Research target accounts

Use this Recipe to turn an ICP discussion into a small, reviewable account list before anyone starts outbound work.

Before you start

Add an agent built in Ando to the conversation that defines your ICP.
Connect Exa or Parallel for web research.
Optionally connect Attio if the agent should compare candidates with your CRM.

Open the agent in Studio -> Agents to add these apps under Connected tools. See available agent tools.

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Using the ICP described in this conversation, research five target accounts.

For each account, include:
- the evidence that it matches,
- source links,
- missing information,
- a confidence level with a short explanation.

Exclude any account that is already disqualified in the connected CRM. Produce
a qualification brief only. Do not contact anyone or change the CRM.

What to look for

Every qualification should be traceable to a source. A useful brief says what the agent could not verify and explains why its confidence differs between accounts.

Keep in mind

Web research can be incomplete or stale. Treat the result as a shortlist for human review, not as a final purchasing or outreach decision. Related: Reconcile a deal with HubSpot.

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Research target accounts

Before you start

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What to look for

Keep in mind

​Before you start

​Paste this prompt

​What to look for

​Keep in mind

Before you start

Paste this prompt

What to look for

Keep in mind