rapid hiring, new executive hire, new market expansion, new product launch, compliance pressure, technology adoption, or competitor displacement. Add minimum qualification rules so the list does not fill with exciting but irrelevant companies. Paste the relevant source material into Claude with labels for person, account, trigger, message angle, channel, and follow-up owner, then ask for structured output instead of a polished final draft on the first pass. Make the decision explicit and leave enough context that another marketer or seller could continue the work without re-reading every source.
A prospecting signal recipe with inclusion and exclusion rules.
Funding alone is usually too broad. Pair it with hiring, executive change, or category fit so the list points to operational need, not just money raised.
Create a breakout company signal recipe for prospecting.
Our ICP:
{{icp}}
Product or service:
{{product_or_service}}
Best customer profile:
{{best_customer_profile}}
Bad-fit accounts:
{{bad_fit_accounts}}
Output:
1. 5 high-value account signals
2. Why each signal matters
3. Data source to check for each signal
4. Inclusion criteria
5. Exclusion criteria
6. Suggested account score from 1-100
Be strict. The goal is a smaller list with better timing.45-60 min
45-60 min
Work in Harmonic to search for companies that match your ICP and signal recipe. Build searches around company category, growth stage, employee count, funding, geography, technology, hiring movement, or market focus. Export a focused account set into Clay instead of pulling thousands of companies. Keep the work organized in Harmonic and Clay with fields for person, account, trigger, message angle, channel, and follow-up owner so the next person can see how the decision was made. Make the decision explicit and leave enough context that another marketer or seller could continue the work without re-reading every source.
A raw list of signal-matched accounts ready for enrichment and scoring.
Keep the first pass intentionally small, usually 50-150 accounts. A clean sprint beats a giant list that never gets worked.
Pro workflow preview
Previewing 2 of 8 steps
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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