# GTM AI: Full Content Dump > ZoomInfo's GTM AI platform documentation, guides, blog, marketplace, and release notes. > Source: https://gtm.ai > Index: https://gtm.ai/llms.txt ================================================================================ # Documentation ================================================================================ # Getting Started > Give your agent the account story with Context Agents. Connect customer history, normalized CRM stage and status, and ZoomInfo company and buying signals. **Date:** 2026-09-08 **Source:** https://gtm.ai/docs --- ## Start here Connect your AI client to ZoomInfo and run your first account query. 1. **Pick your client.** Claude or ChatGPT for the fastest path (no code, marketplace install). Claude Code, Codex, or your own integration if you want a custom MCP app. 2. **Run the install command.** Each client has a one-step setup in its dedicated guide below. 3. **Authenticate.** Sign in with your ZoomInfo account when the OAuth prompt opens. 4. **Verify.** Start a new session and ask: *"What ZoomInfo tools do you have?"* The model will list every connected tool. 5. **Go.** Paste the prompt below into your connected AI client to run your first GTM session. - [Claude](/docs/mcp/clients/claude): Marketplace install. Any subscription. - [ChatGPT](/docs/mcp/clients/chatgpt): Marketplace install. Any subscription. - [Claude Code](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code): Plugin install: skills + MCP, one command. - [Custom Connector](/docs/mcp/clients/custom): Add ZoomInfo to any app that supports a custom MCP server. ## Why GTM.AI A company record tells you who the account is. Buying signals and conversations help explain what changed and what needs to happen next. The context graph connects that information around company and contact identities, including corporate relationships and current employment. The GTM AI Context Engine resolves company identities, corporate relationships, employment, and activities. Context Agents use those connections to understand accounts and conversations. CRM stage and status are normalized and mapped from Conversation Intelligence. Start with [Account Research](/docs/mcp/tools/account-research), or ask [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence) about a specific discussion. The [Signals agent](/docs/mcp/tools/enrich-company-signals) returns buying intent, news, and business events in date order, so your agent can use recent changes to plan its next action. Business Context gives agents your offerings, personas, ICPs, and competitors through [GTM Context](/docs/mcp/tools/gtm-context) and its admin-only [update tool](/docs/mcp/tools/update-gtm-context). [Web Research in GTM Studio](/guides/gtm-studio-audiences-api#formula-and-ai-columns) adds current web information through AI columns. CRM and conversation context require sources connected to your ZoomInfo tenant. Results are limited by your access permissions. These docs cover the integration layer that brings it into your workflow: the ZoomInfo MCP server, the tools available through it, how credits are consumed, and how to connect and configure any MCP-compatible client. ## Explore the docs - [ZoomInfo MCP](/docs/mcp): Connect Claude, ChatGPT, or any MCP-compatible tool to ZoomInfo's intelligence. - [GTM CLI](/docs/cli): Query ZoomInfo from your terminal and pipe the results anywhere. - [Tools Reference](/docs/mcp/tools): MCP tools: what they do, what they return, and what they cost. - [API Reference](https://docs.zoominfo.com/reference/api-overview): Build custom integrations with the ZoomInfo API. - [Marketplace](/marketplace): Pre-built audiences, skills, and data sets to start from. ================================================================================ # GTM CLI > Query ZoomInfo's go-to-market data from your terminal. Install the GTM CLI, authenticate over OAuth, and pipe companies, contacts, intent, and research into your shell as JSON, CSV, or a table. **Date:** 2026-06-22 **Source:** https://gtm.ai/docs/cli --- ## What is the GTM CLI? The GTM CLI is a command-line client for ZoomInfo's go-to-market data. A single binary, `gtm`, searches and enriches companies and contacts, pulls intent signals, scoops, and news, runs agentic research, and reads your GTM context. It connects to the same hosted endpoint as the [ZoomInfo MCP server](/docs/mcp), so the data, the credits, and the sign-in match what your AI tools already use. Results stream out as JSON, JSONL, CSV, YAML, or a table. ## Who is this for? RevOps and data teams who script against ZoomInfo. Engineers who want deterministic, repeatable pulls with no model in the loop and no application to maintain. Anyone who wants to see real data in under a minute, before committing to a larger build. ## CLI, MCP, or API? ZoomInfo exposes the same data three ways, through one backend. Reach for the CLI in the terminal: scripts, cron jobs, and one-off pulls. Reach for [MCP](/docs/mcp) when an AI agent should hold the data and decide what to fetch. Reach for the [API](/start-building) when you are building an application with its own retry and caching logic. The [CLI, MCP, or API guide](/guides/cli-mcp-or-api-zoominfo) works that decision through in full. One difference is worth knowing up front. On [GTM Bench v1](/guides/gtm-bench-v1), which ran one agent over ten B2B research tasks, the CLI arm did the work on roughly a third of MCP's tokens and 4% of what open web research burned. That gap decides things when an agent runs a task on a schedule, or works a long list inside a single context window. MCP still finished fastest on the clock. Pick by the constraint you actually have. ## Install Homebrew is the shortest path on macOS and Linux. ```shell brew install zoominfo/gtm-ai/gtm-ai-cli ``` On Windows, or anywhere you run Node, install the global npm package instead. ```shell npm install -g @zoominfo/gtm-ai-cli ``` Prebuilt binaries for every platform are on the [releases page](https://github.com/Zoominfo/gtm-ai-cli/releases). Confirm the install: ```shell gtm --version ``` ## Authenticate Sign-in is OAuth in your browser, with no client ID or secret to paste. ```shell gtm auth login # opens your browser, saves the token gtm auth whoami # show login status gtm auth logout # revoke and remove saved credentials ``` The token is written to `~/.config/gtm-ai/` at mode `0600`. **Next - run your first session.** Once you're authenticated, drop this prompt into any AI client with terminal access. It orients from your GTM context, shows you what you're spending, and only runs after you approve: ## Updating Keep the CLI current with whichever package manager you installed it from. ```shell brew upgrade gtm-ai-cli # Homebrew npm update -g @zoominfo/gtm-ai-cli # npm ``` ## Scripting and CI The CLI runs unattended. Every command emits structured output and returns a proper exit code, so it drops into a cron job or a CI step with no interactive prompts. ```shell # Fail a CI job if the search comes back empty gtm companies search --industry software -f json | jq -e '.data | length > 0' ``` The repo also ships a [Claude Code skill](https://github.com/Zoominfo/gtm-ai-cli/tree/main/.claude/skills/gtm-ai-cli), so an agent can drive these same commands inside a larger workflow. ## Requirements > **Subscription and credits** > > The data commands need a ZoomInfo subscription with bulk data credits enabled. Search and lookup are free. Enrichment and research draw down credits, and [Credits & Billing](/docs/mcp/credits) covers exactly how consumption works. ## Commands and guides - [Command reference](/docs/cli/commands): Every command, flag, output format, and credit note, with copy-paste examples for each. - [Getting started guide](/guides/gtm-ai-cli-getting-started): Install, authenticate, and run your first query. - [ZoomInfo MCP](/docs/mcp): The same data and sign-in, inside Claude, Codex, Cursor, ChatGPT, and other AI agents. - [Start building](/start-building): Compare the three paths. ================================================================================ # ZoomInfo MCP > Connect any MCP-compatible AI tool to ZoomInfo's B2B intelligence: 100M+ companies, 600M+ contacts, signals, and first-party context. **Date:** 2026-03-19 **Source:** https://gtm.ai/docs/mcp --- ## What is ZoomInfo MCP? The ZoomInfo Model Context Protocol (MCP) server connects any MCP-compatible AI tool directly to ZoomInfo's B2B intelligence platform. Ask an AI assistant to research an account and it draws from the same verified data your revenue team already trusts, not a web search. Without ZoomInfo connected, an AI tool researching an account returns a summary anyone could find on Google. With ZoomInfo connected, the same question returns verified decision-makers, current tech stack, hiring signals, and competitive intelligence. [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence) users also get what was discussed on your team's last call with that account. ## Who is this for? **Revenue professionals** (AEs, SDRs, Account Managers, RevOps, Marketing Ops, and Product Marketing) using AI tools for account research, prospecting, competitive intelligence, outreach, and data enrichment. **Enterprise engineering teams** building AI-powered GTM applications who need grounded, verified B2B data to inform AI reasoning, not web-scraped summaries. ## Requirements - A ZoomInfo subscription (Sales, Copilot, Studio, or ZI Lite) - Bulk data credits enabled on your account (MCP does not work with recurring monthly credits) - An MCP-compatible AI tool, or your own MCP client. See [Clients](/docs/mcp/clients) - Each user authenticates with their own ZoomInfo credentials for the best experience (user-level context and personalized tooling) - App-level authentication is available for teams that require it > **New tools are added automatically** > > When ZoomInfo publishes new MCP tools, they become available at the start of your next session. No configuration required. ## What's available - [Getting Started](/docs/mcp/getting-started): Requirements and initial setup. - [Clients](/docs/mcp/clients): Setup guides for Claude, ChatGPT, Microsoft Copilot, Perplexity, and custom integrations. - [Tools](/docs/mcp/tools): Every tool: what it does and what it costs. - [Credits & Billing](/docs/mcp/credits): How data and AI credits are consumed. - [Security & Data](/docs/mcp/security): Authentication, entitlements, and data handling. - [FAQ & Troubleshooting](/docs/mcp/faq): Common questions and error resolution. ================================================================================ # Clients > Setup guides for connecting ZoomInfo MCP to Claude, Claude Code, Claude Cowork, ChatGPT, Codex, Cursor, Microsoft Copilot, Amazon Quick, Gemini Enterprise, Gemini Spark, Perplexity, Slack, and custom-built AI tools. **Date:** 2026-08-14 **Source:** https://gtm.ai/docs/mcp/clients --- ## Supported Clients ZoomInfo MCP works with any AI tool that supports the Model Context Protocol. The architecture is client-agnostic: the same server URL and authentication flow applies regardless of which client you use. - [Claude](/docs/mcp/clients/claude): Listed in the Claude connector marketplace. Easiest setup. - [Claude Code](/docs/mcp/clients/claude-code): Install the plugin for the hosted server plus our GTM skills in one command. - [Claude Cowork](/docs/mcp/clients/claude-cowork): Bring ZoomInfo into Anthropic's knowledge-work agent with the same plugin. - [ChatGPT](/docs/mcp/clients/chatgpt): Listed in the ChatGPT app marketplace. Works on all tiers, including free plans. - [Codex](/docs/mcp/clients/codex): Install the ZoomInfo plugin, or add it as a Custom MCP entry. - [Cursor](/docs/mcp/clients/cursor): Connect through the mcp-remote bridge and sign in over OAuth. - [Microsoft Copilot](/docs/mcp/clients/microsoft-copilot): Listed in the Copilot Studio marketplace. Add as a tool to any agent. - [Amazon Quick](/docs/mcp/clients/amazon-quick): Native ZoomInfo connector. Connect with the Default OAuth app and publish to your org. - [Gemini Enterprise](/docs/mcp/clients/gemini-enterprise): Native connector. Create a ZoomInfo data store with Google-managed OAuth, then link it to an app. - [Gemini Spark](/docs/mcp/clients/gemini-spark): Add as a custom connected app in the Gemini web app, then call ZoomInfo from Spark tasks. - [Perplexity](/docs/mcp/clients/perplexity): Native connector for paid Perplexity plans with Computer access. - [Slack](/docs/mcp/clients/slack): Install the ZoomInfo app, then call ZoomInfo tools from Slack AI. - [Custom Connector](/docs/mcp/clients/custom): Add ZoomInfo to any app that supports a custom MCP server. ## MCP Server URL All clients use the same endpoint: ``` https://mcp.zoominfo.com/mcp ``` ## Other Clients ### Gemini CLI Gemini CLI supports custom MCP servers. Add `https://mcp.zoominfo.com/mcp` to your `~/.gemini/settings.json` and sign in with OAuth. Gemini CLI does not auto-discover MCP OAuth, so this path needs explicit client credentials. For Gemini Enterprise, use the [native connector](/docs/mcp/clients/gemini-enterprise) instead; for the consumer Gemini app, connect through [Gemini Spark](/docs/mcp/clients/gemini-spark). ### Any other MCP client Tools that only offer a generic "add a custom MCP server" form connect the same way: point them at `https://mcp.zoominfo.com/mcp` over Streamable HTTP and sign in with OAuth. See [Add ZoomInfo as a Custom Connector](/docs/mcp/clients/custom) for the field-by-field defaults. **Next - run your first session.** Whichever client you picked, paste this into it once connected. It orients from your GTM context and only runs after you approve: ================================================================================ # Tools > All ZoomInfo MCP tools: what they do, when they're used, and what credits they consume. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools --- ## How Tools Work When you send a prompt, the AI client reasons over the ZoomInfo tool descriptions and selects the right tool (or chains multiple tools) to fulfill your request. You don't need to specify which tool to use, though you can. Most tools are direct: they expose ZoomInfo data to the AI orchestrator, which handles multi-step workflows naturally, for example chaining **Lookup → Search → Enrich** when building a list. The four Analyze and Write tools are context agents. They run a sub-agent layer that synthesizes large payloads into a targeted answer, blending ZoomInfo's third-party data with your organization's first-party CRM and conversation history. New tools published by ZoomInfo are available automatically at the start of each new session. ## Browse Tools Filter by the data a tool works on, what it does to that data, and what it costs. | Tool | What it does | Category | Operation | Credits | |---|---|---|---|---| | [Lookup](/docs/mcp/tools/lookup) | Returns valid filter values (industries, regions, job functions) | Setup | Search | Free | | [Search Companies](/docs/mcp/tools/search-companies) | Find companies by firmographic criteria | Companies | Search | Free | | [Search Contacts](/docs/mcp/tools/search-contacts) | Find contacts by role, company, or signal | Contacts | Search | Free | | [Enrich Companies](/docs/mcp/tools/enrich-companies) | Full firmographic detail on up to 25 companies | Companies | Enrich | Data Credits | | [Enrich Contacts](/docs/mcp/tools/enrich-contacts) | Full contact detail on up to 25 contacts | Contacts | Enrich | Data Credits | | [Find Similar Companies](/docs/mcp/tools/find-similar-companies) | Companies matching a given company's profile | Companies | Discover | Free | | [Find Similar Contacts](/docs/mcp/tools/find-similar-contacts) | Contacts matching a given contact's profile | Contacts | Discover | Free | | [Find Recommended Contacts](/docs/mcp/tools/find-recommended-contacts) | Outreach-ready contacts for a given account | Contacts | Discover | Free | | [Search Intent](/docs/mcp/tools/search-intent) | Discover companies showing buyer intent signals | Intent | Search, Discover | Free | | [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) | Intent, news, and scoops for up to 10 known companies in one call | Companies, Intent | Enrich | Data Credits | | [Enrich Intent](/docs/mcp/tools/enrich-intent) | Intent signals for a known company. Superseded by Enrich Company Signals | Intent | Enrich | Data Credits | | [Search Scoops](/docs/mcp/tools/search-scoops) | Discover companies based on real-world business events | Intent | Search, Discover | Free | | [Enrich Scoops](/docs/mcp/tools/enrich-scoops) | Business-event scoops for a known company. Superseded by Enrich Company Signals | Intent | Enrich | Data Credits | | [Enrich News](/docs/mcp/tools/enrich-news) | Categorized news for a known company. Superseded by Enrich Company Signals | Intent | Enrich | Data Credits | | [Browse Audiences](/docs/mcp/tools/browse-audiences) | List and search your GTM Studio audiences | Audience | Search | Free | | [Get Audience](/docs/mcp/tools/get-audience) | Inspect one audience's columns and preview its rows | Audience | Search | Free | | [Browse Engagements](/docs/mcp/tools/browse-engagements) | Build a timeline of your meetings and emails | Research | Search | Free | | [Account Research](/docs/mcp/tools/account-research) | Full intelligence briefing on a company | Companies, Research | Analyze | AI Credits | | [Contact Research](/docs/mcp/tools/contact-research) | Full intelligence briefing on a contact | Contacts, Research | Analyze | AI Credits | | [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence) | Analyze what was said, agreed, or pushed back on across calls, meetings, and emails | Research | Analyze | AI Credits | | [GTM Context](/docs/mcp/tools/gtm-context) | Returns the user's role and the GTM context their AI needs about the organization | Setup | Search | Free | | [Update GTM Context](/docs/mcp/tools/update-gtm-context) | Synthesize unstructured content into GTM configuration, or edit existing records | Setup | Write | AI Credits | ## Roadmap | Capability | What it does | Status | |---|---|---| | WebSights | Understand who has been visiting your website | Future roadmap | ================================================================================ # GTM CLI Command Reference > Every GTM CLI command: lookup, companies, contacts, intent, scoops, news, gtm-context, research, and raw. Plus output formats, field projection, and common shell workflows. **Date:** 2026-06-22 **Source:** https://gtm.ai/docs/cli/commands --- This page documents every `gtm` command with copy-paste examples; the pattern repeats throughout, so search for IDs, enrich for detail, then pipe the rest through your shell. ## Output formats Every command that returns records accepts `-f, --format`: `json` (the default) and `jsonl` preserve the response shape, while `csv`, `yaml`, and `table` flatten it for reading. ```shell gtm companies search --industry software -f table gtm contacts search --management-level "C Level Exec" -f jsonl > c-level.jsonl ``` ## Projecting fields Add `--select` with a comma-separated list of dotted paths to keep only those fields from each record, applied before formatting. ```shell gtm companies search --industry software --page-size 5 --select id,name,revenue -f table ``` ## lookup Search endpoints reject unknown industry, metro, or topic strings with a 422, so look the canonical value up first and pass its ID to the filter. ```shell gtm lookup --field industries --fuzzy software -f table gtm lookup --field intent-topics --fuzzy cloud -f table # Tech products take two steps: vendor first, then products gtm lookup --field tech-vendors --fuzzy hubspot gtm lookup --field tech-products --vendor "HubSpot, Inc" ``` ## companies Search needs at least one filter; enrich accepts any identifier (ID, domain, name, ticker, or website); similar returns a machine-ranked list of look-alikes. ```shell gtm companies search --industry software --metro "CA - San Francisco" --employees "100to249,250to499" gtm companies search --type public --country "United States" --revenue-min 1000000 --sort -revenue -f table gtm companies enrich --domain stripe.com --fields name revenue employeeCount industries gtm companies similar --name "Stripe" # Bulk enrich up to 10 companies from a JSON file gtm companies enrich --file companies.json ``` ## contacts Search by role, seniority, company, or signal; enrich by person ID, email, phone, or name plus company; `similar` and `recommended` extend the set. ```shell gtm contacts search --management-level "C Level Exec,VP Level Exec" --company-id 344589814 gtm contacts search --management-level Manager --department "Engineering & Technical" --required email,phone gtm contacts enrich --email henry@zoominfo.com --fields phone jobTitle managementLevel email gtm contacts similar --person-id 1260398587 --company-id 239305146 gtm contacts recommended --company-id 344589814 --use-case PROSPECTING ``` ## intent Every intent request needs `--topics` (look the exact names up first), and filters then narrow which companies showing those signals come back. ```shell gtm intent search --topics "Cloud Applications" "Java" --signal-score-min 70 gtm intent enrich --company-id 344589814 --topics "Cloud Applications" ``` ## scoops Scoops capture funding, hiring, leadership moves, layoffs, launches, and other business events, searchable across the market or fetched for one known company. ```shell gtm scoops search --scoop-types "New Hire" "Executive Move" --department C-Suite --published-start 2026-05-27 gtm scoops enrich --company-id 344589814 --scoop-types "New Hire" Promotion ``` ## news `news enrich` returns categorized articles for a known company by ID, across categories like `FUNDING`, `PRODUCT`, `PERSON`, and `MERGER_OR_ACQUISITION`. ```shell gtm news enrich --company-id 344589814 --categories FINANCIAL_RESULTS FUNDING ``` ## gtm-context `gtm-context get` reads the offerings, ICPs, personas, and competitors that shape how every tool interprets your queries, and it costs zero credits. ```shell gtm-context get gtm-context get --detailed -f yaml # Admins can update from text or a file gtm-context update --query "Update competitors" --source "Our main competitors are X, Y, Z." ``` ## research `research` blends ZoomInfo market data with your CRM and conversation history into a brief, so frame the goal in `--query` and let the tool choose what to retrieve. ```shell gtm research account --company-id 344589814 --query "Prep for a renewal call: status, news, and risks" gtm research contact --contact-id 1260398587 --query "Who is this person and our history before I reach out" ``` ## raw When a tool has no dedicated wrapper yet, `raw` lists the catalog and calls any tool by name. ```shell gtm raw list-tools -f table gtm raw call find_similar_companies --args '{"companyName":"Stripe"}' ``` ## Common workflows The CLI earns its keep in pipes: pull fields with `jq`, chain a search into an enrich, or export straight to CSV. ```shell # Names only gtm companies search --industry software | jq '.data[].attributes.name' # Search for IDs, then enrich each gtm companies search --industry software --page-size 3 -f json \ | jq -r '.data[].id' \ | xargs -I{} gtm companies enrich --id {} # Export a contact list to CSV gtm contacts search --management-level "VP Level Exec" --department Sales -f csv > vp-sales.csv ``` ================================================================================ # Amazon Quick > How to connect ZoomInfo to Amazon Quick using the native ZoomInfo action connector, then publish it to your organization. **Date:** 2026-06-17 **Source:** https://gtm.ai/docs/mcp/clients/amazon-quick --- ## Overview Amazon Quick is AWS's agentic AI workspace. ZoomInfo is available as a native action connector, so you can look up company and contact data and query firmographic and intent signals in natural language. The simplest setup uses Amazon Quick's **Default OAuth app**, an AWS-managed OAuth application, so there are no credentials to create. You sign in with your ZoomInfo account and Quick handles the rest. > **Before you begin** > > You need an active ZoomInfo account with access to the data you want to query, and an Amazon Quick subscription that supports connectors. For subscription details, see your Amazon Quick admin. ## Setup These steps publish ZoomInfo to your team using the Default OAuth app. **Open Connectors** In the Amazon Quick console, choose **Connectors** in the left navigation. **Open Create for your team** Choose the **Create for your team** tab, then find and choose **ZoomInfo**. **Name the connector** Enter a **Name** and a **Description**; the description is required. For **Connection type**, choose **Public network**, and for **OAuth Configuration**, choose the **Default OAuth app**, which needs no credentials. Choose **Next**. **Authorize ZoomInfo** A ZoomInfo authorization window opens. Sign in with your credentials or SSO, review the requested permissions, and choose **Allow**. **Review the actions** On the **Review** page, review the available ZoomInfo actions, then choose **Next**. **Publish** On the **Publish** page, choose who can access the connector: everyone in your organization, or specific teams or groups. Choose **Publish**. A confirmation appears in the top-right of the screen. > **Just connecting for yourself?** > > From the **Available** tab in Connectors, find ZoomInfo and choose **Connect**, then complete the ZoomInfo sign-in. This uses the Default OAuth app with no extra configuration, and skips the publish step. > **Other authentication methods** > > Beyond the default app, Amazon Quick also supports a custom OAuth app, service-to-service OAuth, and API key authentication for ZoomInfo. Those need credentials from your ZoomInfo admin. Most teams should use the Default OAuth app. **Next - run your first session.** Once the connector is published to your team, paste this into your Quick assistant. It orients from your GTM context and only runs after you approve: ## How Quick Selects Tools Once the connector is published, ZoomInfo's actions are available to your Quick assistant. Quick reads the action descriptions and selects the right one from your prompt, so you don't need to name a tool. Ask it to research an account and it pulls firmographics; ask for companies showing intent and it routes to the matching action. To see the full set, open the connector's **Available actions** view in the console. ## Troubleshooting **Sign-in fails:** confirm your ZoomInfo account is active. Sign in with your personal credentials, not a shared or admin-only account. **ZoomInfo isn't in the list:** check that your Amazon Quick subscription supports connectors. Look under both the **Available** and **Create for your team** tabs. **Credit errors during enrichment:** ZoomInfo requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled. Recurring monthly credits are not supported. ## What's Next Connecting another app instead? For tools that ask you to add a custom server URL, see [Add ZoomInfo as a Custom Connector](/docs/mcp/clients/custom). For the full list of ZoomInfo tools, see the [Tools documentation](/docs/mcp/tools). ================================================================================ # ChatGPT > How to connect ZoomInfo MCP to ChatGPT via the app marketplace. Works on all tiers, including free plans. **Date:** 2026-03-27 **Source:** https://gtm.ai/docs/mcp/clients/chatgpt --- ## Overview ZoomInfo is listed in the ChatGPT app marketplace. Once connected, ChatGPT can invoke ZoomInfo tools based on your prompts or when you explicitly ask it to use ZoomInfo. Setup works on all ChatGPT tiers, including free plans. ## Setup **Open the Apps panel** Click **Apps** in the ChatGPT side panel. **Find ZoomInfo** Search for **ZoomInfo** and click **Connect**. **Authenticate** Sign in with your ZoomInfo credentials when prompted. **Verify the connection** Start a new conversation and ask: *"What ZoomInfo tools do you have access to?"* **Next - run your first session.** Once ZoomInfo is connected, paste this into a new ChatGPT conversation. It orients from your GTM context and only runs after you approve: ## Tool Behavior in ChatGPT ChatGPT selects the appropriate ZoomInfo tool based on your request. You can guide tool selection by being specific in your prompts, or by saying "use ZoomInfo to..." followed by your request. You can also prime ChatGPT to use ZoomInfo tools by clicking the **+** in the chat window, hovering over **More**, and selecting **ZoomInfo**. ChatGPT will still reach for ZoomInfo tools without this step, based on conversation context or if you explicitly ask. New ZoomInfo tools become available automatically at the start of each new session. ## Troubleshooting **Can't find the app:** open **Apps** in the side panel and search for "ZoomInfo." If it does not appear, try refreshing the page or starting a new session. **Authentication errors:** confirm you're using your personal ZoomInfo credentials. Admin-only ZoomInfo accounts cannot authenticate to MCP. **Credit errors:** MCP requires bulk data credits. Contact your ZoomInfo admin or ZoomInfo representative if you're unsure whether your account has bulk credits enabled. ================================================================================ # Claude > Step-by-step setup for connecting ZoomInfo MCP to Claude Desktop via the connector marketplace. **Date:** 2026-03-19 **Source:** https://gtm.ai/docs/mcp/clients/claude --- ## Overview ZoomInfo is listed in the Claude connector marketplace, making setup straightforward. Once connected, Claude can invoke ZoomInfo tools automatically based on your prompts, with no need to specify which tool to use. ## Setup **Open Claude Desktop settings** Go to **Settings → Connectors**. **Find ZoomInfo** Search for ZoomInfo in the connector marketplace and select it. **Authenticate** Sign in with your ZoomInfo credentials when prompted. **Verify the connection** Start a new chat and ask: *"What ZoomInfo tools do you have access to?"* Claude will list all available tools. **Next - run your first session.** Once the connector is active, paste this into a new Claude chat. It orients from your GTM context and only runs after you approve: ## Managing Tool Permissions Claude lets you control which ZoomInfo tools it can invoke. In **Settings → Connectors**, select the ZoomInfo connector to see individual tool toggles. You can enable or disable specific tools (for example, to prevent enrichment calls from consuming credits unexpectedly). By default, Claude will ask for confirmation before invoking a new tool for the first time. ## How Claude Selects Tools Claude reasons over all available ZoomInfo tool descriptions and selects the right tool (or sequence of tools) for your request. You don't need to specify which tool to use, though you can if you want to. For example: - *"Research Acme Corp"* → Claude invokes **Account Research** - *"Find the VP of Sales at companies like Salesforce"* → Claude chains **Find Similar Companies** → **Search Contacts** - *"Enrich these 10 contacts"* → Claude invokes **Enrich Contacts** with up to 25 records per call ## Context Window Behavior Direct tools (Search, Enrich, Lookup) return data into Claude's context window, making it available for follow-up questions within the same conversation. Context agents (Account Research, Contact Research) run a sub-agent layer that synthesizes large payloads before returning a targeted summary. This keeps Claude's context window manageable for complex account research tasks. ## Troubleshooting **Tools aren't appearing:** start a new session. Claude refreshes the tool list at the beginning of each session. Note that Claude defaults to "load tools when needed," only surfacing tools based on the context of the conversation. You can change this to "tools already loaded" to eliminate this as a potential source of the problem: click the **+** in the chat interface, go to **Connectors**, then **Tool Access** to adjust this setting. **Authentication errors:** disconnect and reconnect the ZoomInfo connector in Settings. Make sure you're using your personal ZoomInfo login, not a shared or admin-only account. **Credit errors during enrichment:** confirm your account has bulk data credits enabled. Recurring monthly credits are not supported by MCP. ================================================================================ # Claude Code > How to connect ZoomInfo MCP to Claude Code: install the ZoomInfo plugin for the hosted server plus our GTM skills, then authenticate over OAuth. **Date:** 2026-06-17 **Source:** https://gtm.ai/docs/mcp/clients/claude-code --- ## Overview Claude Code is Anthropic's CLI coding agent. ZoomInfo ships as a plugin in Anthropic's official marketplace, so one command gives Claude Code the hosted ZoomInfo MCP server and our GTM skills together. Authentication is OAuth, with no developer app to register and no client secret to paste; the sign-in happens in your browser. ## Setup **Install the plugin** From your terminal, run: ```bash claude plugin install zoominfo@claude-plugins-official ``` The plugin lives in Anthropic's official marketplace, which Claude Code already knows about, so there's no marketplace to add first. **Connect and sign in** Inside a Claude Code session, run `/mcp`, pick `zoominfo`, and choose **Authenticate**. Claude Code opens your browser to the ZoomInfo login. **Authenticate** Sign in with your normal credentials or SSO. When the browser hands you back, the `zoominfo` server shows as connected and every tool and skill is live. **Verify the connection** Ask a question that needs ZoomInfo data, like *"How many employees does Snowflake have?"* You'll see the tool invocation and arguments inline. **Next - run your first session.** With the plugin (or the raw MCP) in place, paste this into a new Claude Code session. It orients from your GTM context and only runs after you approve: ## What the Plugin Adds The plugin bundles the hosted MCP server at `https://mcp.zoominfo.com/mcp` plus a set of skills, prewritten workflows that chain the underlying tools into finished output: account briefs, target lists, buying-committee maps, lead scores, meeting prep, and more. To run one explicitly, type its slash command, like `/build-list` or `/account-research`. Otherwise describe the outcome and Claude Code picks the skill that fits. For the full skill list and a deeper walkthrough, see the [Claude Code setup guide](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code). ## Add the MCP Server by Hand If you only want the raw tools without the skills, register the server directly: ```bash claude mcp add --transport http zoominfo https://mcp.zoominfo.com/mcp ``` Then run `/mcp`, pick `zoominfo`, and authenticate the same way. `--transport http` selects HTTP transport, since ZoomInfo's server does not use stdio. ## Troubleshooting **`claude plugin install` can't find the plugin:** update Claude Code to a recent version. Older builds predate plugin support and the official marketplace. **`/mcp` lists `zoominfo` but it won't authenticate:** re-run `/mcp`, select the server, and trigger Authenticate again. If the browser never opened, check that nothing is blocking your default browser from launching. **Claude Code doesn't see any ZoomInfo tools:** run `/mcp` and confirm `zoominfo` shows as connected. If it's listed with an auth error, re-run the slash command to re-trigger OAuth. **The connection stops working after a few hours:** your ZoomInfo session may have expired. Run `/mcp` to refresh tokens. **Credit errors on enrichment or research calls:** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits. ## What's Next For the full walkthrough including every GTM skill, see [How to Connect ZoomInfo to Claude Code](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code). For the same setup in OpenAI's coding agent, see [Codex](/docs/mcp/clients/codex). For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # Claude Cowork > How to connect ZoomInfo MCP to Claude Cowork: install the ZoomInfo plugin to bring the hosted server plus our GTM skills into Anthropic's knowledge-work agent. **Date:** 2026-06-17 **Source:** https://gtm.ai/docs/mcp/clients/claude-cowork --- ## Overview Claude Cowork is Anthropic's agentic AI for knowledge work. You give it a goal and it works across your computer, local files, and connected apps to return a finished deliverable, which makes it a natural fit for GTM research, list building, and account prep. ZoomInfo ships as a plugin in Anthropic's official marketplace, so one command brings the hosted MCP server and our GTM skills into Cowork. Authentication is OAuth, with no developer app to register and no client secret to paste. Cowork runs in the Claude desktop app and is available on any paid Claude plan. ## Setup **Install the plugin** From your terminal, run: ```bash claude plugin install zoominfo@claude-plugins-official ``` The plugin lives in Anthropic's official marketplace, so there's no marketplace to add first. **Connect and sign in** Open Cowork's connectors, select `zoominfo`, and choose **Authenticate**. Cowork opens your browser to the ZoomInfo login. **Authenticate** Sign in with your normal credentials or SSO. When the browser hands you back, ZoomInfo shows as connected and every tool and skill is live. **Verify the connection** Give Cowork a task that needs ZoomInfo data, like *"Research Acme Corp and draft a one-page account brief."* It pulls live data and returns the finished document. > **Enterprise plugin marketplaces** > > If your organization runs a private plugin marketplace, an admin can publish the ZoomInfo plugin there so it installs without the command above. Check with your Claude workspace admin if you don't see it. **Next - run your first session.** Once Cowork can see ZoomInfo, paste this to kick off a first session. It orients from your GTM context and only runs after you approve: ## What the Plugin Adds The plugin bundles the hosted MCP server at `https://mcp.zoominfo.com/mcp` plus a set of GTM skills, prewritten workflows that turn the underlying tools into finished output: account briefs, target lists, buying-committee maps, lead scores, meeting prep, and more. Describe the outcome you want and Cowork selects the skill that fits, then works the task end to end. For the full skill list, see the [Claude Code setup guide](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code), which uses the same plugin. ## How Cowork Uses ZoomInfo Cowork reads the ZoomInfo tool and skill descriptions and picks what fits the goal you set. Because Cowork runs multi-step work on its own, a single prompt can chain several ZoomInfo calls: find similar companies, pull the buying committee, enrich the contacts, then assemble the result into a document or spreadsheet on your machine. Research tools and skills synthesize large payloads before returning a summary, which keeps long-running tasks manageable. Each enrichment record consumed counts against your bulk data credits, the same as every other client. ## Troubleshooting **`claude plugin install` can't find the plugin:** update the Claude desktop app to a recent version. Older builds predate plugin support and the official marketplace. **ZoomInfo won't authenticate:** re-open the connector and trigger Authenticate again. If the browser never opened, check that nothing is blocking your default browser from launching. **Cowork doesn't use ZoomInfo:** confirm the connector shows as connected. Naming ZoomInfo in your prompt ("use ZoomInfo to research this account") biases Cowork toward the connector when a task could be answered other ways. **The connection stops working after a few hours:** your ZoomInfo session may have expired. Reconnect to refresh it. **Credit errors on enrichment or research calls:** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits. ## What's Next For the coding-agent sibling that uses the same plugin, see [Claude Code](/docs/mcp/clients/claude-code). For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # Codex > How to connect ZoomInfo MCP to OpenAI Codex: install the ZoomInfo plugin for the hosted server plus our GTM skills, or add it manually as a Custom MCP entry. **Date:** 2026-06-17 **Source:** https://gtm.ai/docs/mcp/clients/codex --- ## Overview Codex is OpenAI's coding agent, powered by ChatGPT. ZoomInfo ships as a Codex plugin, so a single install gives Codex the hosted ZoomInfo MCP server and our GTM skills at once. If your Codex build doesn't expose plugins yet, add the MCP server by hand through the Custom MCP form. Both connect to the same endpoint and authenticate over OAuth. ## Setup **Open the Plugin Directory** In the Codex app, open **Plugins**. In the CLI, run `codex` and then `/plugins` to open the plugin browser. **Find ZoomInfo** Search for **ZoomInfo** and open its listing. **Install** In the app, select **Add to Codex**. In the CLI, select **Install plugin**. **Connect your ZoomInfo account** Codex prompts you to sign in with ZoomInfo the first time it uses the server. Use your normal credentials or SSO. There's no developer app to register and no OAuth callback to host. **Verify the connection** Ask a question that needs ZoomInfo data, like *"How many employees does Snowflake have?"