GTM AgentPlaybooksSubmit a use case ↗
← All playbooks
Account research / Practitioner report

Build a sourced target-account map

Turn an ideal customer profile into a researchable company list with visible fit evidence.

Approved AI assistantBeginnerOriginal editorial guide

What you’ll produce

A deduplicated account table with domain, fit reasons, supporting URLs, and open questions.

Inputs & connections

  • Written ideal customer profile and exclusion rules
  • Approved company sources or a seed account export

Begin with approved exports or pasted source material. Live access requires separately configured integrations and permissions; this guide does not install them.

Your starting prompt

Replace the bracketed fields. This is our suggested prompt, not a quote from the source.

Research [small batch size] companies against [ICP and exclusions]. For each, return canonical domain, stated business, geography, relevant public signals, dated source URLs, and fit reasons tied to the ICP. Use unknown for unsupported fields. Separate verified facts from hypotheses. Merge duplicate domains and explain exclusions. Do not guess personal emails or contact anyone.

How to run it

  1. 01

    Translate the ICP into concrete inclusion and exclusion criteria.

  2. 02

    Build a small seed list and approve the source types to use.

  3. 03

    Research each account with dated evidence and deduplicate by domain.

  4. 04

    Review borderline companies before extending the list or adding it to the CRM.

KEEP A PERSON IN THE LOOP

Review before you act

A revenue owner checks the fit rationale and source freshness for every pilot account.

Limitations & success checks

  • Public data can lag company changes.
  • A large list is not proof of an addressable or reachable market.

Measure: Verified account coverage, duplicate rate, and accepted versus rejected fit reasons.

Sources & attribution

The sources below support the reported example or a tool capability. They do not validate our prompt or prove the outcome in your environment.

Practitioner reportTAM as a living company database ↗

September 14, 2026. Visible post describes company domains, marketing ownership, funding, and hiring signals. Our scoring rules and prompt are original.

Creator / publisher: Cody Schneider

Editorial review: 2026-10-11. How we label evidence.

FROM A USE CASE TO A WORKING SYSTEM

Have a workflow worth building?

Ferociter plans and builds AI workflows for hospitality and commercial real estate teams.

Talk through your project ↗