Role-specific use cases
Revenue leadership, RevOps, SDR management, and GTM engineering ask different questions of the same company record. RB2B keeps each decision tied to a specific acceptance standard.
Test whether a market thesis produces recognizable accounts without widening the definition after seeing results. Specify industry boundaries, geography, company-stage proxies, event recency, and disqualifiers first.
Review: Would the account remain a fit if the funding or hiring event were removed?
Resolve company identity before enriching routing or segmentation fields. Preserve source timestamps, transformation rules, fallback order, conflicts, and a visible unknown state.
Review: Can another operator explain and reverse every proposed CRM change?
Prepare concise account briefs containing dated observations, role rationale, operational context, and unanswered questions. Keep research separate from drafting, approval, and sending.
Review: Can a representative distinguish fact, inference, and unsupported personalization?
Evaluate package prompts, credential storage, permissions, rate limits, retries, schemas, logging, destinations, retention, and deletion in a controlled environment.
Review: Can the workflow fail safely without exposing secrets or silently accepting a weak match?
Start with the decision that must improve, then check the evidence and controls it requires. A single workflow can support several teams, but acceptance criteria should not be blended into one vague accuracy score.
Begin with Revenue Leadership. Measure recognizable matches, false positives, excluded accounts, and sensitivity to changed criteria.
Begin with RevOps. Measure entity resolution, field-level provenance, freshness, reversibility, and exception volume.
Begin with SDR Management. Measure supported claims, useful open questions, title ambiguity, review time, and correction work.
Begin with GTM Engineering. Measure permission scope, runtime errors, retry behavior, schema stability, destination controls, and deletion.
Funding scale can improve discovery while increasing recency and identity review. Waterfall enrichment may fill more fields while raising conflict, cost, and deletion complexity. Browser automation may expose useful context while adding fragility and permission risk. Select the route whose tradeoffs match the decision.
Install the workflow, document the acceptance question, and review a small sample containing correct matches, exclusions, stale events, and ambiguous identities.
npx -y @okki-global/okki-go-taroball