* The tool invocation appears inline. **Next - run your first session.** Once ZoomInfo is connected, paste this into a new Codex session. It orients from your GTM context and only runs after you approve: ## What the Plugin Adds The plugin bundles the hosted MCP server at `https://mcp.zoominfo.com/mcp` plus a set of GTM skills, prewritten workflows that chain the underlying tools into finished output: account briefs, target lists, buying-committee maps, and lead scores. To run one explicitly, type `@` in the Codex prompt and pick the skill. Otherwise describe the outcome and Codex selects the skill that fits. For the full skill list and a deeper walkthrough, see the [Codex setup guide](/guides/how-to-connect-to-zoominfo-mcp-in-codex). ## Prefer the Manual Route? Custom MCP If your Codex build doesn't expose plugins, or you want the server without the bundled skills, add it through the Custom MCP form: **Open Codex Settings** From inside Codex, go to **Settings**, then **Custom MCP**. **Add a new MCP server** Click **Add** and fill in: - **Name:** `ZoomInfo` - **Transport:** **Streamable HTTP** - **URL:** `https://mcp.zoominfo.com/mcp` **Save and authenticate** Click **Save**. Codex prompts you to sign in with ZoomInfo. Use your normal credentials or SSO. ## Troubleshooting **You don't see ZoomInfo in the Plugin Directory:** the listing may not have reached your directory search yet. Fall back to the Custom MCP route above. **Codex doesn't show a Custom MCP option:** your Codex plan or workspace may not have Custom MCP enabled. Check with your OpenAI admin or workspace owner. **Authentication fails on sign-in:** confirm you're using your personal ZoomInfo credentials, not a shared or admin-only account. **Codex doesn't see any ZoomInfo tools:** for the plugin, confirm it shows as installed and enabled in `/plugins`. For Custom MCP, confirm the entry is listed and the URL is exactly `https://mcp.zoominfo.com/mcp`. **Credit errors on enrichment or research calls:** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits. ## What's Next For the full walkthrough including every GTM skill, see [How to Add ZoomInfo to Codex](/guides/how-to-connect-to-zoominfo-mcp-in-codex). For the same setup in Anthropic's CLI, see [Claude Code](/docs/mcp/clients/claude-code). For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # Cursor > How to connect ZoomInfo MCP to Cursor using the mcp-remote bridge, which handles the browser OAuth sign-in and exposes ZoomInfo to Cursor's Agent. **Date:** 2026-07-24 **Source:** https://gtm.ai/docs/mcp/clients/cursor --- ## Overview Cursor supports custom MCP servers, so you can give Cursor's Agent live ZoomInfo data alongside your code. Cursor connects to ZoomInfo through the **`mcp-remote` bridge**: a small local proxy (run via `npx`) that handles the browser sign-in and exposes ZoomInfo to Cursor over stdio. There is no developer app to register and no client secret to paste; you sign in with your normal ZoomInfo credentials on first use. ## Requirements - **Node.js 18 or later** with `npx` on your `PATH`. Check with `node --version`. If you don't have it, install from [nodejs.org](https://nodejs.org) or via your package manager. ## Setup **Open your MCP config** In Cursor, go to **Settings → Cursor Settings → Tools & Integrations** and open the MCP configuration, or edit `~/.cursor/mcp.json` directly. **Add the ZoomInfo server** Add the `zoominfo` entry to your `mcpServers` block: ```json // ~/.cursor/mcp.json { "mcpServers": { "zoominfo": { "command": "npx", "args": [ "-y", "mcp-remote@0.1.38", "https://mcp.zoominfo.com/mcp", "46818", "--static-oauth-client-metadata", "{\"scope\":\"openid profile email offline_access zi_api zi_mcp api:data:mcp\"}" ] } } } ``` **Restart Cursor** Restart so Cursor picks up the new server entry. **Authenticate** The first time Cursor uses the server, the bridge opens the ZoomInfo sign-in in your browser. Log in with your normal credentials or SSO and approve access. On success you'll land on a page reading **"Authorization successful! You may close this window and return to the CLI"** (the address bar will show `localhost:46818`). Close the tab and return to Cursor. Tokens are cached locally under `~/.mcp-auth/`, so you won't be prompted again until they expire. If Cursor still shows the server as connecting, toggle the MCP server off and on (or restart Cursor) so it picks up the authenticated bridge. **Verify the connection** Open the Agent and ask: *"How many employees does Snowflake have?"* A healthy connection calls the matching ZoomInfo tool and returns live data. **Next - run your first session.** Once the ZoomInfo server is authenticated, paste this into Cursor's Agent. It orients from your GTM context and only runs after you approve: ## How Cursor Selects Tools Cursor's Agent reads the ZoomInfo tool descriptions and picks the right tool for your request. You don't need to name a tool, though you can reference ZoomInfo explicitly to steer it. Ask it to *"research Acme Corp"* and it invokes **Account Research**; ask for VPs of Sales at companies like Salesforce and it chains **Find Similar Companies** into **Search Contacts**. Direct tools (Search, Enrich, Lookup) return data straight into the Agent's context window, so narrow your filters before searching across thousands of records. Research tools synthesize large payloads before returning a summary, which keeps context manageable. ## Troubleshooting **"Failed during live tool discovery" or the server errors immediately after you add it:** this usually means Cursor was configured with a native `{ "url": "..." }` entry instead of the bridge. Use the `mcp-remote` bridge config shown in Setup above, then restart Cursor. **`npx` or "command not found" errors:** the bridge requires Node.js. Confirm `node --version` returns 18 or later and that `npx` is on your `PATH`, then restart Cursor. **Authentication never completes or times out:** make sure you're signing in with your personal ZoomInfo credentials, not a shared or admin-only account. If the browser window didn't open, or the token has gone stale, toggle the server off and on to re-trigger the OAuth flow. You can also clear the cached tokens under `~/.mcp-auth/` and reconnect to force a fresh sign-in. **The server shows as disconnected:** confirm the JSON in `~/.cursor/mcp.json` is valid (a trailing comma is the usual culprit) and that the endpoint is exactly `https://mcp.zoominfo.com/mcp`. Restart Cursor after any edit. **No tools appear:** open the MCP settings and confirm `zoominfo` is enabled. Cursor refreshes the tool list when it reconnects to the server. **Credit errors during enrichment:** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled. Recurring monthly credits are not supported by MCP. ## What's Next For the field-by-field defaults that apply to any custom MCP form, see [Add ZoomInfo as a Custom Connector](/docs/mcp/clients/custom). For the full tool list, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # Add ZoomInfo as a Custom Connector > The settings to use when a third-party app asks you to add a custom MCP server: ZoomInfo's server URL, Streamable HTTP transport, and OAuth sign-in. Plus the manual OAuth fallback. **Date:** 2026-06-12 **Source:** https://gtm.ai/docs/mcp/clients/custom --- Some apps let you add a custom MCP server: you paste a server URL into a connector form and the app handles the rest. This page covers what to enter so ZoomInfo connects on the first try. You don't need to create anything in ZoomInfo first. > **Have a native option, or building your own?** > > If your app is Claude, ChatGPT, Claude Code, Codex, or Cursor, use the [marketplace listing or plugin](/docs/mcp/clients) instead. It's one click and needs none of the settings below. If you're building your own agent or integration rather than configuring an existing app, see [How to Build Your Own App on the ZoomInfo MCP](/guides/how-to-build-a-custom-mcp-app). ## Recommended Settings Most custom-connector forms ask for the same few things: | Field | Value | |---|---| | **Server URL** | `https://mcp.zoominfo.com/mcp` (HTTPS, exactly as written) | | **Transport** | Streamable HTTP. Pick this over SSE, and never a local command or stdio; ZoomInfo's server is remote. | | **Authentication** | OAuth. Use the app's Connect or Authenticate button and sign in. Leave any client ID and secret fields blank. | | **Headers** | None. ZoomInfo uses OAuth, not a static token. | | **Name** | Anything you'll recognize, like `ZoomInfo`. | The usual flow is: paste the URL, pick Streamable HTTP, save, then click **Connect** (or **Authenticate**). The app sends you to the ZoomInfo sign-in, you log in with your normal credentials or SSO, and you approve access. The client discovers ZoomInfo's authorization server from the URL and registers itself, so you don't supply OAuth details or a redirect URI by hand. ## When the App Asks for OAuth Details A few clients, often command-line tools, can't discover and register on their own. They ask for a client ID, a client secret, and sometimes the OAuth endpoints. When that happens, register an app first ([How to Build Your Own App on the ZoomInfo MCP](/guides/how-to-build-a-custom-mcp-app) walks through it), then fill in: | Field | Value | |---|---| | **Client ID / Client Secret** | From the app you registered | | **Authorization URL** | `https://mcp.zoominfo.com/oauth/authorize` | | **Token URL** | `https://okta-login.zoominfo.com/oauth2/default/v1/token` | | **Redirect / callback URL** | Use the exact value the app shows you, usually a localhost loopback. It has to match the redirect URI on your registered app, character for character. | Choose user sign-in over a shared service account wherever you can. See [User Sign-In vs Service Account](/guides/oauth-vs-client-credentials-zoominfo-mcp) for why it matters. ## Verify the Connection Once the connector shows as connected, ask the app something that needs ZoomInfo data: ``` How many employees does Snowflake have? ``` A healthy connection calls the matching tool and returns live data. If the app reports no tools or a failed connection, the sign-in probably didn't finish. Reconnect and complete the ZoomInfo login. **Next - run your first session.** Once your custom connector is authenticated, paste this into the client. It orients from your GTM context and only runs after you approve: ## Troubleshooting **The app rejects the URL.** It must be HTTPS and exactly `https://mcp.zoominfo.com/mcp`, with no trailing slash or extra path. **Only SSE and Streamable HTTP are offered.** Pick Streamable HTTP. SSE is a legacy fallback and works, but Streamable HTTP is the current transport. **"redirect_uri mismatch" during sign-in.** This only applies when you registered your own app. The redirect URI in the connector form must match the one on your app exactly, including the port and path. **The connection drops after a few hours.** Your ZoomInfo session expired. Reconnect to refresh it. ## What's Next For apps with a native listing or plugin, see the [client setup guides](/docs/mcp/clients). To build your own agent or integration on the MCP server, see [How to Build Your Own App on the ZoomInfo MCP](/guides/how-to-build-a-custom-mcp-app). For the full tool list, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # Gemini Enterprise > How to connect ZoomInfo to Gemini Enterprise by creating a ZoomInfo data store with Google-managed OAuth, then linking it to an app. **Date:** 2026-08-14 **Source:** https://gtm.ai/docs/mcp/clients/gemini-enterprise --- ## Overview ZoomInfo is a native connector for Gemini Enterprise. It runs as a federated data store: you add ZoomInfo as a source in the Google Cloud console. Gemini Enterprise then queries the ZoomInfo API directly and blends the results with your other connected sources. From natural-language prompts your team can enrich account and contact profiles, analyze buyer intent, and search news scoops. Authentication uses Google-managed OAuth. There is nothing to register on ZoomInfo's side, no client ID, and no client secret. You authorize with your ZoomInfo account when you enable the connector in your app. > **Public preview** > > Federated search and actions for third-party connectors are in Google Cloud public preview and subject to Google's Pre-GA Offerings Terms. The connector is available in the `global`, `us`, and `eu` locations only. > **Before you begin** > > Creating the data store requires the **Discovery Engine Editor** role (`roles/discoveryengine.editor`) on your Google Cloud project. Grant it first, from the IAM page. You also need an active ZoomInfo account with access to whatever data you plan to query from Gemini Enterprise. ## Setup Setup has two parts: create a ZoomInfo data store, then connect it to an app and authorize ZoomInfo. **Open Gemini Enterprise** In the Google Cloud console, go to the **Gemini Enterprise** page and select or create a project. **Create a data store** In the navigation menu, click **Data stores**, then **Create data store**. **Choose ZoomInfo as the source** In the **Source** section, search for **ZoomInfo** and click **Select**. **Select the entity to search** In the **Data** section, under **Entities to search**, select **Company**. Click **Continue**. **Set the region and encryption** In the **Configuration** section, pick a **Multi-region** location (`global`, `us`, or `eu`) and name your connector. If you chose `us` or `eu`, set an encryption option: a Google-managed key or a Cloud KMS key. Click **Continue**. **Set billing and create** In the **Billing** section, select **General pricing** or **Configurable pricing**, then click **Create**. On the Data Stores page, wait for the state to change from **Creating** to **Active**. **Connect to an app and authorize** Connect the data store to a new or existing app. When you enable the connector in the app, sign in with your ZoomInfo credentials to complete the Google-managed OAuth flow. Gemini Enterprise can now query ZoomInfo. ## How Queries Work Gemini Enterprise treats ZoomInfo as a federated source rather than a set of tools you name. When you send a search query, Gemini Enterprise passes it to the ZoomInfo API, retrieves matching company and buyer-intent data, and merges it with results from your other connected sources into a single answer. An LLM may rewrite your query before it reaches ZoomInfo, and that rewrite can draw on earlier turns in the same session. So part of your query history can travel with the request. Your query string is sent to the ZoomInfo API, which may associate it with your identity; once there, it is governed by ZoomInfo's terms and privacy policy. If you have several federated sources enabled, the query may go to all of them. Beyond read-only search, the connector exposes a **Submit feedback** action for sending feedback on ZoomInfo's connector to the ZoomInfo team. ## Limitations > **Known constraints** > > Associate only one data store with the actions for a single connector type. VPC Service Controls cannot be enforced on an existing ZoomInfo data store: to add a perimeter, you must delete and recreate the data store. The connector runs in `global`, `us`, and `eu` only. ## Troubleshooting **ZoomInfo isn't in the source list:** in the **Source** section of Create data store, search for "ZoomInfo" rather than scrolling. If it still doesn't appear, confirm your project has the connector available. **You can't create the data store:** creating a data store needs the **Discovery Engine Editor** role (`roles/discoveryengine.editor`). Ask a project admin to grant it from the IAM page. **The data store isn't returning results:** open the Data Stores page and check the state. A store is only usable once it moves from **Creating** to **Active**. **Region errors:** the ZoomInfo data store is supported in `global`, `us`, and `eu` only. Recreate it in one of those locations if you picked another. **Authentication errors:** confirm you're signing in with your personal ZoomInfo credentials on an active account. Admin-only ZoomInfo accounts cannot authenticate to MCP. **Credit errors:** ZoomInfo enrichment requires bulk data credits. Contact your ZoomInfo admin or account team if you're unsure whether bulk credits are enabled. ## What's Next For the full set of ZoomInfo tools your prompts can reach, see the [Tools documentation](/docs/mcp/tools). Using a personal Google Account in the consumer Gemini app? Connect through [Gemini Spark](/docs/mcp/clients/gemini-spark) instead. Connecting a different app? See [Add ZoomInfo as a Custom Connector](/docs/mcp/clients/custom). Google's own documentation covers the console flow in full: the [ZoomInfo connector overview](https://docs.cloud.google.com/gemini/enterprise/docs/connectors/zoominfo) and [Set up a ZoomInfo data store](https://docs.cloud.google.com/gemini/enterprise/docs/connectors/zoominfo/set-up-data-store). ================================================================================ # Gemini Spark > How to connect ZoomInfo MCP to Gemini Spark as a custom app: paste the server URL into Connected Apps and sign in with OAuth. **Date:** 2026-08-14 **Source:** https://gtm.ai/docs/mcp/clients/gemini-spark --- ## Overview Gemini Spark is Google's personal AI agent inside the Gemini apps. It runs multi-step tasks and scheduled workflows, and it can call ZoomInfo tools once you add ZoomInfo as a custom connected app. You connect once in the Gemini web app; the connection then works in Spark on both web and mobile. ZoomInfo's server supports Dynamic Client Registration, which is Spark's default path for custom apps. Paste the server URL, sign in, approve access. You don't register anything in ZoomInfo first, and you leave the client ID and secret fields alone. > **Which Gemini surface are you on?** > > This page covers Gemini Spark, the agent for personal Google Accounts in the consumer Gemini app. On a work account? Use the [Gemini Enterprise native connector](/docs/mcp/clients/gemini-enterprise) instead. For Gemini CLI in the terminal, see [Other Clients](/docs/mcp/clients#other-clients); that path needs explicit client credentials. ## Requirements Google gates Spark and its custom apps more tightly than most clients: - A personal Google Account. Work and school accounts can't use Spark. - A Google AI Pro or Ultra subscription, and you must be 18 or over. - The **Keep Activity** setting turned on. Gemini can't connect to custom apps while it's off. - Custom connected apps are currently US-only and English-only, per Google. - An active ZoomInfo account for the OAuth sign-in. ## Setup **Open Connected Apps** Go to [gemini.google.com](https://gemini.google.com) on your computer, then **Settings & help → Connected Apps**. Custom apps can only be added from the web app. **Add a custom app** Under **Custom apps for Spark**, click **Add a custom app**. **Enter the server URL** Paste `https://mcp.zoominfo.com/mcp` and click **Next**. Skip the **Advanced features** section; that manual-credentials path is only for servers without Dynamic Client Registration, and Spark registers itself automatically. **Authenticate** Follow the on-screen prompts to the ZoomInfo sign-in. Log in with your normal credentials or SSO and approve access. **Verify the connection** Switch to Spark, start a task, and type `@` to select ZoomInfo. Ask: *"What ZoomInfo tools do you have access to?"* Spark will list the available tools. **Next - run your first session.** Once ZoomInfo shows as connected, paste this into a new Spark task. It orients from your GTM context and only runs after you approve: ## Using ZoomInfo in Spark Tasks Spark differs from a chat client: it executes tasks, sometimes on a schedule, and decides mid-task which connected apps to call. Type `@` in a prompt to point it at ZoomInfo explicitly, or describe the goal and let it choose. Schedules change the math. A recurring task can research accounts, pull intent signals, or enrich contacts every time it runs. > **Scheduled tasks consume credits on every run** > > Enrichment tools consume bulk data credits on every run. A daily task runs thirty times a month. Review the steps Spark plans before you approve a schedule; the [Credits & Billing](/docs/mcp/credits) page lists which tools are metered. One more caveat from Google's own documentation: a custom connected app may receive information from the conversation and from other sources available to Spark. Treat task threads that touch ZoomInfo like any other surface that handles customer data. ## Troubleshooting **ZoomInfo doesn't appear in Spark:** custom apps are added in the web app at gemini.google.com, and only there. Once connected on web, the app is available in Spark on mobile too. **The form demands a client ID and secret:** it shouldn't. That's the Advanced features fallback for servers without Dynamic Client Registration. Re-enter the URL exactly as `https://mcp.zoominfo.com/mcp` and leave Advanced features collapsed. **You can't add custom apps at all:** confirm you're on a personal Google Account with Keep Activity on, and that you meet Google's eligibility rules (18+, US, Pro or Ultra subscription). **Authentication errors:** sign in with your personal ZoomInfo login. Admin-only ZoomInfo accounts cannot authenticate to MCP. **Credit errors during enrichment:** confirm your account has bulk data credits enabled. Recurring monthly credits are not supported by MCP. **Scheduled tasks stopped running:** turning Spark off pauses all schedules. Turn it back on and Gemini resumes paused tasks automatically. ## What's Next For the full set of tools Spark can call, see the [Tools documentation](/docs/mcp/tools). Using a work account instead? Set up [Gemini Enterprise](/docs/mcp/clients/gemini-enterprise). Google's help center covers Spark itself in depth: [Use Gemini Spark](https://support.google.com/gemini/answer/17094507) and [Connect custom apps for Gemini Spark](https://support.google.com/gemini/answer/17209137). ================================================================================ # Microsoft Copilot > How to connect ZoomInfo MCP to Microsoft Copilot via the Copilot Studio marketplace. **Date:** 2026-06-17 **Source:** https://gtm.ai/docs/mcp/clients/microsoft-copilot --- ## Overview ZoomInfo is listed in the Microsoft Copilot Studio marketplace. Add it as a tool to an agent and Copilot can invoke ZoomInfo tools automatically based on your prompts, grounding responses in live GTM intelligence. Build the agent once and it works wherever your Copilot agents run: Microsoft Dynamics, Excel, Word, Microsoft Teams, and other Copilot destinations. ## Setup **Open or create an agent** In Copilot Studio, open the agent you want to connect ZoomInfo to, or create one first. **Add ZoomInfo under Tools** Open the agent's **Tools**, find ZoomInfo's native connector under **Model Context Protocol**, and select it. **Create the connection** Choose **Create** to establish the connection. This triggers the ZoomInfo OAuth flow. **Authenticate** Sign in with your ZoomInfo credentials when prompted; SSO is supported. Then choose **Add and configure**. The ZoomInfo tools load into the agent. **Verify the connection** Start a new conversation with the agent and ask: *"What ZoomInfo tools do you have access to?"* **Next - run your first session.** Once the tile is connected, paste this into your Copilot agent. It orients from your GTM context and only runs after you approve: ## How Copilot Selects Tools Copilot reasons over the ZoomInfo tool descriptions and picks the right tool for each request. You don't need to name the tool. To steer it, be specific in your prompt or say "use ZoomInfo to..." before your request. Ask *"Research Acme Corp"* and Copilot invokes **Account Research**. Ask for VPs of Sales at companies like Salesforce and it chains **Find Similar Companies** into **Search Contacts**. Enrichment calls batch up to 25 records. New ZoomInfo tools become available automatically. Copilot refreshes the tool list at the start of each agent session. ## Troubleshooting **Can't find the tile:** the ZoomInfo GTM MCP tile sits at the bottom of the Model Context Protocol list in Copilot Studio. If it doesn't appear, refresh the page. **Authentication errors:** confirm you're using your personal ZoomInfo credentials. Admin-only ZoomInfo accounts cannot authenticate to MCP. **Connection issue on first use:** if the agent reports a connection problem the first time it reaches for ZoomInfo, open the connection and click **Connect**, then **Submit**. Retry your prompt once the handshake completes. **Tools aren't appearing:** start a new session with the agent. Copilot refreshes the tool list at the beginning of each session. **Credit errors:** MCP requires bulk data credits. Contact your ZoomInfo admin or account team if you're unsure whether bulk credits are enabled. ================================================================================ # Perplexity > How to connect ZoomInfo MCP to Perplexity using its native connector for paid plans. **Date:** 2026-05-06 **Source:** https://gtm.ai/docs/mcp/clients/perplexity --- ## Overview ZoomInfo is a native connector in Perplexity. Paid Perplexity users with access to **Perplexity Computer** can add ZoomInfo from the Connectors menu and route research questions through ZoomInfo's MCP tools alongside Perplexity's own web search. The connector works with whichever model you select inside Perplexity, including Perplexity's default model and third-party options like Anthropic. > **Plan requirement** > > Perplexity Computer is a paid feature. Free Perplexity accounts cannot add the ZoomInfo connector. If you don't see Connectors in your settings, check your subscription with your Perplexity admin. ## Setup **Open Perplexity Settings → Connectors** From the Perplexity web app, go to **Settings**, then **Connectors**. **Search for ZoomInfo** Type "ZoomInfo" in the connector search and select it from the results. **Authenticate** Sign in with your ZoomInfo credentials when prompted. The handshake completes in seconds, and Perplexity returns you to the Connectors screen ready to use ZoomInfo. **Verify the connection** Start a new conversation. ZoomInfo now appears in the connector picker above the input box. Toggle it on for any prompt that should hit ZoomInfo data. **Next - run your first session.** Once ZoomInfo is connected, paste this into Perplexity. It orients from your GTM context and only runs after you approve: ## Using ZoomInfo in a Prompt Once the connector is on, Perplexity invokes ZoomInfo tools live and shows the calls inline. A prompt like: > *Get me 5 contacts for Walmart with a phone number.* will run **Search Contacts** against ZoomInfo and return real records. You can chain follow-ups in the same conversation, and Perplexity carries the context forward. For an account-style question: > *What companies in Boston use Salesforce and have revenue greater than 20 million annually?* Perplexity routes through **Search Companies** with the right filters and returns matching records. ## Tips for Best Results ### Disable web search for pure ZoomInfo answers Perplexity defaults to running its own web search alongside connectors. For prompts that should rely entirely on ZoomInfo (contact lookups, intent signals, account research), untick **Web** in the search options. The connector still runs. ### Be explicit about what you want Perplexity's router sometimes prefers public-domain answers over ZoomInfo when the prompt is ambiguous. Asking *"What does the CEO of Costco care about?"* may pull a mix of public sources and ZoomInfo data. Naming the tool ("research this account in ZoomInfo") or the data type ("pull intent signals for...") biases the router toward the connector. ### Switch models for tougher work From the model picker, you can swap Perplexity's default for Anthropic or another provider. Tool-use behavior is consistent across models. Reasoning and synthesis quality vary. ## How Perplexity Selects Tools Perplexity reads the ZoomInfo tool descriptions and picks the right one for your request. You don't need to specify which tool to call. New tools added to the ZoomInfo MCP server become available automatically; Perplexity refreshes the tool list at the start of each session. ## Troubleshooting **ZoomInfo doesn't appear under Connectors:** confirm you're on a paid Perplexity plan that includes Computer. Free plans don't expose the connector marketplace. **Authentication errors:** make sure you're using your personal ZoomInfo credentials, not a shared or admin-only account. Disconnect and reconnect from **Settings → Connectors** if the token has gone stale. **Mixed results between public web and ZoomInfo:** untick **Web** in the search options for the prompt. Web search runs in parallel by default and can dominate the answer when both sources have something to say. **Credit errors during enrichment:** confirm your account has bulk data credits enabled. Recurring monthly credits are not supported by MCP. ================================================================================ # Slack > How to connect ZoomInfo MCP to Slack: install the ZoomInfo app from your ZoomInfo integration settings, then enable ZoomInfo MCP in Slack AI. **Date:** 2026-07-24 **Source:** https://gtm.ai/docs/mcp/clients/slack --- ## Overview Slack AI can call ZoomInfo tools directly inside your workspace, so your team can research companies, find contacts, and pull go-to-market intelligence without leaving Slack. Setup has two parts: install the ZoomInfo app from your ZoomInfo integration settings, then connect ZoomInfo MCP from Slackbot. Authentication is OAuth with your normal ZoomInfo credentials. This integration runs on Slack AI, so it depends on your Slack plan and Slack AI access, along with your ZoomInfo subscription, permissions, and enabled MCP tools. ## Requirements - **A ZoomInfo subscription.** Any SalesOS or Copilot plan works. - **Slack AI access** on your plan. The MCP integration runs inside Slack AI. - **App-approval access.** The ZoomInfo Slack app installs during setup. If your workspace requires admin approval for third-party apps, a Slack admin approves it first. For a smoother run, an admin can temporarily lift that requirement. - **Optional: connect your CRM and email in ZoomInfo first.** The Account Research and Contact Research tools return sharper results when they can draw on your ingested data. ## Setup ### Install the ZoomInfo app for Slack **Open ZoomInfo integrations** Sign in to [ZoomInfo](https://app.zoominfo.com), open the **Sales** application, then go to your **Profile → Settings → Integrations**. **Connect Slack** Find the **Slack** integration and click **Connect**. **Authorize and install** Review the requested OAuth permissions and click **Allow**. Slack then installs the ZoomInfo app in your workspace. Keep the MCP permission selected. That box is what lets Slack reach the ZoomInfo MCP tools, so unselect it only if you don't want MCP. **Confirm the connection** Return to ZoomInfo and check that the Slack integration shows **Connected**. ### Enable ZoomInfo MCP in Slack **Open Manage Apps** In your Slack workspace, open **Slackbot**, click the **Apps** connector, and select **Manage Apps**. **Connect ZoomInfo MCP** Search for **ZoomInfo MCP** and select it. Slack redirects you to the ZoomInfo sign-in page to authenticate. **Choose tools and save** After signing in, select the MCP tools you want to use, grant the requested permissions, and click **Save Changes**. ## Test the Connection Ask Slackbot: *"Show me the VPs of Sales at ZoomInfo."* A healthy connection calls **Search Contacts** and returns a table of matching people with titles and accuracy scores. ## Tool Behavior in Slack Slack AI reads the ZoomInfo tool descriptions and picks the tool that fits your request. It runs within your ZoomInfo permissions and entitlements. Ask in plain language. Name ZoomInfo when you want to steer it. Useful prompts: - Research this company and summarize its business. - Find the decision-makers at an account. - Identify contacts by role, seniority, or department. - Pull company and contact insights for an account I'm working. ## Troubleshooting **The ZoomInfo app never installs:** your workspace may require admin approval for third-party apps. Ask a Slack admin to approve the ZoomInfo app, or have them temporarily lift the approval requirement, then rerun the connection. **ZoomInfo MCP is missing from Manage Apps, or no tools show up:** confirm Slack AI is enabled on your plan. Check that you kept the MCP permission when you installed the ZoomInfo app. Reconnect from **Slackbot → Manage Apps** if you unselected it. **Authentication errors:** sign in with your personal ZoomInfo credentials, not a shared or admin-only account. **Credit errors during enrichment:** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has them enabled. Recurring monthly credits are not supported by MCP. ## What's Next For the full tool list and what each one costs, see the [MCP Tools documentation](/docs/mcp/tools). New to setup? Start with [Getting Started](/docs/mcp/getting-started). ================================================================================ # Credits & Billing > How MCP consumes bulk data credits and AI action credits, how Records Under Management applies, and how admins set limits. **Date:** 2026-06-30 **Source:** https://gtm.ai/docs/mcp/credits --- ## Overview MCP is included with all ZoomInfo subscriptions at no additional cost. Usage counts against your existing credit allocations, the same pools used by the ZoomInfo web app and API. | Credit type | What consumes it | Where to view usage | |---|---|---| | **Bulk data credits** | Enrich tools (Companies, Contacts, Company Signals) | Admin Portal > Usage > Data Credit Dashboard | | **AI action credits** | Account Research, Contact Research, Conversation Intelligence | Admin Portal > Usage > AI Credit Dashboard | Search, Lookup, Find Similar, and Recommended Contacts tools are **free**. > **MCP requires bulk credits** > > MCP does not work with recurring monthly credits. Only bulk data credits are supported. Contact your ZoomInfo admin or ZoomInfo representative if you're unsure whether your account has bulk credits enabled. ## Bulk Data Credits ### How they're charged One bulk data credit is consumed per **new record** enriched. A record is "new" if it hasn't been enriched within the past 12 months under your organization's Records Under Management (RUM). - **Enrich Companies / Contacts**: 1 credit per new record - **Enrich Company Signals**: 1 credit per signal returned (each intent, news, or scoop signal is a record) Whether a credit is charged depends on whether the record is already under management. If a record was previously enriched within the RUM window (by any user, on any ZoomInfo surface), no additional credit is consumed. ### Records Under Management (RUM) Once a record is enriched, it enters RUM for 12 months. Any subsequent enrichment of that same record costs no additional credit within that window. RUM is tracked at the **organization level**, not the user level. ## AI Action Credits Context agents ([Account Research](/docs/mcp/tools/account-research), [Contact Research](/docs/mcp/tools/contact-research), and [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence)) consume AI action credits proportional to the work done. Credits vary based on query complexity, typically 5 at the lower end and 15 at the upper end. Account Research and Contact Research cap each call at one account or contact; Conversation Intelligence has a minimum of 9 credits per call. ## Credit Visibility There is no cost preview shown before a tool call. Here is how credit consumption works in practice: - **Bulk data credits**: may or may not be charged depending on whether the record is already under management via RUM. Enrichment tools process up to 25 records per call, which imposes a natural limit on how many credits a single call can consume. - **AI action credits**: proportional to the inference required for the query. Each call is limited to one account or contact, which bounds the upper end of consumption per call. ## Admin Controls Admins can set bulk data credit limits and AI action credit limits per user in **Admin Portal → Users → User Management**. These limits are respected when users connect through MCP. ## MCP vs. Copilot Credit Model Viewing contact data in Copilot (ZoomInfo's in-product interface) does not consume bulk credits. Enriching via MCP does, because data is being pulled into the AI tool's context (equivalent to an export). Records Under Management ensures you're not charged twice for the same record across both surfaces. ================================================================================ # FAQ & Troubleshooting > Common questions about ZoomInfo MCP and steps to resolve authentication, credit, and compatibility issues. **Date:** 2026-03-19 **Source:** https://gtm.ai/docs/mcp/faq --- ## General ### Does MCP give me access to more data than my current ZoomInfo package? No. MCP respects your existing package entitlements. You access the same data through your AI tool that you'd access in the ZoomInfo web app. Different packages return different fields, and this is enforced at the API level. ### Can multiple users share a single ZoomInfo login for MCP? This is technically possible but strongly not recommended. Much of the value in context agents like Account Research comes from user-level context: your accounts, your CRM relationships, and your ZoomInfo platform activity. A shared login loses all of that personalization. Each user should authenticate with their own ZoomInfo credentials. ### Does MCP support bulk exports or CRM write-back? No. MCP is designed for interactive AI-assisted workflows. It is not built for bulk data exports, CRM write-back, batch enrichment pipelines, or administrative tasks. For those use cases, use the ZoomInfo web app, REST API, GTM CLI, or existing automation integrations. See [CLI, MCP, or API](/guides/cli-mcp-or-api-zoominfo) for how to split work across them. ### Should I use the CLI, MCP, or the REST API? MCP fits a person asking a question inside an AI tool they already use. The [GTM CLI](/docs/cli) fits scripts, cron jobs, and agent workloads where token budget matters, since it used about a third of MCP's tokens on GTM Bench v1. The REST API fits application code. Many teams run all three, drawing on the same credit pool. The [CLI, MCP, or API guide](/guides/cli-mcp-or-api-zoominfo) covers the decision, the benchmark data, and the cost model. ### When ZoomInfo adds new tools, do I need to do anything? No. New tools are automatically available at the start of your next session. The AI client calls the tool list on each new session and receives an up-to-date set of tools. ### Can I control which ZoomInfo tools the AI is allowed to use? Yes. Most MCP clients let you enable or disable individual tools in the connector settings. You can also influence tool selection by specifying which tool you want in your prompt. ### Is Claude Code (the CLI) supported? Yes. Install the ZoomInfo plugin from Anthropic's official marketplace to get the MCP server and the bundled GTM skills in one command, or add just the server with `claude mcp add`. Authentication is OAuth, with no developer app to create. Full walkthrough in the [Claude Code setup guide](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code). ### Is OpenAI Codex supported? Yes. Install the ZoomInfo plugin from the Codex Plugin Directory to get the MCP server and the bundled GTM skills in one step. If your build doesn't expose plugins, add a Custom MCP entry pointing at `https://mcp.zoominfo.com/mcp` over Streamable HTTP instead. Full walkthrough in the [Codex setup guide](/guides/how-to-connect-to-zoominfo-mcp-in-codex). ## Credits ### Why isn't MCP working even though I have a valid ZoomInfo login? MCP requires **bulk data credits** and does not work with recurring monthly credits. If your account only has monthly credits, contact your ZoomInfo admin to enable bulk credits. ### Will I be charged twice if I enrich the same record in MCP and again in Studio? No. Records Under Management (RUM) is respected across all ZoomInfo surfaces. Once a record is enriched anywhere in the platform, it won't be charged again for 12 months regardless of which surface accesses it next. ### Can my admin cap how many credits I can use through MCP? Yes. Admins can set bulk data credit limits and AI action credit limits per user in the Admin Portal. These limits are enforced when users connect through MCP. ### Why was I charged for a record I've already seen in Copilot? Viewing data in Copilot doesn't consume bulk credits. Enriching via MCP does, because the data is pulled into the AI tool's context (equivalent to an export). If the record was already enriched by someone in your organization within the past 12 months, RUM applies and no credit is charged. ## Troubleshooting ### I'm getting a 'Forbidden' error on search or enrich. Try disconnecting and reconnecting your ZoomInfo account in your AI client's connector settings. If the issue persists, contact ZoomInfo support with your user ID. ### I'm getting 401 (unauthorized) errors. Verify you're using a supported AI client and that your ZoomInfo credentials are correct. Try logging out of ZoomInfo in the connector settings and logging back in. Confirm you're using your personal ZoomInfo login, not a shared or admin-only account. ### I can't find ZoomInfo in ChatGPT. ZoomInfo is listed in the ChatGPT app marketplace. Open **Apps** in the side panel and search for "ZoomInfo." If it doesn't appear, try refreshing the page or starting a new session. See the [ChatGPT setup guide](/docs/mcp/clients/chatgpt) for full instructions. ### A tool I expected isn't showing up. Start a new session. Tool lists are refreshed at session start. Ask the model: *"What ZoomInfo tools do you have access to?"