Target account research

Build an account list with sourced research and useful talking points.

Replaces: the account research doc each rep keeps by hand

Rosterly · Target account research

Target account researchRosterly

Devin MarshAccount executiveDM

Accounts: 120; Q4 list: multi-site operators
Researched: 84; Brief with sourced observations
Ready to call: 31; Brief approved by the rep

Latest signal	Rep	Researched	Status
Opened 2 warehouses	Devin Marsh	Nov 12	Ready to call
New VP of Ops	Devin Marsh	Nov 14	Researched
Lookup in progress	Alana Cho	In progress	Researching
Name matches 2 companies	Sam Whitford	Nov 13	Check match
Opened a 5th gym	Alana Cho	Sep 1	Needs refresh
Hiring 3 store managers	Sam Whitford	Nov 9	Ready to call
No public sources found	Devin Marsh	Nov 13	Lookup failed
Waiting for lookup	Alana Cho	Not yet	Queued

Showing 8 of 120 accounts

Ran today at 9:15 AM

Imported 6 accounts added to the HubSpot list 'Q4 multi-site operators'

Bayside Supply Co.

Industrial distributor · 310 employees · Tacoma, WA

Researched

Call brief, drafted for review

Bayside Supply Co. · industrial distributor · 310 employees · branches in Tacoma, Kent, Salem and Eugene What we observed - Renee Alvarez started as VP of Operations on Nov 2 (baysidesupply.com/news). Before that she ran branch operations at Pacific Rim Fasteners for 6 years. - 11 open warehouse and counter roles across 3 branches (baysidesupply.com/careers, checked Nov 13). - The Eugene branch opened in September (baysidesupply.com/news, Sep 17). What we infer, not observed - A new operations leader often reviews scheduling and timekeeping in her first 90 days. Talking points 1. Ask how shifts are built across the 4 branches today and who covers when one branch is short. 2. With 11 roles open, ask how they handle overtime while hiring. 3. Rosterly lets a branch manager offer an open shift to staff at a nearby branch, which fits Kent and Tacoma. Not found: no past contact with Bayside in HubSpot.

Match: baysidesupply.com · HubSpot company 18877412 · ZoomInfo, high confidence
Observed: Renee Alvarez started as VP of Operations on Nov 2 (baysidesupply.com/news)
Observed: 11 open warehouse and counter roles across 3 of 4 branches (careers page, Nov 13)
Observed: Opened a branch in Eugene, OR (baysidesupply.com/news, Sep 17)
Inferred: A new operations leader may review scheduling in her first 90 days (inference, not observed)
Past contact: None in HubSpot

History

Nov 14Brief drafted for Devin to review
Nov 14Research finished: 4 observations from 3 sources
Nov 13Imported from the HubSpot list 'Q4 multi-site operators'

Runs on its own

Researches new accounts on request

When you add accounts it matches each company, gathers news, hiring and leadership changes with their sources and dates, and drafts a brief with talking points. Briefs older than 60 days are flagged for refresh.

Waits for you

Outreach, always

Outreach, always. It never contacts an account, it keeps guesses about intent apart from what it observed, and it records a failed lookup instead of filling gaps.

Works with

Apollo
ZoomInfo
HubSpot
Salesforce
Web search

Target account research

Ran today at 9:15 AM

Researches new accounts on request

Outreach, always

Works with

What it keeps track of

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