See who you know inside a client and which roles are empty, follow a champion who changes jobs to their next company, and open a plan written from the account's research, so your partners and account managers walk into each conversation prepared.
No qualified contacts in Data and Analytics yetThis account has 7 IBP-yes contacts, none of them in Data and Analytics. Contact finder can look for Data and Analytics personas at Acme Corp.
Find Data and Analytics contactsSee all contacts
Who you know
Who you know at a client, and the empty seats
You see where a client relationship rests on too few people. The relationship map groups an account's contacts by the expertise on your persona cards, so a role with nobody in it shows empty, with a Contact finder pill aimed at it. It is in beta, on accounts qualified as ICP.
Quick filters23 contactsClear all
My contacts4IBP Yes2,960Left company23Missing email9Missing phone6Recent tasks
NameCompanyAccount ScoreIBPJob Title
JBJonas BergNorthwind Traders72%No: Left the companyVP Sales Operations
CWClara WeissGlobex Industries64%No: Left the companyHead of Revenue Operations
MRMateo RuizAcme Corp85%No: Left the companyDirector of Sales Enablement
HOHannah OkaforUmbrella Health81%No: Left the companyRevOps Manager
LBLuca BianchiStark Manufacturing91%No: Left the companyCRM Lead
ENEmma NovakHooli Cloud78%No: Left the companySales Operations Manager
DCDavid ChenMassive Dynamic83%No: Left the companyVP Commercial Operations
SLSara LindCyberdyne Robotics69%No: Left the companyHead of Sales Systems
NFNoah FischerInitech Systems-No: Left the companyRevenue Operations Analyst
OGOlivia GrantWayne Logistics58%No: Left the companyDirector, Sales Operations
Who left
You see which clients lost the contact you relied on
A client that lost its champion still needs someone to talk to. The old contact stays on the old account, marked No with the reason Left the company, and the Left company quick filter lists them all. Your team decides what each of those accounts needs next.
Contact Qualification Agent
Start
nextend of flow
elseAccount Qualification Agent
Account Qualification Agent
nextAccount Research Agent
Account Research Agent
nextPlay Agent
Play Agent
nextend of flow
94%
Champion MonitoringSave as templateUpdate
Champion moves
Your relationships follow your champions to their next company
Their new employer starts with someone who already knows your work. Switch on Follow contacts who changed jobs in Contact Qualification, and a run that finds someone has left creates their new company as an account for the chain to qualify, research and write to. It checks when the workflow runs, so schedule it.
DW
Dana Whitfield
IBP: Yes
VP Revenue Operations
atAcme Corp85%
Agent research3
Owns the revenue stackYes. Job description and the org chart place revenue systems spend under her.
24 July, 2026 14:32Source and reasoning
Consolidation mandateYes. Named owner of the 6-instance Salesforce consolidation in the CTO's Q2 letter.
24 July, 2026 14:32Source and reasoning
Recently active on data qualityYes. A LinkedIn post on CRM hygiene from 12 Jul drew 240 reactions.
24 July, 2026 14:32Source and reasoning
What you know
You can check what you know about a stakeholder
Your account manager sees how an answer was reached before repeating it to a client. Answers land on the contact under Agent research, each carrying the reasoning behind it. Edit the agent afterwards and the old answer is flagged as stale, with a re-run on that single question rather than the whole contact.
A85%
Acme Corp
ICP: Yes
acme.com
Business model
See more
Acme Corp sells a subscription analytics platform to mid-market operations teams, priced per seat with an annual contract and a services attach for onboarding. Revenue concentrates in 6 regional entities, each running its own Salesforce instance, which is why data consolidation keeps surfacing in their hiring.
Account plans
0 selected
Name
Last updated
CliffNotes
24 July, 2026 08:40
Result
CliffNotes Account Plan for Acme Corp
Snapshot
Mid-market SaaS selling enterprise direct across EMEA and North America.
Fits ICP on named-account motion with multi-region selling complexity.
240 employees, 18 in revenue roles.
Runs 6 regional Salesforce instances with no master account object.
Top 3
3 RevOps roles posted in 30 days, team forming now, reach the incoming owner first.
November partner release names the same consolidation program, so the timing is public.
6 regional orgs with duplicate accounts, so one qualified view is the gap.
Current Setup
Salesforce per region plus spreadsheets for account matching, so no single account view.
Why Now
Series C closed in March, so the consolidation is funded.
Partner release in November, the migration window is already public.