* to confirm what's available. If a tool is missing, verify your ZoomInfo package includes the underlying data (e.g., intent data requires Intent Topics to be configured in your subscription). ### What do I do if a query falls outside the scope of available tools? The AI model will tell you. We're also building a feedback mechanism so the model can log requests for functionality not yet available. This feeds directly into our tool roadmap. ================================================================================ # Getting Started > What you need before connecting ZoomInfo to your AI tool. **Date:** 2026-09-05 **Source:** https://gtm.ai/docs/mcp/getting-started --- ## Choose your access path New builders can [start free](/start-building) with 1,000 data credits and 1,000 AI credits, issued once at signup. No credit card is required. See [pricing](/pricing) for usage and top-ups. Existing ZoomInfo subscribers can use hosted MCP with their current login and organization credit allocations. Any ZoomInfo package qualifies, including Sales, Copilot, Studio, and ZI Lite. Your admin can confirm available bulk data and AI credits. > **Building a custom app?** > > Building a custom API or MCP app through the Developer Portal requires a DevPortal subscription, assigned by your ZoomInfo admin. See [How to Build a Custom App](/guides/how-to-build-a-custom-mcp-app). For terminal access, see [CLI, MCP, or API](/guides/cli-mcp-or-api-zoominfo). ## Requirements - Use your own ZoomInfo login so results reflect your account access and customer relationships. Admin-only seats without data access cannot use MCP. - Confirm available credits. Enrichment uses bulk data credits; research uses AI action credits. Recurring monthly credits do not replace bulk credits. See [Credits & Billing](/docs/mcp/credits). - Choose an [MCP-compatible client](/docs/mcp/clients). Your AI tool must support MCP; no additional AI subscription tier is required by ZoomInfo. - To include CRM and conversation history, your organization must connect those sources and grant your user access. Follow [Connect Customer Context](/guides/connect-customer-context). ## MCP Server URL All clients connect to the same endpoint: ``` https://mcp.zoominfo.com/mcp ``` ## Choosing a Client See the [Clients](/docs/mcp/clients) section for step-by-step setup guides: - [Claude](/docs/mcp/clients/claude): listed in the Claude connector marketplace. - [ChatGPT](/docs/mcp/clients/chatgpt): listed in the ChatGPT app marketplace. - [Microsoft Copilot](/docs/mcp/clients/microsoft-copilot): listed in the Copilot Studio marketplace. - [Perplexity](/docs/mcp/clients/perplexity): native connector for paid plans with Computer access. - [Gemini Spark](/docs/mcp/clients/gemini-spark): custom connected app for Google's personal AI agent in the Gemini apps. - [Claude Code](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code): Anthropic's CLI, installed as a plugin (skills + MCP) or via `claude mcp add`. - [Codex](/guides/how-to-connect-to-zoominfo-mcp-in-codex): OpenAI's coding agent, installed as a plugin or via Custom MCP. - [Custom Connector](/docs/mcp/clients/custom): add ZoomInfo to any app that supports a custom MCP server. ## Verifying Your Connection Once connected, start a new session and ask: > *"What ZoomInfo tools do you have access to?"* The model will list all available tools from the [Tools reference](/docs/mcp/tools). If tools aren't appearing, try disconnecting and reconnecting your ZoomInfo account in the client's connector settings, and check tool-level permissions on the connector settings page. ## Get your first account briefing Paste this into your connected AI client. It asks which company to brief, then combines available CRM history, customer conversations, and external signals. The result includes a recommended next action, dated evidence, and any source gaps. ## Authentication Model Use your own ZoomInfo credentials. Account Research uses the accounts, CRM relationships, and conversation history available to the authenticated user. A shared login loses that personalization. Each colleague should authenticate separately to get results based on their own customer access and relationships. ================================================================================ # Security & Data > How authentication, entitlement enforcement, and data handling work in the ZoomInfo MCP server. **Date:** 2026-03-19 **Source:** https://gtm.ai/docs/mcp/security --- ## Authentication All requests flow through ZoomInfo's MCP Gateway, which handles authentication, entitlement enforcement, and request routing. Each user authenticates with their own ZoomInfo credentials, the same login used for the ZoomInfo web app. The MCP server is **stateless**. Authentication (who you are) and session state are separate concerns. Each tool call is scoped to the authenticated user, so your account relationships, CRM context, and conversation history are properly associated with your requests. ## Data Entitlements MCP does not grant access to any data beyond what your ZoomInfo package already includes. The data and fields accessible through your AI tool are identical to what you'd access in the ZoomInfo web app. - Different packages return different fields - Some tools are tied to specific entitlements (e.g., Intent data will only be available to organizations with Intent Topics configured) - All tool calls respect your organization's existing package entitlements ## What ZoomInfo Processes ZoomInfo's MCP server processes the tool invocations you make: the parameters you send and the results it returns. ZoomInfo does not have visibility into your broader AI conversations or the context your AI tool maintains between messages. Some MCP tools write data. [Update GTM Context](/docs/mcp/tools/update-gtm-context) creates or changes your organization’s GTM context and requires ZoomInfo admin access. ## AI Provider Data Retention ZoomInfo data passes through your AI provider’s infrastructure. Your agreement with that provider governs its retention and usage policies. Review your AI provider's data retention settings and disable training data collection where available, particularly for enterprise deployments handling sensitive account or contact data. ## User-Level Access Control Admins manage each user’s MCP access under **Admin Portal → Users → User Management** by toggling the **API Access** setting. There is currently no organization-wide toggle to disable MCP for all users simultaneously. Access is managed at the user level. **Users who cannot use MCP:** - Admin-only seats (intentionally restricted from data access by design) - Users without bulk data credits enabled **Users who can use MCP:** - Any user with a Sales, Copilot, or Studio license with bulk credits enabled ================================================================================ # Account Research > Comprehensive intelligence briefing on a company, blending ZoomInfo third-party data with your CRM and conversation history. Consumes AI action credits proportional to work done. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/account-research --- ## Overview Walk into any account conversation prepared. Account Research pulls together what ZoomInfo knows about a company, what your CRM records about the relationship, and what your team has discussed with them. It returns one briefing instead of three raw data dumps, saving the half hour you would otherwise spend assembling that picture yourself. ## What You'll Get A written briefing on a single account. It may include: - Company profile and recent business developments - Technologies used and hiring activity - Funding events and leadership changes - Competitive intelligence - Account history, open opportunities, and current deal stage - Recurring themes and action items from recent calls and emails ## Best For - Call and meeting preparation - Account planning - Executive business reviews - Outreach personalization To find companies matching a profile when you have no specific account in mind, use [Search Companies](/docs/mcp/tools/search-companies). For a pointed question about particular calls or emails rather than a full briefing, use [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence). ## How It Works **ZoomInfo Data** - Company profile - Technologies used - Hiring activity - Funding events - Leadership changes - Competitive intelligence **Your CRM** - Account history - Open opportunities and current deal stage - Past interactions **Calls and Emails** - Recurring discussion themes - Action items - Relationship context ## Technical Details ### Credits Account Research uses AI action credits, charged in proportion to the work done. Most requests consume 5 to 15 credits, depending on how complex the question is. Each call covers one account. See [Credits & Billing](/docs/mcp/credits). ### Requirements CRM and conversation history appear only if your organization has connected those sources to ZoomInfo at the tenant level. ZoomInfo data is always included. Ask your ZoomInfo admin which first-party sources are connected. ### Automatic Tool Selection The AI reaches for Account Research when you ask for a briefing, summary, or research on a named company. Prompts along the lines of "tell me about this account before my call" land here. ### Architecture The tool returns a written briefing rather than raw records. That keeps the result short enough to act on immediately. Under the hood it runs as a context agent: a sub-agent gathers from every connected source, filters to what matters for your question and your role, then synthesizes. Raw output from three systems would overflow the orchestrator's context window. ## Example Prompts > *"Research Acme Corp before my call tomorrow."* > *"Give me a full briefing on Salesforce, including our relationship history and the signals worth knowing right now."* > *"I have an EBR with HubSpot next week. What should I know?"* > *"Brief me on Datadog and flag anything that changed since last quarter."* ================================================================================ # Browse Audiences > List and search your GTM Studio audiences by name, type, or creator. Read-only and free. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/browse-audiences --- ## Overview Find the GTM Studio audience you want to work with. Browse Audiences lists everything you have access to, with enough detail to tell them apart, and lets you filter by name, type, or who built it. It costs nothing, so the AI can look around freely before doing anything that spends credits. This is almost always the first step when working with an audience you already have. ## What You'll Get A paginated list of audiences, up to 25 per page. Each entry carries: - Audience `id`, used by [Get Audience](/docs/mcp/tools/get-audience) - Audience name - Record type, either CONTACT or COMPANY - Record count - Creator and last-updated metadata ## Best For - Seeing which audiences exist before you build another one - Locating an audience you remember by name - Checking how large an audience is - Getting the `id` that every downstream audience step needs To inspect one audience's columns and rows, pass its `id` to [Get Audience](/docs/mcp/tools/get-audience). ## How It Works **GTM Studio** Filter the list by: - A case-insensitive search on the audience name - Record type - Creator name ## Technical Details ### Credits Free. Browse Audiences is read-only and consumes no credits. See [Credits & Billing](/docs/mcp/credits). ### Requirements You see the audiences your GTM Studio access covers. Results are paginated at up to 25 per page. ### Automatic Tool Selection The AI reaches for Browse Audiences when you ask what audiences exist, or when you name one. This is the discovery step: the model lists or searches, picks up the right `id`, then chains into [Get Audience](/docs/mcp/tools/get-audience) to inspect structure and data. ## Example Prompts > *"What audiences do I have in GTM Studio?"* > *"Find my audience from Dreamforce."* > *"List company audiences created by Dana."* > *"How many records are in my SaaStr list?"* > **Reading vs. building** > > Browse Audiences and Get Audience read existing audiences. To create and enrich audiences programmatically, see the [GTM Studio Audiences API guide](/guides/gtm-studio-audiences-api). ================================================================================ # Browse Engagements > Build a timeline of your meetings and emails with external contacts and accounts. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/browse-engagements --- ## Overview See every meeting and email you've had with an account, in order. Browse Engagements reads from the calendar, email, and meeting providers your organization has connected to ZoomInfo, so it shows activity that actually took place rather than whatever someone remembered to log in the CRM. Scope it to a company, a contact, or yourself, and it returns a timeline you can act on. ## What You'll Get A date-ordered list of engagements. Each carries: - Subject, with scheduled date and time - Type, either email or meeting, plus status - Recording URL, for recorded meetings - Participants, with names and email addresses - ZoomInfo company and contact IDs for the account and people involved - The engagement ID that [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence) reads to analyze the conversation ## Best For - Seeing who you're meeting with this week - Finding when you last spoke with an account or contact - Pulling the last few touchpoints before a renewal - Assembling a recent-activity timeline that feeds your prep Browse Engagements finds conversations. It does not analyze them. To learn what was actually said, pass an engagement ID to [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence). ## How It Works **Your Connected Sources** - Calendar - Email - Meeting and recording providers The company and contact IDs it returns chain into [Account Research](/docs/mcp/tools/account-research), [Contact Research](/docs/mcp/tools/contact-research), and the enrich tools. ## Technical Details ### Credits Free. Browse Engagements consumes no data credits. See [Credits & Billing](/docs/mcp/credits). ### Requirements Your organization needs at least one calendar, email, or meeting provider connected to ZoomInfo. Without that, the tool returns nothing. Ask your ZoomInfo admin what's connected. Date ranges can span up to 90 days, with the end date as far as 60 days in the future. The window slides, so you can look back across a quarter or ahead across the next couple of months, as long as the span stays within 90 days. Call it with no arguments and you get seven days back through seven days ahead, which covers last week and next week without a single parameter. Up to 50 engagements per call; the default is 10. ### Automatic Tool Selection The AI reaches for Browse Engagements when you ask about meetings or emails: who you're seeing, when you last connected, what's coming up. The natural chain runs Browse Engagements to find the meeting, then Conversation Intelligence to analyze it. ## Example Prompts > *"Who am I meeting with this week?"* > *"When did we last meet with Acme Corp?"* > *"Show me my last five engagements with this account, newest first."* > *"What's on my calendar with this contact over the next month?"* ================================================================================ # Contact Research > Comprehensive intelligence briefing on an individual contact, blending ZoomInfo data with CRM and conversation history. Consumes AI action credits proportional to work done. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/contact-research --- ## Overview Know who you're talking to before you reach out. Contact Research builds a briefing on one person by combining their professional background from ZoomInfo, your CRM's record of the relationship, and what your team has actually discussed with them. Useful whether you're personalizing a first email or working out where a buying committee member stands. ## What You'll Get A written briefing on a single contact. It may include: - Title, seniority, and department - Career history and professional background - Relationship history and past interactions - Open opportunities linked to this person - Recurring themes and commitments from calls and emails ## Best For - Outreach personalization - Meeting preparation - Understanding a buying committee member - Renewal and expansion planning To find people matching a persona rather than research one you have named, use [Search Contacts](/docs/mcp/tools/search-contacts). For a pointed question about specific calls or emails with this person, use [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence). ## How It Works **ZoomInfo Data** - Title and seniority - Career history - Professional background **Your CRM** - Relationship history - Past interactions - Open opportunities linked to this contact **Calls and Emails** - Recurring themes - Commitments made - Relationship signals ## Technical Details ### Credits Contact Research uses AI action credits, charged in proportion to the work done. Most requests consume 5 to 15 credits, depending on how complex the question is. Each call covers one contact. See [Credits & Billing](/docs/mcp/credits). ### Requirements CRM and conversation history appear only if your organization has connected those sources to ZoomInfo at the tenant level. ZoomInfo contact data is always included. Ask your ZoomInfo admin which first-party sources are connected. ### Automatic Tool Selection The AI reaches for Contact Research when you ask about a specific named individual. Prompts along the lines of "tell me about this person before I reach out" land here. ### Architecture The tool runs as a context agent. A sub-agent gathers from each connected source, selects what matters for your question, and returns a short briefing rather than raw records from three systems. ## Example Prompts > *"Research Jane Smith, VP of Sales at Acme Corp, before I reach out."* > *"What do I know about John Doe at HubSpot? Has anyone on my team spoken with him?"* > *"Give me a briefing on the CFO at our top renewal account."* > *"Who is this person and what have we already promised them?"* ================================================================================ # Conversation Intelligence > Ask what was said, agreed, or pushed back on across your calls, meetings, and emails. Returns a synthesized answer with citations. Consumes AI action credits proportional to work done. **Date:** 2026-07-29 **Source:** https://gtm.ai/docs/mcp/tools/conversation-intelligence --- ## Overview Conversation Intelligence turns your calls, meetings, and emails into answers. Ask what was said, agreed, or pushed back on in plain language, and it reads the relevant conversations and hands back a direct answer with citations, no scrubbing through recordings. Scope it to a single engagement, an account, or a contact. It is the double-click on the timeline that [Browse Engagements](/docs/mcp/tools/browse-engagements) builds. Browse tells you a meeting happened. Conversation Intelligence tells you what came out of it, and what to do next. ## What You'll Get A written answer to the question you asked, grounded in what was actually said. The response includes: - A synthesized answer, written from the actual conversations. - Inline citations linking back to the source meetings. - The raw transcript or email body, when you scope to a single engagement and request content. ## Best For - Walking into a meeting knowing what was discussed and committed last time. - Pulling requirements, pain points, and blockers out of a specific call. - Getting an account-health read across recent conversations without replaying a single recording. - Drafting a follow-up grounded in what the customer actually said, with quotes. Lean on it for the narrative: what was said, what was committed, and what to do next. Precise tallies across months of calls are not what it is for. For discovering which meetings or emails exist in the first place, use [Browse Engagements](/docs/mcp/tools/browse-engagements). For a firmographic or CRM-based account briefing, use [Account Research](/docs/mcp/tools/account-research). For a contact-level briefing, use [Contact Research](/docs/mcp/tools/contact-research). ## How It Works Conversation Intelligence works from the calls, meetings, and emails your organization already captures. Provide exactly one scope per call: - **An engagement ID** (from [Browse Engagements](/docs/mcp/tools/browse-engagements)) to analyze one call, meeting, or email. Request the content option to also receive the raw transcript or email body. - **A company ID** to synthesize across recent engagements with an account. - **A contact ID** to synthesize across recent engagements with a person. The tool pulls the most recent transcripts and email threads for your scope, up to five of each, then synthesizes an answer. **Connected sources** - **Web-conferencing:** Google Meet, Zoom, Microsoft Teams - **Revenue-intelligence:** Gong, ZoomInfo Chorus - **Email:** synced threads The more sources connected, the fuller the picture. A conversation that just wrapped can take a little while to index. Topic-based discovery, such as "every call where SOC 2 came up," is on the roadmap. To cover a whole book of business today, run the tool across your accounts in turn. ## Technical Details ### Credits **AI action credits.** Each call runs a sub-agent that retrieves and reasons over your conversation content, so pricing reflects the work involved. Most questions cost around 10 credits, scaling with how much context the answer draws on. See [Credits & Billing](/docs/mcp/credits). ### Requirements This tool only returns results if your organization has connected at least one calendar, email, meeting, or revenue-intelligence provider to ZoomInfo. Results are limited to conversations your user has permission to see. Your ZoomInfo admin can confirm what is connected. ### Automatic Tool Selection The AI invokes Conversation Intelligence when you ask what happened in a conversation, or what is going on with an account based on recent talks. To find which meetings exist in the first place, it reaches for [Browse Engagements](/docs/mcp/tools/browse-engagements). For a firmographic or CRM-based account briefing, it uses [Account Research](/docs/mcp/tools/account-research). The natural chain is Browse Engagements to find the meeting, Conversation Intelligence to analyze it, then a drafting step for the follow-up. ### Architecture Conversation Intelligence is a context agent, like [Account Research](/docs/mcp/tools/account-research) and [Contact Research](/docs/mcp/tools/contact-research). It returns a synthesized answer instead of raw transcripts, so results are ready to act on. Under the hood it runs a sub-agent that pulls the most recent transcripts and email threads for your scope, then returns only what serves your question. A single transcript can run to tens of thousands of characters; the sub-agent absorbs that volume so the primary orchestrator's context window does not have to. ## Example Prompts > *"What were the main objections on my last call with Acme Corp, and who raised the one about pricing?"* > *"Summarize where things stand with this account before my renewal call."* > *"Pull the requirements and any blockers the customer mentioned in this meeting."* ================================================================================ # Enrich Companies > Retrieve full firmographic detail for up to 25 companies per call. Consumes one bulk data credit per new record. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-companies --- ## Overview Turn a list of company names into complete company records. Enrich Companies takes names, domains, or ZoomInfo company IDs and returns the full profile behind each one: size, revenue, location, technologies, funding. Up to 25 companies per call, so a whole target list resolves in a couple of requests. ## What You'll Get For each company: - Full company name and domain - Industry and sub-industry - Employee count and revenue range - Headquarters address - Technologies used - Recent funding and investor data - Hiring velocity and open roles - ZoomInfo company ID, for cross-referencing The fields you receive depend on your ZoomInfo package entitlements. ## Best For - Filling in a target account list before outreach - Qualifying inbound companies against your ICP - Refreshing stale CRM company records - Checking a prospect's technology footprint before a call To find companies you don't yet know about, start with [Search Companies](/docs/mcp/tools/search-companies). For recent activity at a company rather than its profile, use [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals). ## How It Works **ZoomInfo Data** - Company profile and classification - Size and revenue - Location - Technologies used - Funding and investors - Hiring activity Input can be a company name, a domain, or a ZoomInfo company ID. Domains resolve most reliably. ## Technical Details ### Credits Enrich Companies uses bulk data credits: one credit per new company. A record already under management costs nothing to re-enrich, which means it was enriched within the past 12 months by anyone in your organization. See [Credits & Billing](/docs/mcp/credits). ### Requirements Up to 25 companies per call. The fields returned depend on your ZoomInfo package entitlements. ### Automatic Tool Selection The AI reaches for Enrich Companies after a [Search Companies](/docs/mcp/tools/search-companies) call when full detail is needed, or directly when you supply names or domains. Because it spends credits, a well-behaved model will usually confirm with you before enriching a large batch. ## Example Prompts > *"Enrich these 10 companies: [list]"* > *"Get the full profile for Salesforce, HubSpot, and Outreach."* > *"What technologies does Acme Corp run, and how many employees do they have?"* > *"Fill in revenue and headcount for every account on this list."* ================================================================================ # Enrich Company Signals > Fetch intent, news, and scoops for up to 10 companies in a single call. Consumes bulk data credits. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-company-signals --- ## Overview See what changed at the accounts you already care about. Enrich Company Signals returns three kinds of recent activity in one request: what a company is researching, what the press is saying, and what actually happened there. Pass up to 10 companies and get each one's latest signals sorted by date. It replaces [Enrich Intent](/docs/mcp/tools/enrich-intent), [Enrich News](/docs/mcp/tools/enrich-news), and [Enrich Scoops](/docs/mcp/tools/enrich-scoops) with a single call. ## What You'll Get For each company, a date-sorted list of signals across whichever types you asked for: - Intent signals, with topic and score - News articles, with category, date, and a link - Scoops, with event type and department - A count of how many signals exist against how many were returned ## Best For - A one-call read on what an account is researching, what's in the news, and what just changed - Refreshing a target list of up to 10 accounts before outreach - Catching a buying-intent spike or a trigger event early - Preparing for a call on an account you haven't touched in a while To discover companies you don't already know, use [Search Intent](/docs/mcp/tools/search-intent) or [Search Scoops](/docs/mcp/tools/search-scoops) instead. Those find net-new accounts; this one enriches accounts you already have. ## How It Works You get all three signal types by default. Filter by type to narrow the call. **Intent** Topics the company is actively researching, derived from search and content consumption across the web, which is what makes intent predictive of buying interest rather than merely descriptive. Returns the topic, a signal score, and audience strength. **News** Third-party press coverage. Returns the article title, a category such as funding, M&A, product, or leadership, plus publication date, URL, and an excerpt. **Scoops** Discrete business events curated by ZoomInfo's research team: executive moves, funding rounds, partnerships, layoffs, expansions. Returns the event type, a description, and the department. ## Technical Details ### Credits Enrich Company Signals uses bulk data credits. Each signal returned counts as a record, and one credit is charged per new record. A record already under management re-enriches free, meaning it was enriched within the past 12 months by anyone in your organization. See [Credits & Billing](/docs/mcp/credits). ### Requirements Up to 10 companies per call. The tool needs ZoomInfo company IDs, which come from [Search Companies](/docs/mcp/tools/search-companies) or [Enrich Companies](/docs/mcp/tools/enrich-companies) if you are starting from a name or domain. ### Automatic Tool Selection The AI reaches for this tool when you ask what has been happening at one or more companies you already know. Starting from a name rather than an ID, it resolves the ID first, then enriches. ## Example Prompts > *"What's been happening at Acme Corp lately?"* > *"Pull intent and news for my top 10 target accounts."* > *"Any funding or leadership changes across these accounts before I plan outreach?"* > *"Show me only the scoops for these five companies."* ================================================================================ # Enrich Contacts > Retrieve full contact detail (email, phone, title, seniority) for up to 25 contacts per call. Consumes one bulk data credit per new record. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-contacts --- ## Overview Get the email address and phone number you need to actually reach someone. Enrich Contacts takes names with company context, email addresses, or ZoomInfo contact IDs, then returns the full record behind each one, including title, seniority, department, and professional history. Up to 25 per call. A prospecting list becomes a contactable list in a single request. ## What You'll Get For each contact: - Direct email address - Mobile and direct phone numbers - Job title and department - Management level and seniority - Professional history and education - LinkedIn URL - ZoomInfo contact ID The fields you receive depend on your ZoomInfo package entitlements. ## Best For - Preparing an outbound list for sending - Getting a direct dial before a call - Filling gaps in CRM contact records - Confirming someone's current title and seniority To find people you haven't identified yet, start with [Search Contacts](/docs/mcp/tools/search-contacts). For a synthesized briefing on one person rather than their raw record, use [Contact Research](/docs/mcp/tools/contact-research). ## How It Works **ZoomInfo Data** - Email and phone - Title, department, and seniority - Professional history and education - LinkedIn profile Input can be a name paired with company context, an email address, or a ZoomInfo contact ID. A bare name without a company rarely resolves cleanly. ## Technical Details ### Credits Enrich Contacts uses bulk data credits: one credit per new contact. A record already under management costs nothing to re-enrich, which means it was enriched within the past 12 months by anyone in your organization. See [Credits & Billing](/docs/mcp/credits). ### Requirements Up to 25 contacts per call. The fields returned depend on your ZoomInfo package entitlements. ### Automatic Tool Selection The AI reaches for Enrich Contacts after a [Search Contacts](/docs/mcp/tools/search-contacts) call when contact details are needed, or directly when you supply names or emails. Because it spends credits, a well-behaved model will usually confirm with you before enriching a large batch. ## Example Prompts > *"Get the email and phone for the VP of Sales at Acme Corp."* > *"Enrich these 5 contacts before I send outreach: [list]"* > *"What's the direct dial for Jane Smith at HubSpot?"* > *"Pull current titles and emails for everyone on this list."* ================================================================================ # Enrich Intent > Fetch intent signals for a specific, known company. Consumes bulk data credits. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-intent --- > **Superseded by Enrich Company Signals** > > [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) returns intent, news, and scoops for up to 10 companies in a single call. Prefer it for new work. Enrich Intent stays available for now and will be removed in a future release. ## Overview Find out what a specific account is researching right now. Enrich Intent takes one company you already know and returns its full intent profile: the topics they are reading about, how that interest has trended, and how intense it is. Useful before a discovery call or a renewal conversation, when knowing what the customer is evaluating changes what you say. ## What You'll Get An intent profile for one company: - Topics the account is actively researching - Signal trend over time - Intensity score ## Best For - Preparing for a discovery or renewal call - Mid-funnel account intelligence - Tailoring a pitch to what the account is already evaluating For new work, prefer [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals), which returns intent alongside news and scoops for up to 10 companies at once. To discover which companies show intent across a topic, use [Search Intent](/docs/mcp/tools/search-intent). ## How It Works **ZoomInfo Data** - Researched topics, derived from search and content consumption - Signal trend across time - Intensity scoring This is enrichment rather than discovery. You supply the company; the tool describes its behavior. ## Technical Details ### Credits Enrich Intent uses bulk data credits, charged per enriched record. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for this tool when you ask about intent signals at a specific named company. Given a choice, a current model will usually prefer [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals), since one call covers all three signal types. ## Example Prompts > *"What is Acme Corp actively researching right now?"* > *"Show me intent signals for Salesforce before my call tomorrow."* > *"Which topics is HubSpot evaluating? I want to tailor my renewal pitch."* ================================================================================ # Enrich News > Fetch news articles for a specific known company, categorized by event type. Consumes bulk data credits. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-news --- > **Superseded by Enrich Company Signals** > > [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) returns intent, news, and scoops for up to 10 companies in a single call. Prefer it for new work. Enrich News stays available for now and will be removed in a future release. ## Overview Read what the market is saying about an account before you talk to them. Enrich News returns press coverage for one company, sorted into categories so you can pull just the funding stories or just the executive moves. Scoops record what happened; news is how it was covered. For outreach and exec briefings the coverage usually matters more, because it is what the prospect assumes you have already read. ## What You'll Get News coverage for one company. Each article carries: - Title and excerpt - Category - Publication date - URL Categories include financial results, funding, M&A, executive moves, product launches, press releases, and general news. ## Best For - Referencing recent coverage in outreach - Preparing an executive briefing - Tracking a specific narrative, such as funding or M&A, across a target list For new work, prefer [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals), which returns news alongside intent and scoops for up to 10 companies at once. ## How It Works **ZoomInfo Data** - Third-party press coverage mapped to a category taxonomy - Filterable by category and publication date ## Technical Details ### Credits Enrich News uses bulk data credits, charged per enriched company. Each article returned counts toward your record limit. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for this tool when you ask for recent press about a named company. It pairs with [Enrich Scoops](/docs/mcp/tools/enrich-scoops) to cover both what happened and how it was reported, and chains into [Account Research](/docs/mcp/tools/account-research) when you want that written up rather than listed. ## Example Prompts > *"What's in the news about Stripe this month?"* > *"Pull product launch coverage for Figma in the last 60 days."* > *"Give me the funding and M&A news for my target account list."* ================================================================================ # Enrich Scoops > Fetch business-event scoops for a specific known company. Consumes bulk data credits. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/enrich-scoops --- > **Superseded by Enrich Company Signals** > > [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) returns intent, news, and scoops for up to 10 companies in a single call. Prefer it for new work. Enrich Scoops stays available for now and will be removed in a future release. ## Overview Get the record of what actually happened at an account. Enrich Scoops returns the curated business events on file for one company: who joined and left, what they funded, what they launched, where they said it hurts. Instead of scrolling a company's press page and LinkedIn feed, you get the same intelligence in one call, categorized and dated, ready to drop into meeting prep or a deal review. ## What You'll Get The scoops on file for one company. Each carries an event type, a description, a date, and where relevant a department. Events include: - Leadership moves - Funding rounds - Hires and layoffs - Product launches - Stated pain points - Projects and expansions ## Best For - Meeting preparation on a named account - Deal reviews that need recent context - Finding a trigger event to open with - Tracking change at an account between conversations For new work, prefer [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals), which returns scoops alongside intent and news for up to 10 companies at once. To discover companies by event type instead, use [Search Scoops](/docs/mcp/tools/search-scoops). ## How It Works **ZoomInfo Data** - Business events curated by ZoomInfo's research team - Filterable by scoop type, topic, department, and date range Scoops pair naturally with [Enrich Intent](/docs/mcp/tools/enrich-intent), which covers what the account is researching, and [Enrich News](/docs/mcp/tools/enrich-news), which covers how events were reported. ## Technical Details ### Credits Enrich Scoops uses bulk data credits, charged per enriched company. Each scoop returned counts toward your record limit. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for this tool when you ask what is happening at a specific named company. Given a choice, a current model will usually prefer [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals), since one call covers all three signal types. ## Example Prompts > *"What's changed at Snowflake in the last 90 days?"* > *"Pull every leadership change and project scoop for Datadog this quarter."* > *"Any layoffs or executive exits at my top 20 accounts?"* ================================================================================ # Find Recommended Contacts > Returns AI-ranked contact recommendations at a given account, personalized to your ZoomInfo activity and CRM win patterns. