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Signal-Based Prospecting

Public Company AI Prospecting

Finds smaller US-listed companies showing public evidence of AI need, scores the evidence, finds decision-makers, and drafts outreach for review.

The problem

Why this system exists

Standard lists identify companies that fit on paper but do not explain why an account may need help now or what evidence should shape the first conversation.

The outcome

What it produces

A ranked, evidence-backed account list with decision-makers and drafted outreach, plus a feedback loop that shows which signals lead to replies and meetings.

System overview

How the playbook moves from input to outcome.

Each stage has one job. The sequence stays visible while the active state moves through the system.

01

Discover

Screen the SEC universe or ingest selected tickers.

02

Enrich

Collect filing and web evidence with cited sources.

03

Score

Rank intent, capability gap, timing, and commercial fit.

04

People

Find the right decision-makers at qualified accounts.

05

Messages

Draft evidence-grounded outreach without sending it.

06

Learn

Record outcomes and examine which signals convert.

Evidence score

Four components add up to 100.

Intent30
Capability gap25
Timing25
Commercial fit20

Decision bands

65–100 · Qualified

Requires a hard signal and fresh outreach angle.

45–64 · Human review

The system pauses instead of forcing a verdict.

0–44 · Disqualified

No further research budget is spent.

Inputs

What the system needs

  • SEC company universe or ticker list
  • Public filings and XBRL data
  • Public web research
  • Configurable ICP profile pack

Outputs

What comes out

  • Qualified and tiered company list
  • Cited evidence and outreach angles
  • Decision-maker contacts
  • Four-step message drafts
  • Outcome and signal-attribution reports

Inside the repository

The important pieces, without the file-system noise.

The explainer shows the operating structure. The repository remains the source of truth for complete setup and implementation details.

GTM-Public-Traded-AI-Accounts/
  • 01src/pipeline/: discovery through analytics modules
  • 02config/: default ICP, services, personas, and voice
  • 03profiles/: client-specific configuration overlays
  • 04sql/schema.sql: Supabase data model
  • 05docs/: architecture, signals, and operating runbook
  • 06data/: local caches, queues, and exports

Guardrails

What the system deliberately protects.

  • Nothing is sent automatically.
  • Paid research calls obey configurable per-run caps.
  • Borderline accounts remain in a human review band.
  • Every meaningful signal keeps evidence and a source URL.

Quick start

From repository to first useful run.

  1. 01Install Python 3.12+, uv, and the project dependencies.
  2. 02Configure SEC identity and a Supabase project.
  3. 03Apply the database schema.
  4. 04Ingest one ticker and run EDGAR enrichment.
  5. 05Review funnel status before expanding the batch.

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