Prospecting & Outbound

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Turn outbound from generic to targeted. This playbook shows you how to use PG:AI to find the right accounts, identify the right contacts, and write outreach that references what the prospect actually cares about.

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Step 1: Identify Target Accounts

If you already have a target list, skip to Step 2. If you need to identify which accounts to prioritise, use Territory:

• Sort by PG:AI Score to see the highest-fit accounts
• Filter by tech stack to find accounts using competitor technology (displacement opportunities)
• Use Custom Columns to ask a specific question across all accounts (e.g. “Is this company actively evaluating solutions in [your space]?”)
• Check Jobs & Hiring Signals for accounts with hiring surges in roles relevant to your product

The accounts at the top of your scored territory, especially those with competitor technology or active hiring in your space, are your highest-probability targets.

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Step 2: Find Your Angle (2 min per account)

Open the account and go to Strategic Insights. Scan the priorities. You’re looking for one that directly connects to what you sell. The best outreach angle is specific and timely:

• “I noticed you’re prioritising [X]” - references a real strategic priority
• “You’re hiring [N] engineers in [area]” - references real hiring data
• “I see you’re using [competitor]” - references tech stack intelligence

Avoid generic angles like “I help companies like yours” or “I wanted to reach out.” The whole point is that you know something specific about this account.

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Step 3: Find the Right Person (2 min)

Go to Contacts & Org Chart. Your configured personas are at the top. Look for:

• The right seniority - For outbound, aim for director/VP level. Managers are easier to reach but harder to convert.
• Career history - Did they come from a company that uses your product? That’s a warm angle.
• Recency - Someone who just joined is actively building and more open to new tools.

Get their email and/or LinkedIn.

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Step 4: Craft the Message (3 min)

Quick route - Agent:

“Write a cold email to [Name], [Title] at [Company]. Reference their priority around [specific priority you found in Step 2]. We sell [what you sell] and help companies [outcome]. Keep it under 100 words, end with a specific question.”

Structured route - Canvas: Use an outreach template in Canvas. The AI generates a personalised version using the account intelligence. Manual route: Write it yourself, but use the intelligence. A simple formula:

1. Hook - Reference something specific about their company (priority, hiring, tech)
2. Bridge - Connect it to what you do (1 sentence)
3. Ask - Specific question or CTA (not “let me know if you’d like to chat”)

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Step 5: Follow Up With Context

If they respond, you’re already ahead - you know their strategic priorities, competitive landscape, and org structure. Use the Meeting Preparation playbook to prep for the call. If they don’t respond, use a different angle from the intelligence for your follow-up. Don’t repeat the same message. Reference a different priority, a different signal, or a different person at the account.

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