Find your next audience. Understand the account.
Find relevant accounts by industry, geography, and company size. Add professional titles, functions, seniority, and contact availability to focus on the people your workflow needs.
The account and the people around it.
A company snapshot and relevant professional roles in one place. This example connects Forma Labs to its Sales team so you can see the context behind the contact.
Start with the question“Which sales leaders are associated with Forma Labs?”
Forma Labs
forma.example
- Industry
- SaaS
- Location
- San Francisco, US
- Employee range
- 51–200
A SaaS company in the 51–200 employee range. Confirm its product and target buyers before qualifying the account.
Sales roles in this account example
- Maya Chen · VP Sales · VP
- Jonah Patel · Sales Director · Director
- Leah Brooks · Account Executive · Individual contributor
Turn an account into a prepared conversation.
Define the account, record the business facts, then separate qualification questions from what you already know.
Define the account set
Start with industry, location, and team size instead of an unqualified list.
Build the account brief
Combine the company context with your own notes, keeping unknowns visible.
Prepare the next conversation
Use the brief to ask better questions; review the account before taking action.
A brief is ready when the next question is clear.
The company and domain refer to the intended account.
The reason for researching the account is explicit and separate from the source fields.
Budget, timing, and decision-maker details remain open until verified.
The person taking the call can see the underlying context, not just a generated summary.
Before you get started.
Can I use this to send outreach?
Vencavo supplies company and contact data for your own sales workflow. Create a workspace and search by the industries, locations, company sizes, and roles your team needs. The website examples do not send messages or run outreach sequences.
What belongs in an account brief?
Start with the company identity, domain, industry, location, and employee range. Add your own reason for researching the account and the questions you want to resolve.
How would this work with an agent?
Company and contact records can provide evidence for an agent’s research brief. Create a workspace, choose scoped access, and follow the REST or MCP setup guide. Keep returned source facts separate from your agent’s assumptions.
Make the next conversation
a better-informed one.
Build a company brief with a clear research question, inspectable facts, and an honest list of unknowns.