accountOS

‍1. Overview

accountOS is OrbitShift’s intelligence layer for identifying, prioritizing, and engaging in-market accounts.
It’s built to remove the guesswork from enterprise prospecting and expansion. Instead of static account lists, accountOS continuously analyzes thousands of live signals - hiring, funding, tech shifts, executive moves, partnerships, analyst mentions, and product launches - to pinpoint where buying energy actually exists.

It then layers in people intelligence, showing who within those accounts drives influence, budget, or decision-making, and surfaces the most relevant talking points and outreach triggers.

In essence:

accountOS turns disconnected signals into a live, prioritized map of your market - continuously updating in real time.

2. Key Use Cases

Use Case

What You Achieve

Enterprise Hunting

Find new accounts with live buying intent across your defined ICP.

Expansion & Cross-Sell

Identify existing customers showing activity in adjacent product lines or business units.

Territory Planning

Build territory maps ranked by active demand signals, not static firmographics.

Campaign Targeting

Feed MarketingOS with high-propensity account clusters tied to specific campaign themes.

Executive Account Planning

Equip leadership and AEs with live context before QBRs or board-level reviews.

3. How to Identify “Hot” Accounts

Step 1: Define Your ICP and Themes

In your OrbitShift workspace, go to Account Preferences → ICP Definition.
Choose filters such as:

• Industry, revenue, headcount, or tech stack
  
• Regions or account segments (Enterprise / Mid-Market)
  
• Campaign or product themes (e.g., “AI Adoption”, “Digital Modernization”, “Customer Experience Transformation”)
  

OrbitShift automatically maps these criteria to its signal engine.

Step 2: Monitor Live Signals

accountOS scans market data and matches your ICP to in-market signals, such as:

• Funding - new rounds or capital infusions in relevant verticals
  
• Hiring - spikes in specific roles (Sales Ops, RevOps, AI, etc.)
  
• Executive Moves - new decision-makers joining target functions
  
• Tech Adoption - product or platform changes that suggest readiness for your solution
  
• Analyst Mentions / News - public references to strategic initiatives or transformation programs
  

Each signal carries a propensity score, representing how likely the account is to engage or buy.
You can sort or filter accounts by signal recency, strength, and relevance to your campaign theme.

Step 3: Prioritize by Opportunity Score

Every account is dynamically scored based on:

• Number of live signals
  
• Weighted impact (funding > hiring > tech change, etc.)
  
• Historical engagement (previous deals, meetings, CRM data)
  

Accounts that pass a set threshold are marked as “Hot” - and appear at the top of your workspace dashboard with clear justifications (“Hiring 30+ RevOps roles,” “New CRO appointed,” etc.).

4. Reading and Acting on Signals & Alerts

Signal View

Click on any account card → open Signal Timeline.
You’ll see a chronological feed of activities:

• The event type (Funding, Hiring, Tech change, etc.)
  
• The date, source, and verified context snippet
  
• Recommended next action (e.g., “Engage within 3 days,” “Align pitch to CX automation,” “Reach out to new CRO”)
  

Alerts

You can subscribe to:

• Instant alerts for Tier-1 accounts
  
• Daily digests for your assigned territory or vertical
  
• Weekly summaries for leadership view
  

Alerts can be delivered via email, Slack, or MS Teams integration.

Acting on Signals

From each signal card, you can:

• Add to Account Plan
  
• Trigger a Knowledge Brief (via knowledgeOS)
  
• Generate Contextual Outreach (via marketingOS)
  
• Share with AE / SE teammates for coordinated engagement
  

This ensures every new signal flows into execution, not just reporting.

5. Executive / Stakeholder Mapping

Understanding who’s behind a deal is often the difference between progress and stall.
The People Tab inside each account gives you a clear view of key individuals connected to that organization - so you can focus outreach where it matters.

How It Works

When you open any Account Card, navigate to the People Tab.
OrbitShift automatically surfaces verified profiles of individuals tied to that account, enriched from public data and OrbitShift’s intelligence graph.

Each profile displays:

• Name and Title - current designation and reporting level
• Function / Department - identifies whether they sit in Sales, Marketing, IT, Finance, Procurement, etc.
• Recent Activity - executive moves, new roles, promotions, or public statements
• Achievements & Highlights - notable milestones like leading new initiatives, product launches, or team expansions
• Location / Region - primary business geography for context in territory planning

Contact Categorization

People within the account are automatically segmented into four primary groups:

Category

Typical Profile

Why It Matters

Decision-makers

Senior leaders who sign off or influence strategic initiatives (CRO, CMO, CIO, VP of Sales, Head of Procurement).

They define budgets and direction. Your messaging should connect to business outcomes and ROI.

Influencers

Department heads, program owners, or advisors who shape vendor evaluations.

They’re often the bridge between executive vision and operational needs.

Budget Owners

Finance, Ops, or Function leaders who manage spending authority.

Their buy-in determines deal velocity.

End-users / Technical Evaluators

Managers, analysts, or engineers who assess usability and integration fit.

Feedback from this group influences final vendor selection.

6. Using Context & Recommended Offers

OrbitShift learns from past wins, CRM notes, and proposal content to recommend “Offer Fit” - the best product or service angle for each opportunity.

Inside the account view, you’ll see:

• Recommended Offering (e.g., “Sales Acceleration Suite” or “AI RevOps Automation”)
• Context Summary - a short narrative connecting the signal to your solution
• Supporting Assets - case studies, pitch decks, or RFP snippets pulled via knowledgeOS
  

Example:

Signal: “Company hiring 20+ account executives in North America.”
Recommended Offer: “Sales Productivity Automation Suite.”
Context: “Rapid expansion of sales team; OrbitShift helps onboard faster and identify high-yield accounts.”

You can refine these suggestions by tagging outcomes after calls or meetings - improving model accuracy over time.

7. Sending Contextual Outreach (Email / Message)

accountOS integrates directly with marketingOS and your connected CRM or engagement tool (Outreach, Salesloft, or HubSpot).

To Send Contextual Outreach:

1. Open the Target persona.
2. Click Generate message.
3. Choose persona → “Decision Maker / Technical Evaluator / Influencer.”
4. Review AI-generated outreach (based on live signals + persona role + offering context).
5. Edit or approve → send via connected email or push to sequence.

Each message includes:

• Personalized opening tied to the latest signal
• Contextual positioning of your offering
• CTA calibrated to buyer stage (intro, evaluation, decision)

Example:

“Noticed you’ve expanded your RevOps team this quarter - that’s often when reporting and forecasting workflows start to stretch.
We’ve helped teams like [Peer Company] automate live pipeline visibility with OrbitShift.
Would you be open to exploring this for your team next week?”

All outreach activity syncs automatically to your CRM.

8. Measuring Impact

From the accountOS Dashboard, you can monitor:

• Accounts discovered this quarter

The dashboard provides visibility into which signals and personas are driving the highest conversion - allowing leadership to continuously fine-tune ICP and focus areas.

9. Best Practices

• Review signal summaries daily - momentum fades fast.
• Always link an action (email, meeting, plan update) to each signal to build feedback data.
• Align with MarketingOS to ensure campaigns target the same live accounts.
• Encourage AEs to leave quick notes (“Pursuing”, “Not relevant”) to sharpen the signal model.
• Use the Org Map before any meeting to tailor executive messaging.