Account research

Find companies outgrowing their current setup

Surface accounts whose tooling, hiring and public activity suggest they have outgrown what they run today.

Try in Unify

The conversation

Sample accounts and numbers, for illustration
Find software companies with 200 to 1,000 employees running Zendesk for support, hiring for support or revenue operations right now, and showing public signs that support volume is outpacing their setup.
Unify
4 research steps · 5 included sources
1Built a company set matching size, segment, and support tooling.
2Checked live job listings for support and revenue operations roles.
3Read recent announcements, reviews, and help center changes with Exa for load evidence.
4Separated observed facts from interpretation before ranking.
Included with Unify
BuiltWith · tech detectionTheirStack · job postingsPredictLeads · company eventsOcean.io · firmographicsExa · web research
Your connected data
None used in this workflow

42 accounts matched. Here are the first five, with what was observed and how I read it.

AccountSizeObservedInterpretation
Northwind Labs4803 support ops roles open 41 days; help center grew 60 articles this quarterLikely staffing to absorb ticket growth. Inference, not stated.
Merridian Systems910Series C in March; first Director of Revenue Operations postingBuilding an ops function from scratch, so early tooling decisions are ahead
Calderon Health IT640Support hiring in two new regions; review mentions of response time upCoverage strain during expansion. Worth verifying on a call.
Halcyon Retail Cloud250One support ops role; no other load evidence foundThin evidence. Single signal only.
Brightpath Analytics370Support lead departed in July; two backfills postedLeadership change, so timing is uncertain

Interpretations are labeled so you can judge them yourself.

Which of these have the strongest evidence, and who should I contact at each?
Unify
2 research steps · 3 included sources
1Scored accounts by how many independent signals corroborate each other.
2Mapped the likely buying committee, then verified titles and tenure.
Included with Unify
Findymail · people dataTheirStack · job postingsExa · web research
Your connected data
None used in this workflow

Three accounts have more than one signal pointing the same way. The rest rest on a single data point.

1
Northwind Labs
Three corroborating signals: sustained open roles, documentation growth, and a public roadmap note about self-serve support. Contact Dana Whitfield, Director of Support Operations, who owns the tooling decision. Copy Marco Reyes, VP Customer Experience.
2
Merridian Systems
New funding plus a first ops leadership hire. Contact Priya Raghunath, Director of Revenue Operations, in post six weeks and likely scoping systems now.
3
Calderon Health IT
Regional expansion and slower response times in recent reviews. Contact Sam Oduya, Head of Service Delivery. Worth confirming the strain on a call before it anchors your pitch.

Halcyon and Brightpath were held back: one signal each, and a leadership change makes timing unreliable.

Which of the 42 are also hiring SDRs this quarter and added or removed a sales tool in the last 90 days? Show me the tool that changed at each.
Unify

Nine of the 42 are hiring SDRs and changed a sales tool in the last 90 days. Four are below, with the tool and the date the change was first seen.

AccountSDR roles openTool changeFirst seen
Northwind Labs3Added Outreach beside HubSpot; nothing removed12 August
Merridian Systems5Removed Salesloft; no replacement detected3 September
Brightpath Analytics2Added HubSpot Sales Hub beside Salesforce28 July
Lumen Freight4Removed a dialer; nothing detected since19 August

Tool changes come from BuiltWith and BuyerCaddy detection dates, so a removal means the tool stopped being detected, not that a contract ended. Merridian and Lumen removed something and replaced nothing, which is the gap to ask about.

Draft first-touch emails for the top two. Reference the specific evidence, keep them under 100 words, no pitch deck language.
Unify

Two drafts, each built from the evidence above. Edit anything before you send.

To Dana Whitfield · Northwind Labs
Subject: 60 new help center articles in a quarter
Dana, your help center added about 60 articles this quarter and you have had three support ops roles open since August. That combination usually means ticket growth is arriving faster than headcount.

We work with support teams at that inflection to route and resolve without adding people. Worth 20 minutes to compare notes on what you are seeing?
Grounded in: help center article count, open roles and days live, public roadmap note.
To Priya Raghunath · Merridian Systems
Subject: First 90 days of a new ops function
Priya, congratulations on the new role. Standing up revenue operations right after a raise usually means picking the systems everyone will live in for the next three years.

I have a short write-up on how teams sequence those decisions in the first 90 days. Happy to send it over, no meeting needed.
Grounded in: funding announcement date, role posting, tenure in current position.

Finding the strain, with and without Unify

Fit says an account could buy. Strain says they have a reason to.

Without UnifyWith Unify
The list is a saved filter on industry and headcount that nobody has revisitedSize, segment and geography build the starting set from company data rather than a stale filter
Fit is the only test, so every account in the segment looks equally readyOpen roles that stay open, a help center growing fast, a system named in a job post
Guesses get written down as facts and then repeated on callsWhat was observed and what was concluded are reported separately, so you can judge the second
The contact is whoever matched a title filter, not whoever feels the problemThe buyer is whoever owns the strained process, whatever their title says

Start from this prompt

Make it your own in Unify, then review the results.

Starting promptEdit in Unify

Find companies in my ICP that are running a tool we replace, hiring for the team that owns it, and showing public signs that the current setup is straining. Show the evidence and label what is inference.

Try in Unify

What else you can ask for

The walkthrough is one path through this workflow. These are the turns people take most often.

How it changes by who you sell to

Software
Tech detection and engineering hiring carry most of the signal, and a GTM-stack change carries the rest. Name the tool you replace, ask for job posts that mention it or SDR hiring in the same quarter, and have Unify add public help-center or status-page growth as the strain evidence.
Financial services
Tech detection sees little behind the login, so the evidence is vendor disclosures and compliance hiring. Ask for job posts that name the incumbent system and for any filing that mentions a replacement program.
Healthcare
Strain shows as system replacements and departmental hiring at each site. Ask for EHR or revenue-cycle changes announced at the system level, and for hiring in the department that owns the tool.
Manufacturing
Facility announcements and plant hiring stand in for tooling signals. Ask for new lines, expansions or a second shift at a named plant, and for hiring in operations at that plant.
Professional services
Strain shows in practice-management job posts and help-center growth. Ask for firms hiring operations or knowledge-management roles, and for the practice adding people fastest.
Education
Institutions outgrow setups at enrollment jumps; the signal is a hiring wave. Ask for enrollment growth and a cluster of IT or registrar hires in one term, and time outreach to the fiscal year.

Try it with your own market in mind

Start from the prompt above, change the criteria to your segment, and keep asking. Review every output before it goes anywhere.

Questions about this workflow

What does outgrowing a setup look like?

A company running a tool you replace, hiring for the team that owns it, and showing public strain such as help-center growth or a hiring wave.

Which sources carry the signal?

BuiltWith and TheirStack for tooling and hiring, PredictLeads for company changes, Exa for public evidence, Ocean.io for firmographics, Findymail for the owner.

Does the answer show the evidence?

Yes. The prompt asks for the evidence behind each account, so every row names the tool, the posting and the public sign it found.

How do I adapt it to my product?

Name the tool you replace and the team that owns it in the prompt. Everything else follows from those two.

Can it catch a change in the sales stack, not just the tool we replace?

Yes. TheirStack reads SDR and sales-ops hiring, and BuiltWith and BuyerCaddy show sales tools added or removed with detection dates. Ask for both in one prompt and Unify returns the accounts where the go-to-market setup itself is moving.