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/find-recommended-contacts --- ## Overview Answer the question every rep faces walking into a new account: who should I actually talk to? Find Recommended Contacts ranks the people at a company by how relevant they are to you specifically, learning from the profiles you visit, the contacts you export, and the deals your organization has won. It costs nothing and comes back with reasoning, not just a list of names. ## What You'll Get A ranked set of recommended people at one account, with: - Full contact detail, including email, direct dial, title, and department - An explanation of why each person was recommended - An engagement priority section naming who to contact first - Reasoning that separates entry points from decision-makers ## Best For - Prospecting into an account you don't know yet - Meeting preparation and account planning - Finding stakeholders ahead of a renewal - Rebuilding coverage when a relationship goes cold If you already know the persona you want, [Search Contacts](/docs/mcp/tools/search-contacts) gives you direct filter control. For a deep briefing on one named person, use [Contact Research](/docs/mcp/tools/contact-research). ## How It Works Recommendations are ranked on relevance to your own engagement patterns and on how reachable each contact is. Three situations draw on different signals: **Cold prospecting** - Profiles you have visited in ZoomInfo - Contacts you have exported **Deal acceleration** - Contacts tied to closed-won new business in your CRM **Renewal and growth** - Contacts tied to expansion wins ## Technical Details ### Credits Free. Find Recommended Contacts consumes no bulk data credits. See [Credits & Billing](/docs/mcp/credits). ### Requirements Recommendations are scoped to the authenticated user. That means quality depends on who you log in as. Authenticate with your own ZoomInfo credentials and the tool weights results toward the contacts you are most likely to find relevant, drawing on the profiles you have viewed and the deals your organization has won. A shared credential loses that. CRM win patterns need your organization to have connected its CRM. ### Automatic Tool Selection The AI reaches for this tool when you name an account and ask who to approach, rather than describing a persona. Meeting prep, account planning, and cold prospecting into a named company all land here. ## Example Prompts > *"Who should I talk to at Acme Corp?"* > *"I'm heading into a renewal at HubSpot. Which stakeholders should be on my radar?"* > *"Give me the top 5 contacts to reach out to at each of these 3 accounts."* > *"Where's my best entry point into this account?"* ================================================================================ # Find Similar Companies > Given a company, returns a list of similar companies matching the same firmographic profile. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/find-similar-companies --- ## Overview Point at a customer you love and get more of them. Find Similar Companies takes one company and returns a ranked list of others with a comparable profile, matching on industry, size, business model, technology footprint, and growth stage. It turns a closed deal into a look-alike prospecting list without you having to work out which attributes mattered. ## What You'll Get A ranked list of comparable companies. Each result carries the basic company data you need to triage it: - Company name and domain - Industry - Employee count - Location - ZoomInfo company ID ## Best For - Building a look-alike list from your best customers - Expanding a target account list that has run dry - Finding the next accounts after a win in a new segment - Testing whether a segment has depth before investing in it If you can already describe the profile you want in filters, [Search Companies](/docs/mcp/tools/search-companies) gives you more direct control. To find comparable people rather than companies, use [Find Similar Contacts](/docs/mcp/tools/find-similar-contacts). ## How It Works **ZoomInfo Data** Similarity is scored across: - Industry - Size range - Business model - Technologies used - Growth stage ## Technical Details ### Credits Free. Find Similar Companies consumes no bulk data credits, so you can generate and discard look-alike lists freely. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for this tool when you name an account and ask for more like it, usually while prospecting or extending a target list. It may chain into [Enrich Companies](/docs/mcp/tools/enrich-companies) when you need full detail on the results. ## Example Prompts > *"Find 20 companies similar to Salesforce."* > *"What companies look like our best customers? Here's one: [company name]."* > *"I closed a deal with Acme Corp. Find me 10 more just like them."* > *"Give me look-alikes for our three largest renewals this quarter."* ================================================================================ # Find Similar Contacts > Given a contact, returns contacts with a similar professional profile (title, function, seniority, and industry). Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/find-similar-contacts --- ## Overview Point at a champion who worked out and find more people like them. Find Similar Contacts takes one person and returns a ranked list of others with a comparable professional profile, matching on job function, seniority, industry, and the kind of company they work at. Scope it to a single company to find someone's counterpart there, or leave it open to surface matches across many organizations. ## What You'll Get A ranked list of comparable people. Each result carries: - Name - Job title - Company - ZoomInfo contact ID Email addresses and phone numbers come from [Enrich Contacts](/docs/mcp/tools/enrich-contacts). ## Best For - Building a persona list from a champion who converted - Finding one person's counterpart at a different company - Extending outbound into a role you have already sold to - Rebuilding coverage after a contact changes jobs If you can already describe the persona in filters, [Search Contacts](/docs/mcp/tools/search-contacts) gives you more direct control. To find comparable companies rather than people, use [Find Similar Companies](/docs/mcp/tools/find-similar-companies). ## How It Works **ZoomInfo Data** Similarity is scored across: - Job function - Seniority level - Industry - Company characteristics Scoping to a company answers the question "who is the equivalent of this person over there." Leaving it unscoped ranks the closest matches wherever they work. ## Technical Details ### Credits Free. Find Similar Contacts consumes no bulk data credits. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for this tool when you name a person and ask for others like them, usually while building a persona list for prospecting. It may chain into [Enrich Contacts](/docs/mcp/tools/enrich-contacts) when you need email and phone. ## Example Prompts > *"Find contacts similar to Jane Smith, our champion at Acme Corp."* > *"I just closed a deal with a RevOps Director at a 500-person SaaS company. Find me 15 more like her."* > *"Who else looks like our best customers' main contacts?"* > *"My champion left. Who is her equivalent at that account now?"* ================================================================================ # Get Audience > Fetch one GTM Studio audience's column structure and an optional preview of its rows. Read-only and free. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/get-audience --- ## Overview Look inside an audience before you act on it. Get Audience returns the full shape of one GTM Studio audience: every column, what type it holds, where it came from, and what you're allowed to do with it. Turn on the row preview and you see the actual data too, including which cells are still enriching. Inspecting first means downstream work is grounded in what the audience really contains. ## What You'll Get - Audience metadata: name, type, origin, record count, and folder - Column definitions: id, name, data type, source, and whether each column is filterable, sortable, editable, or exportable - An optional row preview, with each cell's value and its state ## Best For - Checking an audience's columns before building on it - Confirming an enrichment run finished before exporting - Spot-checking real values rather than trusting a record count - Understanding how an audience someone else built is structured You need an audience `id` to call this. Get one from [Browse Audiences](/docs/mcp/tools/browse-audiences). ## How It Works Row preview is off by default. Turn it on to see up to 25 rows, with 5 returned unless you ask for more. Scope the preview to specific columns when an audience is wide. Every previewed cell reports a state, so a real value is never confused with one that is still processing: - `RESULT` holds valid data - `BLANK` was never populated - `LOADING` is still enriching - `NO_RESULT` ran and found nothing - `ERROR` failed for that cell When a lot of cells read `LOADING` or `ERROR`, the audience is still processing. The model should say so rather than treat partial data as final. ## Technical Details ### Credits Free. Get Audience is read-only and consumes no credits. See [Credits & Billing](/docs/mcp/credits). ### Requirements The audience `id` comes from [Browse Audiences](/docs/mcp/tools/browse-audiences), and the model uses it verbatim rather than guessing. ### Automatic Tool Selection The AI reaches for Get Audience after [Browse Audiences](/docs/mcp/tools/browse-audiences), once it knows which audience you mean. It reads the column schema to learn how the audience is built, then previews a few rows to see real data before planning anything downstream. ## Example Prompts > *"What columns are in my Dreamforce audience?"* > *"Show me a few rows from that audience."* > *"Preview the email and title columns for my SaaStr list."* > *"Did the enrichment on this audience finish?"* ================================================================================ # GTM Context > Returns the authenticated user's role plus the GTM context their AI needs about the organization: offerings, buyer personas, ICP segments, and competitors. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/gtm-context --- ## Overview Tell the AI who you are and what you sell, once. Everything after it lands better. GTM Context returns your role plus your organization's offerings, buyer personas, ICP segments, and competitors, which is the grounding every other tool already assumes you provided. [Account Research](/docs/mcp/tools/account-research) covers a target company and [Contact Research](/docs/mcp/tools/contact-research) covers a prospect. This one covers your side of the keyboard. ## What You'll Get **The user** - Name, title, and company - A one-sentence role summary **The organization** - Company elevator pitch and strategic priorities - Offerings - Buyer personas - ICP segments - Competitors ## Best For - Grounding a session before any research begins - Getting search results already scoped to your ICP and personas - Refreshing your memory on how your organization positions against a competitor - Onboarding a new AI client to your GTM setup To change any of this rather than read it, use [Update GTM Context](/docs/mcp/tools/update-gtm-context). ## How It Works Identity is resolved from authentication, so the tool takes no parameters. Two response modes control depth: | Mode | Parameters | Tokens | Use | |---|---|---|---| | Compressed (default) | none | ~1,000 | Session grounding. User summary plus org overview. | | Detailed | `detailed: true` | ~3,000-5,000 | Full profiles for every record. | Compressed mode returns a name, description, and ID for each offering, persona, segment, and competitor. Detailed mode expands every one of those into a full profile carrying pain points, value propositions, segment criteria, and competitor analysis. Custom sections your tenant defines are excluded from both. ## Technical Details ### Credits Free. GTM Context consumes no credits. It serves context your tenant has already defined in ZoomInfo. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI calls GTM Context early in a session to anchor everything downstream. [Search Contacts](/docs/mcp/tools/search-contacts) then scopes results to your target persona, [Search Companies](/docs/mcp/tools/search-companies) scopes to your ICP, and [Account Research](/docs/mcp/tools/account-research) frames sharper queries knowing what you sell and who you compete with. Skip it and those tools return unqualified results you have to assess by hand. ## Example Prompts > *"What does my organization sell and who do we target?"* > *"Give me a full read on our GTM context before I start researching accounts."* > *"Who are our top competitors and what's our positioning against each?"* > *"Remind me which ICP segments we prioritize this year."* ## In a first-time onboarding flow `get_gtm_context` is the first tool the AI calls in the onboarding prompt below. It grounds the whole session before any credit-consuming action: ================================================================================ # Lookup > Returns valid filter values for use in Search and Enrich calls: industries, regions, job functions, and more. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/lookup --- ## Overview Search and Enrich only accept ZoomInfo's own filter values. Ask for "VPs in the Northeast" and something has to turn that into the exact codes the API recognizes. Lookup does that translation. It returns the accepted options for a given filter field, so your searches match on the first try instead of coming back empty. ## What You'll Get A list of every accepted value for the field you asked about, each with its ID and display name. Fields you can look up include: - Industries - Job functions - Management levels - Metro regions - Technologies ## Best For - Confirming which industries, regions, or titles ZoomInfo recognizes - Building a search that filters on precise criteria - Debugging a search that returned nothing To run the search itself, use [Search Companies](/docs/mcp/tools/search-companies) or [Search Contacts](/docs/mcp/tools/search-contacts). ## How It Works Lookup reads ZoomInfo's filter reference, the same set of values that powers search across the platform. **ZoomInfo Data** - Industry classifications - Geographic and metro regions - Job functions and management levels - Technology categories ## Technical Details ### Credits Free. Lookup consumes no credits, so you can call it as often as you need. See [Credits & Billing](/docs/mcp/credits). ### Parameters | Parameter | Required | Description | |---|---|---| | `fieldName` | Yes | The filter field to look up. Examples: `management-levels`, `job-functions`, `metro-regions`, `industries`, `technologies` | ### Automatic Tool Selection The AI calls Lookup on its own when a request names a filter it has to resolve first. Ask for contacts in a specific industry and it will fetch the industry values before running the search. You never need to name the tool. ### Architecture Values come from a reference maintained alongside ZoomInfo's search index. As new industries and technologies are added, Lookup returns them without any change on your side. ## Example Prompts > *"What industries can I filter by in ZoomInfo?"* > *"Find SaaS companies in the Northeast, using the correct region codes."* > *"Which management levels are available for contact search?"* > *"Show me the technology categories I can search on."* ================================================================================ # Search Companies > Find companies matching firmographic criteria. Returns a ranked list with basic company data. Free to call. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/search-companies --- ## Overview Describe the kind of company you want to sell to and get back a ranked list of real ones. Search Companies queries more than 100 million company records, filtering on industry, size, location, and the technologies a company runs. Running it is free. Refine the shape of a target list as many times as you need before spending a single credit on detail. ## What You'll Get A ranked list of matching companies. Each result carries: - Company name and domain - Industry - Employee count - Location - ZoomInfo company ID, used by [Enrich Companies](/docs/mcp/tools/enrich-companies) ## Best For - Building a target account list - Testing how large a segment is before committing to it - Territory and ICP planning - Finding the accounts behind a market thesis Already know the company and want full detail? Go straight to [Enrich Companies](/docs/mcp/tools/enrich-companies). To find companies by buying behavior or a recent event instead of profile, use [Search Intent](/docs/mcp/tools/search-intent) or [Search Scoops](/docs/mcp/tools/search-scoops). ## How It Works **ZoomInfo Data** Common filters include: - Industry - Employee count range - Revenue range - Location, by country, state, or metro region - Technologies used - Hiring signals ## Technical Details ### Credits Free. Search Companies consumes no credits. Enrichment is where cost begins, so the usual pattern is to search broadly and enrich only the accounts worth the spend. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for Search Companies when you describe a target account profile rather than name a company. It often chains: [Lookup](/docs/mcp/tools/lookup) to resolve filter values, Search Companies to find matches, then [Enrich Companies](/docs/mcp/tools/enrich-companies) when you need full detail. ## Example Prompts > *"Find SaaS companies with 200 to 1000 employees headquartered in New York."* > *"What companies in the healthcare industry are using Salesforce?"* > *"Show me fast-growing fintech companies that are currently hiring sales roles."* > *"How many manufacturers in the Midwest fit our ICP?"* ================================================================================ # Search Contacts > Find contacts matching role, seniority, company, or signal criteria. Returns a ranked list. Free to call. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/search-contacts --- ## Overview Describe the person you want to reach and get back a ranked list of real people who fit. Search Contacts queries more than 600 million contact records, filtering by title, seniority, function, company, and location, so a vague persona description becomes a concrete list of names. Searching costs nothing. Spend credits only on the people you actually plan to contact. ## What You'll Get A ranked list of matching contacts. Each result carries: - Name - Job title - Company - ZoomInfo contact ID, used by [Enrich Contacts](/docs/mcp/tools/enrich-contacts) Email addresses and phone numbers are not part of search results. Pass the contact IDs to [Enrich Contacts](/docs/mcp/tools/enrich-contacts) to retrieve those. ## Best For - Building a prospecting list around a persona - Mapping a buying committee at a target account - Sizing how many people match a role profile - Finding the right entry point into a new account Looking for a named individual rather than a persona? Use [Contact Research](/docs/mcp/tools/contact-research). To get recommendations on who to approach first at an account, use [Find Recommended Contacts](/docs/mcp/tools/find-recommended-contacts). ## How It Works **ZoomInfo Data** Common filters include: - Job title or function - Management level, from C-suite through manager - Company name or domain - Location - Industry ## Technical Details ### Credits Free. Search Contacts consumes no credits. Contact detail is where cost begins, so search widely and enrich only the people you plan to contact. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for Search Contacts when you describe a target persona rather than name a person. It often chains: [Lookup](/docs/mcp/tools/lookup) to resolve filter values, Search Contacts to find matches, then [Enrich Contacts](/docs/mcp/tools/enrich-contacts) when you need contact details. ## Example Prompts > *"Find VP-level sales leaders at companies in our target account list."* > *"Who are the IT decision-makers at Acme Corp?"* > *"Show me SDRs and BDRs at Series B SaaS companies in California."* > *"Map the finance buying committee at these five accounts."* ================================================================================ # Search Intent > Discover companies exhibiting buyer intent signals across ZoomInfo's database. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/search-intent --- ## Overview Find the companies researching what you sell before they contact anyone. Search Intent takes a set of topics or keywords and returns the accounts currently reading about them, ranked by how strong the signal is. These are net-new companies entering a buying cycle, surfaced while there is still time to shape the evaluation. ## What You'll Get A ranked list of accounts showing intent. Each result carries: - Company name and basic profile - The intent topics that account is researching - A composite signal score ## Best For - Top-of-funnel account prioritization - Timing outbound to when a buying cycle starts - Finding accounts evaluating a competitor - Feeding a campaign list with in-market companies Already know the account and want its signals? Use [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals). To discover companies by a real-world event rather than research behavior, use [Search Scoops](/docs/mcp/tools/search-scoops). ## How It Works **ZoomInfo Data** Intent is behavioral, derived from search and content consumption across the web. Narrow the result set with: - Signal strength - Industry - Company size - Geography ## Technical Details ### Credits Free. Search Intent consumes no bulk data credits, so exploring topics costs nothing. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for Search Intent when you ask which companies are researching a subject. It may chain into [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) for deeper detail on one account, or into [Search Contacts](/docs/mcp/tools/search-contacts) to find the right people at high-intent accounts. ## Example Prompts > *"Which companies are showing intent signals for data enrichment solutions?"* > *"Find mid-market SaaS companies in the US researching AI-powered sales tools."* > *"What accounts are currently in-market for competitor products like Lusha or Apollo?"* > *"Rank my territory by intent strength this week."* ================================================================================ # Search Scoops > Discover companies based on real-world business events surfaced by ZoomInfo's research team. Free to use. **Date:** 2026-08-07 **Source:** https://gtm.ai/docs/mcp/tools/search-scoops --- ## Overview Find accounts by what just happened to them. Search Scoops queries ZoomInfo's database of curated business events, so you can pull every company that hired a new CRO last quarter, announced a project, or went through a round of layoffs. Each record is a discrete, dated event with a source behind it, researched by people rather than inferred from behavior. That makes it the starting point for trigger-based outbound. ## What You'll Get A list of companies matching the event you described. Each result carries: - Company name and basic profile - The scoop itself, with event type and description - Publication date - Department, where the event is department-specific ## Best For - Trigger-based and event-driven prospecting - Reaching a new executive during their first 90 days - Timing outreach to a funding round or expansion - Finding accounts with a stated pain point you solve Already know the account and want its recent events? Use [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals). To find companies by research behavior rather than a confirmed event, use [Search Intent](/docs/mcp/tools/search-intent). ## How It Works **ZoomInfo Data** Scoops are curated by ZoomInfo's research team, and cover events including: - Leadership changes - Funding rounds - Layoffs - Product launches - Stated pain points - Projects and expansions Narrow the search by scoop type, topic, department, publication date, and the standard company filters. ## Technical Details ### Credits Free. Search Scoops consumes no bulk data credits. Each scoop returned does count toward your record and request limits. See [Credits & Billing](/docs/mcp/credits). ### Automatic Tool Selection The AI reaches for Search Scoops when you describe an event rather than a company profile. It may chain into [Search Contacts](/docs/mcp/tools/search-contacts) to find the right person at each account, or into [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) for a fuller view of one company. ## Example Prompts > *"Find SaaS companies that hired a new CRO in the last 90 days."* > *"Show me companies with recent pain-point scoops around vendor consolidation."* > *"Which mid-market IT organizations announced a new project in Q1?"* > *"Who in my territory raised a round this quarter?"* ================================================================================ # Update GTM Context > Write changes to the GTM context your AI uses about your organization. Synthesizes unstructured content into structured offerings, personas, segments, and competitors, or makes direct edits to existing records. Consumes AI action credits. **Date:** 2026-09-05 **Source:** https://gtm.ai/docs/mcp/tools/update-gtm-context --- ## Overview Hand the AI a battlecard and get structured GTM context back. Update GTM Context is the write companion to [GTM Context](/docs/mcp/tools/gtm-context): it reads raw material like a product brief or an interview transcript, distills the concepts inside, and files them against the right records. It also handles direct edits when you just want to archive a competitor or rename a segment. ## What You'll Get Structured records created or updated across whichever object types your material touches: | Object | Captures | |---|---| | Company overview | Name, elevator pitch, description, strategic priorities, custom fields | | Offerings | Products and services, value propositions, pain points, proof points, custom fields | | Buyer personas | Roles, objectives, pain points, priorities, custom fields | | Ideal customer profiles | Segments, company profile criteria, technologies used, custom fields | | Competitors | Products, strengths, weaknesses, win/loss reasons, custom fields | When source material includes something that fits no standard field, the agent creates a custom field rather than dropping it. Past examples include "integration timeline," "budget cycle," and "decision maker." ## Best For - Loading a competitive battlecard into GTM context - Building buyer personas out of customer interview transcripts - Keeping ICP definitions current as segmentation shifts - Housekeeping: archiving a stale competitor, renaming a segment To read your current context rather than change it, use [GTM Context](/docs/mcp/tools/gtm-context). ## How It Works The tool runs in two modes. **Synthesis** Supply a `query` describing your intent plus `sourceMaterial`, which can be battlecard text, a product brief, a transcript, or a brain dump. The agent reads the source, distills the GTM concepts, deduplicates against what already exists, and writes structured updates. One call can touch several object types. A competitive battlecard usually carries competitor intelligence, offering differentiation, and persona pain points all at once, and each concept routes to the record where it belongs. **Direct edit** Supply a `query` alone. The agent acts on existing records. Archive a competitor, rename a segment, restate an elevator pitch. ## Technical Details ### Credits Update GTM Context uses AI action credits, charged in proportion to the work done. Each call runs a context agent that analyzes the input, deduplicates against existing context, and writes the changes. Consumption scales with how much content is analyzed and how many records are touched. See [Credits & Billing](/docs/mcp/credits). ### Requirements The authenticated user must be a ZoomInfo admin. Standard users can read their GTM context but cannot modify it. ### Parameters | Parameter | Required | Description | |---|---|---| | `query` | Yes | Natural language instruction framing the intent and scope of the update. | | `sourceMaterial` | No | Raw content to analyze. Limit ~2,000 words per call. For larger documents, break the work into multiple calls with scoped queries targeting different sections. | ### Automatic Tool Selection The AI reaches for this tool when you supply new material to load, or issue a direct change. For complex inputs the orchestrator may chain [GTM Context](/docs/mcp/tools/gtm-context) to read current state, this tool to apply the change, then GTM Context again to verify. Longer source material gets chunked. Anything beyond roughly 2,000 words is split across several calls, each scoped to a different section, because tighter scope produces better synthesis than one overloaded call. ### Architecture Every record created or updated through this tool is tagged with its MCP provenance, which keeps agent-written GTM context distinguishable from manual entries. ## Example Prompts > *"Here's our latest competitive battlecard against 6sense. Update our GTM context with the win/loss reasons and product comparisons."* > *"Create buyer personas from these three customer interview transcripts."* > *"Archive the Lusha competitor record."* > *"Rename our 'Enterprise SaaS' ICP segment to 'Enterprise Software' and refresh the description."* ## In a first-time onboarding flow Start by reading saved context. The prompt below begins with an account briefing, using the business context already available to your user. To change shared context later, an admin can supply source material and request an update to offerings, personas, or ICPs. ================================================================================ # Guides ================================================================================ # Building Audiences with the GTM Studio API > A complete guide to ZoomInfo's GTM Studio Audiences API: create durable audience datasets, ground every row in ZoomInfo's identity graph, add AI research columns, and enrich at scale from your own code or an agent. **Date:** 2026-06-06 **Source:** https://gtm.ai/guides/gtm-studio-audiences-api --- Most data APIs answer a question and forget it. You search, you get rows back, you write them to a file, and the next time you need them you run the search again. The data has no home and no memory. The GTM Studio Audiences API is built on the opposite idea. An audience is a table that lives in ZoomInfo: rows of contacts or companies, columns of data you define, and a record of everything you have matched, enriched, and computed. You build it once, then operate on it: add a column, enrich a slice, filter the result, hand it to an agent. It behaves less like a query endpoint and more like a database you share with ZoomInfo's intelligence. This guide covers the whole API. You will learn the audience data model and the four column types that make it programmable. You will see the exact sequence of calls that takes a raw list of emails and turns it into an enriched, researched dataset. Every endpoint is documented, and a full worked example runs end to end with `curl`. ## What an audience actually is An audience has three structural pieces. ### Rows Individual records. Each row is one contact or one company, depending on the audience type. Rows hold cells, one per column. ### Columns The fields on every row. You define them. A column has a name, a data type, and a type that determines where its values come from. ### Folders Containers that group related audiences, by campaign, region, or team. Every audience lives in a folder; if you do not name one, the API creates a folder matching the audience name. Two properties are fixed the moment you create an audience. The first is `type`: `CONTACT` for person-level records or `COMPANY` for account-level records. The second is `origin`, which records how the audience was first populated. When you build through this API the origin is `CUSTOM`, meaning the audience has no linked source dataset and you control its contents directly. Everything else is mutable. You add and remove columns, upsert and delete rows, rename the audience, move it between folders, and run enrichment as many times as you need. The `recordCount` updates itself as rows come and go. The mental model worth holding: a spreadsheet where any column can be grounded in ZoomInfo's data graph or generated by AI, and where every change is an API call. ## The four column types Columns are where an audience stops being a static list and becomes a programmable dataset. Four types are available through this API, and the difference between them is where each column's values come from. ### CUSTOM Static values you provide. The email you upload, the campaign name you tag, the note a rep left. ZoomInfo never touches these; they are your input and your source of truth. ### ZOOMINFO_MATCH The grounding column. It resolves each row against ZoomInfo's database and holds the matched identifier (`ZI_CONTACT_ID` or `ZI_COMPANY_ID`). This is the anchor that ties a row you uploaded to a real entity ZoomInfo knows about. ### FORMULA Computed values. You write a prompt that becomes a JavaScript expression evaluated per row, deriving a column from other columns without a round trip to a data source. ### AI Generated values. An AI prompt runs per row, optionally using a specific tool (web research, data analysis, conversation intelligence, email drafting) and optionally grounded in other columns or in ZoomInfo knowledge. This is how you add a research column that reads like a human did the work. The pairing of `ZOOMINFO_MATCH` and `AI` columns is what makes the API more than a bulk enrichment tool. The match column anchors a row to a known company or contact. An AI column can then take that grounding as a data dependency and generate something specific: a one-line account summary, a hypothesis about why this account fits your ICP, a draft opening line for outreach. The research is grounded in real data rather than guessed from a name. > **Data types are separate from column types** > > A column's `columnType` says where values come from. Its `dataType` (`TEXT`, `EMAIL`, `INTEGER`, `DATE`, `ZI_CONTACT_ID`, and roughly twenty others) says what shape the value takes. A `ZOOMINFO_MATCH` column only accepts `ZI_CONTACT_ID` or `ZI_COMPANY_ID`, since its job is to hold a resolved identifier. ## Authentication The GTM Studio API uses OAuth2 client credentials, the same flow as the rest of the ZoomInfo REST API. Mint a token, then send it as a bearer token on every request. ```bash TOKEN=$(curl -s -X POST https://api.zoominfo.com/gtm/oauth/v1/token \ -H "Content-Type: application/x-www-form-urlencoded" \ -H "Accept: application/json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ --data-urlencode "grant_type=client_credentials" \ --data-urlencode "client_id=$ZOOMINFO_CLIENT_ID" \ --data-urlencode "client_secret=$ZOOMINFO_CLIENT_SECRET" \ | jq -r '.access_token') ``` Three things to know before you make a single call: - **Base URL.** Everything in this guide lives under `https://api.zoominfo.com/gtm/studio/v1`. - **Content type.** Requests and responses use JSON:API, so set both `Content-Type` and `Accept` to `application/vnd.api+json`. Every payload is wrapped in a top-level `data` object with `type` and `attributes`. - **Scopes.** Reading audiences requires `api:audience:read`. Creating or changing anything requires `api:audience:manage`. > **Set a User-Agent** > > Always send an explicit `User-Agent` header. Default standard-library user agents are frequently blocked at the gateway and return a misleading 403. The `access_token` is an opaque string; copy it verbatim into `Authorization: Bearer ` without decoding or trimming it. ## The build lifecycle Building an enriched audience follows a consistent path. Steps three and four are interchangeable, and you will revisit five through seven every time the audience grows. **Create a folder (optional)** Group the audience with related ones. Skip this and the API creates a folder named after the audience. **Create the audience** Choose `CONTACT` or `COMPANY` and, optionally, define your starting columns inline. **Add columns** Define the rest of the fields: the data you will upload, the match column that grounds rows, and any formula or AI columns. **Set match criteria** Tell enrichment how to resolve rows by mapping your input columns to ZoomInfo attributes (an Email column to `CONTACT_EMAIL`, a domain column to `COMPANY_WEBSITE`). **Upsert rows** Write your seed data. Each row is a set of cells keyed by column id. **Enrich** Kick off an asynchronous job that matches rows against ZoomInfo and populates match and AI columns. **Poll and read** Watch the job to completion, then read rows back with filters, sorting, and pagination. ## A complete worked example The scenario: you came back from a conference with a list of names, companies, and email addresses. The data is thin. You want to resolve each person to their ZoomInfo profile and generate a short account note, grounded in real data, for the rep who follows up. ### 1. Create the audience with its input columns Create a `CONTACT` audience and define three `CUSTOM` columns inline. Setting `autoMatchCriteria=true` lets ZoomInfo infer the column-to-attribute mapping for you, so the Email column maps to `CONTACT_EMAIL` without a separate call. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences?autoMatchCriteria=true" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": { "type": "Audience", "attributes": { "name": "SaaStr 2026 Booth Scans", "type": "CONTACT", "origin": "CUSTOM", "columns": [ { "type": "Column", "attributes": { "columnType": "CUSTOM", "name": "Email", "dataType": "EMAIL" } }, { "type": "Column", "attributes": { "columnType": "CUSTOM", "name": "Full Name", "dataType": "TEXT" } }, { "type": "Column", "attributes": { "columnType": "CUSTOM", "name": "Company", "dataType": "TEXT" } } ] } } }' ``` The `201` response returns the audience with a system-assigned `id` and a `columnId` for each column. Hold on to those; every later call references them. ### 2. Add a grounding column and a research column Now add the two columns that do the work. A `ZOOMINFO_MATCH` column resolves each row to a ZoomInfo contact, and an `AI` column writes a follow-up note grounded in ZoomInfo's data about that contact's company. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/columns/actions/bulk/create" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": [ { "type": "Column", "attributes": { "columnType": "ZOOMINFO_MATCH", "name": "ZoomInfo Contact", "dataType": "ZI_CONTACT_ID" } }, { "type": "Column", "attributes": { "columnType": "AI", "name": "Follow-up Angle", "tool": "AI_WEB_RESEARCH", "prompt": "In one sentence, suggest a relevant opening angle for a sales follow-up with this contact based on their company and recent activity." } } ] }' ``` ### 3. Confirm the match criteria With `autoMatchCriteria=true` at creation, the Email column already maps to `CONTACT_EMAIL`. To set or override mappings explicitly, post to the match-criteria endpoint with the column id you want to map. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/actions/match-criteria" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": { "type": "UpsertMatchCriteria", "attributes": { "matchCriteria": [ { "columnId": "'$EMAIL_COLUMN_ID'", "mappedTo": "CONTACT_EMAIL" } ] } } }' ``` Send the request with no body and the system auto-maps every eligible column with AI, and creates the match column if one does not exist. The explicit form above is worth using when you want deterministic mappings. ### 4. Upsert your seed rows Write the data you collected. Omit a row `id` to create; include one to update. Each cell names its `columnId` and a `value`. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/rows/actions/bulk/upsert" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": [ { "type": "Row", "attributes": { "values": [ { "columnId": "'$EMAIL_COLUMN_ID'", "value": "dana@northwind.io" }, { "columnId": "'$NAME_COLUMN_ID'", "value": "Dana Lin" }, { "columnId": "'$COMPANY_COLUMN_ID'", "value": "Northwind" } ] } }, { "type": "Row", "attributes": { "values": [ { "columnId": "'$EMAIL_COLUMN_ID'", "value": "marco@brightloom.com" }, { "columnId": "'$NAME_COLUMN_ID'", "value": "Marco Reyes" }, { "columnId": "'$COMPANY_COLUMN_ID'", "value": "Brightloom" } ] } } ] }' ``` A single upsert call accepts up to 500 rows. To enrich the moment rows land, add `?runEnrichment=true` and skip the next step. Keeping them separate is cleaner when you want to inspect the data first. ### 5. Run enrichment Enrichment is asynchronous. Scope it to the whole audience, or to specific rows with `scope: "ROW"` and a list of `rowId` values. The response is a `202` carrying a job id. