Account Contact Shortlist

Pull the right people at a target account and rank them for outreach, with a use-case lens (new business, active deal, renewal) and a reachability check.

Input

The user provides:

• A company name or domain (required).
• Optional use case: "prospecting" (default), "deal acceleration", or "renewal" / "expansion".
• Optional seniority focus (C-level, VP+, Director+) or a specific function (sales, marketing, RevOps, security, finance).
• Optional size of the shortlist (default 25, max 100).

Workflow

1. Resolve the company. Match the business from the name or domain. If multiple plausible matches surface, present the top 2 to 3 with industry, size, and HQ, then ask the user to confirm. Sanity-check the resolved firmographics: if a major-brand input comes back as 1-50 employees in a Corporate-Managing-Offices category, the match likely routed to a shell entity. Retry with the alternate domain or the name string before proceeding.

2. Enrich the resolved business with firmographics to anchor the output header (industry, size bucket, revenue bucket, HQ, public vs private).

3. Translate the use case into a persona blueprint before any prospect fetch. Prospecting / default: broad buying-committee coverage across Sales, Marketing, RevOps, IT, and Product, weighted toward Director, VP, and C-level. Deal acceleration: economic buyer plus technical evaluator plus procurement, biased to C-level and VP in the relevant function, plus one Director-level champion. Renewal / expansion: existing product-owner functions plus an executive sponsor, including Manager and Director levels alongside VP+. Intersect any user-supplied seniority or function override with the blueprint and note dropped roles.

4. Discover canonical values for every free-text role or industry token before filtering. Combine a job-title filter with an explicit seniority constraint to keep matches tight: a title-only filter for "Vice President of Engineering" leaks non-VP rows, so intersect title with seniority.