Account Intent Prioritizer

SDRs waste 60-70% of their time calling companies with zero near-term buying intent because outreach is sorted by company size or territory, not by real-time purchase signals. High-intent accounts get missed buried in static CRM lists, and reps have no way to know when a cold account starts actively researching.

Upload a target account list to the workflow. The agent queries G2's Model Context Protocol for live buyer intent data on each account, pulling intent scores (0-100), signal types (profile view, compare page, pricing page, category research), number of stakeholders engaged, and competitor research activity. The agent applies a prioritization model: intent score above 90 means multiple stakeholders actively evaluating (call today), 70-90 is active single-stakeholder research (call this week), below 70 is early awareness (nurture). The output is a ranked call sheet sorted by intent score with account name, intent score, signal type, competitor threats, and a tailored outreach angle for each account. Optional integration pushes the prioritized list back to Salesforce or HubSpot.

Reps focus outreach exclusively on in-market accounts instead of cold lists. Accounts with intent scores above 70 are 3-5x more likely to accept a meeting. Competitive flags allow proactive counter-positioning in outreach. Eliminates wasted dials on zero-signal accounts.

Scoring model: Intent score 90+ = multiple stakeholders actively evaluating (call today); 70-90 = active single-stakeholder research (call this week); below 70 = early awareness (nurture, don't push). Competitor activity flags elevate priority regardless of score. Critical implementation notes: (1) Reps instinctively prioritize by company size or brand recognition — behavioral change requires explicit training that a 90-intent score at a 200-person company outweighs a 40-intent score at a Fortune 500. Recency of research activity matters far more than logo size. (2) Company name matching is error-prone across systems. Run a normalization pass on your account list before querying the G2 MCP — strip legal suffixes (.com, Inc., LLC), standardize capitalization, and resolve common aliases (e.g., 'Salesforce.com' → 'Salesforce'). Name formatting mismatches cause valid high-intent accounts to be dropped from results.

Requires access to G2 MCP server and live buyer intent data. Effectiveness depends on quality and recency of G2 signal data. Only works for accounts that are actively researching on G2 — accounts doing private evaluation won't appear in intent data.