PRODUCT GUIDE
Tribloc Lead Intelligence™
Who should your reps pursue first? This guide explains what Tribloc Lead Intelligence does, what you decide at the start, and what your team gets.
A free 15-minute call to agree on the pilot area. No obligation.
The intelligence flow: from raw company data to sales-ready context
What your target market turns into before it reaches your reps. How we run the work is laid out in the seven steps further down.
- Raw company data: Names, websites, and locations in your target market, before any sourcing or assessment.
- Evidence: Each finding linked to its source and the date we found it. Anything we can't confirm stays marked.
- Account intelligence: Each company profiled against your Ideal Customer Profile: where it fits and where it falls short.
- Prioritization: Accounts in rank order. Clear matches with your current customers set aside, uncertain ones flagged.
- Sales-ready context: Why each account made the list, the evidence behind it, and the contact route we found, with its source.
What it is, and who it's for
Who should your reps pursue first? A researched answer, built around how your company sells.
Tribloc Lead Intelligence maps your target market, researches the accounts in it, and ranks the companies your reps should look into first. Each prioritized account comes with the evidence behind the recommendation, a clear reason it may be relevant now, and the best decision-maker or contact route that public business information points to. It's research and prioritization you can stand behind. It does not promise that an account becomes a customer.
It's for companies that sell to other businesses and have their own sales team: founders who still sell, sales leaders planning territories, and teams moving into a new region or segment. It's built around how your company sells, not around a generic list.
What you define at the start
Everything starts from your own picture of a good account. We agree on it with you on the first call and write it down before any research begins.
- Your target market: the industries or segments you sell into
- Territory: the regions that matter to your team
- Your Ideal Customer Profile: the criteria a good account meets, such as size, industry, number of locations, or signs of growth
- Exclusions: companies, industries, or situations to leave out
- Your current customers and open accounts, so they're handled before anything is ranked
What Tribloc does, in seven steps
The steps describe what happens on your side of the table. The two outputs come after them and are described further down.
The seven steps
- 1 Target: We agree on your market, Ideal Customer Profile, and exclusions with you
- 2 Discover: We map the companies in that market that may fit
- 3 Trace: We tie every finding to its source and date, and compare the list with the accounts you already have
- 4 Evaluate: We assess each account against your criteria, current signals, and timing
- 5 Prioritize: We rank the accounts and add the decision-maker or contact evidence we found, with its source
- 6 Review: A person reviews the results and flags what could not be confirmed
- 7 Refresh: We revisit the market, evidence, and signals over time, using your feedback
What evidence means here
Every finding in a brief shows where it came from and when we found it. We work from publicly available business information, such as company websites, public business filings, and published news.
- What we found
- The fact itself, with its source and the date.
- What we conclude from it
- Our reading of what the fact means for your team, marked as our view.
- What we could not confirm
- Gaps stated plainly, instead of filled with a guess.
Prioritization and decision-maker evidence
We rank accounts by how well they match your criteria, the evidence available, current signals such as a new location or a hiring push, timing, and how practical it is for your reps to reach them. You see the reasons behind each position, not only the order. The ranking is a recommendation for your team's judgment, not a forecast.
Where public evidence supports it, we name the role most likely to own the decision, with its source. Where it doesn't, we give a public business contact route instead, or say that we could not confirm one. We don't invent names or contact details.
Your CRM and current customers
At the start you can share your current customers, open accounts, and any companies to leave out. Accounts that clearly match them are excluded from the results. Where a match is uncertain, for example a similar business name or a company in the same group, the account stays in the results and is flagged for your review, so your team makes that call.
What you get
Account Intelligence Brief
One for each prioritized account. It shows who the company is, how it matches your criteria, what we found and where, why it may be relevant now, and what we could not confirm.
Structured dataset
The same accounts and evidence as a structured dataset prepared for import into your CRM, so your team works from one list instead of copying notes between tools.
What each brief covers
- Who the company is: name, legal entity where available, website, and location
- How it matches your ICP: the criteria it meets, the ones it misses, and any exclusion
- What we found, with the source and the date for each item
- Why it may be relevant now, or a plain statement that we found no current trigger
- Decision-maker or contact evidence from public sources: a named role where the evidence supports one, otherwise a public business contact route, each with its source
- Why it's ranked where it is
- What we could not confirm
- Company
- Example Facilities Inc.
- ICP match
- Meets 4 of 5 criteria. Misses: fleet size
- Found
- Opened a second depot this year (company news page, accessed Sept. 2)
- Why now
- Expansion into a second site
- Contact evidence
- Operations Director, named on the company website
- Not confirmed
- Who supplies them today, and until when
Refresh: revisiting over time
Markets move: companies open locations, hire, merge, or close. On a schedule agreed with you, we revisit the market, the evidence, and the signals, add what's new, mark what has changed, and take your team's feedback on earlier accounts into the next round.
Pilot and ongoing work
Every engagement starts with a pilot on one agreed market and region. Scope, timing, and price are agreed with you in writing before it starts.
After the pilot you decide whether to continue. Ongoing work usually means regular refreshes of the same market, new regions or segments, and adjusting your criteria as your team learns which accounts work for them.
PILOT FIRST
Start with a Lead Intelligence pilot
Scoped around your market, territory, and sales model.
We start with one agreed market and region and prioritize real companies against your criteria, so you can judge the output before you commit to more.
A free 15-minute call to agree on the pilot area. No obligation.
Scope and limits
- Researched accounts, each with its reasons. Every account on the list was researched against your criteria, and its brief says why it is there.
- Your team does the outreach. Tribloc does not contact, email, call, or message any company on your behalf.
- A starting order for your reps. It shows them where to look first, and why. Whether an account becomes a customer depends on the work your team does with it.
- Your team makes the call. Your reps decide who to approach, and how. The ranking is one input to that judgment.
- What public information shows. We show what we could find, and say where the picture is incomplete.
Frequently asked questions
Companies that sell to other businesses, have their own sales team, and want that team's time spent on the accounts most worth it.
No. It's a ranked view of the accounts in your market that match your criteria, each with the reasons and the evidence behind its position. You may get fewer names than a bought list, and each one comes with its reasoning.
No. Tribloc does not contact, email, call, or message any company on your behalf. Your team decides who to approach and how.
No. Where public evidence supports a named role, the brief includes it with the source. Otherwise it gives a public business contact route, or says that we could not confirm one.
You share your current customers and open accounts at the start. Clear matches are excluded. Uncertain matches stay in the results and are flagged for your review.
From publicly available business information, such as company websites, public business filings, and published news. Each item in a brief shows its source and the date we found it.
An Account Intelligence Brief for each prioritized account, and the same accounts and evidence as a structured dataset prepared for import into your CRM.
The pilot is scoped around your market, territory, and sales model. Scope, timing, and price are agreed with you in writing before any work starts.
You decide. If you continue, we revisit the market on an agreed schedule, extend to new regions or segments, and adjust the criteria with your team's feedback.