Account research workflows — HG Insights GTM Marketplace
Workflows for account research, ready to launch in Claude, ChatGPT, or HG Insights Playground.
By role
By GTM challenge
Required MCP servers
Account Research Brief
Walk into your next discovery already mapped — vendors, spend, stakeholders, signals, all cited.
Peer Comparison Brief
Open with 'every peer in your cohort runs X — you don't' instead of vague competitive FUD.
PVP-PQS Framework
Walk a named greenfield target through pain-qualified-segment plus permissionless-value-proposition outbound, end-to-end, in one HG-branded HTML briefing.
Deal Registration Context Brief
When a partner registers a deal, get the account context fast — fit, footprint, in-market signal — so you approve, prioritize, or question the registration with data.
Getting Started
New to HG Insights? Start here — a guided first run that detects your tools, asks two quick questions, and runs a real workflow with you.
Co-Sell Target Shortlist
Build a co-sell shortlist where your fit and the partner's footprint and live intent all line up — the accounts a joint motion can actually win.
CCP — Customer/Client Context Profile
Walk into the meeting knowing what they said on the last earnings call, who they just hired, and what to lead with.
Look-Alike Account Finder
From a handful of accounts you wish you had more of, surface a ranked look-alike cohort with the firmographic and technographic patterns that placed each account on the list.
Partner Tech-Overlap Finder
Find where your product and a partner's are installed together — the joint install base that's already proof the integration matters.
Persona Buying-Center Mapper
Map the buying center for a named persona at a target account — departments and named contacts and the right opening angle per role.
Account Tiering for Marketing Programs
Tier your accounts for ABM 1:1, 1:few, and broad nurture — combining firmographic fit, FAI reach, and momentum signals.
QBR Executive Summary
A one-page executive summary for a customer QBR — their business context from HG, your value delivered, and the expansion thesis, ready for the exec sponsor.
Vendor Sprawl & Consolidation Map
Find every category where your prospect runs 5 point-solutions and 1 platform would do.
Adoption Decline Diagnostic
When the churn alarm fires, this workflow tells you which lever is broken — not just that something is.
Partner Enablement Account Brief
Arm a partner's reps with an account brief they can actually sell from — the account's stack, pain, and in-market signals, framed for the joint offer.
Partner Recruitment Targeting
Find the right partners to recruit — firms whose footprint covers the segment you're weak in, with the capabilities your motion needs.
Competitive Displacement Targets
Find accounts running your competitor with displacement-ready signals — verified install plus vendor-comparison intent plus renewal proximity.
ICP Refiner from Closed-Won Cohort
Stop guessing your ICP. Walk your closed-won cohort through HG firmographic plus technographic plus spend and surface the features that actually distinguish them.
Propensity Scorer (Signal-Weighted)
Rank your campaign list by propensity using a confidence-weighted composite of HG signals — TrustRadius high, bidstream capped, contracts and modernization signals separated and cited.
Alliance QBR Readout
Prep the alliance QBR with a data-grounded readout — joint footprint growth, the co-sell pipeline's account quality, and the whitespace for next quarter.
Account Health Scorecard
One Low / Medium / High grade per account — every component sourced, every grade defensible.
IT Spend Benchmark vs Peers
Hand your CFO conversations spend deltas they can take to the board — not vendor talking points.
Tech Stack Modernization Map
Walk in with 'your peers switched from Y to X in 2024' instead of generic modernization talk.
Partner Account Mapping
Map the overlap between your target accounts and a partner's footprint — where they already have a relationship you can co-sell into.