Use Case 1
ICP & Persona Refresh
Trigger: Annual planning or a strategy shift
1.Retrieve accounts, opportunities, current ICP, and personas
2.Segment closed-won vs. closed-lost by firmographics
3.Identify attributes that separate wins from losses
4.Origin-tag each attribute by evidence source
5.Generate a versioned ICP record
6.Produce a human-readable diff against the prior version
7.Surface conflicts between data and assumptions
✓
A defensible, versioned ICP that downstream agents consume—with every attribute traceable to its source.
Use Case 2
Assumption-vs-Data Reconciliation
Trigger: Win/loss data contradicts a held belief
1.Label the data-derived finding and the hypothesis separately
2.Present both without overriding strategy
3.Flag the tension in the diff for review
4.Avoid silently resolving the conflict
5.Hold the version pending leadership decision
✓
Leadership sees where evidence and assumption diverge before committing the ICP.
Integrations
CRM (Salesforce, HubSpot)
ICP & Persona Records
Win/Loss & Opportunity Data
External Firmographic Data
Google Workspace (Sheets, Drive)
Industries
all
See It In Action
A sample conversation with this agent
Refresh our ICP for the new fiscal year.
Pulling accounts, opportunities, the current ICP, and personas. I segment closed-won vs. closed-lost by firmographics—segment, size, region, environment—and identify the attributes that actually separate winners from losers, not just describe customers. Each attribute is origin-tagged: 'derived from win/loss data,' 'founder hypothesis,' or 'external source.' Output is a new versioned ICP with a human-readable diff against the prior one. I'll surface anything that contradicts a current assumption.
The data says enterprise wins more, but leadership believes mid-market is our ICP—how do you present that?
I present both, clearly labeled by origin. The win/loss data shows a higher close rate in enterprise, tagged 'derived from data.' The mid-market focus is tagged 'founder hypothesis.' I don't override leadership's strategy or bury the tension—I make it explicit so the decision is informed. The diff highlights it as a conflict for review rather than silently picking a side.
Which attributes moved most since the last ICP?
Three notable shifts in the diff: EHR environment jumped from a weak signal to a strong win predictor (enterprise EHRs correlate with wins); company-size band tightened—the 500–2,000 employee range now wins disproportionately; and a prior 'high-growth' attribute weakened and is downgraded. Each shift is traceable to the underlying win/loss cohorts. Downstream prospecting, lead scoring, and audience agents will inherit these once you approve the version.