Your First 10 Minutes
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.
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.
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.”
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).
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.
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.