By role
Start with what your role needs to win
Same platform, different upside by role. Choose your path and get the exact playbook for your goals.
SDR
New call-ready thesisBook more qualified meetings with less manual research.
- Replace fake personalization with evidence of architectural pain.
- Use Insight Focus to steer each account toward the right wedge.
- Pass AE-ready handoffs that accelerate discovery quality.
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Also relevant to
Sales
Updated deal prep flowIncrease win execution quality while reducing prep drag.
- Lead with account-specific pain, not generic discovery scripts.
- Recover hours per opp and turn them into active pipeline capacity.
- Run one consistent story from first touch to close plan.
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Also relevant to
Growth / Lead Gen
Action: prioritize intent tiersImprove handoff quality by targeting proven intent, not volume noise.
- Prioritize accounts by urgency and technical pain evidence.
- Deliver context-rich opportunities sales can trust immediately.
- Close the loop faster on plays that actually book meetings.
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Marketing
New narrative-kit mappingShip narratives that field teams actually use and leadership can measure.
- Keep brand narrative and seller execution aligned by default.
- Move from one-size assets to account-specific proof briefs.
- Connect message quality to meeting quality and pipeline outcomes.
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Also relevant to
Business (CEO/CRO)
Updated forecast signal viewCreate predictable GTM execution from a shared account truth.
- Raise forecast confidence with cleaner conversion inputs.
- Reduce role-to-role narrative drift across sales and marketing.
- Spot execution breaks early and correct them quickly.
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