SALES
Lookalike Whitespace Expansion Digest
Profiles your best closed-won accounts, finds untouched TAM companies in Snowflake that match the same firmographic pattern.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionPull closed-won firmographics from SalesforceSalesforce
- ActionDerive ideal-customer profile from winsOpenAI
- ActionQuery Snowflake TAM for matching untouched accountsSnowflake
- LogicScore and rank by similarity to win pattern
- OutputEmail per-AE lookalike shortlistGmail
What it does
It learns what your winning customers look like — industry, employee band, tech stack, region — from closed-won data in Salesforce, then scans the Snowflake TAM list for accounts that share that profile but have never been touched. The result is a daily lookalike shortlist: not just any whitespace, but the whitespace most likely to convert, delivered to each rep by email.
When to use it
Use it when raw whitespace is too big to action and reps need it pre-qualified by fit. Ideal after you've closed enough deals to have a meaningful win pattern and want new pipeline that resembles past wins.
How it works
- 1A daily schedule starts the run.
- 2Pull closed-won accounts and their firmographics from Salesforce.
- 3An LLM step derives the ideal-customer profile pattern from the wins.
- 4Query Snowflake TAM for untouched accounts matching that profile.
- 5Score and rank candidates by similarity to the win pattern.
- 6Email each AE their ranked lookalike shortlist via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.