Best Angle
Duplicates across 6 orgs create rework at EMEA scale, account-level enrichment survives the merge.
No master account object yet, so one qualified view lands before the migration finishes.
Start Here
Incoming RevOps lead, owns the consolidation.
VP Revenue Operations, signs the tooling.
Enterprise AE, feels the duplicate rework.
First Touch
Email: Noticed the 3 RevOps roles and the November partner release. Call: You are consolidating 6 orgs before EMEA expansion. Q1: How do you match accounts across regions today? Q2: What breaks first when duplicates hit EMEA scale?
Gaps To Fill
Who owns the consolidation, RevOps or IT?
Is the migration funded beyond the Series C?
CS Engagement Plan
22 July, 2026 16:05
1-2 of 2 records
1
The plan
Your account manager reads 1 plan, not the raw research
Your account manager starts from the client's own research, not from memory. An account's Overview holds its plans, 1 row per plan agent, each opening to the full plan. Account Planning writes them from the account's qualification and research, your value proposition and its contacts.
Your team and the agents read the same client history
The plan knows what your team already did with the client. Your CRM history goes into the plan, so the brief can call the account untouched and safe to approach cold, or name the opportunity already open. The product tells a genuinely cold account apart from one it could not check, and never guesses.
Eva, anywhere
Your team works with Eva anywhere, not only in Evergrowth
It is the same Eva as in the workspace, with each rep's own permissions, and her answers link back to the workspace.
Slack
Microsoft Teams
ChatGPT
Claude
Microsoft 365 Copilot
⌕ Search Northstar
N
Home
DMs
Activity
Later
More
Northstar
Threads
Drafts & sent
⌄ Channels
# account-planning
# sales
# general
⌄ Direct messages
Eva
SV Sara V.
＋ Add teammates
Eva
SV
Sara V.10:42
What do we know about Acme Corp, and where should we focus?
✅ 1
EvaAPP10:42
2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme Corp
🪙 This answer used 1 credit (2 tool calls)
⌕ Search (Ctrl+Alt+E)
T
Activity
Chat
Calendar
Calls
Apps
Chat
Unread Channels Chats
Favourites
Eva from Evergrowth
SV Sara V.
Teams and channels
⌄ Revenue team
# Account planning
# General
Eva from EvergrowthChat
10:42
What do we know about Acme Corp, and where should we focus?
Eva from Evergrowth10:42
🛠 2 tool calls · 1 credit
The workspace research points to a RevOps-led consolidation project.
This answer used 1 credit (2 tool calls)
Acme Corp · account context
AccountAcme Corp
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Open in Evergrowth
In Slack and Microsoft Teams
In Slack, a rep sends her a direct message or mentions her in a channel. In Teams, she answers in direct messages. Eva in Slack and Teams
ChatGPT5Account executive
What do we know about Acme Corp, and where should we focus?
Evergrowth
EvabyEvergrowthNorthstar
Eva's work· 2 steps
The workspace research points to a RevOps-led consolidation project.
Acme Corp · account context
FitMid-market SaaS
PrioritySalesforce consolidation
Next stepValidate the RevOps migration plan
Acme CorpAccount recordOpen
Answered by Eva in EvergrowthOpen Evergrowth
Ask anything
CopilotAutoSDR
Help me prepare for a conversation with Dana Whitfield at Acme Corp.
Question to askWhere is reconciliation slowing the team?
Answered by Eva in EvergrowthOpen Evergrowth
The answer is being provided in the Evergrowth panel.
Message Evergrowth
Find RevOps contacts workflowRevOps
Run our saved “Find RevOps contacts” workflow on Acme, Northwind and Contoso.
Evergrowthask_eva
EvabyEvergrowthNorthstar
Eva's work· 2 steps
Review this run
WorkflowFind RevOps contacts
SettingsUp to 2 contacts/account · low effort
Contact detailsEmail on · phone off
Estimated execution: 6 credits, plus credits for each new verified email. Conversation usage is separate.
Shall I run it?
Answered by Eva in EvergrowthOpen Evergrowth
Eva is asking you to confirm the run in the Evergrowth panel.
Reply
Opus 5.5 Medium
In ChatGPT, Claude and Copilot
The Evergrowth connector brings Eva in through MCP. Before she launches anything, she shows the cost and asks. Eva in ChatGPT, Claude and Copilot
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 client relationships kept current
We will walk you through a relationship map, a champion who changed jobs and an account plan on a real workspace.
Slack
Microsoft Teams
ChatGPT
Claude
Evergrowth
