Buying committee
Profile the people at your target accounts and see who owns the budget.
Preview
Example data| Contacts | Seniority | Department | In role since | Previous employer | LinkedIn profile | Owns budget |
|---|---|---|---|---|---|---|
| Lena HoffmannCRO · Taskwerk | C-Level | Sales | 2023-04 | Ledgerly | linkedin.com/in/… | Yes |
| Jonas BergerDirector RevOps · Cloudbridge GmbH | Director | Revenue Operations | 2024-09 | Kontora | linkedin.com/in/… | Yes |
| Mira SchulzDemand Gen Manager · Datenfluss AG | Manager | Marketing | 2022-01 | Formkraft | linkedin.com/in/… | No |
| Tim KrausAccount Executive · Taskwerk | Individual contributor | Sales | 2025-02 | Nordlicht Software | linkedin.com/in/… | No |
Columns in this template
Each column is a research question. Compelling answers it for every row and shows the source next to the answer.
- SeniorityWhich seniority level does this person hold?Single choice
- DepartmentWhich department does this person work in?Single choice
- In role sinceSince when has this person held their current role?Date
- Previous employerWhere did this person work before their current company?Text
- LinkedIn profileWhat is the URL of this person's LinkedIn profile?Link
- Owns budgetIs this person likely responsible for the budget for sales software?Yes / No
When to use it
Multi-thread your deals
See everyone involved at an account, not just the one contact who filled in a form.
Pick the right entry point
Start with the person who owns the budget, or with the champion who reports to them.
Catch job changes
A new role under six months is a classic reason to reach out. Sort by "In role since" to find them.
FAQs
Where do the contacts come from?
Find contacts at your accounts with Compelling first, or import them from your CRM. The template then researches each person.
Does it find email addresses?
Email addresses and phone numbers are separate Insights. Add them to the list when you are ready to reach out.
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