How AccountPulse works

News, daily. Funding, acquisitions, leadership changes, product launches, regulatory events, incidents. AccountPulse scores each story against what you sell.

Job postings, daily and weekly. AccountPulse reads each company's own careers board every day and keeps the roles you sell to. For companies without a public board, it pulls postings from job sites every week. Each account shows a year of hiring. The hiring counts are ads, not roles. One job posted in five cities counts as five ads. When a role comes down from a company's board, its card is marked closed.

Research, the day you add an account, then every two months. A written brief per account: what the business does, the technology they've announced or certified, dated events with sources, and what their executives have said in public. A brief catches what a news feed structurally can't, because a lot of what matters never becomes a headline. News and job postings keep the account current between refreshes.

Your notes. What you learn on calls.

Everything is dated and sourced. Nothing is inferred and presented as fact.

The guide How to research an enterprise account before a first meeting shows how to read these sources yourself.

An account's position on the main list comes from how many different types of activity it is showing, and how recent each one is. The types of signal include hiring, funding, acquisitions, leadership changes, product launches and security incidents, plus a few that only matter in certain industries, such as enforcement actions for a compliance product.

An account with several different things going on at once is an active account: it is hiring, launching, spending and changing. Those are the accounts worth your time, and they outrank an account with one dramatic headline.

Newer activity counts more than older activity. A signal counts the most on the day it appears, and a little less each day after that. After a year it stops counting toward rank. When an account has more than one signal of the same type, such as two product launches, the second and third add a smaller amount on top of the first. Job postings work differently. Hiring counts as one type of activity, whether the account has posted one role or fifty. News and job postings are dated by when they were published. A research finding is dated by when the event happened. An acquisition from two years ago no longer lifts the account up the list. The acquisition still stays in the research brief, on the account page and in Ask.

There are two ways to look at your book. The account list is the pulse: everything happening across a business, ranked by how much is going on. Pitch views ask a narrower question of the same data: who shows the clearest signs for the angle you are leading with.

Industry-wide stories are never counted here. See Intel.

The guide How to use buying signals to rank your account list explains why the same signal is strong for one rep and weak for another.

Intel summarizes what has changed across your accounts since your last visit, in three sections.

Who moved up. Every account that rose in the ranking in the window, the ones that gained a new kind of signal first. Each row states the reason, and expanding it shows the signal responsible. Accounts that moved down or held are under Show all. Movers can be compared over a week, a month, a quarter or six months, overall or by a single pitch.

In your sector. Industry-wide news from the last 30 days, such as a supply chain attack, a new regulation or a competitor outage. Account news comes from searching each account by name; sector news comes from topic searches with no company name in them, written from your product description during setup. Sector stories appear only here and never count toward an account's rank.

Gone quiet. Accounts where AccountPulse has found nothing that matters in the last 30 days.

Every signal has two dates: when it was published and when AccountPulse found it. Ranking goes by the publication date. The New pill and Gone quiet go by the found date. An older story that AccountPulse found this week is marked New.

The first time you open Intel nothing is marked New. After that, anything found since your last visit is, and opening it again within two hours keeps the same set.

An account page opens with Why reach out: the case for making this account a priority, as a numbered set of claims written from the research brief and the signals matching one of your pitches. Why reach out appears once a pitch has a strong enough match. A page with no real match shows nothing rather than a padded case.

Every Why reach out opens with the short version: one paragraph that connects the dots before the numbered claims.

Each pitch has its own set of claims. Switching the pitch switches the argument. With no pitch selected, the page shows the strongest set.

Every claim has to cite a dated signal or a sourced research fact. Every citation is checked against its source before the answer is shown. A claim that can't be traced is dropped.

Why reach out is rewritten on the daily refresh when the evidence changes. Claims you have already seen keep their wording; new evidence adds new claims.

Scores run 0 to 100 against your pitches (your value propositions). High means a direct match to what you sell, Medium relevant context, Low background. Anything below Low is noise, and it does not count toward an account's rank.

A pitch is one value your product delivers, named the way only a rep would name it. Under each pitch sit its triggers: the hires, projects, incidents and announcements that mean an account needs that value. You enter your pitches and their triggers once. From there the work is automatic: every signal is scored against them every day, with no questions to rewrite and no keyword lists to maintain.

Relevance is how closely a signal matches what you sell. It is scored once, when the signal arrives, and never changes.

Pitch score is how well the same signal fits one of your pitches. It is re-read whenever you edit that pitch, which changes your pitch views only; your main list stays put.

News, job postings and research: one year, counted from the date of the story, the posting or the event.

After a year, a signal moves to Older than a year on the account page. The signal stays there and no longer counts toward rank.

A pitch view ranks your book by its best evidence for that pitch: the strongest matching signal, weighed by how recent it is, plus a little from the next two. A strong signal from last week beats the same signal from last spring. A pitch view counts the same year of signals as the main list.

Click any account while a pitch is selected. The account page shows only that pitch's signals, however old the signals are. You can see the signals behind the account's rank.

You bring the book: a list with a name and a domain for each account, and a tier if you use them. The domain is required because research and company matching hang off it. Tiers are yours to filter by and don't affect ranking.

Any account can be removed from its own page. Its signals, research and notes are kept, and it can be added back later.

Handed a territory you did not choose? The guide Account prioritization for SDRs covers how to work it.

Every plan includes everything in the product. The difference is how many accounts you track: 75 on Starter, 150 on Pro, 300 on Scale. The Accounts header shows where your book stands against that cap.

Swaps. Your first 75, 150 or 300 accounts, depending on the plan, are yours to add and remove freely. Once you have tracked that many distinct companies, each new company beyond them is a swap, limited per month: 5 on Starter, 10 on Pro, 20 on Scale, resetting on the 1st. Removing an account and adding it back is never a swap. A company is counted by its domain, once.

Uploads at a limit. If a file has more accounts than your plan allows, AccountPulse adds accounts from the top of the file until you hit the limit and tells you which ones did not get in. Accounts already in your book are never removed. Adding a single account works the same way.

Ask and pitches. Ask answers up to 150 questions a month on Starter, 300 on Pro and 500 on Scale. You can hold up to 5 pitches, and because saving a change to a pitch re-scores your whole book, pitch edits are limited to 3 a month. Both limits reset on the 1st.

Settings is the one place that shows your usage for the month. To change plan, open Settings and click Change plan.

Every account page carries an assistant that reads the research brief, the strongest signals on the account, your pitches, and your own notes.

Ask is built for the questions that need several of those at once. What's changed in the last quarter. What to open with. Whether the job postings line up with anything else on the page. Which of your angles has the most evidence here.

A general-purpose model can answer questions about a company. A general-purpose model can't answer questions about your account. The model has never seen the hiring history, the scored signals, the research brief or your pitches, and starts from nothing every time. AccountPulse remembers. The brief and the signal history build up over time. An account you have watched for six months answers better than an account you added yesterday.

Ask treats the product description in Settings as the complete picture. Anything not written there, it will say it needs to check.

Every source runs on its own schedule. News and company careers boards daily, other job postings weekly, research every two months, with a full rewrite every four months.