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/actions/enrich" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": { "type": "AudienceEnrichment", "attributes": { "scope": "AUDIENCE" } } }' ``` ### 6. Poll the job Take the `id` from the enrichment response and poll until the status reaches a terminal state. ```bash curl -s "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/jobs/$JOB_ID" \ -H "Authorization: Bearer $TOKEN" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" ``` The response carries a `status` and a `percentProgress`. Statuses run `SCHEDULED`, `RUNNING`, then one of `SUCCEEDED`, `PARTIALLY_SUCCEEDED`, `FAILED`, or `CANCELLED`. Poll on a few-second interval and stop once you leave the running states. Watch for the partial case. The job finished, but some rows did not resolve, and the per-cell detail in the next step tells you which ones. ### 7. Read the enriched rows List rows back. Each cell now reports both a value and a state, so you can tell a real result from a blank or a miss. ```bash curl -s -X POST "https://api.zoominfo.com/gtm/studio/v1/audiences/$AUDIENCE_ID/rows/actions/search" \ -H "Authorization: Bearer $TOKEN" \ -H "Content-Type: application/vnd.api+json" \ -H "Accept: application/vnd.api+json" \ -H "User-Agent: gtm-studio-quickstart/1.0" \ -d '{ "data": { "type": "RowSearch", "attributes": {} } }' ``` What started as a name and an email is now a resolved ZoomInfo contact with a grounded follow-up note attached to every row that matched. ## Reading, filtering, and sorting rows The List Rows endpoint (`POST .../rows/actions/search`) is the read path for everything in an audience. Pagination and sorting ride on query parameters; filtering lives in the body. Filters are a group of conditions combined with `AND` or `OR`. Each condition names a `columnId`, a `filterOperator`, and the `values` to compare against. ```json { "data": { "type": "RowSearch", "attributes": { "filter": { "operator": "AND", "filters": [ { "type": "Filter", "columnId": "", "filterOperator": "EQUALS", "values": ["Software"] }, { "type": "Filter", "columnId": "", "filterOperator": "GREATER_THAN", "values": [500] } ] } } } } ``` The operator set is broad: equality and containment (`EQUALS`, `CONTAINS`, `STARTS_WITH`), numeric and date comparisons (`GREATER_THAN`, `IN_RANGE`, `BEFORE`, `WITHIN`), list membership (`HAS_ONE_OF`, `HAS_ALL_OF`), and presence checks (`EMPTY`, `NOT_EMPTY`). Not every operator is valid on every column. Before building a filter, ask the audience which operators each column supports. > **Validate filters before you send them** > > Call `GET .../filter-metadata` to get, per column, the list of allowed operators and their constraints: whether multiple values are accepted, the maximum value count, and the minimum character length for string operators. Validating against this metadata client-side turns a class of runtime `400`s into checks you can make before the request leaves your machine. To page through results, use `page[number]` and `page[size]`; rows allow up to 500 per page. Sort with the `sort` query parameter set to a `columnId`, with a `-` prefix for descending order. Narrow the response with the `columns` parameter. Or skip the search entirely: `GET .../rows/{rowId}` fetches one record by id. ### Cell states Every cell reports a `state` alongside its value, and reading it is how you tell signal from silence. | State | Meaning | | --- | --- | | `RESULT` | A value was retrieved, and the cell holds valid data | | `BLANK` | No value set, and enrichment has not been attempted | | `LOADING` | Enrichment is in progress and the value is not ready yet | | `NO_RESULT` | Enrichment ran and ZoomInfo found no data for this cell | | `ERROR` | Enrichment failed, and `errorDetails` explains why and whether a retry is likely to succeed | The distinction between a miss and a failure matters. A `NO_RESULT` is definitive: ZoomInfo has no data here, and retrying will not change that. An `ERROR` carries a `retryable` flag, and when it is `true`, running enrichment again on that row is worth doing. ## Formula and AI columns `CUSTOM` and `ZOOMINFO_MATCH` columns cover input and grounding. The other two types are where an audience starts doing analysis on its own. A **formula column** takes a prompt and compiles it to a JavaScript expression evaluated per row. Use it for derived fields that need no external data: concatenating a full name, bucketing employee counts into segments, computing a ratio between two numeric columns. An **AI column** runs a prompt per row, optionally backed by one of four tools. Web research (`AI_WEB_RESEARCH`) pulls current web information, data analysis (`AI_DATA_ANALYSIS`) reasons over the row's own data, conversation intelligence (`AI_CONVERSATION_INTELLIGENCE`) draws on call signals, and email drafting (`AI_EMAILER`) composes outreach. AI columns get sharper when you give them context. The `dataDependencies` field accepts two kinds of input: a `COLUMN`, which feeds another column's value into the prompt, and a `KNOWLEDGE_BASE`, which draws on account intelligence and ZoomInfo data. To discover what a given tool can use as context, call `GET .../columns/data-dependencies/{tool}`. It returns the valid dependency sources for that tool, with their identifiers and data types, so you can construct a column that is grounded rather than guessing. That discovery step is what makes AI columns reliable enough to build on. You are not hoping the model knows about an account. You are handing it the resolved record and telling it which fields to reason from. ## Working with folders Folders organize audiences and are the unit you list against when you do not already have an audience id. Create one with `POST /folders`, optionally setting `starred: true` for quick access. List them with `GET /folders`, which supports filtering by creator, search text, and date ranges, and sorting by name, audience count, or recency. Assign an audience to a folder at creation with `folderId`, or move it later with `PATCH /audiences/{id}`. The same patch endpoint renames an audience and edits its description and notes; it touches only the fields you send. ## Asynchronous jobs Two operations run as background jobs rather than returning their result inline: enriching an audience and bulk-deleting rows. Each returns a job id, and each is tracked through the same `GET .../jobs/{jobId}` endpoint, which reports status across all job types. The pattern is always the same: kick off the operation, take the id from the `202`, and poll to a terminal state before you read the result. Build a small poller once and reuse it everywhere. ## Building for agents This API was designed so that an agent can operate it without a human in the loop. The shape of the contract makes that practical. Resources carry stable ids. Operations are explicit rather than inferred. Long-running work returns a job to poll instead of a connection to hold open. An agent can create an audience, discover which context a research column is allowed to use, then write that column. It enriches, polls, and reads the result from the same flat set of endpoints a person would use. The grounding is what makes agentic use trustworthy. A `ZOOMINFO_MATCH` column ties each row to a real entity before any AI column reasons about it, so generated content rests on ZoomInfo's data rather than on a model's recollection of a company name. The `data-dependencies` endpoint lets an agent check what it is allowed to ground a column in before it commits to a prompt. Enrichment reports per-cell state, so an agent can tell a genuine miss from a retryable error and act accordingly. The conversational audience-building you can already do inside [Claude](/guides/how-to-audience-building-in-claude) and the programmatic control described here are two doors into the same room. One is a person describing what they want in plain language. The other is code building a dataset that persists, enriches, and grows. Both end at an audience that lives in ZoomInfo and is ready to act on. ## Getting started You need a ZoomInfo subscription with API access and a client id and secret carrying the `api:audience:read` and `api:audience:manage` scopes. Set them as environment variables, mint a token, and run the worked example end to end. Start with a `CONTACT` audience and a handful of rows, watch a single enrichment job through to `SUCCEEDED`, and read the cell states back. Once that loop is familiar, the rest of the API is variations on it: more columns, richer filters, larger batches. The payoff is AI columns that turn a list of names into something a rep can act on the morning it lands. ## Endpoint reference The surface area below is indicative, grouped by resource so you can see the shape of the API at a glance. For the authoritative, always-current reference, with full request and response schemas, see the [ZoomInfo API reference](https://docs.zoominfo.com/reference/api-overview). Every path is relative to `https://api.zoominfo.com/gtm/studio/v1`. - **Folders** create, list, fetch, update, and delete the folders that organize audiences. - **Audiences** create (optionally with columns), list and filter, fetch with full column structure, patch metadata, and delete. - **Columns** bulk-create columns of any type, discover the context sources an AI tool is allowed to use, and update or delete a column. - **Rows** fetch a single row, search with filters and sorting, bulk-upsert, and bulk-delete. - **Jobs** poll the status of any asynchronous operation, including audience creation, enrichment, and bulk deletes. ================================================================================ # CLI, MCP, or API: Choosing How to Connect ZoomInfo to Your Stack > ZoomInfo exposes the same data three ways through one backend. The CLI runs in your shell, MCP puts the data inside an AI tool, and the API puts it inside code you write. What each one is, what the benchmark data says about cost and tokens, and how to choose. **Date:** 2026-07-30 **Source:** https://gtm.ai/guides/cli-mcp-or-api-zoominfo --- The question shows up the first time someone hears the word MCP: does this replace the API we already planned to build? It does not, and there is a third option that gets skipped in the same conversation. ZoomInfo exposes the same records through a command-line tool, a hosted MCP server, and a REST API. All three hit one backend, respect the same entitlements, and draw on the same credit pool. What separates them is who does the asking. The CLI is asked by a shell script. MCP is asked by a person talking to an AI tool. The API is asked by code you write and deploy. That difference drives everything else: setup time, output shape, token cost, and who on your team owns it. ## The Short Version Reach for the **CLI** when the work belongs in a terminal. Scripts, cron jobs, CI checks, and one-off pulls you want to pipe into `jq`. It is deterministic, and it is the cheapest way to move a large volume of records through an agent. Reach for **MCP** when a person is in the loop and the answer depends on who's asking. Account research before a call, buying-committee mapping, segment sizing. Reach for the **API** when you are building an application that needs its own retry logic, caching, and service-account credentials. Most teams run more than one. A rep works in Claude while RevOps scripts against the CLI and engineering builds on the API, all against the same data. ## Where Copilot Fits Before comparing the three, separate them from ZoomInfo Copilot, which is where the confusion usually starts. Copilot is the AI experience built into the ZoomInfo platform. Nothing to connect and nothing to configure. The three paths below reach that same data from outside the platform, and a customer running Copilot today can add any of them without changing their existing setup. ## What MCP Actually Is MCP stands for Model Context Protocol. Anthropic created it and published it as an open standard, and it is not a ZoomInfo product name. Any vendor can run an MCP server, and any AI client can connect to one. Slack, Zoom, and hundreds of other tools already do. The protocol solves a wiring problem. Before it existed, connecting an AI model to five systems meant five custom integrations, each written to a different spec. MCP replaces that with one interface: the client connects, asks the server what it can do, and the server answers with a list of tools it exposes. That last part is the real line between MCP and a REST API. With an API, a developer reads the docs and builds to a fixed spec. With MCP, the model reads the tool list at the start of every session and picks what to call based on the question in front of it. When ZoomInfo adds a tool, it shows up in that list automatically. Nobody redeploys anything. ## What the GTM CLI Is The GTM CLI is a single binary, `gtm`, that puts the same data behind a command. It searches and enriches companies and contacts, pulls intent signals, scoops, and news, runs agentic research, and reads your GTM context. ```shell brew install zoominfo/gtm-ai/gtm-ai-cli gtm auth login ``` Sign-in is OAuth in your browser, with no client ID or secret to paste. Install to first result runs about a minute, which makes the CLI the fastest way to confirm access before committing to a larger build. On Windows, or anywhere you run Node, `npm install -g @zoominfo/gtm-ai-cli` does the same job. It connects to the same hosted endpoint as the MCP server, so the data, the credits, and the sign-in match what your AI tools already see. What changes is where the work runs and what comes back. Results stream out as JSON, JSONL, CSV, YAML, or a table. Every command returns a proper exit code, so it drops into a cron job or a CI step with no interactive prompts. Here is a session end to end. No model sits in the loop. The same command returns the same shape every time, which is the property scripts need and conversations don't. Full detail in the [CLI docs](/docs/cli) and the [getting started guide](/guides/gtm-ai-cli-getting-started). ## The Token Argument for the CLI This is where the CLI earns a place on the shortlist. The numbers come from [GTM Bench v1](/guides/gtm-bench-v1), which ran the same agent against the same ten B2B research tasks through five different retrieval tools. Two conclusions are worth separating. The first is about structured retrieval generally. A structured query returns compact records, where a web agent issues repeated searches, fetches large pages, and reads them. That gap runs roughly 24x in tokens and 4x in cost against the web baseline, and it applies to the CLI and MCP alike. The second is specific to the CLI. Against MCP, it used about a third of the tokens for the same work. When an agent runs a task hundreds of times, or works a long list inside one context window, that ratio decides whether the job fits the budget at all. The tradeoff runs the other way too, so be straight about it. MCP finished the same benchmark fastest, 32 minutes against the CLI's 53, and posted the highest verified-email coverage at 94 percent. GTM Bench v1 also measures coverage rather than correctness, so read it as a signal about fill rates and efficiency instead of a precision score. Here is the full set. | Retrieval path | Work tokens | Cost | Total time | Verified email coverage | |---|---|---|---|---| | ZoomInfo CLI | 460K | $10.12 | 53 min | 91% | | ZoomInfo MCP | 1.48M | $15.80 | 32 min | 94% | | Exa.ai | 3.38M | $36.75 | 55 min | 27% | | Web search | 11.10M | $43.88 | 102 min | 22% | The [full report](/files/gtm-bench-v1-report.pdf) has the methodology and per-task data. ## How the Three Compare | | GTM CLI | MCP | REST API | |---|---|---|---| | Who calls it | A shell, a script, or a CI job | A person, in natural language, through an AI client | Code your team writes | | Who picks the data | You, in the command | The model, from the tool list it reads each session | The developer, at the time they write the call | | Setup | `brew install`, then `gtm auth login` | Connect your account in the AI tool's settings | Register an app, implement OAuth, deploy | | Output | JSON, JSONL, CSV, YAML, or a table | Conversational, with the model choosing tools | Deterministic JSON against a fixed schema | | Determinism | Same command, same shape, every time | Varies with how the model reasons | Fixed | | Token cost in an agent | Lowest of the three | Roughly 3x the CLI on GTM Bench v1 | Depends on your implementation | | Direction | Read-only | Read-only | Reads from ZoomInfo, writes into your systems | | Time to first result | About a minute | Minutes | A developer sprint | | Who owns it | RevOps and data teams | The individual user | Engineering | ## When Each One Is Right The CLI fits people who already live in a terminal and want data they can pipe. It also fits agent workloads where token budget is the binding constraint, since a Claude Code or Codex session can shell out to `gtm` instead of pulling records through a conversation. That is the same pattern GTM Bench measured, and it is why the CLI arm came in cheapest. MCP earns its place wherever the request is personal. "Research the accounts I'm meeting with this week" resolves against that rep's calendar. "Show me my renewals and what those accounts said on recent calls" resolves against their book of business. Each user authenticates with their own ZoomInfo login, so the server can answer questions containing the word *my*. See [User Sign-In vs Service Account](/guides/oauth-vs-client-credentials-zoominfo-mcp) for how that model works, and [Integrations](/catalog) for which clients connect today. The API wins on volume and write access. A nightly job enriching new CRM records has no person in the loop and no reason to phrase anything in English. Neither does a scoring service that needs the same field, in the same shape, on every call. Three requirements point at it: data has to land in another system, volume exceeds interactive use, or the output feeds an application with its own retry and caching logic. See [Building Audiences with the GTM Studio API](/guides/gtm-studio-audiences-api) for a worked example, and [How to Build Your Own App](/guides/how-to-build-a-custom-mcp-app) for app registration. ## What Each One Costs All three draw on the same pool, so running more than one does not mean paying twice. None of them carries a separate fee. MCP and the CLI are included with all ZoomInfo subscriptions. API access is included as well, gated by entitlement rather than by price: an admin assigns the DevPortal subscription that turns it on. What each consumes is your existing credit allocation: bulk data credits for enrichment, AI action credits for the research agents, and nothing at all for search, lookup, and find-similar. The [Tools overview](/docs/mcp/tools) lists the credit type for every tool, free, bulk, or AI action. > **All three require bulk data credits** > > Recurring monthly credits do not work. That one gap causes most failed first connections. To see what an account holds, open **Admin Portal → Usage → Data Credit Dashboard**; if no bulk credits appear there, a ZoomInfo admin or your account team enables them. One more toggle matters. **API Access**, set per user under **Admin Portal → Users → User Management**, is what governs connectivity. See [Credits & Billing](/docs/mcp/credits) for the full credit model and [Security & Data](/docs/mcp/security) for that toggle. Records Under Management keeps the math honest across surfaces. Once a record is enriched anywhere in the platform, it stays under management for 12 months at the organization level, and no further credit is charged for it in that window. Enrich an account through the API on Monday, pull it up in Claude on Friday, and you paid once. ## Check These Before You Connect - MCP needs an AI tool that supports it. [Integrations](/catalog) lists what connects today, and some tools require a paid tier or admin approval first. - The CLI needs a shell and a package manager. Prebuilt binaries for every platform sit on the [releases page](https://github.com/Zoominfo/gtm-ai-cli/releases) if you would rather skip Homebrew and npm. - Everyone signs in individually. Admin-only seats have no data access by design and cannot connect through any path. - The CLI and MCP are read-only. Bulk exports, CRM write-back, and batch enrichment pipelines belong on the API. ## Choosing Answer one question and the decision mostly makes itself: where does the work happen? Terminal and scripts go to the CLI. Agents and conversations go to MCP. Applications go to the API. If the honest answer is more than one, run more than one. A rep gets ZoomInfo inside Claude this afternoon, RevOps has a scheduled pull running by Friday, and engineering scopes the pipeline for next quarter. None of them waits on the others, and every credit they consume lands in the same place. ================================================================================ # Connect Customer Context > Bring CRM history, customer conversations, and business context into your agent's first account briefing. **Date:** 2026-09-05 **Source:** https://gtm.ai/guides/connect-customer-context --- Your agent can combine ZoomInfo intelligence with the customer history your organization has connected. Start with one account you know: a current opportunity, a renewal, or an upcoming meeting. ## Connect your agent [Choose your agent or terminal](/start-building) and sign in with your own ZoomInfo login. New builders can start with 1,000 data credits and 1,000 AI credits, issued once at signup. Existing ZoomInfo subscribers use their organization's credit allocations. See [pricing](/pricing) and [MCP requirements](/docs/mcp/getting-started). Your login determines which customer records and conversations you can access. Connecting an AI client gives it access to available ZoomInfo tools; your organization also needs to connect the customer sources those tools read. ## Connect the customer sources Start with your ZoomInfo admin. Ask them to confirm the sources below and enable any missing connections using your organization's approved process. Source setup depends on the provider and your subscription. | Source | What it adds | Where the agent uses it | | --- | --- | --- | | CRM | Account history, open opportunities, stage, and status | [Account Research](/docs/mcp/tools/account-research) | | Calendar and synced email | Meetings, participants, and email history | [Browse Engagements](/docs/mcp/tools/browse-engagements) | | Google Meet, Zoom, Microsoft Teams, Gong, or ZoomInfo Chorus | Captured conversations, requirements, objections, and commitments | [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence) | | Business context | Your offerings, personas, ICPs, and competitors | [GTM Context](/docs/mcp/tools/gtm-context) | CRM and conversation connections apply at the ZoomInfo tenant level. Results respect each user's access permissions. Recent conversations can take time to index. An admin can add product briefs or battlecards through [Update GTM Context](/docs/mcp/tools/update-gtm-context). You can run a briefing with the context already available; updating shared business context is optional. ## Run one connected briefing Paste the starter prompt into your connected agent. It asks which account to brief, reads available business context, and proposes the research before using paid credits. Look for a changed decision. The briefing should connect the deal record, what the customer said, and an external change to a next action backed by dated evidence. Compare it with a recent conversation or opportunity you can access. ## If a source is missing An empty result does not establish that the account has no customer history. Check the source and access first. | What you see | Next step | | --- | --- | | ZoomInfo intelligence, but no CRM or conversation evidence | Ask your admin which customer sources are connected and whether your login can access this account. | | Meetings appear, but a recent conversation cannot be analyzed | Confirm that the recording or email was captured, is accessible to you, and has finished indexing. | | The source works, but there are no matching records | Confirm the company match and date range. Keep the result scoped to the search you actually ran. | | The tool does not explain why a source is missing | Mark source status as unknown and continue with the evidence available. | A recommended CRM change is a draft until your CRM workflow applies it. Writing to CRM requires a separately connected workflow with permission to make that change; ZoomInfo's research tools return the context for the decision. ================================================================================ # Getting Started with the GTM CLI > Query ZoomInfo's go-to-market data from your terminal. Install the GTM CLI, sign in with one browser command, and pipe companies, contacts, intent, and research into jq, CSV, or your data pipeline. Plus when to reach for the CLI over MCP or the API. **Date:** 2026-06-22 **Source:** https://gtm.ai/guides/gtm-ai-cli-getting-started --- The GTM CLI puts ZoomInfo's go-to-market data behind a single command: `gtm`. Search and enrich companies and contacts, pull intent signals and news, run agentic account research, then stream the results out as JSON, CSV, or a table. It talks to the same hosted endpoint as the ZoomInfo MCP server, so the data, the auth, and your GTM context match exactly what Claude or Codex see. What changes is where the work runs. The CLI runs in your shell. This guide covers when to reach for the CLI, how to install it and sign in, and the handful of commands worth running first. ## CLI, MCP, or API: which one ZoomInfo exposes the same data three ways, through one backend. Pick the door by where the work happens. Reach for the **CLI** when you live in the terminal and want data you can script. It is deterministic, no model sits in the loop, and every result pipes cleanly into `jq`, a CSV, a cron job, or a shell loop. Installing it and signing in takes under a minute, which also makes it the quickest way to confirm your access before you build anything larger. Reach for **MCP** when an agent should hold the data. Claude, Codex, Cursor, and ChatGPT call the same tools through the [hosted MCP server](/docs/mcp), and the skills layer turns those tools into finished briefs and lists. That is the path for conversational research and for letting a model decide what to fetch. Reach for the **API** when you are writing an application. You get raw HTTP, your own retry and caching logic, and credentials that run as a service account. The [Start Building](/start-building) page has the quickstart. A rough rule: terminal and scripts go to the CLI, agents go to MCP, applications go to the API. For the longer version, with the benchmark numbers behind the CLI's token efficiency, see [CLI, MCP, or API](/guides/cli-mcp-or-api-zoominfo). ## Install Homebrew is the shortest path on macOS and Linux: ```shell brew install zoominfo/gtm-ai/gtm-ai-cli ``` On Windows, or anywhere you would rather use Node, install the global npm package: ```shell npm install -g @zoominfo/gtm-ai-cli ``` Prebuilt binaries for macOS, Linux, and Windows live on the [releases page](https://github.com/Zoominfo/gtm-ai-cli/releases) if you want to skip a package manager. Confirm whichever route you took: ```shell gtm --version ``` ## Sign in Authentication is OAuth in your browser. There is no client ID or secret to paste: ```shell gtm auth login ``` The command opens your browser, you sign in to ZoomInfo (SSO included), and the token is saved to `~/.config/gtm-ai/` at mode `0600`. Check your status any time: ```shell gtm auth whoami ``` The data commands need a ZoomInfo subscription with bulk data credits. Search and lookup are free. Enrichment and research draw down credits, and the [CLI reference](/docs/cli) spells out what each one costs. ## Your first query Find software companies in San Francisco and print them as a table: ```shell gtm companies search --industry software --metro "CA - San Francisco" --employees "100to249" -f table ``` One detail saves you a 422. ZoomInfo's search filters expect canonical values, not free text, so look the value up first and pass what it returns: ```shell gtm lookup --field industries --fuzzy software -f table gtm lookup --field metro-regions --fuzzy "san francisco" -f table ``` `gtm lookup` covers industries, metro regions, management levels, intent topics, tech vendors, and the rest of the controlled vocabularies. Run it once, keep the IDs, move on. ## Pipe it anywhere The reason to use a CLI is the pipe. Every command emits structured output (`-f json`, `jsonl`, `csv`, `yaml`, or `table`), so each result becomes the input to whatever runs next. Pull a single column with `jq`: ```shell gtm companies search --industry software --metro "CA - San Francisco" | jq '.data[].attributes.name' ``` Export a contact list straight to CSV: ```shell gtm contacts search --management-level "VP Level Exec" --department Sales --company-id 344589814 -f csv > vp-sales.csv ``` Chain two commands: search for the top accounts, then enrich each one. ```shell gtm companies search --industry software --metro "CA - San Francisco" --page-size 3 -f json \ | jq -r '.data[].id' \ | xargs -I{} gtm companies enrich --id {} ``` That pattern (search for IDs, enrich for detail) is the backbone of most CLI workflows. ## The command surface The full toolset sits behind `gtm`. Use `companies` and `contacts` to search, enrich, and find lookalikes; `contacts` also returns AI-ranked recommendations for any account. Pull buyer signals with `intent`. Track funding, hiring, M&A, and other business events with `scoops`, then read categorized articles for a known company with `news`. Print your org's offerings, ICPs, personas, and competitors, free of charge, with `gtm-context`. Two commands earn a closer look. `gtm research account` runs the same multi-step research an agent would, then hands back a brief instead of raw rows: ```shell gtm research account --company-id 344589814 \ --query "Prep for a renewal call: relationship, recent news, and open risks" ``` And `gtm raw` reaches any tool that does not have a dedicated wrapper yet: ```shell gtm raw list-tools -f table gtm raw call search_intent --args '{"topics":["Cloud Applications"],"signalScoreMin":80}' ``` ## What's next The [CLI reference](/docs/cli) documents every command, flag, and output format. Want the same data inside an agent? Connect the [MCP server](/docs/mcp), or install the [Claude Code plugin](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code) to get the tools and the GTM skills together. When a search rejects a filter, `gtm lookup` has the value you need. ================================================================================ # GTM AI Context Starts with a Data Foundation > Context graphs are having a moment, but most GTM AI is still expensive autocomplete. The reason is the data underneath: 18 Cisco records, three spellings of the same buyer, and no record of why any deal moved. What it takes to fix the foundation, and what a real GTM context graph stores. **Date:** 2026-01-15 **Source:** https://gtm.ai/guides/gtm-ai-context-starts-with-a-data-foundation --- Few domains have as much appetite for AI transformation as GTM. Context graphs are having a moment, the "AI trillion-dollar opportunity." But reality is paved with failed "GPT on my CRM" experiments. Most GTM AI is still expensive autocomplete. Even the most sophisticated GTM teams can't operationalize a context graph until a clean GTM data foundation is in place. It's because of the way GTM stacks evolved over the last decade. We added a tool for every problem and tried to connect it back to the CRM. Adding another tool won't fix the AI problem. It created it. ## Point Solutions Bottleneck AI Most GTM stacks look like this: Salesforce as the system of record, point solutions around it. A hub-and-spoke model. The theory: integrate all the point solutions into the system of record and you get a unified view. It doesn't work that way. The average enterprise runs 42+ GTM tools. Each one captures a slice of context. Each one stores it in its own database. Each one "integrates" with Salesforce by syncing fields. That's the problem. When your data lives in siloed systems, the system of record loses context. Think about the frontline seller and everything they need to prepare for a meeting: account and opportunity history, engagement history, the last QBR deck, support tickets, product usage, latest trends. They're not getting all of that in one place. They context-switch an average of 1,000 times per day between browser tabs across point solutions. So you try to connect the systems. You hire a GTM Engineer and a Head of GTM Systems. They pull from Salesforce, Gong, Outreach, 6sense, your data warehouse. What they find is this: **18 Ciscos.** Your CRM has 18 different Cisco records. "Cisco Systems Inc." "Cisco" "CSCO" "Cisco (different division)." Some have opportunities attached. Some have contacts. Which one is right? Which one should your AI use? **Contact mismatches.** Sarah Chen appears as "Sarah Chen" in Salesforce, "S. Chen" in Gong, "sarah.chen@cisco.com" in Outreach. Same person? She changed titles 3 months ago, and only one system has the update. **Hierarchy confusion.** Is "Cisco WebEx" a separate account or a subsidiary? Your CRM has them as separate. Your data warehouse has them as one. Call recordings are mapped to the wrong ones. **Missing normalization.** Outreach says "VP of Sales." Salesforce says "Sales Leader." ZoomInfo says "Head of Sales." Are these the same role? Every scaled GTM org has this. Integration doesn't solve it. Integration just moves the mess around faster. No CFO would tolerate messy ERP data, because the business would break. The same is now true for GTM. If your AI can't resolve which "Cisco" it's looking at, no amount of context capture will save you. CRM was never designed to be a context foundation. ## What It Takes to Fix the Foundation Few companies have the necessary data foundation in place. Some of the best GTM organizations in the world have put everything on ice for 18 months to tackle this problem. To make GTM data AI-ready, you need infrastructure that does the hard work. 1. **Entity resolution at scale.** Resolving billions of entities across every variation, misspelling, abbreviation, and format. Knowing that "Cisco Systems Inc" and "CSCO" and "Cisco (WebEx division)" all belong to the same entity graph. This is years of specialized infrastructure, not a feature you bolt on. 2. **Semantic normalization.** "VP Sales" = "Vice President of Sales" = "Head of Sales" = same role, same buying committee position. You need a schema that makes GTM machine-readable so AI can reason across systems that were never designed to talk to each other. 3. **Hierarchy and relationship management.** Which Cisco record owns the relationship? How do the subsidiaries relate to the parent? This requires a graph. Relationships, not rows. 4. **First-party and third-party unification.** Your internal data tells you what's happening inside the account. External data tells you what's happening outside: org changes, funding, intent signals. Neither is complete alone. This is what ZoomInfo does. We've spent 20 years building the largest B2B data unification platform in the world, resolving hundreds of millions of companies and contacts across every variation. When there are 18 Cisco records in your CRM, we know they're the same entity. We know Meraki is a subsidiary. We know Sarah moved from Cisco to Figma three months ago. The same entity resolution and signal extraction we built for third-party data now applies to a customer's calls, emails, CRM, and product usage. If you rebuilt the GTM stack for AI, you'd end up with ZoomInfo for first-party data. ## GTM Context: The Causal Chain We've talked about bringing context together. Now think about all the context that never gets captured. The email thread the rep never logged. The objection buried in call recordings no one has time to review. The relationship history with the champion that lives in a Slack DM or a seller's head. Open any deal in your pipeline and look at the record. Stage changed from 3 to 4. Close date pushed two weeks. Amount revised down 15%. That's CRM. In reality: the CFO joined the last call and asked about ROI within 6 months, which is why the deal accelerated. The VP of Sales went quiet for 8 days because she was fighting an internal battle with IT over budget ownership, which is why it almost died. The 15% discount happened because of competitive pressure. The CRM recorded the state change. It has no record of why it happened. CRMs capture outcomes. AI needs the full trace: what was tried, what worked, what failed, and why. Your GTM is missing the "why." GTM Context is the causal chain behind those outcomes. Take the following example. **December 3.** Mike (champion) mentions competitor evaluation on a call. Sentiment: concerned but not alarmed. Action taken: sent references who switched from the competitor the same day. Result: competitor deprioritized in the follow-up call on December 5. **December 15.** Sarah (procurement) joins the email thread. Unusual timing. Procurement typically enters at Stage 4, not Stage 3, for this segment. Context: she's 60 days into the role. Likely aiming for early wins, with aggressive negotiation incoming. **December 29.** Technical call focused on implementation questions. Pattern match: this mirrors 847 deals where buyers had prior bad vendor experience. Probability of a "security review" delay: high. **January 4.** Champion went quiet for 8 days. Historical pattern: when champions go quiet for more than 5 days at this stage, 62% of the time it's internal political friction. Events linked to context linked to patterns. Data structured so AI can reason about what to do next. ## Point Solutions Can't Solve This No GTM system captures this today. Gong has the calls. It can tell you Sarah mentioned procurement concerns at 23:47 in the December 14 recording. It can't tell you that Sarah entering at Stage 3 is unusual, or that her pattern correlates with 34% longer negotiation cycles. Outreach has the sequences. It knows you sent 7 emails over 3 weeks. It can't tell you the champion went quiet because of internal politics, or that similar patterns resolve 62% of the time if you reach out to a secondary contact. 