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Guided workflow

Build a prospecting method reviewers can challenge

Move from a falsifiable ICP to sourced account research, controlled enrichment, and human-approved action. Each state remains visible so speed never hides provenance or responsibility.

Prospecting analyst tracing evidence through an agent workflow

Four guided capabilities

Define the research contract

Translate the market thesis into firmographic and technographic criteria, territory, exclusions, evidence thresholds, and intended use. Observed facts stay separate from inferred fit. Missing fields remain visible rather than becoming confident guesses, giving RevOps a stable brief to reproduce and audit.

Collect with provenance

Research accounts, roles, hiring activity, product changes, and other public intent signals while recording source context and retrieval timing. Treat contact enrichment as a distinct stage. A waterfall may increase field coverage, but it also adds provider cost, conflict resolution, rate limits, and deletion paths.

Review before outreach

Keep targeting, contact choice, message drafting, suppression, and sending as separate decisions. A human reviewer checks relevance, factual accuracy, regional rules, provider terms, and approved channels. Verification reduces one uncertainty; it never guarantees inbox placement, replies, consent, or compliance.

Measure on your own sample

Use a labeled set to measure accepted matches, evidence completeness, reviewer overrides, research time, provider spend, and downstream outcomes. Avoid universal accuracy claims because results change with segment, geography, query design, source freshness, runtime, and reviewer standards.

Questions evaluators should ask

Use the chosen runtime's secret store, apply least privilege, and document which connector can read, write, retain, or transmit information.

The recommended operating model keeps external action behind explicit human approval and independently maintained suppression controls.

Freeze one task and compare setup effort, accepted matches, evidence coverage, overrides, data cost, and time to a usable result.

Before and after a governed run

Uncontrolled

One opaque export

Broad criteria, mixed sources, hidden transformations, uncertain freshness, and sending permissions bundled into the same automation make errors difficult to isolate.

Reviewable

Four explicit states

A written brief, sourced result, reviewer decision, and separately authorized action create an evidence trail. Unknown remains a valid outcome when public evidence is insufficient.

Run a narrow, controlled evaluation

Copy the installer, inspect the package, and configure only the sources needed for a labeled test.

npx -y @okki-global/okki-go-taroball