Accounts
The ranked book of companies worth selling to. Built from your Audience, re-ranked every business day.
Accounts is the primary working surface in CatchIntent. It is your ranked book of companies worth selling to right now, scoped to the active Product.
When does an Account exist?
A company enters your book only when something real attaches for this (Workspace, Product):
- A company-level signal lands on it (funding, acquisition, exec move, hiring) AND it clears your Audience.Fit, or
- A lead-originated signal produced a Lead inside it (a job change into a target role, competitor engagement, keyword buzz, or ICP-search match).
No sweep noise. You will never see "Watching" rows that are pure firmographic matches with no signal or contact. The candidate pool exists as an implementation detail; rows only land in your book when there is something real on them.
What each row carries
| Attribute | What it is |
|---|---|
| Identity | Company name, domain, logo |
| Fit | Tier — high / medium / low. Derived from your Audience.Fit. |
| Timing | 0–100. Portfolio of live signals decayed by age — multiple signals stack. |
| Score | Within-tier ordering — function of timing × warmth-of-best-contact × contact-richness. |
| Coverage | Which target roles you still need on this account vs. your Audience.Path. |
| State | New / Working / Snoozed / Dismissed / Won. See States. |
| Signals | Up to ~12 live signals stored, strongest highlighted. |
| Leads | Real people inside the account, with warmth + opener. |
| Activity timeline | Every signal, lead, and state change. Event-sourced, never reconstructed. |
The Workable Account metric
The headline quality number. An Account is workable when:
- Fit ≥ medium, and
- ≥ 1 live signal, and
- ≥ 1 lead attached.
This is not a billing cap. It is the quality metric we lead with: a trial that lands 8 workable accounts beats a list of 200 cold names. You will see "this month: X workable accounts" on Home.
How ranking works
Inside each tier (high → medium → low), accounts are ordered by score. Score is:
- Timing — sum of live signals on the account, each decayed by age. A funding round from 3 days ago contributes more than one from 60 days ago. Multiple signals compound.
- Warmth of best contact — how strong the best lead inside the account looks.
- Contact richness — how complete the leads are (the more target roles covered, the higher).
You don't tune these knobs. You tune the Audience; the ranking falls out.
Tier is derived, never authored
You do not write rules like "tier = high if industry=fintech AND headcount > 100". That whole surface is gone. The system derives tier from (signals stacked × signal recency × Fit completeness).
If you used to maintain hand-written tier rules in another tool, you can throw them away. Configure your Audience well; the tiering follows.
Working the book
- Sort by score — the default. Highest workable accounts at the top.
- Open the top row — read the why-now (the signal stack), look at the leads attached.
- Set state to Working — claims the account for you so a teammate doesn't double-up.
- Open the strongest lead — read the opener, send from your account (extension) or push to CRM.
- Update state as you go — Working → Snoozed / Dismissed / Won.
See States for the state machine and Tuning for fixing book quality from real data.