🎯 Seller Intelligence Profile

• Quick Start (2 min) or Full Intake (5–8 min) onboarding
• AI-conducted intake conversation — Claude decides depth based on your answers
• Profile powers every fit score, signal interpretation, and outreach message
• Edit your profile anytime from the top right — no need to redo onboarding
• Outcome mapping by contact role — your profile's outcomesByRole drives every draft so each persona hears the outcome that matches their role

⚡ Signal Intelligence

• 9 signal types: News, Hire, Jobs, SEC, Product, Funding, Strategy, Research, Engagement
• Auto-normalization — AI-generated types (expansion, adoption, renewal) map to standard categories
• Expandable signal cards — click to see full context and source link
• News signals auto-fetched via NewsAPI on account creation
• Job posting signals auto-fetched as hiring intelligence
• Signal refresh button — fetch new signals for any account on demand
• Filter by signal type — all filters visible in two rows, nothing cut off

🏢 Account Intelligence

• Auto-read company website, LinkedIn, and X/Twitter via Jina AI on account creation
• Auto-read contact LinkedIn profiles on account creation
• Research link enrichment — paste any URL, GTMology reads it and generates new signals
• Regulatory filings intelligence (optional) — paste ADV Part 2 (IAPD) URLs for any publicly-disclosed firms in your pipeline
  → Extracts stated strategy and themes, not individual positions
• Auto-find Filings button — surfaces correct IAPD search links
• Call Transcript — paste transcript or call notes, Save & Analyze generates follow-up signals
• Account scoring: High / Medium / Low fit with specific reasoning from your ICP
• Re-analyze button — refresh any account with latest signals and your current profile

👤 Contact Intelligence

• Two contact types: ✓ Your Contacts (verified) and 🎯 ICP-Matched Titles (suggested)
• Auto-generate suggested contacts on account load — no empty state
• LinkedIn search pre-built for each suggested title at that specific company
• Add Person flow: search LinkedIn → find person → + Add Person → inline form → Save
• Contact enrichment — paste their LinkedIn, blog, or publication URL for personalized angles
• Find More — paste company LinkedIn or team page to extract real names
• Up to 3 named contacts per account in Add Account modal (none mandatory)

✦ Intelligent Outreach

• 4 channels: Email, LinkedIn DM, Connection Note, Call Script
• 4 tones: Direct, Curious, Warm, Challenger
• 3 context modes: Current Signals, Prior Engagement (Call Notes), Both
• Contact selector — toggle between contacts without closing the drawer
• Call script structured as 60-second cold call: Opener → Permission → Bridge → Discovery → Close
• Copy button with visible green confirmation
• Never pitches features — always anchored in outcomes by contact role

📂 Bulk Upload & Territory

• Upload CSV or Excel — up to 250 accounts at once
• Downloadable template with correct column format
• Salesforce export instructions built in
• Phase 1: Quick scan all accounts (fit score + tier)
• Phase 2: Deep analyze top 25 by fit score
• Remaining accounts analyzed on-demand — click to trigger
• Prospects and Customers in separate tabs, sorted by signal strength

🔧 Platform & UX

• Spinning cog loader during all AI processing — brand-consistent
• GTMology logo with cog O's in ology — brand approved
• Modal lockout — can't accidentally close Add Account by clicking background
• Keyboard shortcuts: ⌘K to search, Escape to close drawer
• Status footer: AI Connected · accounts · signals · hot signals · Viewing account
• Help modal (?) and Release Notes (v2.0) accessible from topbar
• Seller profile edit modal — change value prop, ICP, signals, AI context without re-onboarding
• Data persists in browser localStorage — accounts survive page refresh

🚀 Coming in v3.0

Real backend (Vercel + Supabase) · Multi-user accounts · Apollo/ZoomInfo contact enrichment · Call-recording platform integrations · Salesforce sync · Secure server-side API key · gtmology.io launch

⚡ The Four Columns

Column 1 — Accounts: Your prospect and customer list. Sorted by signal strength. Green dot = hot signals, amber = warm, gray = no signals yet.
Column 2 — Signals: Why reach out NOW. News, hires, job postings, SEC filings, and anything you paste in. Filter by type.
Column 3 — Account Context: Full intelligence on the selected account. Fit score, buying trigger, themes, enrichment links, SEC filings, call transcripts.
Column 4 — Contacts + Insight: Who to target, why them, what angle to use. Add your own contacts or use AI-suggested titles.

↻ Keeping Intelligence Fresh

Signals are fetched when you first add an account. They don't update automatically — you control when to refresh.

To refresh an account:
1. Click any account in the left column
2. Click the ↻ button in the top right of the Signals column
3. GTMology re-reads the company website, LinkedIn, X/Twitter, fetches new news and job postings, and re-runs the full AI analysis
4. New signals are added to the top — existing signals, contacts, call transcripts, and enrichment links are preserved

When to refresh: Before a big outreach push, before a meeting, or weekly for active prospects. The ↻ button shows how many new signals were found (e.g. ↻ +3 new).

High Fit — Company matches your ICP closely. Company type, size, strategy, and signals all align with what you sell.
Medium Fit — Partial match. Worth pursuing but may need more qualification.
Low Fit — Doesn't match your ICP well. Deprioritize or remove.

The number next to each account (e.g. 80, 92) is the fit score 0–100. The score is calculated against your Seller Profile ICP — company type, industries, size, and situational fit.

👤 Contacts — Two Types

✓ Your Contacts — Real, named people you've added. Full outreach intelligence, enrichment, and draft capabilities.
🎯 ICP-Matched Titles — AI-suggested job titles to target at this specific company. These are LinkedIn search links, not confirmed people.

To add a person from a suggested title:
1. Click ↗ Search LinkedIn — opens a pre-built search for that title at that company
2. Find the right person on LinkedIn
3. Come back, click + Add Person
4. Enter their name and optionally their LinkedIn URL
5. Click ✓ Save as Contact — moves them to Your Contacts and opens the draft drawer

📁 Regulatory Filings (optional)

If your prospect publicly files with the SEC (registered investment advisors), paste their filing URLs to extract additional strategic context:
Form ADV Part 2 (IAPD) — Surfaces stated strategy, client types, and approach.

Click 🔍 Auto-find Filings to get the right IAPD search link. Paste the filing URL → click Analyze Filings.

✦ Draft Outreach

Click ✦ Draft on any contact to open the outreach drawer.
Channel: Email, LinkedIn DM, Connection Note, or Call Script
Context: Current Signals (for cold outreach), Prior Engagement (uses call transcript), or Both
Tone: Direct, Curious, Warm, or Challenger

Every message is anchored in a real signal. The AI uses your Seller Profile to determine which outcome angle to lead with based on the contact's role.

⚙️ Your Seller Profile

Click your profile name (top right) to edit your Seller Intelligence Profile at any time. This powers every fit score, signal interpretation, and outreach message.

Changing your profile does not affect existing accounts — it only changes how future analysis and outreach are generated. To re-analyze an existing account with your updated profile, click ↻ Re-analyze on that account.

Account

Snapshot Now

We automatically snapshot your Seller Profile before destructive actions (redo intake, restore, etc.). The 10 most recent backups are kept.

Security

We'll email you a secure link to set a new password.

Change password

Danger zone

Deletion is processed manually by the team. Requests are reviewed and completed within 24 hours.