Find companies or contacts similar to a given reference. Provide a company name/domain or a person's name/email and get a ranked list of lookalikes scored by similarity. Useful for territory expansion, TAM analysis, competitive mapping, expanding buyer networks, and building targeted prospecting lists.
Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let the skill pick the meeting from your upcoming calendar. Provide attendee names or emails and rich…
Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversationintelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines…
Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversationintelligence as the primary source, with accountresearch for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a specific engagement.…
Track the open objections and blockers on a deal and how they have evolved across recent calls. Uses conversationintelligence over an account's or contact's recent engagements. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup). Use when someone asks "what objections are still open…
Generate 1-3 personalized email variants for a single prospect. The composition bar adapts to the use case — coldoutbound demands a signal → pain → positioning chain; follow-ups / recaps / renewals lean on prior context and next-step framing. Supports coldoutbound, discoveryfollowup, demorecap, reengagement, renewal…
Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines accountresearch for the account picture with conversationintelligence over recent calls (scoped to individual engagements) for what the customer actually…
Get AI-powered contact recommendations at a target company based on your ZoomInfo interaction history. Provide a company name or domain and optionally a use case.
Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and accountresearch. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep me for the Acme…
Score and rank a list of accounts (mixed ZoomInfo company IDs, names, or domains) by ICP fit + buying intent + recent triggers. Returns per-account composite score (0–100), tier (A/B/C), explainable component breakdown (fit / intent / trigger / engagement), a specific "why now" sentence per account, and the working…
Score and prioritize leads or cold contacts (mixed ZoomInfo person IDs, emails, or name+company rows). Returns Hot / Warm / Cold tier per lead with a response-time SLA tuned to the use case (live inbound routing, MQL triage, event follow-up, PQL triage, content follow-up, SDR queue ordering), per-axis breakdown…
Size the total addressable market (TAM) for an Ideal Customer Profile (ICP) using ZoomInfo's verified company database. Iteratively refine the firmographic and technographic filter set with the user until the account universe matches their intent — then return both the count and the working filter set that other…
Produce a technology-stack snapshot for one or more companies — what CRM, marketing automation, sales engagement, data warehouse, analytics, conversation intelligence, and other tools they have tagged in ZoomInfo's database. Groups detected products by category, surfaces displacement plays for competitive tools…
Build a "why now" case for reaching out to a company — the timing thesis and the specific hooks to lead with — by combining company signals (intent, news, scoops), accountresearch, your GTM context, and web research. Identify the company by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when…