The Contacts tab helps you identify, understand, and engage with key stakeholders at your target accounts by combining role identification with persona-based intelligence and content generation.
Contact personas must be configured in Settings → Personas before using this feature. This ensures consistent targeting aligned with your typical buying committee structure.

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What You’ll Find

Contact Discovery PG:AI identifies contacts by analyzing public professional data and matching job titles to your defined personas:
  • Economic buyers (CFO, budget holders)
  • Technical buyers (CTO, IT directors, architects)
  • Champions (innovation leads, transformation managers)
  • Influencers (department heads, senior managers)
  • End users (practitioners, analysts, operators)
Professional Background For each contact:
  • Current role, tenure, and responsibilities
  • Career progression and previous positions
  • Education and experience indicators
  • Strategic initiatives they likely own
Persona-Based Intelligence
  • Relevant challenges they face in their role
  • Strategic priorities they care about
  • How to position your solution for their needs
  • Common objections and responses

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How to Use Contact Intelligence

For Account Mapping:
  1. Identify your typical buying committee personas
  2. Map relationships and reporting structures
  3. Find potential champions with innovation backgrounds
  4. Plan multi-threading across 3-5 key contacts
For Personalized Outreach:
  • Reference their specific background and experience
  • Connect to initiatives they likely own based on role
  • Use persona-specific messaging and value propositions
  • Time engagement around their priorities and cycles
For Meeting Preparation:
  • Research attendees’ roles and likely concerns
  • Prepare persona-appropriate talking points
  • Understand how to position value for each stakeholder
  • Anticipate questions based on their responsibilities

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Available Content Types

Email Templates:
  • Initial outreach with role-specific value props
  • Follow-up sequences tailored to persona
  • Meeting requests with relevant use cases
  • Case study shares matching their situation
Call Scripts:
  • Role-appropriate conversation openers
  • Discovery questions for their specific concerns
  • Value statements aligned to their priorities
  • Next step closes matching their decision authority
Social Selling:
  • LinkedIn connection requests with context
  • InMail templates for different personas
  • Engagement strategies for content sharing
  • Follow-up messaging for relationship building

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Key Actions

Configure Personas

Set up contact personas for your sales process

Generate Content

Create personalized outreach for specific contacts