AI agent for managers
Target Account Qualification Agent
A ranked, evidence-based target account list
What it does
Business development needs a focused list of companies worth pursuing, not a long list of names. This agent takes the ideal customer profile and searches public sources and the CRM for matching companies. It scores each on size, industry, region and signals such as hiring or funding, and records the evidence for each score. It then tests the scoring against recent won deals: if past winners would have scored low, the criteria are wrong, so it adjusts them and rescores. It checks the CRM for existing relationships, flagging companies that are already customers of another division. It drafts a ranked list with suggested first contacts. The manager approves the list before any outreach. Edge case: a company is already a customer of another division, so the agent flags it for coordination.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Planning cycle
- Search for companies matching the profile
- Score fit with evidence
- Would recent won deals score high?If not: adjust criteria and rescore. Back to step 3.
- Check CRM for existing relationships
- Draft ranked list
- Manager approves listThe agent waits here for your OK.
- List loaded for outreach
How it decides
It scores companies on profile criteria and checks the scoring against past wins.
- Evidence required for each score
- Existing customers flagged
- Past wins test the scoring
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Profile criteria
- Signals
- List size
- Scoring weights
What keeps you in control
It always asks you first
- Final list
- Outreach start
Hard limits
- Public data only
- No contact made
It stops when
- Done: list approved
- Stop: profile not agreed
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide