Current solution and workflow maturity
Reviews how the account handles the workflow today and whether related tools or processes are already in place.
Prospectory P2B combines five research factors into an account score, keeps the explanation and available source context with each factor, and gives sellers a clear starting point for review.
The weights add up to one account-level score. Each factor still needs evidence that a seller can inspect.
Reviews how the account handles the workflow today and whether related tools or processes are already in place.
Reviews evidence of a problem Prospectory may be able to address for the target company.
Reviews dated expansion signals such as funding, hiring, product activity, or new markets.
Reviews the account's current approach and the practical room for another option.
Reviews available timing context, including business priorities and market conditions.
Bring selected company and market evidence into the Account Intelligence record.
Evaluate each factor on a 0 to 100 scale and attach an explanation with available source context.
Combine the factor scores using the current product weights and classify the result as high, medium, or low.
Let a seller inspect the evidence, correct weak inputs, and choose the appropriate next step.
P2B organizes account research into high, medium, and low bands. Compare those bands with later CRM results to decide how much weight the score should carry in your process.
Bring a representative account sample. We will show the factors, explanations, and review workflow using the same definitions across the sample.
Schedule a working session