Account discovery
Translate a market thesis into observable criteria, accepted proxies, disqualifiers, and a freshness window. Candidate companies retain match rationale and unresolved attributes.
Research workflow
A controlled path from market thesis to approved account brief
RB2B structures private-company discovery so each handoff remains reviewable. An observed funding round, executive move, acquisition, or hiring pattern can open a research question; it never substitutes for verified fit or intent.
Three connected research services
CRM enrichment
Resolve identity before proposing field changes. Source timestamps, transformation rules, conflicts, and fallback decisions stay visible for RevOps review.
Buying-signal briefs
Assemble dated events, role relevance, operational context, and unanswered questions without turning correlation into a purchase claim.
Four reviewable handoffs
- 01 Brief
Write the target market, event types, recency, exclusions, and required evidence before search begins.
- 02 Resolve
Compare legal and operating names, domains, locations, subsidiaries, and event participants.
- 03 Evidence
Store the observation, source context, date, uncertainty, and commercial hypothesis as separate fields.
- 04 Approve
A person accepts or rejects relevance, verifies professional contact use, and checks suppression and regional rules.
What the workflow does—and does not—promise
It provides a repeatable research structure, explicit unknown states, and a place for human decisions. It does not guarantee database coverage, identity accuracy, consent, deliverability, replies, meetings, revenue, or the present capabilities of any connected provider.
A useful evaluation records field acceptance, unresolved attributes, false merges, stale observations, review minutes, correction work, and external data cost. Report these measures separately. Combining them into one success percentage can hide the exact failure an operator must correct before the workflow is trusted with a larger account set.
Validate the process with accounts you already know
Include a correct match, an exclusion, an outdated event, a renamed business, and an ambiguous domain. Record accepted evidence and rejected alternatives before expanding.
npx -y @okki-global/okki-go-taroball