Newbiz Gap playbook

Your target list becomes
accounts worth working.

Only the companies outside your CRM that fit your criteria go on to contacts and plays.

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Where a target list stalls

Not in finding companies. In everything that has to happen next.

3 ways it happens

Names, not accounts

A list of company names says nothing about fit. Someone researches each one by hand before anyone knows which to work.

Contacts at the wrong companies

Finding people at every company on the list spends time and budget on accounts that were never going to buy.

A first line from nothing

Reps write to strangers with no research in front of them. The first message reads like everyone else's.

Accounts already in your CRM that went quiet are Newbiz Recycling.

The list

Start from any list of companies you want to win

Upload a CSV of company names or search for companies with Explore. The name is required and the domain is optional. An account with the same name already in your workspace is skipped by default, so the workflow only works the new ones.

The workflow

Your credits only go to accounts that fit

The workflow qualifies each account and researches it. A condition then stops the accounts that do not fit, so Contact Finder, the Email/Phone Finder and the play spend credits only on the ones that do. The fields you map in your CRM fill in as it runs.

What you get at each step Example
  1. 1Account Qualification
    Not in your CRM yetAccount
    Acme Corpacme.com
    ICP: YesCriteria met
    • Uses Salesforce
    • Multi-entity organization
    • Actively hiring RevOps
    • Headcount 500+
  2. 2Account Research
    Account
    Acme Corpacme.com · Score 85
    Signals found
    • New RevOps leadership hireA VP Revenue Operations started in June
    • CRM consolidation program3 RevOps roles name a platform migration
  3. 3Condition
    2 conditions
    ICP status is Yes
    and
    Score is at least 70
    Acme CorpICP: Yes, passesScore: 85, passesGoes on to Contact Finder
    Globex IndustriesICP: Yes, passesScore: 66, failsStops here
  1. 4Contact Finder, Contact Qualification, Email/Phone Finder
    Contact
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesMatches the RevOps Leader persona: VP level, owns the revenue systems budget
    Contact details
    • d.whitfield@acme.comSafe to send
    • +1 415 555 0142P1: likely to pick up
  2. 5Play Copywriting
    Play
    Cold call: opening trackGenerated
    For Dana WhitfieldGenerated playOpener: “Dana, I'll be quick. You're hiring three RevOps people while running six entities on Salesforce. Most teams at that point are stitching data by hand.”If pushback: “What's the current process for keeping the regional records in sync?”
  1. 6HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountAcme CorpICP StatusAccount ScoreResearch answers+ Map any other field
    ContactDana WhitfieldJob titleIBP StatusEmailPhonePhone intentCold call: opening track+ Map any other field
The criteria

You see why each account passed, with its evidence

Each criterion shows its answer and its date, with the source and reasoning behind it. Your team can check why an account qualified before a rep spends time on it.

What reps get

Your reps open contacts with plays already drafted

For each account that fits, Contact Finder adds people who match your personas and Contact Qualification checks each one. Plays are written from the research and your value proposition. Nothing is sent without your rep.

Setup

You describe the motion and Eva builds it for you

Tell Eva which companies and which people you are after, and she proposes the steps. She saves the workflow only after your yes. You can then change any step in the builder.

What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See your target list become accounts with plays

We will walk you through an import, the workflow's condition and the contacts it produces, on a real workspace.

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