THE PROCESS

Three phases.
Thirty days.

From intake to CRM-ready targets. Every step is documented, every score is evidenced, and the full stack is yours to run after delivery.

01
INGEST
Days 1–10

Intelligence Layer

  • Intake form completed — ICP, buying signals, target criteria, integrations
  • Scoring model derived from intake: criteria weights, system prompt enrichment
  • Apollo.io company discovery against your ICP parameters
  • AI signal research: each target account profiled across 6 signal categories
  • Raw prospect universe assembled — 50+ companies, each with documented signals
02
BUILD
Days 10–20

Scoring & Ranking

  • Custom scoring model applied — 4 weighted criteria unique to your acquisition thesis
  • Each company scored 0–100 across all criteria, weighted by your ICP priorities
  • Evidence mapped to score: every point has a documented signal source
  • Ranked target universe assembled — highest-fit companies at the top
  • Excel export generated: scored targets, breakdowns, signal summaries
03
ACTIVATE
Days 20–30

Delivery & Handoff

  • Live dashboard provisioned — review, approve, and push targets to CRM
  • HubSpot sync enabled for approved accounts (two-way)
  • Notion export: full target universe as a queryable workspace database
  • Walkthrough and documentation delivered
  • Intelligence engine left running — dashboard refreshes as signals update
SIGNAL CATEGORIES

What we look for — and why it matters.

Every target account is profiled across six behavioral signal categories. These are not firmographic filters — they are operational triggers that indicate a company is in or approaching a buying window.

01

Hiring Velocity

Specific role clusters that indicate a company is entering a buying window — not just headcount growth, but functional composition shifts.

02

Funding Deployment

Series A–C companies in the 90–270 day post-close window. Capital is allocated, headcount is being built, vendors are being evaluated.

03

Technology Migration

Companies replacing incumbent systems are actively re-evaluating all adjacent tooling. Stack changes are the cleanest buy signal in enterprise.

04

Leadership Transitions

New VP-level hires in relevant functions bring mandates and budget authority. The first 90 days are the highest-intent period.

05

Geographic Expansion

New market entries require new vendor relationships across every category. Expansion is a reliable proxy for budget availability.

06

RTO & Operational Shifts

Return-to-office policies, restructuring, and operational pivots create re-evaluation cycles across existing vendor relationships.

THE SCORING MODEL

Built from your intake.
Not a template.

Your scoring model is derived automatically from your intake form. You rate four acquisition criteria by importance — Technology Adoption, Growth Trajectory, Pain Point Alignment, Decision-Maker Access — and the engine normalizes those ratings into weighted scoring criteria.

The model's system prompt is enriched with your company description, problem statement, and buying signal definitions. Every score is a direct function of your ICP — not a generic firmographic filter.

SAMPLE SCORING BREAKDOWN
Technology Adoption35% weight
84
Growth Trajectory28% weight
72
Pain Point Alignment25% weight
91
Decision-Maker Access12% weight
68
WEIGHTED TOTAL SCORE81
READY TO START

See your target universe in 30 days.

VIEW PRICING →JOIN WAITLIST