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Prospecting Analysis

A prospecting motion leaves two histories: the metrics its tools record, and the choices behind them, who got attention, what prompted it, what was said. The tools keep only the first. This skill diagnoses performance from both, reading prospect state, decisions, actions and outcomes against your goals and the memory versions that were active at the time. RevOps and leaders learn which segments, signals and messages create pipeline and which look busy without creating it, people validate the causal claims, and confirmed findings become owner-approved tests on the ICP, signals, messaging or territory, each shipped as a version and measured.

Used across
Prospecting Analysis·4 EXPLANATIONS TESTED THIS WEEK
Analysing the segment-mix shift…
TriggerWeekly review · segment-mix shift retested
Live stateReading Prospect State + outcomes · this week's funnel
Applying skillRunning Prospecting Analysis v3
Tests the segment-mix shift against meeting outcomes
Traces this week's meeting drop to that shift
Volume held steady while targeting shifted mid-week
Beats 3 other explanations tested this week
Reference memoryAgainst Goals/Objectives · ICP · Persona · Signals · Messaging
ActionFinding written, queued for the SDR manager
Skill
Prospecting Analysis
v3v4
Prospecting Weekly Reviewsegment-mix shift flagged
Prospecting Analysissegment-mix shift survives
See all 2 capabilities Run 24 times today
Upgrade proposed
Segment-mix changes flag the day they shift instead of at week's endv4
The drop traced to one segment-mix change mid-week.
Approve upgrade to Prospecting Analysis?
The current way > AI added on > AI-native

A decision-level read of the motion

The motion gets reviewed on schedule and interrogated when a number moves. Both go better when the decisions are in view beside the metrics.

01 | The Current Way

02 | AI Added On

03 | AI-Native

The month-end deck gets built from four exports

Stitched together by whoever has time

RevOps joins CRM, sequencer, marketing and intent data into one story. Tools count differently, so the join gets argued before the lessons.

Every change explained by another metric

Ask why meetings fell and the answer is that replies fell. Summaries chain metric to metric; the decisions underneath sat in no dashboard.

Pipeline traced to the plays that made it

RevOps opens the review knowing which segments, signals and messages produced the pipeline, judged against goals, confidence stated.

Created pipeline falls while activity holds

Whoever owns the metric owns the story

Marketing finds a cause in its report, sales finds one in the sequencer. The explanations disagree, and nothing can settle them.

The drop restated in finer detail

Querying every dashboard confirms the fall from more angles. None of them recorded the decisions, so which logic shifted stays a guess.

The fall gets a cause and a test

Managers see what moved: a segment mix, a signal definition, a message version. The fix runs as an approved, measured experiment.

Referenced by

Capabilities that run this skill

Prospecting

Prospecting Analysis

Active
The analysis traces the change to a decision.
It follows recommendations, decisions and actions back to the segment, signal or message.
The cause of the movement is evidenced.
RevOps sees the targeting, signal or messaging logic implicated.
Target decisions use what worked.
Territory and target decisions use ICP, persona, signal and message evidence.
+
The next upgrade is named.
It recommends a specific targeting, messaging or scoring change from outcomes.
Humans evaluate causality and approve experiments or logic changes.
SEE HOW IT WORKS

Prospecting

ICP Analysis

Active
The ICP analysis stays current.
It shows performing segments with versioned evidence and traceability.
The analysis shows why performance shifted.
RevOps sees which criteria caused the shift when it happens.
The adopted ICP reaches downstream systems.
Updated criteria flow into downstream account sourcing and assessment.
+
The declared ICP is traceable.
Each criterion carries evidence so a new leader can understand it.
RevOps approves criteria changes and sets experiment scope.
SEE HOW IT WORKS

Prospecting

Messaging Analysis

Active
The campaign review is read by persona and signal.
It connects message performance to persona, signal and channel.
Every experiment result is traced.
Results tie back to the theme and proof point being tested.
The analysis names the cause of a shift.
It identifies the persona or signal linked to the change.
+
The proposed change is checked before release.
It checks ICP, tone of voice and case studies against the change.
Humans approve claims, proof and tone changes.
SEE HOW IT WORKS
The Platform

One system that understands, decides, acts and learns.

Every GTM signal flows through an AI-native operating layer into a system that runs on the surfaces your team already uses.

Explore the GTM System →
GTM Data & Knowledge
CRM · Emails · Calls · Marketing · Product · Support · Documents · Research
AI-Native Operating Layer
Context · Memory · Skills · Agents · Decision Traces
AI-Native Prospecting System
Understand
ICP Fit
Account & Contact State
Buying Signals
Territory Coverage
Decide
Target Accounts
Propensity
Lead & Account Routing
Sequence Selection
Act
Outreach & Follow-up
Meeting Prep
CRM Updates
Alerts & Escalation
Learn
Upgrade ICP
Upgrade Targeting
Upgrade Messaging
Upgrade Sequences
Surfaces
CRM · Slack · Teams · ChatGPT · Claude · MCP · API
Output
Briefings · Artifacts · Alerts · Recommendations · Approvals · Actions

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An advantage competitors cannot buy back: years of success and failure, codified.

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By connecting records most teams keep apart: prospect state, decisions, actions and what they produced. Read with your Goals & Objectives, ICP, Persona, Signals, Messaging and Territory Planning memories, it shows which choices create pipeline and how sure the evidence lets you be.

Every finding is a candidate change. When the analysis shows a segment converting or a signal type going quiet, the response is an experiment: a revision to the relevant memory that its owner signs off, shipped as a version and measured. What worked stays in the system; what failed is recorded too.

As the widest lens. The deeper analyses each own one lever: signal definitions, message performance, the fit definition itself. This skill reads the motion those levers add up to, plays, segments and sequences together, and part of its output is which deeper analysis a problem belongs to.

It arrives prepared for the weekly or monthly review, with RevOps as first reader inside the Prospecting Analysis capability. Leaders meet it when a number needs explaining, and ICP Analysis, Signal Analysis and Messaging Analysis pick up the same traced record when a finding needs a deeper look.

A person tests it. People in the review validate causality and the trade-offs, then a confirmed finding goes to its owner for approval as an experiment: signals and the ICP with RevOps, messaging with marketing leadership. Any experiment touching what prospects receive leaves each send with a rep.