6sense has intent data. It knows Cisco is researching revenue intelligence platforms. It can't tell you which of your 18 Cisco records that maps to. It doesn't know who the actual decision-makers are, or that the real objection is implementation risk from a burned CTO. Each tool captures a slice of raw data. None capture the causal chain. Syncing Gong transcripts to Salesforce just puts raw data in another place. You still don't have causality. You still don't have patterns. And enterprise GTM scale breaks any context window. ## The GTM Context Graph Today's GTM data is structured as a database around the Salesforce model. Company Name, Industry, Deal Size. Static fields. ZoomInfo's GTM AI is a context graph that stores relationships and patterns over time: ```text Sarah (Procurement) → entered deal at Stage 3 → unusual timing → pattern: new-to-role behavior → implication: expect aggressive negotiation → recommended action: anchor on value, engage champion to advocate internally ``` In practice, this means capturing: - People and their relationships: who influences whom, who's blocking, who's championing, and how the dynamics shift over time. - Actions and their outcomes: what each action responded to, what it aimed for, and whether it worked. - Patterns and predictions: what 10,000 similar deals suggest happens next. - Exceptions and explanations: why things slipped, and what that reveals about the real blockers. This GTM Context Graph makes decision-context machine-readable. When a buyer says "we need to loop in our security team" on a call, we extract three things: a new stakeholder entering, a stage change to Security Review, and increased risk. We spent $500M+ acquiring Chorus and Workbounce. We bought their context capture and reasoning engines, not their products. ## The Data Unification Problem Is Solved CRM is not going to be the platform to run GTM AI on. Dharmesh Shah recently wrote about why context graphs aren't ready for most businesses. He's right. But they exist for GTM, for three reasons. The data unification problem is solved. We've spent 20 years building entity resolution at scale, matching billions of records across every variation and format. The context signal is already being captured. Every call, every email, every CRM update contains decision traces. The signals exist. They're just trapped in point solutions that can't connect them. Sellers are already making context-driven decisions. Every day, on every account. It runs on intuition, and the best practices are locked in the heads of top performers. But it's happening. Now it's time to operationalize it with AI. Every board is asking how to use AI for growth. We can make that a reality in GTM today. The ZoomInfo GTM AI context layer powers our GTM Studio and GTM Workspace products. It's available through APIs and MCP for enterprise environments, and through partners like Anthropic Claude and Google. > **Start building on the context layer** > > Read [The GTM Laws of Physics](/guides/the-gtm-laws-of-physics) for the layer-by-layer version of this argument. Or [connect an AI client to the ZoomInfo MCP server](/docs). A version of this piece was first published on [LinkedIn](https://www.linkedin.com/pulse/how-we-run-gtm-context-graphs-scale-dominik-facher-icbpe/). ================================================================================ # GTM Bench v1: Specialist Retrieval vs. Web Research > Measuring how much a structured data tool helps an AI agent on B2B research tasks. **Date:** 2026-07-14 **Source:** https://gtm.ai/guides/gtm-bench-v1 --- Sales and marketing teams now point AI agents at research questions that used to be manual analyst work. Find 50 New York companies that just raised funding, including headcount and whether they are hiring sales. Find 20 AI CTOs in the Bay Area with their email and LinkedIn profiles. Two things determine whether an agent answers these well. The first is the model's reasoning. The second is the data tools it can reach. We built GTM Bench v1 to isolate the second factor. Given the same agent and the same prompt, we wanted to see how much the retrieval tool matters. We compared web research against four retrieval tools: the ZoomInfo CLI, the ZoomInfo MCP, the Apollo.io CLI, and Exa.ai neural search. We evaluated a single agent (Claude Code running Opus, Sonnet, and Haiku) across these five settings. The results show a massive divide in contact data. Specialist data tools return verified work emails roughly four times as often as web or neural search. They also operate at a fraction of the cost and token usage. - [Download the full GTM Bench v1 report (PDF)](/files/gtm-bench-v1-report.pdf): Complete methodology, per-task scores, and the raw cost and token data behind this guide. ## The email gap The defining difference between specialist tools and open-web research is contact data. On the five contact-discovery tasks, the structured data tools filled 84 to 94 percent of the verified work email cells. Web and neural search filled 22 to 27 percent. | Retrieval Tool | Verified Work-Email Coverage | | :--- | :--- | | ZoomInfo MCP | 94% | | ZoomInfo CLI | 91% | | Apollo | 84% | | Exa.ai | 27% | | Web Search | 22% | Open web research generally cannot return a verified work email. The agent guesses an email pattern like first.last at domain, or it leaves the cell blank. On a task to find AI CTOs in the Bay Area, the data arms reach near-total coverage. The web baseline struggles to reach 80 percent. The shortfall is concentrated entirely in the email column. ## Cost, tokens, and time Structured tools are also more efficient. Running the ten benchmark tasks on Claude Opus 4.8 with the web baseline costs $43.88 and consumes 11.1 million work tokens. The web agent issues multiple searches. It fetches large pages and reads them. A structured query returns compact records. The ZoomInfo CLI arm completes the same ten tasks for $10.12 and 460,000 work tokens. The ZoomInfo MCP records the lowest total time at 32 minutes. The web baseline takes 102 minutes. Apollo costs $14.78 and takes 101 minutes, though it struggles on Haiku due to rate limits on email reveals. For what these numbers mean when you are picking a path to build on, see [CLI, MCP, or API](/guides/cli-mcp-or-api-zoominfo). | Agent Arm | Total Cost (USD) | Work Tokens | Total Time | | :--- | :--- | :--- | :--- | | ZoomInfo CLI | $10.12 | 460K | 53 min | | Apollo | $14.78 | 670K | 101 min | | ZoomInfo MCP | $15.80 | 1.48M | 32 min | | Exa.ai | $36.75 | 3.38M | 55 min | | Web Search | $43.88 | 11.10M | 102 min | ## What coverage means for companies On company-discovery tasks, such as finding fast-growing US fintechs by headcount, every arm achieves high coverage. This result requires careful reading. GTM Bench v1 measures coverage. It checks whether the requested cells were filled. It does not verify the values themselves. The scored columns on company tasks are firmographic basics like company name, website, and headcount. A web researcher can find these for almost any company. The actual task constraint (fast-growing, recently funded, or running Salesforce) is not a scored column. The web arm infers Salesforce use from a job posting for a Salesforce Administrator. The ZoomInfo CLI cites technographic install records. Fill-rate treats the two as equal. We plan to measure correctness and constraint satisfaction in v2. ## The risk of coverage metrics A completeness metric on its own can rank a less accurate configuration above a more accurate one. We saw this on an enrichment task where the agent had to find executives at acquired companies. For this task, Opus recognizes the acquired-company ambiguity and leaves the cells empty, scoring 73 percent coverage with the ZoomInfo CLI. Haiku takes the top fuzzy match and enriches the wrong company, scoring 95 percent. It returns an email at an unrelated firm also named Segment. The more careful model scores lower. This is a general caution for agent benchmarks. GTM Bench v2 will pair agent coverage with correctness using ZoomInfo's data-quality systems, which rely on a 300-person data research team. For now, the clearest signal is in contact data. The ability to supply verified emails dictates performance. ================================================================================ # How to Add ZoomInfo to Codex > Install the ZoomInfo plugin in OpenAI Codex to get the hosted MCP server plus our GTM skills in one step, or wire it up manually with a Custom MCP entry. **Date:** 2026-05-07 **Source:** https://gtm.ai/guides/how-to-connect-to-zoominfo-mcp-in-codex --- Codex is OpenAI's coding agent, powered by ChatGPT. ZoomInfo now ships as a Codex plugin, so a single install gives Codex the hosted ZoomInfo MCP server and 14 task-focused GTM skills at once. These are the same tools that ship with Claude and ChatGPT: search, enrichment, similar companies, intent, research. The plugin adds the workflow skills that turn those tools into finished output, like account briefs, target lists, buying-committee maps, and lead scores. There are two ways in. Install the plugin and you get the tools and the skills together, which is what most people want. Or, if your Codex build doesn't expose plugins yet, add the MCP server by hand through the Custom MCP form. Both connect to the same endpoint and authenticate the same way. ## What You Need Before You Start **A Codex account with plugin support.** The plugin install path uses the Codex Plugin Directory, available in the Codex app and through `/plugins` in the CLI. If you don't see plugins in your build, skip to the [manual Custom MCP route](#prefer-the-manual-route-custom-mcp) below. **A ZoomInfo subscription with bulk data credits.** Any ZoomInfo package qualifies, but your account must have bulk data credits enabled. Recurring monthly credits are not supported by MCP. Check with your ZoomInfo admin if you're unsure. See the full [requirements](/docs/mcp/getting-started). ## Install the Plugin The ZoomInfo plugin bundles two things: the hosted MCP server at `https://mcp.zoominfo.com/mcp`, and a set of skills that tell Codex how to chain the underlying tools into a result. You install once and both arrive. ### From the Codex Plugin Directory **Open the Plugin Directory** In the Codex app, open **Plugins**. In the CLI, run `codex` and then `/plugins` to open the plugin browser. **Find ZoomInfo** Search for **ZoomInfo** and open its listing. **Install** In the app, select **Add to Codex**. In the CLI, select **Install plugin**. **Connect your ZoomInfo account** Codex prompts you to sign in with ZoomInfo the first time it uses the server. Use your normal credentials or SSO. There's no developer app to register and no OAuth callback to host. ### From a share link If someone sent you a direct plugin link (the `chatgpt.com/plugins/share/...` form), open it and select **Add to Codex**. The install and the ZoomInfo sign-in work exactly as above. This is the fastest path before the listing surfaces in your directory search. ### What the plugin adds The skills are the reason to install the plugin rather than just the raw server. Each one is a prewritten workflow Codex loads when the task matches. A sample: | Skill | What it does | |---|---| | [Account Research](/marketplace/gtm-skills/zoominfo-account-research) | A full intelligence brief on a target account, framed by the decision you're prepping for | | [Build List](/marketplace/gtm-skills/zoominfo-build-list) | Targeted account or contact lists from natural-language criteria | | [Buying Committee](/marketplace/gtm-skills/zoominfo-buying-committee) | Maps decision-makers, influencers, and coverage gaps at an account | | [Score Accounts](/marketplace/gtm-skills/zoominfo-score-accounts) / [Score Leads](/marketplace/gtm-skills/zoominfo-score-leads) | Prioritizes accounts and inbound leads with explainable scoring | | [Meeting Prep](/marketplace/gtm-skills/zoominfo-meeting-prep) | Account, attendee, and talking-point context for an upcoming call | | [Find Similar](/marketplace/gtm-skills/zoominfo-find-similar) | Lookalike companies or contacts from a reference account or person | | [Enrich Company](/marketplace/gtm-skills/zoominfo-enrich-company) / [Enrich Contact](/marketplace/gtm-skills/zoominfo-enrich-contact) | Firmographics, financials, contact data, and accuracy signals | | [Personalize Email](/marketplace/gtm-skills/zoominfo-personalize-email) | Outreach grounded in intent and trigger signals | | [TAM Sizer](/marketplace/gtm-skills/zoominfo-tam-sizer) | Market or territory sizing plus a reusable ICP filter set | | [Competitor Analysis](/marketplace/gtm-skills/zoominfo-competitor-analysis) / [Tech Stack Snapshot](/marketplace/gtm-skills/zoominfo-tech-stack-snapshot) | Fact-led competitor briefs and detected-technology summaries | | [Recommend Contacts](/marketplace/gtm-skills/zoominfo-recommend-contacts) | AI-ranked contact recommendations at a target company | Each links to its marketplace page with what it returns. The full set spans research, deal execution, account monitoring, and post-sale workflows; browse it in the [marketplace](/marketplace). To run one explicitly, type `@` in the Codex prompt and pick the skill. Otherwise describe the outcome and Codex selects the skill that fits. ## Verifying the Connection Works Try a question that needs ZoomInfo data: ``` How many employees does Snowflake have? ``` or: ``` Look up the CEO of Datadog. ``` If the connector is healthy, Codex calls the matching ZoomInfo tool and returns live data. The tool invocation appears inline. For a chained smoke test: ``` Find 5 cybersecurity companies in New York with 200-500 employees, then find the VP of Engineering at each. ``` That exercises Lookup, Search Companies, and Search Contacts in sequence. To confirm a skill loads, ask for one of its outputs directly: ``` Prep me for a meeting with Apple's VP of Marketing this afternoon. ``` Codex should pick up the Meeting Prep skill and return a structured brief rather than a raw tool dump. **Next - run your first session.** Paste this into a new Codex session. It orients from your GTM context and only runs after you approve: ## Working With Tools and Skills in Codex Codex selects tools and skills the same way other MCP clients do: it reads the descriptions and picks what fits your request. You don't need to name anything. A few things are worth knowing in the coding-agent context. **Tool results land in your session context.** Direct tools (Search, Enrich, Lookup) return data into Codex's context window. Large result sets eat context fast, so narrow your filters before running a search across thousands of records. **Research tools and skills run sub-agents.** Account Research and Contact Research synthesize large payloads before returning a summary. They cost more credits per call but keep your context manageable. **Bulk credits apply the same way.** Each enrichment record consumed counts against your bulk credits regardless of which client made the call. ## Prefer the Manual Route? Custom MCP If your Codex build doesn't expose plugins, or you want the server without the bundled skills, add it through the Custom MCP form. You get every tool, just not the prewritten workflows. **Open Codex Settings** From inside Codex, go to **Settings**, then **Custom MCP**. **Add a new MCP server** Click **Add** (or the equivalent new-entry button) and fill in: - **Name:** `ZoomInfo` - **Transport:** **Streamable HTTP** - **URL:** `https://mcp.zoominfo.com/mcp` **Save and authenticate** Click **Save**. Codex prompts you to sign in with ZoomInfo. Use your normal ZoomInfo credentials or SSO. **Verify the connection** Start a new Codex session and ask: *"What ZoomInfo tools do you have access to?"* Codex lists the tools it sees from the MCP server. ## Troubleshooting **You don't see ZoomInfo in the Plugin Directory.** The listing may not have reached your directory search yet. Use the share link to install directly, or fall back to the Custom MCP route above. **Codex doesn't show a Custom MCP option.** Your Codex plan or workspace may not have Custom MCP enabled. Check with your OpenAI admin or workspace owner. **Authentication fails on sign-in.** Confirm you're signing in with your personal ZoomInfo credentials, not a shared or admin-only account. If your ZoomInfo session has expired, the connection won't complete. Reinstall or re-add the entry if the auth state looks stale. **Codex doesn't see any ZoomInfo tools.** For the plugin, confirm it shows as installed and enabled in `/plugins` (press Space to toggle an installed plugin's enabled state). For Custom MCP, confirm the entry is listed and the URL is exactly `https://mcp.zoominfo.com/mcp`. **Credit errors on enrichment or research calls.** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits. **You want to turn the plugin off without uninstalling.** Toggle it in `/plugins`, or set its entry to `enabled = false` in `~/.codex/config.toml` and restart Codex. Use the entry name shown in the directory. ## What's Next With ZoomInfo wired into Codex, you can pull account lists, enrich contacts, and prep deals in the same session you're writing code. For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). For the equivalent setup in Anthropic's CLI, see [How to Connect ZoomInfo to Claude Code](/guides/how-to-connect-to-zoominfo-mcp-in-claude-code). ================================================================================ # How to Build Company & Contact Lists Inside Claude with ZoomInfo's MCP > The complete guide to building company and contact lists using ZoomInfo's MCP integration inside Claude. Covers searches, intent signals, enrichment, and multi-step research workflows. **Date:** 2025-02-24 **Source:** https://gtm.ai/guides/how-to-audience-building-in-claude --- Building company and contact lists has traditionally meant toggling between your CRM, a data provider, a spreadsheet, and your email client. ZoomInfo's MCP integration inside Claude collapses all of that into a single conversational workspace. Describe what you're looking for in plain English. Claude executes multi-step research workflows using ZoomInfo's full database, then formats the results however you need them. This guide walks through exactly what's possible, based on the actual tools available inside Claude when ZoomInfo MCP is connected. ## What Is MCP and Why Does It Matter for List Building? MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude connect directly to external tools and data sources. Connect ZoomInfo's MCP server to Claude and you get real-time access to ZoomInfo's business intelligence database: over 100 million company profiles and 600 million professional contacts. Instead of navigating ZoomInfo's UI to run searches, apply filters, export lists, and then manually analyze the results, you describe what you need. Claude handles tool orchestration behind the scenes: chaining ZoomInfo API calls, applying filters, and delivering results in whatever format works best. The shift: you go from **operating a tool** to **delegating a task**. ## The ZoomInfo Tools Available Inside Claude When the ZoomInfo MCP is connected, Claude gets access to thirteen tools. Understanding the core ones helps you write better prompts and get more out of the integration. ### 1. Lookup (Reference Data) This is the foundation tool. Before Claude can search for "VP-level contacts at mid-market SaaS companies in Boston," it needs to know the exact values ZoomInfo uses for management levels, metro regions, industries, and employee count ranges. The Lookup tool retrieves these standardized values. **What it covers:** - Management levels (C-Suite, VP, Director, Manager, etc.) - Metro regions (e.g., "Boston-Cambridge-Newton, MA-NH") - Industries and industry codes - Employee count ranges - Revenue ranges - Job functions and departments - Technology vendors, products, and categories - Company types, rankings, and more You don't need to know ZoomInfo's internal taxonomy. Just describe what you want in natural language, and Claude translates your intent into the right lookup values before running a search. ### 2. Search Companies Find companies matching specific firmographic criteria. You can filter by industry, location, employee count, revenue, growth rate, funding history, technology stack, and dozens of other attributes. **Example: Search Companies** ``` Find SaaS companies in the Bay Area with 200-500 employees that use HubSpot ``` **Example: Search Companies** ``` Show me Series B startups in fintech with over 50% employee growth in the last year ``` **Example: Search Companies** ``` Find public companies in manufacturing with revenue above $500M ``` ### 3. Search Contacts Find individual professionals by name, title, company, seniority, department, location, and more. This is where targeted list building happens. **Example: Search Contacts** ``` Find VPs of Engineering at cybersecurity companies in New York ``` **Example: Search Contacts** ``` Search for Chief Revenue Officers at companies with 1,000-5,000 employees ``` **Example: Search Contacts** ``` Find marketing directors at companies using Salesforce in the healthcare industry ``` ### 4. Enrich Companies Takes a company you already know about (by name, domain, or ZoomInfo ID) and returns a comprehensive profile: full description, financials, employee count, tech stack, corporate hierarchy, funding history, and contact information. **Example: Enrich Companies** ``` Enrich Stripe, Plaid, and Brex for me. I want to compare their size and funding. ``` **Example: Enrich Companies** ``` Pull the full company profile for snowflake.com ``` ### 5. Enrich Contacts Same concept, but for people. Give Claude an email address, name + company, or ZoomInfo ID and get back a full professional profile including job history, contact details, accuracy scores, and company context. **Example: Enrich Contacts** ``` Enrich these five contacts and tell me which ones have the highest accuracy scores ``` ### 6. Find Similar Companies Provide a reference company and get back a ranked list of up to 100 similar companies, scored by a machine learning model that analyzes industry, revenue, employee count, and other firmographic signals. **Example: Find Similar Companies** ``` I just closed a deal at Snowflake. Find me 20 lookalike accounts. ``` **Example: Find Similar Companies** ``` Show me companies that look like HubSpot but are smaller, under 500 employees ``` ### 7. Find Similar Contacts Provide a reference person and get back contacts with similar profiles. You can optionally constrain results to a specific target company, which is powerful for multi-threading into accounts. **Example: Find Similar Contacts** ``` Who at Amazon looks like the VP of Data Engineering I sold to at Netflix? ``` **Example: Find Similar Contacts** ``` Find contacts similar to our champion at Salesforce, but at Microsoft ``` ### 8. Contact Recommendations Get AI-powered, ranked recommendations of who to contact at a target company, based on your past ZoomInfo activity. Three use cases: ### Prospecting (List Building) Recommendations based on contacts you've previously viewed, copied, or exported on the ZoomInfo platform. ### Deal Acceleration Contacts similar to those in your closed-won CRM opportunities, focused on new business. ### Renewal & Growth Contacts similar to those in closed-won opportunities, focused on expansion. **Example: Contact Recommendations** ``` Who should I reach out to at Snowflake for a prospecting motion? ``` **Example: Contact Recommendations** ``` Based on my past deals, who are the top 10 contacts to target at Microsoft? ``` ### 9. Search Intent Find companies showing active buying intent for specific topics. Each result includes a signal score (60-100) and an audience strength rating (A through E). Powerful when combined with firmographic filters. Layer these to find accounts that match your ICP and are actively in-market. **Example: Search Intent** ``` Find companies with high intent signals for "Data Integration" in the last 30 days, with a signal score above 80 ``` **Example: Search Intent** ``` Which mid-market companies are showing buying intent for CRM software? ``` ### 10. Enrich Company Signals Get recent signals for a company you already know: the intent topics it is researching, news coverage, and business-event scoops, returned together in one call (up to 10 companies at a time). **Example: Enrich Company Signals** ``` What's been happening at Snowflake lately? Any intent, news, or business events? ``` ### 11. Account Research A high-level research tool that answers natural language questions about a company by combining ZoomInfo data with your CRM and conversation history. Best for call prep, deal reviews, and account orientation. **Example: Account Research** ``` What's going on with Databricks? Give me the full picture before my meeting tomorrow. ``` ### 12. Contact Research The person-level equivalent of Account Research. Combines ZoomInfo profile data with CRM history for meeting prep, outreach planning, or general orientation. **Example: Contact Research** ``` Who is Sarah Chen at Stripe? What's her background and how engaged are we? ``` ## List Building Workflows: From Prompt to Pipeline Here's where it gets practical. Below are the most common list building workflows and exactly how to execute them inside Claude. ### Build a Targeted Account List **Try this workflow** ``` Find 25 mid-market SaaS companies in the Northeast US with 200-1,000 employees, growing headcount by at least 20% year-over-year, that use Salesforce. ``` Claude will chain together Lookup calls (to resolve "mid-market," "Northeast," "SaaS," employee ranges, and Salesforce as a tech product), then run a Company Search with all the right filters applied. ### Build a Contact List for Outbound **Try this workflow** ``` At each of those companies, find the VP of Sales or Chief Revenue Officer. I need their name, title, company, email, and phone if available. ``` Claude takes the company results from the previous step, runs Contact Searches filtered by management level and job function, and compiles the results. ### Research a Target Account **Try this workflow** ``` I'm preparing for a meeting with Databricks. Give me a full company profile, their tech stack, recent funding, employee growth trends, and recommend the top 5 people I should be talking to there. ``` Claude will run an Enrich Company call, then a Contact Recommendations call, and synthesize everything into a briefing. ### Expand from a Closed Deal (Lookalike List Building) **Try this workflow** ``` We just closed Figma. Find 30 companies that look like Figma, then for each one, find the Head of IT or VP of Engineering. ``` Claude runs Find Similar Companies using Figma as the reference, then iterates through results with Contact Searches. ### Build an Intent-Based Target List **Try this workflow** ``` Find companies showing high buying intent for "Data Integration" in the last 30 days with a signal score above 75. Filter to mid-market companies with 200-1,000 employees. Then find the VP of Data or Head of Engineering at each one. ``` Claude runs Lookup for the intent topic, then Search Intent with firmographic filters, then Contact Searches at each company. This combines behavioral signals (who is actively researching) with firmographic fit (who matches your ICP). ### Multi-thread into an Account **Try this workflow** ``` My main contact at Stripe is Sarah Chen, VP of Data. Find me 5 other people at Stripe with a similar persona I should also be engaging. ``` Claude uses Find Similar Contacts, constraining results to Stripe's company ID, to identify additional stakeholders. ## Using Claude's Output Tools for List Building Finding the data is half the job. Claude can also format and deliver results in multiple ways, right inside the same conversation. ### Interactive Tables with Artifacts When Claude returns search results, you can ask it to display them as a React artifact with a sortable, filterable table. Especially useful for: - Comparing 20+ companies side-by-side on firmographic attributes - Sorting contacts by accuracy score, seniority, or company size - Scanning a target list before deciding who to reach out to **Try this workflow** ``` Show those results as a sortable table. Include company name, employee count, revenue, industry, and 1-year growth rate. ``` Claude will generate a React component with an interactive data table rendered directly in the conversation. You can sort columns, scan the data visually, and then decide your next move. Artifacts work well for iterative sessions. Ask Claude to "add a column for..." or "filter this down to just companies above $50M revenue" and it regenerates the table in place. ### Spreadsheet Exports When you need to take your list out of Claude and into your CRM, outreach tool, or share it with your team, ask for a spreadsheet. **Try this workflow** ``` Export that contact list as an Excel file with columns for name, title, company, email, phone, and LinkedIn URL. ``` Claude will generate a `.xlsx` file you can download directly. ### Email Drafting Once you've identified your targets and researched their companies, Claude can draft personalized outreach using the context it just gathered. Claude has a built-in message composition tool that generates ready-to-send emails. **Try this workflow** ``` Draft a cold outreach email to Sarah Chen at Stripe. Reference their recent funding round and the data infrastructure team expansion. Keep it under 150 words. ``` Claude generates the email in a dedicated message widget with a subject line, body, and an "Open in Mail" button. For high-stakes outreach, ask for multiple variants with different angles: "one version leading with a pain point, one leading with a peer reference." ### Markdown Reports and Briefings For account research, competitive analysis, or pre-meeting preparation, ask Claude to compile everything into a structured markdown document. **Try this workflow** ``` Write up a one-page account briefing for my meeting with Databricks tomorrow. Include company overview, key contacts, recent news, and recommended talking points. ``` Claude renders this as a clean markdown artifact you can copy, share, or export. ## Prompting Tips for Better Results **Be specific about filters.** Precision helps Claude translate your intent into the right ZoomInfo API parameters. Instead of "big tech companies," say "companies with 5,000+ employees in the Computer Software or Information Technology Services industries." **Chain your requests.** Claude maintains full context within a conversation. Start with a company search, narrow it down, then pivot to contacts. Each step builds on the last: 1. "Find cybersecurity companies in the US with 100-500 employees" 2. "Filter that to just companies with 20%+ headcount growth" 3. "Now find the CISO or VP of Security at each of those" 4. "Enrich the top 10 contacts and show me their accuracy scores" 5. "Export the ones with accuracy scores above 85 as a spreadsheet" 6. "Draft a personalized email for the top 3" **Use batch operations.** Enrich Companies and Enrich Contacts both support batches of up to 10 per call. Give Claude a list instead of asking one at a time. **Ask for recommendations over searches when possible.** If your ZoomInfo account has usage history, Contact Recommendations is often more valuable than a raw search. It uses your past engagement patterns to surface contacts you're statistically more likely to convert. **Layer intent signals on firmographic searches.** Use Search Intent to find companies actively researching your category, then filter by firmographic fit. Accounts that match your ICP and are actively in-market convert at higher rates. **Combine ZoomInfo data with web search.** Claude also has web search capabilities. You can combine ZoomInfo's structured data with real-time web intelligence: **Example: Combined Workflow** ``` Enrich Anthropic from ZoomInfo, then search the web for any recent product announcements or funding news from the last 30 days. Compile it all into a pre-call brief. ``` ## Example: Full List Building Session Here's what a real list building session looks like, end to end: **Define your target list** **You:** "I sell data integration tools to mid-market companies. Find 20 companies in the data engineering space with 200-1,000 employees that use Snowflake." *Claude runs Lookup for industries, employee ranges, and Snowflake as a tech product. Runs Search Companies with all filters applied. Returns 20 companies with names, employee counts, revenue, and locations.* **Visualize the results** **You:** "Great. Show that as a sortable table and add their 1-year growth rate." *Claude generates a React artifact with an interactive table. Columns: company name, industry, employees, revenue, location, growth rate. All sortable.* **Find your buyers** **You:** "Love it. Now find the VP of Data Engineering or Head of Data Infrastructure at the top 10 by growth rate." *Claude runs Contact Searches across 10 companies, filtering for relevant titles and management levels. Returns contact names, titles, emails, and accuracy scores.* **Enrich and activate** **You:** "Enrich the top 5 by accuracy score and draft a personalized outreach email for each." *Claude runs batch Enrich Contacts. Then generates 5 personalized emails using the message compose tool, each referencing the contact's company context, tech stack, and growth trajectory.* **Export for your stack** **You:** "Export all the contacts as a spreadsheet I can upload to my outreach tool." *Claude generates a .xlsx file with all contact details, ready for download.* That entire workflow, which would traditionally involve 30-60 minutes of clicking between ZoomInfo, a spreadsheet, and an email drafting tool, takes a few minutes of conversation. ## Getting Started **Check your requirements** You need a ZoomInfo subscription with bulk data credits and your own ZoomInfo login. See the full [requirements](/docs/mcp/getting-started). **Connect ZoomInfo MCP in Claude** Go to **Settings → Connectors** in Claude, find ZoomInfo, and authenticate with your credentials. The [Claude setup guide](/docs/mcp/clients/claude) has the full walkthrough. **Start prompting** Use any of the workflows described above. No API keys to manage, no code to write. Describe the list building task in natural language. Claude figures out which tools to call, in what order, and how to combine the results. > **Building in code?** > > This guide covers the conversational path. To build audiences programmatically, see [Building Audiences with the GTM Studio API](/guides/gtm-studio-audiences-api): create durable audiences, ground each row in ZoomInfo's identity graph, add AI research columns, and enrich at scale from your own application or an agent. ## Takeaways ZoomInfo's MCP integration turns Claude into a full list building workstation. The available tools cover the entire lifecycle: account identification, intent-based prioritization, contact discovery, enrichment, and personalized outreach. Combined with Claude's native ability to generate interactive tables, spreadsheets, email drafts, and research documents, you get a workflow that's faster, more flexible, and more intelligent than switching between point solutions. The biggest mental shift: stop thinking about which buttons to click and start thinking about what outcomes you want. Describe the end state, and let Claude figure out the steps. ================================================================================ # How to Build Your Own App on the ZoomInfo MCP > Build a custom agent or integration on ZoomInfo's hosted MCP server: register an app for credentials, authenticate, connect a client, and call the tools. Covers app creation in the Developer Portal or the ZoomInfo app's API/MCP tab. **Date:** 2026-06-11 **Source:** https://gtm.ai/guides/how-to-build-a-custom-mcp-app --- ZoomInfo's hosted MCP server lives at `https://mcp.zoominfo.com/mcp`. Off-the-shelf clients like Claude and ChatGPT connect to it in a few clicks. When you build your own agent or integration, you connect to the same server, but first you register an application to get the credentials your code authenticates with. This guide takes you from registering that app through calling your first tool. > **Not building your own app?** > > If you just want to use ZoomInfo inside another app, you don't need a custom app. Claude, ChatGPT, Claude Code, and Codex connect through a [listing or plugin](/docs/mcp/clients), and any other MCP-capable app connects by [adding the server as a custom connector](/docs/mcp/clients/custom). This guide is for building your own. ## Before You Start You need a ZoomInfo account with API access. Where you register your app depends on your package. Existing ZoomInfo customers use the Developer Portal, which a ZoomInfo admin enables by assigning the DevPortal subscription (Admin Portal → User Management → Users). If you signed up through gtm.ai, you use the API/MCP tab in the ZoomInfo app instead. Both produce the same thing: an app with a client ID and a client secret. ## Server Details | Property | Value | |---|---| | **MCP Server URL** | `https://mcp.zoominfo.com/mcp` | | **Protocol** | Model Context Protocol (MCP) | | **Architecture** | Stateless | | **Auth** | OAuth 2.0: user sign-in (Authorization Code with PKCE) or service account (Client Credentials) | | **Rate limit** | 25 requests per second | ## Create Your App Register an app in whichever place your account exposes: the Developer Portal for existing ZoomInfo customers, or the API/MCP tab in the ZoomInfo app. The steps are the same. **Open the app area** In the Developer Portal, go to [developer.zoominfo.com](https://developer.zoominfo.com) and sign in. In the ZoomInfo app, open the API/MCP tab in the left navigation. **Create the app** Click **Create App** and give it a descriptive name. Users see this name on the consent screen when they sign in. In the Developer Portal, select **MCP App** rather than API App. MCP Apps come pre-configured for the Authorization Code flow that MCP clients use, with the data scopes assigned automatically, so there is no scope-selection step. **Set redirect URIs** Add the sign-in redirect URIs your client uses to receive the authorization code. For local development this is typically `http://localhost:8080/callback`. Register your production callback URL too. You can add several to one app. **Create and copy credentials** Click **Create**. Internal-use apps are approved immediately. Open the app and copy your **Client ID** and **Client Secret**. Treat the secret like a password: store it in a secrets manager or the OS keychain, and never commit it to source control. Building for users outside your own organization is a Partner app. It uses the user sign-in flow and goes through a ZoomInfo review before it can ship. See the [Partner App process](https://docs.zoominfo.com/docs/app-creation-developer-portal-guide#submitting-a-partner-app) for details. ## Authentication Pick your flow first. ZoomInfo offers user sign-in, where each person logs in with their own account, and a service account, where the app authenticates once for everyone. For almost any agent, use user sign-in. It adds answers tailored to the signed-in user (their meetings, renewals, and accounts) on top of ZoomInfo's company-level intelligence. See [User Sign-In vs Service Account](/guides/oauth-vs-client-credentials-zoominfo-mcp) for the full comparison and when each fits. User sign-in uses the Authorization Code flow with PKCE. The flow your client implements: 1. Generate a PKCE code verifier and challenge. 2. Open the ZoomInfo authorization URL in the user's browser, passing your `client_id`, redirect URI, requested scopes, and the PKCE challenge. 3. The user signs in and approves the requested scopes. 4. ZoomInfo redirects to your callback URL with an authorization code. 5. Your client exchanges the code (plus the PKCE verifier and `client_secret`) at the token endpoint for an access token and refresh token. 6. Use the access token in the `Authorization: Bearer ` header on requests to `https://mcp.zoominfo.com/mcp`. 7. When the access token expires, use the refresh token to get a new one without prompting the user again. Detailed endpoint references and example requests live in the API auth docs: [Authorization Code Flow with PKCE](https://docs.zoominfo.com/docs/authorization-code-flow-with-pkce) and [Refresh Token Flow](https://docs.zoominfo.com/docs/refresh-token-flow). > **Quick testing without building the flow** > > Skip the OAuth handshake while you're prototyping. The DevPortal can mint a short-lived bearer token directly from the app detail page (look for **Generate Bearer Token**). It expires fast. Tokens minted this way consume real credits and count against rate limits. ## Connect Your Client Most MCP clients accept a server URL plus an OAuth configuration. The exact shape varies by client; the example below is the minimum config form, and your client library wraps the OAuth handshake described above. ```json { "mcpServers": { "zoominfo": { "url": "https://mcp.zoominfo.com/mcp", "auth": { "type": "oauth2", "clientId": "", "clientSecret": "", "redirectUri": "http://localhost:8080/callback" } } } } ``` On first connection, the client calls `tools/list` to fetch the active set of tools and their schemas. This happens at the start of every session, so your client always sees the latest definitions without versioning overhead. ## Tool Discovery `tools/list` returns every tool the authenticated user has access to. Each definition includes: - **Name:** the identifier passed to `tools/call`. - **Description:** written for LLM routing. It states when to use the tool and what inputs it expects. - **Input schema:** JSON Schema describing required and optional parameters. ```json // Example: tools/list response (abbreviated) { "tools": [ { "name": "lookup", "description": "Reference data for valid search filter values...", "inputSchema": { "type": "object", "properties": { "fieldName": { "type": "string", "description": "Field to lookup (e.g., management-levels, industries)" } }, "required": ["fieldName"] } } ] } ``` ## Calling a Tool Use `tools/call` with the tool name and arguments: ```json { "method": "tools/call", "params": { "name": "search_companies", "arguments": { "industryId": "6374", "employeeCount": { "min": 100, "max": 1000 }, "location": "United States" } } } ``` ## Error Handling ZoomInfo returns standard HTTP status codes. Common ones: | Code | Cause | Resolution | |---|---|---| | `401` | Invalid or expired access token | Refresh the token, or restart the OAuth flow if the refresh token is also expired | | `403` | Insufficient entitlements | Check the user's package and bulk credit availability | | `429` | Rate limit exceeded | Back off and retry | Full error reference: [ZoomInfo API documentation](https://docs.zoominfo.com/reference/api-overview). ## Context Management Direct tools (Search, Enrich, Lookup) return data straight into the calling LLM's context window. Cap batch sizes to fit your model's window. Research tools (Account Research, Contact Research) run a sub-agent layer that synthesizes large payloads before returning a focused summary. This keeps the calling context manageable even for deep account work. ## What's Next For the full ZoomInfo API and data schema reference, see the [ZoomInfo API reference](https://docs.zoominfo.com/reference/api-overview). For the list of tools your app can call, see the [MCP Tools documentation](/docs/mcp/tools). To work with ZoomInfo over the REST API instead of MCP, see [Building Audiences with the GTM Studio API](/guides/gtm-studio-audiences-api). If you're still weighing your options, [CLI, MCP, or API](/guides/cli-mcp-or-api-zoominfo) covers the decision across all three. ================================================================================ # How to Connect ZoomInfo to Claude Code > Install the ZoomInfo plugin in Claude Code to get the hosted MCP server plus our GTM skills in one command, then authenticate over OAuth. Or add just the MCP server by hand. **Date:** 2026-04-21 **Source:** https://gtm.ai/guides/how-to-connect-to-zoominfo-mcp-in-claude-code --- Claude Code is Anthropic's CLI coding agent. ZoomInfo ships as a plugin in Anthropic's official marketplace, so one command gives Claude Code the hosted ZoomInfo MCP server and our GTM skills together. These are the same tools that ship with Claude, ChatGPT, and Codex: search, enrichment, similar companies, intent, and research. The plugin adds the workflow skills that turn those tools into finished output, like account briefs, target lists, buying-committee maps, and lead scores. There are two ways in. Install the plugin and you get the tools and the skills at once, which is what most people want. Or add the bare MCP server with a single `claude mcp add` command if you only need the raw tools. Both connect to the same endpoint and authenticate the same way, over OAuth. There is no developer app to register and no client secret to paste; the sign-in happens in your browser. ## What You Need Before You Start **Claude Code installed.