Account NavigatorProduct preview
Find your way to the buyer.
A wrong-person call can still point you somewhere useful. Account Navigator is a preview of a workflow that follows those leads, remembers what was said, and brings your rep into the right conversation.
Callback requested? Save the agreed time.Give every call a way forward.
Start with the account.
Give the agent approved accounts, a clear objective, and limits on attempts and time. Research can suggest a starting contact, while your rep sets who the agent may call and what it needs to learn.
Use what they tell you.
Use discovery calls to follow named referrals within approved accounts. Check the next contact’s identity, company, role, and phone details before calling. Send uncertain matches to your rep for review.
Give your rep a way in.
Schedule explicitly requested callbacks for the agreed time. When a relevant buyer expresses interest, bring your rep into the conversation with the referral path and sourced findings. A referral alone is not buying interest.
Know who said what.
Keep research suggestions, details confirmed in conversation, and unresolved claims separate. Save who said what, the call it came from, and the source behind each finding. Your rep can see the evidence and what still needs checking.
Know when to stop.
Stay within approved accounts and the agreed attempt and time budgets. Stop outreach to a contact who opts out. When calls keep reaching dead ends or the next step is unclear, return the account to your rep for review.
Before your
next call.
Is Account Navigator available today?
Account Navigator is a product preview of a proposed workflow, not a released Thred capability. Talk to the founder about your account discovery process and what you would need from it.
How would it find the next person to call?
The proposed workflow would use research and named referrals from discovery calls within approved accounts. It would validate the next contact’s identity, company, role, and phone details, retain the source, and send uncertain matches to a rep for review.
When would it schedule a callback or hand off to a rep?
In the proposed workflow, callbacks would follow an explicitly stated request and agreed time. A handoff would require a relevant buyer who expresses interest, with the referral path and sourced context passed to the rep; a referral alone would not establish interest.
What would keep it from calling indefinitely?
The proposed workflow would use rep-approved accounts, attempt and time budgets, and stop on opt-outs. Uncertain matches, repeated dead ends, or unclear next steps would go back to the rep for review.
Bring the accounts
you can’t get into.
Walk through the proposed workflow with the founders.
Tell us where your team gets stuck.