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 → Agent 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.
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.
Agent
Generate personalised outreach grounded in real account intelligence. Not templates - account-specific content.
Canvas
Create outreach sequences, call scripts, and engagement content at scale.
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.
Daily Workflow
- Start of day: Check your target accounts in PG:AI for any new hiring signals or strategic changes.
- 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.
- 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.