** If you don't have it yet, follow Anthropic's [install instructions](https://docs.anthropic.com/en/docs/claude-code/overview). Any recent version supports plugins and MCP. **A ZoomInfo subscription with bulk data credits.** Any ZoomInfo package qualifies, but your account must have bulk data credits enabled. Recurring monthly credits are not supported by MCP. Check with your ZoomInfo admin if you're unsure. See the full [requirements](/docs/mcp/getting-started). ## Install the Plugin The ZoomInfo plugin bundles two things: the hosted MCP server at `https://mcp.zoominfo.com/mcp`, and a set of skills that tell Claude Code how to chain the underlying tools into a result. Install once and both arrive. The plugin lives in Anthropic's official marketplace, which Claude Code already knows about, so there is no marketplace to add first. ```bash claude plugin install zoominfo@claude-plugins-official ``` Now connect and sign in. Inside a Claude Code session, run: ``` /mcp ``` Pick `zoominfo`, choose **Authenticate**, and Claude Code opens your browser to the ZoomInfo login. Sign in with your normal credentials or SSO. When the browser hands you back, the `zoominfo` server shows as connected and every tool and skill is live. ### What the Plugin Adds The skills are the reason to install the plugin rather than just the raw server. Each one is a prewritten workflow Claude Code loads when the task matches. A sample: | Skill | What it does | |---|---| | [Account Research](/marketplace/gtm-skills/zoominfo-account-research) | A full intelligence brief on a target account, framed by the decision you're prepping for | | [Build List](/marketplace/gtm-skills/zoominfo-build-list) | Targeted account or contact lists from natural-language criteria | | [Buying Committee](/marketplace/gtm-skills/zoominfo-buying-committee) | Maps decision-makers, influencers, and coverage gaps at an account | | [Score Accounts](/marketplace/gtm-skills/zoominfo-score-accounts) / [Score Leads](/marketplace/gtm-skills/zoominfo-score-leads) | Prioritizes accounts and inbound leads with explainable scoring | | [Meeting Prep](/marketplace/gtm-skills/zoominfo-meeting-prep) | Account, attendee, and talking-point context for an upcoming call | | [Find Similar](/marketplace/gtm-skills/zoominfo-find-similar) | Lookalike companies or contacts from a reference account or person | | [Enrich Company](/marketplace/gtm-skills/zoominfo-enrich-company) / [Enrich Contact](/marketplace/gtm-skills/zoominfo-enrich-contact) | Firmographics, financials, contact data, and accuracy signals | | [Personalize Email](/marketplace/gtm-skills/zoominfo-personalize-email) | Outreach grounded in intent and trigger signals | | [TAM Sizer](/marketplace/gtm-skills/zoominfo-tam-sizer) | Market or territory sizing plus a reusable ICP filter set | | [Competitor Analysis](/marketplace/gtm-skills/zoominfo-competitor-analysis) / [Tech Stack Snapshot](/marketplace/gtm-skills/zoominfo-tech-stack-snapshot) | Fact-led competitor briefs and detected-technology summaries | | [Recommend Contacts](/marketplace/gtm-skills/zoominfo-recommend-contacts) | AI-ranked contact recommendations at a target company | Each links to its marketplace page with what it returns. The full set spans research, deal execution, account monitoring, and post-sale workflows; browse it in the [marketplace](/marketplace). To run one explicitly, type its slash command, like `/build-list` or `/account-research`. Otherwise describe the outcome and Claude Code selects the skill that fits. ## Verifying the Connection Works Try a question that needs ZoomInfo data: ``` How many employees does Snowflake have? ``` or: ``` Look up the CEO of Datadog. ``` If the connector is healthy, Claude Code calls the matching ZoomInfo tool and returns live data. You'll see the tool invocation and arguments inline. For a chained smoke test: ``` Find 5 cybersecurity companies in New York with 200-500 employees, then find the VP of Engineering at each. ``` That exercises Lookup, Search Companies, and Search Contacts in sequence. To confirm a skill loads, run one directly: ``` /build-list software companies in the UK with 200-500 employees that use Salesforce ``` Claude Code should pick up the Build List skill and return a structured, exportable list rather than a raw tool dump. **Next - run your first session.** Paste this into a new Claude Code session to kick off your first real run. It orients from your GTM context and only runs after you approve: ## Working With Tools and Skills in Claude Code Claude Code selects tools and skills the way the other MCP clients do: it reads the descriptions and picks what fits your request. You don't need to name anything. A few things help in the CLI context. Run `/mcp` any time as your status panel. It shows which servers are connected, which tools are exposed, and the current auth state. That makes it the fastest way to debug a broken connection. Direct tools like Search, Enrich, and Lookup return data straight into Claude Code's context window. Large result sets eat that context quickly, so narrow your filters before searching across thousands of records. Research tools and skills behave differently. Account Research and Contact Research run sub-agents that synthesize large payloads before returning a summary. They cost more credits per call but keep your context manageable. Bulk credits work the same as everywhere else. Each enrichment record consumed counts against them, no matter which client made the call. ## Add the MCP Server by Hand If you only want the raw tools without the skills, register the server directly: ```bash claude mcp add --transport http zoominfo https://mcp.zoominfo.com/mcp ``` Then run `/mcp`, pick `zoominfo`, and authenticate the same way. You get every tool, just not the prewritten skills. A couple of notes: `--transport http` selects HTTP transport, since ZoomInfo's MCP server does not use stdio, and `zoominfo` is the local name Claude Code uses for the server. Pick another name if you prefer. ## Troubleshooting **`claude plugin install` can't find the plugin.** Update Claude Code to a recent version. Older builds predate plugin support and the official marketplace. Once you're current, `claude-plugins-official` is available without adding a marketplace first. **`/mcp` lists `zoominfo` but it won't authenticate.** Re-run `/mcp`, select the server, and trigger Authenticate again. The browser handles the OAuth handshake. If it never opened, check that nothing is blocking your default browser from launching. **Claude Code doesn't see any ZoomInfo tools.** Run `/mcp` and confirm `zoominfo` shows as connected. If it's listed with an auth error, re-run the slash command to re-trigger the OAuth flow. **The connection stops working after a few hours.** Your ZoomInfo session may have expired. Run `/mcp` to refresh tokens. **Credit errors on enrichment or research calls.** MCP requires bulk data credits. Confirm with your ZoomInfo admin that your account has bulk credits enabled, not recurring monthly credits. ## What's Next With ZoomInfo wired into Claude Code, you can pull account lists, enrich contacts, and prep deals in the same session you're writing code. For a deeper walkthrough of list building, see [How to Build Company & Contact Lists Inside Claude](/guides/how-to-audience-building-in-claude). For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). For the same setup in OpenAI's coding agent, see [How to Add ZoomInfo to Codex](/guides/how-to-connect-to-zoominfo-mcp-in-codex). To script the same data from your shell instead of an agent, see the [GTM CLI](/guides/gtm-ai-cli-getting-started). ================================================================================ # How to Connect ZoomInfo to Claude Using MCP > Step-by-step setup guide for connecting ZoomInfo's MCP integration to Claude. Covers authentication, verification, and troubleshooting. **Date:** 2025-02-24 **Source:** https://gtm.ai/guides/how-to-connect-to-zoominfo-mcp-in-claude --- ZoomInfo is available as a native MCP connector inside Claude. Once connected, you can search ZoomInfo's database, enrich companies and contacts, find lookalike accounts, and get AI-powered contact recommendations, all through natural language conversation. No API keys, no code, no browser extensions. This guide walks through setup, what you get once connected, and how to verify everything is working. ## What You Need Before You Start **A ZoomInfo subscription with bulk data credits.** Any ZoomInfo package qualifies (Sales, Copilot, Studio, or ZI Lite), but your account must have bulk data credits enabled. MCP does not work with recurring monthly credits. Check with your ZoomInfo admin if you're unsure. See the full [requirements](/docs/mcp/getting-started). **Your own ZoomInfo login.** Each user authenticates individually. Admin-only seats (which have no data access by design) cannot use MCP. The data you can access through Claude matches your ZoomInfo entitlements, so if your seat includes contact emails and direct dials, those will be available in Claude too. **Claude with MCP support.** Claude needs to support connectors for this integration. See the [Claude client setup guide](/docs/mcp/clients/claude) for specifics. ## Step-by-Step Setup ### 1. Open Claude Settings Go to **Settings → Connectors** in Claude Desktop. ### 2. Find and Enable ZoomInfo Search for ZoomInfo in the connector marketplace and select it. ZoomInfo is listed as a native integration. ### 3. Authenticate Claude will redirect you to ZoomInfo's authentication flow. Sign in with your ZoomInfo credentials and authorize the connection. This is a standard OAuth handshake granting Claude permission to make API calls to ZoomInfo on your behalf. ### 4. Confirm the Connection Start a new chat and ask: *"What ZoomInfo tools do you have access to?"* Claude will list all available tools. If they appear, setup is complete. For the full walkthrough with screenshots and troubleshooting, see the [Claude client setup guide](/docs/mcp/clients/claude). ## What You Get Once Connected With the ZoomInfo connector active, Claude gains access to a suite of tools that cover the full list building, research, and intent data lifecycle. Here's what each one does and when Claude uses it. ### Lookup Retrieves standardized reference values from ZoomInfo's taxonomy. This includes management levels (VP, Director, C-Suite), metro regions, industries, employee count ranges, revenue ranges, job functions, departments, technology vendors and products, and more. You'll never need to call this directly. Claude uses it behind the scenes to translate your natural language requests into exact ZoomInfo filter values. When you say "mid-market SaaS companies in Boston," Claude looks up the right metro region name, industry codes, and employee count ranges before running your search. Lookup covers management levels, metro regions, industries, employee counts, revenue ranges, job functions, departments, technology vendors and products, intent topics, buying groups, board members, news categories, company rankings, and more. ### Search Companies Finds companies matching firmographic criteria. Filters include industry, location, employee count, revenue, growth rate, funding history, technology stack, company type, and dozens more. ### Search Contacts Finds individual professionals by name, title, company, seniority, department, location, education, and other attributes. This is the core list building tool. ### Enrich Companies Takes a company you already know (by name, domain, ticker, or ZoomInfo ID) and returns a full profile: business description, financials, employee count, tech stack, corporate hierarchy, funding history, and headquarters information. Supports batch enrichment of up to 10 companies per call. ### Enrich Contacts Takes a contact you already know (by email, name + company, phone, or ZoomInfo ID) and returns their full professional profile including job title, company details, contact information, accuracy scores, and employment history. Also supports batches of up to 10. ### Find Similar Companies Provide a reference company and get back up to 100 lookalike companies, ranked by a machine learning model that analyzes industry, revenue, employee count, and other firmographic signals. This is how you expand from a successful account into a target list of similar ones. ### Find Similar Contacts Provide a reference person and get back contacts with similar professional profiles. You can optionally constrain results to a specific target company, which is useful for finding the right stakeholders at a new account based on a buyer persona you already know. ### Contact Recommendations Returns AI-ranked recommendations of who to contact at a target company based on your ZoomInfo usage history. Supports three modes: prospecting (based on your past views, exports, and copies), deal acceleration (based on closed-won CRM contacts for new business), and renewal and growth (based on closed-won contacts for expansion). ### Account Research A high-level research tool that combines ZoomInfo market data with your CRM and conversation history to answer natural language questions about a company. Ask "What's going on with this account?" or "Prepare me for a meeting with their VP of Engineering" and Claude synthesizes company context, relationship status, deal history, and recent developments into a briefing. Best for call prep, deal reviews, and general account orientation. ### Contact Research The person-level equivalent of Account Research. Give Claude a contact and ask about their background, role, career history, or your relationship with them. Claude combines ZoomInfo profile data with CRM history to produce meeting prep, outreach planning context, or general orientation on who someone is and why they matter to your deal. ### Search Intent Finds companies showing buying intent for specific topics across ZoomInfo's intent signal database. Each signal includes a score (60-100) indicating interest level and an audience strength rating (A through E) showing how many people at the company are researching the topic. Combine intent signals with firmographic filters to build audiences of companies actively researching your category. ### Enrich Company Signals Fetches recent signals for one or more companies you already know (up to 10 per call): the intent topics they are researching, news coverage, and business-event scoops, returned together in a single call. Use it to prioritize outreach timing, check whether a target account is actively in-market, or get a fast read on what is happening at an account. ### Submit Feedback A utility tool for sending feedback to ZoomInfo about data quality, feature requests, or access issues directly from within Claude. ## Verifying the Connection Works The simplest way to confirm everything is working: ask Claude a question that requires ZoomInfo data. Try something like: ``` How many employees does Snowflake have? ``` or ``` Look up the CEO of Datadog ``` If the connector is working, Claude will call the appropriate ZoomInfo tool and return live data. You'll see the tool being invoked in the conversation. If something isn't connected properly, Claude will let you know it can't access ZoomInfo and you can revisit the connector settings. For a more thorough test, try a multi-step request: **Multi-step test** ``` Find 5 cybersecurity companies in New York with 200-500 employees, then find the VP of Engineering at each one. ``` This exercises Lookup, Search Companies, and Search Contacts in sequence. All three returning results confirms the connection. To test intent data, try: ``` Are any companies showing buying intent for "Data Integration" with a signal score above 80? ``` This exercises Lookup (to resolve the intent topic) and Search Intent. Signal scores and audience strength ratings in the results confirm your intent data access is working. **Next - run your first session.** Ready to run something real? Paste this into a new Claude chat. It orients from your GTM context and only runs after you approve: ## How Authentication and Permissions Work A few things worth knowing about the security model: **Your ZoomInfo entitlements carry over.** Claude can only access data that your ZoomInfo account is entitled to. If your seat doesn't include direct dial phone numbers, Claude won't be able to surface them either. The connector doesn't grant any additional data access beyond what you already have. **The connection persists across sessions.** Once you authenticate, you don't need to re-authenticate every time you start a new conversation. The connector stays active until you explicitly disconnect it. **You can disconnect at any time.** If you want to revoke Claude's access to ZoomInfo, go back to the connectors store and disable the integration. This immediately terminates the connection. ## Tips for Getting the Most Out of the Integration **You don't need to know ZoomInfo's filter taxonomy.** Describe what you want in plain language. "Series B fintech companies in the Southeast with fast headcount growth" is a perfectly good prompt. Claude handles the translation into ZoomInfo's internal field values. **Chain your requests in a single conversation.** Claude maintains context across messages. Start with a company search, narrow it down, pivot to contacts, enrich the best ones, and draft outreach, all in one thread. Each step builds on the last. **Combine ZoomInfo with Claude's other capabilities.** The ZoomInfo connector is one of several tools Claude can access simultaneously. Combine ZoomInfo data with web search for recent news, use artifacts to build interactive comparison tables, export results as spreadsheets, or draft personalized emails. All within the same conversation. **Use intent data to time your outreach.** Search Intent and Enrich Company Signals let you identify accounts actively researching your category. Layer intent signals on top of firmographic searches to prioritize accounts that are both a good fit and actively in-market. **Use batch operations for efficiency.** Both enrichment tools support up to 10 records per call. Instead of asking Claude to enrich contacts one at a time, give it a list. ## Troubleshooting **"I asked a ZoomInfo question but Claude didn't use the tool."** Make sure the connector shows as active in your settings. If it was recently enabled, try refreshing the page or starting a new conversation. **"Claude says it can't find any results."** This usually means the search criteria are too narrow. Try broadening your filters. For example, expand the employee count range or remove one of the location constraints. Claude will tell you what filters it applied, so you can see what to adjust. **"I'm getting fewer fields than expected."** The fields returned depend on your ZoomInfo subscription tier. If you're missing contact emails or phone numbers, check with your ZoomInfo admin to confirm your entitlements include those data points. **"The connection stopped working."** Your ZoomInfo session token may have expired. Disconnect and reconnect the integration from the connectors store to re-authenticate. ## What's Next Start with a real task you'd normally do in ZoomInfo's UI. Build an account list, research a company before a call, or find contacts at a target account. Same data, accessed conversationally. For a deeper walkthrough of specific workflows, see our guide on [How to Build Company & Contact Lists Inside Claude with ZoomInfo's MCP](/guides/how-to-audience-building-in-claude). For the full tool reference, see the [MCP Tools documentation](/docs/mcp/tools). ================================================================================ # MCP or API: Choosing How to Connect ZoomInfo to Your Stack > ZoomInfo exposes the same data through a hosted MCP server and a REST API. MCP puts that data inside an AI tool a person is already using. The API puts it inside code you write. How to choose, what each costs, and why most teams run both. **Date:** 2026-07-30 **Source:** https://gtm.ai/guides/mcp-vs-api-zoominfo-integration --- The question comes up the first time someone hears the word MCP: does this replace the API we already planned to build? It does not. Both reach the same records, through the same entitlement checks, drawing on the same credit pool. What separates them is who does the asking. MCP is asked by a person, in a sentence, inside an AI tool they already have open. The API is called by code you write and deploy. That difference decides almost everything else: setup time, output shape, who on your team owns it, and what it can do at volume. ## The Short Version Use MCP when a human is in the loop and the answer changes depending on who's asking. A seller researching an account before a call, an AE mapping a buying committee, a marketer sizing a segment: all MCP. Use the API when a system is in the loop and the output feeds something else. Nightly CRM enrichment, a lead-routing service, an agent pipeline your engineers maintain: all API. Most enterprise teams end up with both. They serve different people. ## What MCP Actually Is MCP stands for Model Context Protocol. Anthropic created it and published it as an open standard, and it is not a ZoomInfo product name. Any vendor can run an MCP server, and any AI client can connect to one. Slack, Zoom, and hundreds of other tools already do. The protocol solves a wiring problem. Before it existed, connecting an AI model to five systems meant five custom integrations, each written to a different spec. MCP replaces that with one interface: the client connects, asks the server what it can do, and the server answers with a list of tools it exposes. That last part matters more than it sounds, and it's the real line between MCP and a REST API. With an API, a developer reads the docs and builds to a fixed spec. With MCP, the model reads the tool list at the start of every session and picks what to call based on the question in front of it. When ZoomInfo adds a tool, it shows up in that list automatically. Nobody redeploys anything. ## Three Surfaces, One Dataset Before comparing MCP and the API, it helps to separate them from ZoomInfo Copilot, which is where the confusion usually starts. - **ZoomInfo Copilot** is the AI experience built into the ZoomInfo platform. Nothing to connect, nothing to configure. You log in and it's there. - **ZoomInfo MCP** is a hosted server at `https://mcp.zoominfo.com/mcp`. It lets an external AI tool query ZoomInfo in natural language. Every supported client connects to that one endpoint, listed in the [connector catalog](/catalog). - **The REST API** is a set of HTTP endpoints your developers call directly, documented at [docs.zoominfo.com](https://docs.zoominfo.com/docs). All three read from the same graph. Copilot and MCP are optional layers on top, and a customer running Copilot today can add either without changing anything about their existing setup. ## How MCP and the API Differ | | MCP | REST API | |---|---|---| | Who calls it | A person, in natural language, through an AI client | Code your team writes | | Who picks the data | The model, from the tool list it reads each session | The developer, at the time they write the call | | Setup | Connect your ZoomInfo account in the AI tool's connector settings | Register an app, implement OAuth, build and deploy the integration | | Access requirement | Any ZoomInfo subscription with bulk data credits enabled | ZoomInfo account with API access, which an admin assigns via the DevPortal subscription | | Output | Conversational, with the model choosing which tool to call | Deterministic JSON against a fixed schema | | New capabilities | Appear in the next session with no work on your side | Require reading the docs and shipping a change | | Direction | Read-only | Reads from ZoomInfo, writes into your destination system | | Volume | Interactive, up to 25 records per enrichment call | Batch and pipeline scale | | Time to first result | Minutes | A developer sprint | | Who owns it | The individual user | Engineering or RevOps | ## When MCP Is the Right Call MCP earns its place wherever the request is personal. "Research the accounts I'm meeting with this week" resolves against that rep's calendar. "Show me my renewals and what those accounts said on recent calls" resolves against their book of business. Each user authenticates with their own ZoomInfo login, so the server can answer questions that contain the word *my*. See [User Sign-In vs Service Account](/guides/oauth-vs-client-credentials-zoominfo-mcp) for how that authentication model works. The setup cost is close to zero. A rep connects ZoomInfo in their AI tool's settings and asks a question, with no developer and no deployment in between. That's why MCP tends to reach a team faster than an API project does. It also makes a reasonable first step while a longer integration is still being scoped. The [Getting Started](/docs/mcp/getting-started) doc covers requirements, and [Clients](/docs/mcp/clients) has setup steps for each supported tool. ## When the API Is the Right Call The API wins on volume and write access. A nightly job enriching new CRM records has no person in the loop and no reason to phrase anything in English. Neither does a scoring service that needs the same field, in the same shape, on every call. Determinism is the point there, and a model choosing its own tools works against it. Three requirements point at the API specifically: 1. **Data has to land somewhere.** MCP is read-only, so anything involving CRM write-back or a warehouse sync is an API job. 2. **Volume exceeds interactive use.** Enrichment through MCP processes up to 25 records per call, which is right for a conversation and wrong for a backlog of 40,000 accounts. 3. **The output feeds another system.** Agents, pipelines, and internal apps need a fixed schema they can parse, not prose. [Building Audiences with the GTM Studio API](/guides/gtm-studio-audiences-api) is a worked example. If you want a custom app on the MCP server instead of the REST endpoints, [How to Build Your Own App](/guides/how-to-build-a-custom-mcp-app) covers app registration and both OAuth flows. ## What Each One Costs Both draw on the same pool, so running both does not mean paying twice. Neither carries a separate fee. MCP is included with all ZoomInfo subscriptions. API access is included as well, gated by entitlement rather than by price, since an admin assigns the DevPortal subscription that turns it on. What each consumes is your existing credit allocation: bulk data credits for enrichment, AI action credits for the research agents, and nothing at all for search, lookup, and find-similar. The [Tools overview](/docs/mcp/tools) lists the credit type for every tool, free, bulk, or AI action. > **MCP requires bulk data credits** > > MCP does not work with recurring monthly credits. That one gap causes most failed first connections. To see what an account holds, open **Admin Portal → Usage → Data Credit Dashboard**; if no bulk credits appear there, a ZoomInfo admin or your account team enables them. One more toggle matters. **API Access**, set per user under **Admin Portal → Users → User Management**, is what governs MCP connectivity. See [Credits & Billing](/docs/mcp/credits) for the full credit model and [Security & Data](/docs/mcp/security) for that toggle. Records Under Management is what keeps the math honest across surfaces. Once a record is enriched anywhere in the platform, it stays under management for 12 months at the organization level, and no further credit is charged for it in that window. Enrich an account through the API on Monday and pull it up in Claude on Friday, and you paid once. ## Check These Before You Connect Three things decide whether an MCP connection works on the first try. - The AI tool has to support MCP. The [connector catalog](/catalog) lists what connects today. Some tools require a paid tier or admin approval before connectors appear. - Every user signs in with their own ZoomInfo credentials. Admin-only seats have no data access by design and cannot connect. - It is read-only. Bulk exports, CRM write-back, and batch enrichment pipelines belong on the API. ## Choosing Answer two questions and the decision makes itself. Is a person asking, in the moment, about their own accounts? MCP. Is a system asking, on a schedule, on behalf of the whole company? API. If the honest answer is both, run both. A rep gets ZoomInfo inside Claude this afternoon while engineering scopes the pipeline that will run next quarter. Neither one waits on the other, and the credits they consume land in the same place. ================================================================================ # Model Choice for GTM AI: What Actually Matters > A research-backed guide to AI model selection for go-to-market teams. Covers the latest frontier models, benchmark data, the commoditization thesis, and a practical framework for choosing the right model for each GTM workflow. **Date:** 2026-03-20 **Source:** https://gtm.ai/guides/model-choice-for-gtm-ai --- When a new model drops, the discourse follows a predictable pattern. Benchmark tables. Head-to-head comparisons. Blog posts declaring a new winner. For teams building GTM AI workflows, the question is more practical: does model choice actually matter for the outcomes you care about? The short answer is layered: **model choice matters less than context quality, matters somewhat for specific task categories, and is converging fast across the frontier.** The longer answer requires understanding benchmark data, where real differences persist, and how routing decisions affect your costs and outputs. This guide covers the current frontier model field, what the research says about benchmark convergence, where model differentiation persists, and a practical framework for GTM model selection. ## The Current Frontier Models As of March 2026, every major AI provider has at least one model capable of handling every standard GTM task at high quality. The deciding factors are cost, context window, and performance on your specific task profile. ### OpenAI **GPT-5.4 (xhigh)** is OpenAI's most capable model as of March 2026. Released March 5, it features a 1.1 million token context window. Artificial Analysis Intelligence Index score: 57 (vs. median 31 for comparable models). GPQA Diamond: ~97%. Pricing: $2.50/1M input, $15.00/1M output. **GPT-5**, released August 2025, operates at $1.25/1M input and $10.00/1M output with a 400K token context window. SWE-bench Verified coding score of 74.9%. Positioned as the general-purpose flagship for most professional use cases. **GPT-4.1**, released April 2025, is OpenAI's workhorse: $2.00/1M input, $8.00/1M output, 1 million token context window. Stronger instruction-following and coding than GPT-4o, at a lower price. The recommended default for high-volume professional tasks. **o3 and o4-mini** are OpenAI's reasoning model line. o3 at $2.00/$8.00 targets complex multi-step reasoning. o4-mini at $1.10/$4.40 delivers strong coding and math performance at the budget tier. o1 (the original reasoning model at $15.00/$60.00) has largely been supplanted; o3 offers comparable reasoning at 87% lower cost. **GPT-4o mini** remains in production at $0.15/$0.60, the default for high-volume, lower-complexity tasks where cost efficiency is the primary constraint. ### Anthropic **Claude Opus 4.6**, released February 5, 2026, is Anthropic's flagship. GPQA Diamond: ~95%. ARC-AGI-2: 68.8%. As of [March 13, 2026](https://claude.com/blog/1m-context-ga), the full 1M token context window is generally available at standard pricing: $5.00/$25.00 with no long-context premium. **Claude Sonnet 4.6**, released February 17, 2026, is Anthropic's mid-tier workhorse. Priced at $3.00/$15.00 across the full 1M context window with no surcharge. It scores 74.1% on GPQA Diamond and 79.6% on SWE-bench Verified, with a 27-point math benchmark jump over Sonnet 4.5. Strong computer use capabilities make it a fit for agentic GTM workflows. **Claude Haiku 4.5** covers the fast/cheap tier at $0.80/$4.00 with a 200K token context window. ### Google Google's Gemini line has delivered the most aggressive price-to-performance ratio across the frontier. **Gemini 3.1 Pro** (Preview, February 2026) offers a 1M context window at $2.00/$12.00 ($4.00/$18.00 above 200K tokens). It scores 94.3% on GPQA Diamond, 80.6% on SWE-bench Verified, and 77.1% on ARC-AGI-2. That ARC-AGI-2 score leads all models. Three configurable thinking levels (low, medium, high) let you balance speed against reasoning depth. **Gemini 3 Pro** (November 2025): Same pricing structure as 3.1 Pro. GPQA Diamond 91.9%, SWE-bench Verified 76.2%. Introduced configurable thinking levels. **Gemini 2.5 Flash**: 1M token context window at $0.30/$2.50. The price-performance standout for mid-tier GTM workflows, offering a 1M context window at a fraction of the cost of comparable options from other providers. **Gemini 2.5 Flash-Lite**: 1M token context window at $0.10/$0.40. The lowest-cost 1M context model available. ### Meta (Open Weight) **Llama 4 Scout** (April 2025) holds the largest context window of any released model: 10 million tokens. MoE architecture, 17B active parameters out of 109B total. Open weights mean zero per-token API fees. Organizations running their own inference pay only infrastructure costs. **Llama 4 Maverick** (April 2025): 1M token context window, 17B active / 400B total parameters MoE. Strong benchmark performance. Open weights. **Llama 4 Behemoth** (288B active / ~2T total parameters) remains in training as of March 2026. It has [not been publicly released](https://www.computerworld.com/article/3987990/meta-hits-pause-on-llama-4-behemoth-ai-model-amid-capability-concerns.html). Meta uses it as a teacher model for distilling Scout and Maverick. Llama 4 changed the open-source calculus significantly. Organizations with sufficient infrastructure can run frontier-class performance at zero marginal token cost. ### Mistral **Mistral Large 3** (December 2025): Sparse Mixture of Experts with 41B active parameters and 675B total. 256K context window at $0.50/$1.50. Open weights under Apache 2.0. **Mistral Small 4** (March 2026): 256K context window, 119B parameters, open-source. Hybrid model unifying instruct, reasoning, and coding with configurable reasoning depth. ### DeepSeek and Others **DeepSeek V3/R1** (January 2025) achieved GPT-4-class performance at $0.028/1M tokens, up to 27x cheaper than premium proprietary models. Open weights. Extended context up to 2M tokens. The release remains the most cited data point in the commoditization debate. DeepSeek V4 and R2 have been [announced](https://www.pymnts.com/artificial-intelligence-2/2026/deepseek-poised-to-unveil-latest-ai-model/) but remain unreleased as of March 2026. **Grok 4.1** from xAI: $0.20/$0.50 with a 2M token context window. Aggressive pricing in the low-cost frontier tier. --- ## The Benchmark Picture Benchmarks are how the industry measures model capability. Increasingly, they are an unreliable guide to real-world performance. Understanding why matters for model selection. ### The Saturation Problem The research community has documented benchmark saturation extensively. A February 2026 paper, ["When AI Benchmarks Plateau"](https://arxiv.org/abs/2602.16763), provides systematic analysis of the phenomenon. The data is striking. **Standard MMLU** (Massive Multitask Language Understanding): Top frontier models now consistently exceed 88% accuracy across 57 academic subject areas. The benchmark was designed to distinguish between models. It no longer can. The [Stanford AI Index 2025](https://aiindex.stanford.edu/report/) explicitly identified MMLU as unable to differentiate between leading models. **GSM8K** (grade school math): GPT-5.3 Codex scores 99%. Fully saturated. Useless for frontier comparison. **HumanEval** (coding): Many frontier models now exceed 87-90%. Approaching saturation. **Chatbot Arena Elo convergence:** The gap between top and 10th-ranked models fell from 11.9% to 5.4% in one year. Between the top two, it shrank from 4.9% to 0.7%. **Open-weight vs. proprietary:** The gap between the best open-weight and proprietary frontier models shrank from 8% to 1.7% on some benchmarks in one year. The response from the research community has been harder benchmarks: ### GPQA Diamond Graduate-Level Google-Proof Q&A. Expert-curated science questions designed to resist web search. Still differentiating frontier models as of early 2026, though the gap is closing fast. Top scores now cluster above 94%. ### ARC-AGI-2 Abstraction and Reasoning Corpus, second generation. Tests novel pattern recognition that resists LLM-specific tricks. Gemini 3.1 Pro leads at 77.1%. Designed to be genuinely hard for current architectures, with an average model score of just 40.2%. ### Humanity's Last Exam Designed as the hardest available benchmark when frontier models approached saturation on everything else. Spans obscure graduate-level knowledge across scientific, mathematical, and humanities disciplines. Top models still score below 50%. ### SWE-bench Verified Fix real GitHub issues in open-source repos. This provides far stronger signal on practical coding ability than HumanEval or similar synthetic tests. OpenAI has [flagged contamination concerns](https://www.swebench.com/). ### Current Benchmark Scores (March 2026) #### GPQA Diamond: Graduate-Level Reasoning | Model | Score | |---|---| | GPT-5.4 (xhigh) | ~97.0% | | Claude Opus 4.6 | ~95.0% | | GPT-5.2 | ~95.0% | | Gemini 3.1 Pro | 94.3% | | Gemini 3 Pro | 91.9% | | o3 | 87.7% | | o4-mini | 78.4% | | Claude Sonnet 4.6 | 74.1% | #### ARC-AGI-2: Novel Reasoning | Model | Score | |---|---| | Gemini 3.1 Pro | 77.1% | | Claude Opus 4.6 | 68.8% | | GPT-5.2 Pro | 54.2% | | Gemini 3 Pro | 45.1% | #### SWE-bench Verified: Real-World Coding | Model | Score | |---|---| | Claude Opus 4.5 | 80.9% | | Claude Opus 4.6 | 80.8% | | Gemini 3.1 Pro | 80.6% | | GPT-5.2 | 80.0% | | Claude Sonnet 4.6 | 79.6% | **What the benchmark data tells you:** On GPQA Diamond, the top five models cluster within three points of each other. On ARC-AGI-2 (the hardest general reasoning benchmark), Gemini 3.1 Pro outperforms third place by 23 points. Real performance differences exist. They surface on genuinely hard tasks. The tasks that make up most GTM AI workflows (generating emails, summarizing calls, researching accounts, scoring leads) show small performance differences between frontier models. Cost, context window, latency, and ecosystem fit are more decisive factors. --- ## The Commoditization Thesis The [OpenRouter and Andreessen Horowitz joint study](https://arxiv.org/abs/2601.10088), published January 2026, analyzed metadata from over 100 trillion tokens processed through OpenRouter's routing platform. It is the largest empirical study of AI model usage patterns to date. The findings are the strongest evidence yet for the commoditization thesis. **Market structure is fragmenting.