01 / DISCOVERShape the account universe
Translate a market thesis into explicit firmographic and technographic constraints. The result should explain why an account entered the set, which criterion remains uncertain, and what would disqualify it. This keeps an ICP from becoming an unreviewable collection of keywords.
02 / IDENTIFYMap the committee
Separate economic buyers, functional owners, technical evaluators, and users. A title is treated as a clue rather than proof of authority. Ambiguous contacts stay marked for a rep to validate against the actual buying motion.
03 / CONTEXTUALIZETest the signal
Place intent, hiring, technology, and company-change observations beside their definitions and time windows. Signals can guide research priority, but they do not confirm budget, need, or an active project without corroboration.
04 / PREPAREDraft for review
Compose an outreach hypothesis only from approved facts. Human review remains responsible for relevance, tone, suppression rules, regional requirements, opt-out language, and the decision to send through a separate engagement system.