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Sales & customers · Ready to configure

Research and score sales prospects overnight

Research a target account list, find live buying signals, rank prospects, and prepare outreach for review before the next workday.

Companion
Sales Outbound
Setup time
25–40 minutes
Cadence
Nightly or on demand
Last reviewed

Setup

How to configure this playbook

  1. 01

    Choose the list

    Select a CRM view or upload the accounts you want researched.

  2. 02

    Define fit

    Give Taskilo your ideal customer profile, exclusions, and scoring rules.

  3. 03

    Inspect evidence

    Review the sources and adjust the score for weak or stale signals.

  4. 04

    Approve drafts

    Keep outreach in a review queue until a person approves it.

Starter instruction

Give Sales Outbound a clear first brief.

Research the accounts in my selected CRM list. Score each account using recent funding, hiring, product launches, and the qualification rules I provide. Cite the source for every live signal. Draft personalized outreach for the strongest prospects, but do not send anything.

Adjust names, sources, and approval limits before the first run.

Keep exploring

See all playbooks
Sales & customersRenewal watch

A renewal queue with customer history, risks, owners, and proposed next actions.

Marketing & researchResearch digest

A short daily digest of genuinely new findings with citations and unresolved questions.

People & hiringCandidate screening

A consistent shortlist that shows exactly which evidence met each job criterion.

Make it yours

Start with this plan, then teach Taskilo your way of working.

Download Taskilo