The foundation of account-based outbound in Aomni is a list of target accounts.

https://www.loom.com/share/650b3d4f5b2b4b509c09c46efab2c9d3?sid=119ffdee-fcc1-4f9f-b4c8-e9c65d418822

Start by processing all of these accounts in Aomni to create one deal per account, with research, AI strategies, etc. These accounts can be processed in bulk via CSV import or CRM Integration Guide sync.

If Accounts are imported via CRM sync with contact import enabled, Accounts will automatically have contacts linked. Otherwise, you can initiate contact research by CRM import or through manual contact search and enrichment following the instructions in Contacts.

Review accounts in descending order of opportunity score, and select a high-opportunity account to focus on.

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Opportunity score is an AI-generated measure of how well an account fits your ICP given their needs and your value-add

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Inside an account, review the AI sales strategies recommended by your Aomni AI agent. Some strategies will be better than others - review each carefully and select the best. Click into interesting research sources to learn more.

If you’d like AI-assistance picking the best strategy and analyzing the account research, ask AI Chat

If there are specific datapoints you’re looking for, such as recent announcements, hiring trends or strategic initiatives, we recommend setting up AI Automations to run inside of your accounts as well. These are a great way to repeatedly surface deal-critical insights.

Once you have a target sales strategy in mind, return to Contacts and identify who is most likely to be your champion and decision maker.

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Pro tip: If you’re not sure who to talk to, ask AI Chat and @-mention the AI strategies and personas you’re considering

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Finally, fire up AI Sequences with your AI sequence templates of choice. We highly recommend using a customized template of your own (rather than our defaults) that incorporates your preferred tone and structure.