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You’re prospecting. You need to identify the right accounts, find the right people, and write outreach that references what the prospect actually cares about - not generic templates. Here’s how to get going.

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Your First 10 Minutes

1

Add 3-5 accounts you're actively prospecting

Go to your workspace and add the accounts you’re targeting this week. Each takes 5-10 minutes to enrich. Add a few at once and they’ll process in parallel.
2

Configure your lens

Go to Configuration → Favourite Technologies and add your competitors. When you look at any account’s tech stack, competitors are highlighted - you’ll immediately know if this is a displacement opportunity.Go to Configuration → Personas and add the roles you prospect into (e.g. VP Sales, Director of Engineering, CTO). PG:AI will surface these contacts first.
3

Find your angle

Once an account is enriched, open Strategic Insights and scan the priorities. Find the one most relevant to what you sell. That’s your outreach angle - not “I wanted to reach out” but “I noticed you’re prioritising X and we help companies with exactly that.”
4

Find the right person

Go to Contacts & Org Chart. Your configured personas are surfaced first. Find someone with the right title and seniority. Check their career history for anything useful (e.g. they came from a company that uses your product).
5

Generate personalised outreach

Go to Agent → AI Assistant and ask: “Write a cold email to [Name], [Title] at [Company]. Reference their priority around [X]. We sell [what you sell]. Keep it under 100 words.”Or use Canvas with an email template to generate something more structured.

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What You’ll Use Most

Contacts & Org Chart

Find decision-makers, champions, and the people who matter. Filtered by your configured personas.

Strategic Insights

What the account cares about - your outreach angle. “I noticed you’re prioritising X…”

Jobs & Hiring Signals

Buying signals from hiring patterns. If they’re hiring 10 engineers in your space, they’re investing.

Tech Stack

Are they using a competitor? That changes your entire approach. Know before you call.

AI Assistant

Generate personalised outreach grounded in real account intelligence. Not templates - account-specific content.

Canvas

Create outreach sequences, call scripts, and engagement content at scale.

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Your Key Playbooks

Prospecting & Outbound

End-to-end prospecting workflow - from identifying accounts to crafting outreach. Start here.

Content Generation

Create account-relevant emails, call scripts, and LinkedIn messages.

New Territory Ramp

Just got a new territory? Get up to speed fast with bulk enrichment and scoring.

Meeting Preparation

When your prospecting works and you book a meeting - prepare for it in 15 minutes.

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Daily Workflow

  1. Start of day: Check your target accounts in PG:AI for any new hiring signals or strategic changes.
  2. Before any outreach: Spend 2-3 minutes on the account. Read top priority, check tech stack for competitors, find the right contact. Write outreach that references something specific.
  3. When you book a meeting: Hand off to the AE with context - share the account intelligence or Canvas brief so they don’t start from scratch.