Build an ICP prospect shortlist with filters you can review
Translate your ideal customer profile into supported company and people filters, handle exclusions, and qualify a shortlist before contact access.
PRACTICAL GUIDES & TOOLS
Better company research. A method you can use.
Build an ICP shortlist, plan MCP research, or evaluate a data provider. Use practical guides, downloadable worksheets, and a local evaluation calculator.
Open the evaluation calculatorREAD THE METHOD. KEEP THE NEXT STEP PRACTICAL.
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8 guides and tools
Run bounded prospect research through MCP
Give an AI client a reviewable research task with workspace scopes, supported filters, page budgets, exact retries, and explicit contact-unlock approval.
Build a company brief you can actually use
Turn a company record into a focused research brief: resolve the entity, separate evidence from inference, and decide what to verify next.
Evaluate a data provider against your actual workflow
A practical worksheet and local calculator for comparing entity matching, usable fields, freshness, latency, and cost.
Build an account map without inventing reporting lines
Map a fictional company, person, role, and department while keeping reporting relationships and decision-making authority explicitly unknown.
Interpret a role change before acting on it
Review a fictional promotion by separating the event, observation, and verification clocks from reporting-line changes and buying-intent assumptions.
Review field provenance before updating a record
Use a fictional field-level ledger to separate supplied values, source evidence, unknown freshness, conflicts, and the decision to retain or update a field.
Start with Vencavo
Choose a workspace, REST API, or MCP workflow and understand what is available.
Company, people, and relationship data model
Inspect actual company export fields and proposed person, role, membership, reporting, event, and technology models with explicit unknowns.
Connect an AI client through MCP
Authorize a client, confirm its workspace, and make a bounded call with the implemented MCP contract.
Agent research workflows
Design bounded company research with explicit tool inputs, inspectable records, source context, and reviewable unknowns.
Data evaluation and provenance
Evaluate identity, field coverage, source evidence, freshness, and explicit unknowns against your integration requirements.
ICP prospect shortlist worksheet
Translate account and role criteria into filters, record exclusions, and review fictional shortlist decisions.
MCP research run ledger
Keep workspace scope, page budgets, retries, saved references, and contact-approval decisions in one run ledger.
Company research ledger
Four fictional observations, evidence fields, and next actions in a CSV you can keep.
Provider evaluation worksheet
A blank CSV template for recording identity matches, field quality, timing, and cost.
Account and org relationship worksheet
Record supplied company membership, role context, and unresolved reporting edges separately.
Role-change interpretation worksheet
Review a fictional promotion, three distinct clocks, and conclusions that still need evidence.
Field provenance review worksheet
Keep each supplied value, source boundary, and proposed update decision in a reviewable ledger.
Cost per usable result calculator
Use your own counts and charges to calculate usable-result rate and variable cost. Inputs stay in your browser.
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