** Early in the study period, two DeepSeek models accounted for over 50% of all open-source token usage. By late 2025, no single model held more than roughly 25%. Leadership rotated between Qwen, Kimi K2, GPT-OSS variants, and others. **Open-weight models grew from a small fraction to roughly one-third of total usage** by late 2025. Closed proprietary models no longer dominate the volume picture. **Reasoning models now represent over 50% of all token usage** (up from near-zero in early 2024). Model architecture, not provider brand, is the primary driver of adoption patterns. The [Stanford AI Index 2025](https://aiindex.stanford.edu/report/) frames the same trend: "Performance gaps are shrinking." The Elo gap between top and 10th models halved in one year. The a16z conclusion is blunter: "The AI model itself is no longer a defensible competitive advantage. The application layer, proprietary data, and user experience are the durable moats." ### Where Model Choice Still Matters The commoditization thesis holds that within a given price tier, the differences between models are often smaller than the differences attributable to context quality. There are genuine exceptions. **On genuinely hard reasoning tasks.** A 23-point spread on ARC-AGI-2 between first and third place represents a real capability difference. For GTM workflows involving complex multi-source synthesis or edge case analysis, flagship models produce meaningfully better outputs. **On production reliability.** Benchmark scores and production reliability can diverge. Models with similar scores may behave differently on specific domain knowledge or prompt structures. Empirical evaluation on your actual workload is the only reliable test. **On task-specific profiles.** The OpenRouter data shows that different models dominate different use case categories. Anthropic Claude handles over 80% of programming tasks routed through the platform. DeepSeek was historically dominant in casual interaction. These usage patterns reflect real performance differences for those specific use cases. **On context window economics.** Google's Gemini 2.5 Flash offers a 1M context window at $0.30/$2.50 per million tokens. Claude Sonnet 4.6 offers the same 1M window at $3.00/$15.00. That is a 10x cost difference, entirely attributable to model choice. --- ## A Practical Model Selection Framework for GTM Given the convergence of frontier model capabilities, the most useful selection framework organizes around task characteristics rather than provider loyalty. ### Task-Based Routing ### High-volume commodity tasks: Use the cheapest capable model **Task examples:** Lead deduplication, basic field extraction from CRM notes, response intent classification (interested / not interested / needs follow-up), subject line generation, simple data formatting. **Why cheap works:** These tasks require instruction following and basic reasoning. The performance difference between GPT-4o mini and Claude Opus 4.6 on "extract the company name and title from this business card scan" is negligible. **Recommended models:** GPT-4o mini ($0.15/$0.60), Gemini 2.5 Flash-Lite ($0.10/$0.40), Claude Haiku 4.5 ($0.80/$4.00), Mistral Small 4. **Cost per task:** $0.001-0.005 at typical volumes. ### Mid-volume professional tasks: Use the mid-tier **Task examples:** Personalized outreach email generation, call summarization and CRM updates, account briefing for pipeline accounts, lead scoring with explanation, follow-up sequence generation. **Why mid-tier:** These tasks benefit from better instruction following, more reliable tone calibration, and stronger contextual reasoning than budget models provide. Mid-tier models hit the quality bar at 3-15x lower cost than flagships. **Recommended models:** Claude Sonnet 4.6 ($3.00/$15.00), GPT-4.1 ($2.00/$8.00), Gemini 2.5 Flash ($0.30/$2.50), o4-mini ($1.10/$4.40). **Cost per task:** $0.01-0.05 at typical volumes. **Note on Gemini 2.5 Flash:** For GTM workflows requiring larger context (10K-50K tokens), Gemini 2.5 Flash's 1M context window at $0.30/$2.50 pricing makes it the most cost-efficient option by a wide margin. ### Low-volume strategic tasks: Consider flagships when quality justifies cost **Task examples:** Strategic account briefs, multi-source synthesis (earnings + news + LinkedIn + CRM), pipeline analysis, ICP development from closed-won data. **Why flagships:** Output quality directly affects revenue decisions here. The frontier quality delta justifies the premium. A brief for a seven-figure account. A pipeline analysis informing quarterly forecast. Volume is low enough that absolute cost stays small. **Recommended models:** Claude Opus 4.6 ($5.00/$25.00), GPT-5.4 ($2.50/$15.00), Gemini 3.1 Pro ($2.00/$12.00). **Cost per task:** $0.05-0.50 at typical volumes. ### Reasoning-intensive tasks: Use reasoning models **Task examples:** Pipeline risk assessment, multi-step deal strategy, evaluating fit across competing criteria, objection pattern analysis. **Why reasoning models:** o3, o4-mini, and similar reasoning-first models use extended chain-of-thought that improves multi-step logic. For standard GTM tasks, the overhead adds cost without benefit. For genuinely complex analytical work, it matters. **Recommended models:** o3 ($2.00/$8.00), o4-mini ($1.10/$4.40), Claude Opus 4.6 (novel reasoning), Gemini 3.1 Pro (configurable depth). **Note:** o4-mini supports batch API pricing at $0.55/$2.20 with 24-hour latency. That is a 50% cost reduction for non-real-time analytics. ### The Open-Weight Option For organizations with engineering capacity and infrastructure, the Llama 4 models and Mistral open-source releases change the economics. Running models on your own hardware converts the cost from "per-token pricing" to "infrastructure amortization." Above a certain volume threshold, this reduces effective per-token costs by 5-10x. The practical threshold varies by organization. For most GTM teams running standard AI workflows, managed API services remain more cost-effective once engineering overhead is factored in. For platform builders or teams with very high-volume workloads (hundreds of millions of tokens per month), open-weight deployment deserves serious evaluation. --- ## The Real Competitive Advantage: Context Quality The most consistent finding across the research on AI model commoditization is that proprietary data and context quality are more durable competitive advantages than model choice. The a16z framing from the [100 trillion token study](https://arxiv.org/abs/2601.10088) is direct: proprietary data models are the foundation of durable AI moats, advantages that general AI models cannot replicate. A GTM AI system trained on your organization's specific deal outcomes, response rates, customer objection patterns, and ICP signals will outperform one running on the same frontier model with generic context. Research shows that 70-85% of AI project failures stem from data-related issues, with data quality as the primary culprit. Model selection problems account for a fraction of that figure. Our own benchmark puts a number on it. In [GTM Bench](/guides/gtm-bench-v1), holding the model fixed and changing only the data tool moved verified-email coverage from 22 percent on web search to 94 percent on a specialist provider. The same three models ran every setting. The tool was the variable that mattered. The "data moat" framing is evolving. The current version, as described in recent research, centers on **the live feedback loop**: each interaction generating proprietary signal (which emails got responses, which accounts converted, which objections killed deals) that compounds over time. That accumulation survives model switches. Competitors running the same frontier model have no way to access it. > **The practical implication** > > Before optimizing model selection, invest in context quality. Build the data infrastructure that captures your organization's specific deal intelligence. Structure that data for effective injection into AI workflows. A mid-tier model with excellent proprietary context will outperform a flagship model running on generic web data for your specific use cases. --- ## Putting It Together: A Decision Framework **Define the task category** Is this a high-volume commodity task, a mid-volume professional task, a low-volume strategic task, or a reasoning-intensive task? This determines the tier before you consider any specific model. **Identify your context window requirement** What is the maximum input context size for this workflow? If you need more than 128K tokens, your options narrow. If you need more than 200K tokens at budget pricing, Gemini 2.5 Flash or GPT-4.1 are the strongest choices. **Evaluate cost at your expected volume** Calculate cost at expected monthly volume across the models in your tier. At low volumes, cost differences are irrelevant. At high volumes, a 5x gap between GPT-4o mini and Claude Haiku 4.5 adds up fast. **Test on your actual workload** Benchmarks measure performance on standardized academic tasks. Your GTM workflow has specific characteristics: industry terminology, prompt structure, output format requirements, domain-specific knowledge. Run a structured evaluation on a representative sample before committing. **Build routing, not lock-in** Design your AI workflows to be model-agnostic at the architecture level. The frontier moves fast. The model that wins on your task profile today may lose in six months. Abstraction layers and routing logic let you swap models as the field evolves. --- ## The Bottom Line The model you choose matters, but within a constrained range. Benchmark convergence is real and accelerating. DeepSeek R1 achieving GPT-4-class performance at 27x lower cost was a signal. Open-weight models are within 1.7% of proprietary models on some benchmarks, down from 8% a year earlier. For most GTM use cases, the performance gap between frontier models from OpenAI, Anthropic, and Google is smaller than the gap attributable to context quality, prompt design, and workflow architecture. Where model choice genuinely matters: tasks requiring novel reasoning at the frontier, workflows with specific context window requirements, and cost optimization at scale. Where the real advantage sits: what context you provide, how you structure it, what proprietary data you bring, and whether your workflows capture the deal intelligence that compounds over time. --- *Research sources: ["State of AI: An Empirical 100 Trillion Token Study with OpenRouter"](https://arxiv.org/abs/2601.10088), OpenRouter + a16z, January 2026. [Stanford HAI AI Index 2025](https://aiindex.stanford.edu/report/). ["When AI Benchmarks Plateau: A Systematic Study of Benchmark Saturation"](https://arxiv.org/abs/2602.16763), February 2026. Benchmark scores from [Artificial Analysis](https://artificialanalysis.ai), [llm-stats.com](https://llm-stats.com), [Epoch AI](https://epoch.ai/benchmarks), and model-specific documentation as of March 2026. Pricing data from [pricepertoken.com](https://pricepertoken.com) and official provider pricing pages, March 2026.* ================================================================================ # The GTM Laws of Physics > A hierarchy that determines why some AI-powered GTM teams produce extraordinary results while others generate expensive noise. Context > Timing > Targeting > Content. **Date:** 2026-03-01 **Source:** https://gtm.ai/guides/the-gtm-laws-of-physics --- # The GTM Laws of Physics **Context > Timing > Targeting > Content** Building the machine-readable, AI-ready GTM data foundation from grounding data to context graphs. ## Executive Summary Every GTM team is racing to embed AI into their revenue motions. The overwhelming majority of AI initiatives stall before they produce measurable outcomes. The root cause is rarely the AI model itself. The models are now a commodity and alone do not provide a competitive advantage. The data beneath the model is what gives any one company a proprietary moat. This guide introduces a governing principle we call the GTM Laws of Physics: a hierarchy that determines why some AI-powered GTM teams produce extraordinary results while others generate expensive noise. **Context > Timing > Targeting > Content** These laws operate like actual physics. You cannot violate them and expect good outcomes. You cannot time your way out of bad context. You cannot target your way out of missed timing. Great content will never compensate for sloppy targeting. Each law depends on the one above it. The returns compound in order. Context is the First Law because context is the AI data foundation. An AI model is only as intelligent as the structured context feeding it. To operationalize that context, we introduce the Four Foundational Layers: a build-from-the-bottom-up architecture of Grounding Data, Unification, Context Graph, and Surface Areas that turns raw first-party and third-party data into an AI-ready GTM intelligence layer. We illustrate this through three customer deployments: Asana, Vanta, and Ramp. Each used this framework as the backbone to build all four layers and deliver AI-powered GTM outcomes that respect the Laws of Physics. ## The Four Laws In physics, fundamental laws govern what is possible. Gravity does not care about your intentions. GTM has its own set of governing laws, and AI has made them more visible. The reason most AI implementations underperform is that organizations try to use AI to violate the laws. Companies deploy sophisticated content generation on top of poor targeting, or deliver messaging when the prospect bought a competitor last week. The laws are sequential and hierarchical. | Law | Order | What It Means | |---|---|---| | **Context** | 1st | Without rich, structured context, every downstream GTM motion is flying blind. Context is the data foundation. | | **Timing** | 2nd | You cannot time your way out of bad context. With the right context, you reach accounts at the moment they are ready to engage. | | **Targeting** | 3rd | Precise targeting depends on context (who to reach) and timing (when to reach them). No segmentation compensates for bad fit or a recent competitor win. | | **Content** | 4th | Personalized content is the final mile. Great content cannot fix sloppy targeting. Content is only as good as the data powering it. | ## First Law: Context Context is the foundational law because it represents everything you know about an account, a buyer, and the market they operate in. Context includes firmographic data (who they are), technographic data (what they use), conversation intelligence (what they have said), and product usage data (how they have engaged). It also includes corporate hierarchy (how they are structured), news and scoops (what is changing), and intent signals (what they are researching). When context is rich, structured, and machine-readable, AI can reason about accounts the way your best rep does, synthesizing dozens of signals into a coherent view. When context is thin or fragmented, AI produces generic output regardless of how sophisticated the model is. An AI that lacks firmographic data cannot score an account. An AI that lacks conversation history cannot personalize a follow-up. An AI that lacks hierarchy data cannot map a buying committee. Context is the physics that makes everything else possible. Without it, every downstream motion (timing, targeting, content) degrades. ## Second Law: Timing With context in place, timing becomes the next lever: the ability to reach an account at the moment they are most likely to engage. Triggers include intent signals, funding events, leadership changes, technology evaluations, and contract renewal windows. Timing-based signals compound when stacked on top of each other. Timing without context is noise. An intent signal that says "Company X is researching project management software" is meaningless if you do not know Company X's industry, tech stack, buying committee, conversation history, and fit for your product. You cannot time your way out of bad context. ## Third Law: Targeting Targeting is the selection of which accounts and which personas to pursue. It depends on context to define fit, timing to prioritize urgency, and qualification to determine whether you should sell to them at all. The best ICP models combine firmographic fit, technographic alignment, intent signals, and engagement history into a composite score. Fit comes first. Then propensity: are they in-market now, or about to be? Targeting cannot fix what timing and context get wrong. A perfectly segmented list will not respond if they bought your competitor last week. ## Fourth Law: Content Content is the final mile: the email, the talk track, the deck, the advertisement, and the demo. AI has made content generation faster and cheaper than ever. Content is also the most dependent law: it inherits the quality of every law above it. A personalized email powered by deep account context, perfect timing, and precise targeting feels like it was written by a human who did their homework. The same template sent to a poorly targeted list with no contextual data feels like spam. The laws are sequential, and the returns compound in order. ## The Four Foundational Layers The Laws of Physics tell you why context is the highest-order priority. The Four Foundational Layers tell you how to build it. AI-powered GTM is a foundation you build. Four layers, each unlocking new capability. You cannot skip stages: each layer depends on the one below it. | Layer | Name | What It Provides | |---|---|---| | **Layer 4** | Surface Area | Skills, agents, and automated workflows. The location where AI jobs are actually executed, running on verified, unified, connected data. This should be done in as few surface areas as possible (Salesforce, ZoomInfo, Claude, etc.). | | **Layer 3** | Context Graph | Connected entities, signals, and causal chains. Databases store records; context graphs store meaning. The relationship between a contact and a company has a start date, seniority level, and influence score. | | **Layer 2** | Unification | Entity resolution: first-party and third-party data as one. "Acme Corp" in your CRM and "ACME Corporation" in billing resolved into a single canonical entity. AI queries one universe. | | **Layer 1** | Grounding Data | Verified B2B world model: companies, contacts, and signals. Confidence-scored, attribute-level verified, and continuously refreshed. Your CRM is a log of manual input. Grounding data is the world model. Start here. | ### Layer 1: Grounding Data Your CRM is not a world model as it stands today. It is a record of what your team has logged, and that record has gaps. Contacts who never got entered. Companies named inconsistently. Job titles that have not been updated in two years. Signals that happened and were never captured. Before AI can reason about your market, it needs a verified world model of B2B reality. This is grounding data: the comprehensive, continuously refreshed foundation of who companies are, who works there, what they are doing, and what signals they are showing. Good grounding data is confidence-scored, attribute-level verified, and continuously refreshed. B2B data decays fast. The VP of Sales you called last quarter may have changed companies. The startup that was 50 people is now 200. Stale grounding data means confident wrong answers from AI. **Without grounding data:** AI searches the web and returns outdated info. Contact details are wrong or missing. Company context is generic and shallow. Signals and changes stay invisible. **With grounding data:** Verified data on your entire TAM and buying committee. Real-time signals surfacing hiring, funding, and tech changes. Intent data showing who is actively researching solutions like yours. Confidence scoring so AI knows the reliability of every data point. The difference is structural. ### Layer 2: Unification You now have grounding data: a verified world model of B2B reality. You also have first-party data: your CRM records, call transcripts, email history, deal outcomes, product usage, ICP definitions. These two data sets describe the same universe. They just do not know it yet. "Acme Corp" in your CRM. "ACME Corporation" in billing. "Acme Co." in your email tool. "Acme" in Slack. These are the same company. Until you resolve them into a single canonical entity, an AI querying your systems gets four partial pictures instead of one complete view. Unification means entity resolution at scale: matching, deduplicating, and linking records across every system until you have a single universe. This is what makes your data machine-legible. The machine cannot intuit that four spellings mean one company. You have to tell it. - **Entity Resolution:** Matching billions of records across every variation, misspelling, and format. Knowing "Cisco Systems Inc." and "CSCO" and "Cisco (WebEx division)" are the same entity graph. - **Semantic Normalization:** "VP Sales" = "Vice President of Sales" = "Head of Sales" = same buying committee role. GTM data must be machine-readable across systems. - **Data Warehouse Integration:** A centralized hub (Snowflake, Databricks) consolidating CRM, conversation intelligence, grounding data, and enrichment feeds into one queryable layer. There is an old story about three blind men and an elephant. The first grabs the trunk and declares it a snake. The second presses his palm against the side and insists it is a wall. The third wraps his hand around the tail and argues it is a rope. Each is confident. Each is wrong. They do not lack intelligence. They lack context. This is precisely what happens inside most GTM organizations today. The AE just added Coca-Cola to their pipeline as a greenfield opportunity. The SDR is three touches deep into a cold sequence targeting the VP of IT. The Account Manager who owns the relationship just got off a call and learned they signed with a competitor two weeks ago. Three people, one account, three completely different pictures of reality. The AI tools sitting on top of their fragmented data are just as blind. No model fixes this. No sequence fixes this. No content fixes this. The only fix is a complete, unified picture of the account before anyone touches it. That is what the First Law demands. ### Layer 3: The Context Graph Unified data is cleaner data. It is still just data: rows and columns, records and attributes. The context graph transforms unified data into something an AI can actually reason over. A context graph connects entities by their relationships, events, and patterns. Query "Acme Corp" and you get a full picture: the org chart, your complete conversation history, open headcount and recent funding, and the VP of Sales who just moved companies. The context graph gives you what the winning move looks like for deals at this stage across companies of the same size, in the same industry, with the same buying committee engaged. One query. The context graph also preserves causality. A CRM shows you that a deal moved to "Proposal" and then the close date pushed three months. A context graph shows you the why: a CFO joined discovery and asked detailed ROI questions, moving the deal forward; the champion flagged needing unplanned executive approval, pushing the close. Similar deals with this pattern push an average of two months. Now you know what to do next. Databases store records. Context graphs store meaning. The relationship between a contact and a company has a start date, a seniority level, and an influence score. That is what AI needs to reason well. AI reasoning over a CRM generates generic advice. AI reasoning over a context graph generates specific, actionable, accurate guidance. ### Layer 4: Surface Area Once the foundation is right, you build AI operations on top: skills, agents, and automated workflows running on verified, unified, connected data. This is where AI actually executes. **Automated Account Planning.** AI synthesizes the context graph (firmographics, call transcripts, deal history, news signals) to produce comprehensive account briefs. Pure First Law work. **Signal-Driven Prospecting.** AI monitors intent signals, funding events, and technology adoptions to surface in-market accounts. **Pipeline Forecasting.** AI analyzes conversation sentiment, engagement velocity, and historical patterns from the context graph to produce probabilistic forecasts. **Lead Scoring and Routing.** AI combines fit data with behavioral data to score and route leads in real time. **Personalized Outbound Generation.** AI drafts emails and talk tracks using account-specific context from the graph. Content that only works because the three laws above it are in place. Operations happen within a chosen surface area: CRM-native (Salesforce, HubSpot), AI assistants (Claude or Copilot via MCP architectures), sales engagement platforms, or custom interfaces. The choice depends on how your team works. Regardless of surface area, the operations layer only performs as well as the foundational layers beneath it. **The maturity principle:** Your foundation determines your ceiling. Clean grounding data gives you basic context for account briefs. Add unification and you can reason across systems. Build a context graph and you access causality, deal patterns, and real intelligence. Reach full operations and your AI runs on verified, connected, meaningful data, producing guidance that feels like it came from your best rep. ## The Laws in Practice The following examples each apply the Laws of Physics and build the Four Foundational Layers. Each takes a different architectural path, but all respect the same sequence: grounding data first, then unification, then context graph, then operations. Context before timing. Timing before targeting. Targeting before content. ### Cross-Sell and Expansion at an Enterprise SaaS Company **Use Case:** Cross-sell and expansion **Job:** Account prioritization and personalized outbound **Surface:** Salesforce with a custom AI layer **Data:** Data warehouse, B2B data provider, conversation intelligence, CRM A large enterprise SaaS company with over 1,800 employees and a growing enterprise segment needed AI to help their SDRs, AMs, and AEs focus on the right accounts at the right time. The problem was a lack of structured, unified context. They had data everywhere, but the Four Foundational Layers were not in place. **Grounding Data:** A B2B data provider serves as the verified world model, providing firmographic, technographic, and news data that internal systems cannot generate. With 61,000 whitespace accounts processed for enrichment, grounding data provides the baseline context that makes every downstream motion possible. **Unification:** The team migrated their data warehouse to enable bulk processing of call transcripts with speaker-level detail. A unified analytical layer now resolves conversation transcripts, CRM activity, and firmographics into a single view. One person owns it all. A dedicated enrichment product owner manages consolidation across providers. **Context Graph:** The differentiator is how the system connects entities, events, and meaning. The AI layer does not just know that a company has 500 employees. It knows their VP of Engineering mentioned a competitor on a call last Tuesday, that the company just raised a Series C, and that CRM data shows three open opportunities across business units. One query surfaces all of this. The context graph connects these data points into a causal narrative AI can reason over. **Surface Area:** The AI layer (embedded in the CRM account page) generates personalized emails that reference real buyer language from call transcripts and real company context from the grounding data. The system prioritizes accounts based on multi-signal context. It is now expanding beyond sales into HR and legal use cases via MCP server architecture, proving that a well-built context layer becomes a platform. **Laws of Physics:** Context (grounding data, conversation intelligence, CRM) then Timing (news triggers and intent signals) then Targeting (whitespace scoring across 61K accounts) then Content (AI-personalized outreach from real buyer language). Every law respected in order. ### Consolidating a Fragmented Data Architecture at a Trust Platform **Use Case:** New logo acquisition at scale **Job:** Lead enrichment and intent targeting **Surface:** Dual CRM (Salesforce and HubSpot) **Data:** Orchestration layer, data warehouse, B2B data share A fast-growing trust management platform with over 14,000 customers was scaling its SDR, AE, and AM teams at speed. That velocity exposed a fundamental problem: data fragmented across ten or more enrichment vendors. No grounding data layer. No entity resolution. No context graph. Operations were running on top of an incomplete, conflicting foundation: a direct violation of the Laws of Physics. **Grounding Data:** A strategic multi-year agreement established a verified B2B world model as the single source of truth. A canonical company identifier became the key that enables unification across every system. **Unification:** A three-tier architecture replaced the fragmented vendor stack. First, an orchestration layer handles scheduled bulk enrichment and real-time triggered updates, matching against canonical IDs. Second, a data warehouse consolidation hub receives 800,000 matched accounts and 1.8 million contacts, with deduplication as the primary objective. Third, enriched data flows into both CRMs via automated routing. **Context Graph:** With a unified identity layer in place, the team activated intent and signal data as custom objects in Salesforce, connecting grounding data (who companies are) with signal data (what they are doing right now). Audience creation from pre-built data cubes allows the team to query the full context graph rather than static CRM reports. **Surface Area:** SDRs now operate with consistent, enriched account context regardless of which CRM they work in. Intent signals power upmarket segment targeting. Enrichment economics dropped to approximately four cents per record. AI-driven audience segmentation became possible for the first time. **Laws of Physics:** Context (consolidated identity layer) then Timing (intent and signal triggers) then Targeting (enriched audience segmentation at scale) then Content (consistent account context for SDR outreach). The sequence that was impossible when five vendors created five conflicting pictures of reality. ### Building a Custom GTM Engine at a High-Growth Fintech **Use Case:** Vertical market expansion **Job:** Signal-driven targeting and waterfall enrichment **Surface:** Custom internal GTM platform **Data:** Full B2B data cube, data warehouse, waterfall API A high-growth corporate finance platform took the most ambitious approach. Rather than operating AI within an off-the-shelf CRM, the team purchased a full B2B data cube and built a hybrid internal GTM engine. Grounding data is treated as core infrastructure. **Grounding Data:** The full data cube sits in a data warehouse as the verified B2B world model. Rather than making API calls for individual records, the team has the complete dataset, enabling custom scoring models, vertical-specific targeting logic, and proprietary enrichment workflows that would be impossible with seat-based SaaS tools. **Unification:** A waterfall enrichment model ensures completeness: the data cube serves as the primary source, followed by API-based real-time lookups, with additional providers as fallback. The data team combines firmographics with proprietary signals: franchise hierarchical IDs (mapping multi-unit operators to holding companies), early-stage startup formation data, and spend pattern intelligence from their own financial platform. **Context Graph:** The context graph runs deep in vertical markets. For PE/VC firms, it maps fund structures to portfolio companies to operating partners across over 100,000 contacts. Franchises: multi-unit operators resolved to holding companies at a 96% match rate. Accounting firms: hundreds of thousands of contacts across practice areas. AI reasons over every edge. **Surface Area:** The team expanded their targetable market to over 40 million US records in the sub-10 employee segment. Contact-first outbound became account-based, signal-driven outreach, with intent data identifying accounts showing buying signals. Next: MCP server integration for real-time AI access. **Laws of Physics:** Context (full data cube and proprietary signals) then Timing (multi-topic intent triggers) then Targeting (vertical-specific scoring across PE/VC, franchises, accounting) then Content (account-based, signal-informed outreach). The most complete expression of all four laws and all four foundational layers. ## Models Are Commodities. Context Is the Moat. Every company has access to the same models, available to anyone at commodity prices. Two teams running identical models will produce wildly different outputs, and the difference comes entirely from what they feed those models. The team that builds a superior context layer (unified data, resolved identities, connected signals) will consistently outperform. This contextual layer, a combination of first-party and third-party data, provides companies with a proprietary data foundation that their competition does not have. The implication: AI strategy is data strategy. The variable that matters is what your AI knows about your market, your accounts, and your GTM motion, and how you keep that knowledge current. The model is interchangeable. The context layer is not. This is why the Laws of Physics hold. The model you choose sits at the Surface Area layer. It runs on top of your context graph, your unified identity layer, and your grounding data. Swap one model for another and the outputs shift. Remove the context layer and the outputs collapse. The compounding effect: organizations that invest in context see returns that accelerate over time. Every deal outcome, every conversation transcript, every enrichment cycle adds signal to the context graph. The AI gets smarter because the data improves, regardless of the model. Companies that start building this foundation today create a compounding advantage that late movers cannot replicate by purchasing a better model. ## Conclusion: Respecting the Laws, Building the Layers The three examples share a common pattern. None started by selecting an AI model. None started by generating content. None started by building targeting lists. They all started by building context, the First Law, from the ground up through the Four Foundational Layers. 1. **Start with grounding data.** Your CRM is not a world model. Before AI can reason about your market, it needs a verified, continuously refreshed foundation. 2. **Unify relentlessly.** Entity resolution is not a one-time project. It is the ongoing work of making sure every system sees the same canonical truth. One team unified in a data warehouse. Another used an orchestration layer. A third went with a full data cube and waterfall. Different methods, same principle: one entity, one truth. 3. **Build the context graph.** Databases store records. Context graphs store meaning. The organizations that built causal, relationship-aware data layers got AI that produces specific, actionable guidance. Those that stopped at unified tables got better reports. They did not get intelligence. 4. **Run operations on the foundation.** AI jobs (account planning, signal-driven prospecting, personalized outbound) only work when the layers beneath them are solid. Content is the final mile. Targeting is powerful only when it operates on rich context. The organizations that will lead the AI-powered GTM era are the ones that respect the Laws of Physics: Context > Timing > Targeting > Content. Build grounding data. Unify your systems. Construct a context graph. Then, and only then, run agentic workflows on top. ================================================================================ # Tokens and Context: The GTM AI Mental Model > How to think about token usage, context windows, and context quality for go-to-market AI. Includes research-backed guidance on context rot, cost economics, and how to architect AI workflows that actually work in production. **Date:** 2026-03-20 **Source:** https://gtm.ai/guides/tokens-and-context-for-gtm-ai --- Every GTM AI workflow runs on tokens. Every dollar you spend on AI is a dollar spent on tokens. And whether your AI agent produces useful output or expensive hallucination comes down, more than almost anything else, to what tokens you put in the context window and how you put them there. This guide builds the mental model: the working intuition that lets you make good architectural decisions, avoid the most expensive mistakes, and understand why some AI outputs are sharp and others are garbage. Think of it as the reasoning layer beneath the API documentation. ## What a Token Actually Is A token is the fundamental unit of text that language models process. It is not a word and it is not a character. It sits somewhere in between. **The practical conversion:** - 1 token = approximately 4 characters of English text - 1 token = approximately 0.75 words - 750 words = approximately 1,000 tokens - To estimate tokens from a word count: multiply by 1.3 to 1.4 For common words, one word is often one token. For less common words, longer words, and technical terminology, a single word might become two or three tokens. Code and structured data tokenize less efficiently still. Non-English text is often worse. **Why it matters:** Every model has a context window measured in tokens. Every API call is priced per token. Once you internalize these conversion rates, you can estimate the size and cost of any workflow before you build it. ## Token Counts for Common GTM Documents Before you can reason about context, you need a feel for how large typical GTM documents actually are in token terms. | Document type | Approximate token count | |---|---| | Outbound sales email (150-250 words) | 200-325 tokens | | Well-personalized email with research hook | 300-500 tokens | | 3-step cold email sequence (all three emails) | 600-1,000 tokens | | LinkedIn profile (full) | 600-1,200 tokens | | CRM contact record (basic fields + notes) | 300-500 tokens | | CRM contact record (full, with activity history) | 1,000-3,000 tokens | | 30-minute sales call transcript | 5,600-6,000 tokens | | 60-minute discovery call transcript | 10,000-12,000 tokens | | Light account brief (name, industry, size, key products) | 400-600 tokens | | Full account brief (news, tech stack, contacts, open deals) | 2,000-6,000 tokens | | Deep research document (analyst-grade) | 8,000-20,000 tokens | | 10-K filing or annual report | 50,000-150,000 tokens | A useful calibration: a complete, well-researched account brief for a single prospect sits around 4,000-6,000 tokens. A single AI SDR workflow that researches a prospect and generates a personalized email sequence consumes roughly 3,000-5,000 tokens per prospect, all in. ## Context Windows: What the Numbers Mean Every model comes with an advertised context window: the maximum number of tokens it can process in a single call. These numbers have grown dramatically. Models that topped out at 4,096 tokens in 2022 now commonly offer 128K, 200K, or 1 million tokens. ### 128K tokens Approximately 96,000 words. Enough to hold the full text of a novel, or roughly 20 detailed account briefs simultaneously. ### 200K tokens Approximately 150,000 words. Roughly 30 full account briefs, or a complete mid-size sales pipeline with full deal history. ### 1M tokens Approximately 750,000 words. An entire company CRM for a small team, or a year of sales call transcripts. ### 10M tokens Meta's Llama 4 Scout context window. The entire works of Shakespeare fit in roughly 900,000 words, leaving room for 9 million more. Large context windows are genuinely useful. But the number the model advertises and the context the model actually uses effectively are two different things. ## The Gap Between Advertised and Effective Context This is where most GTM AI builders go wrong. ### Lost in the Middle In 2023, a Stanford research team published ["Lost in the Middle: How Language Models Use Long Contexts"](https://arxiv.org/abs/2307.03172) in the Transactions of the Association for Computational Linguistics. The finding was counterintuitive and has since become one of the most referenced results in applied AI. > Models exhibit a U-shaped performance curve across their context window. Performance is highest when relevant information appears at the beginning or end of the context. Performance degrades significantly when relevant information is buried in the middle. **Performance can degrade by more than 30%** when the same fact moves from the start or end of a context window to the middle. This holds even for models explicitly designed for long-context tasks. What this means in practice: load an account brief, three past call transcripts, a competitor analysis, and a list of product features into a large context window. If the specific fact that should drive your email hook is buried in transcript number two, the model is substantially more likely to miss it, misremember it, or ignore it entirely. The most critical information belongs at the top of your context, or at the very end. Always the edges. ### Context Rot In July 2025, Chroma published ["Context Rot: How Increasing Input Tokens Impacts LLM Performance,"](https://research.trychroma.com/context-rot) a study covering 18 state-of-the-art models including GPT-4.1, Claude 4, Gemini 2.5, and Qwen3. The central finding: **every single model tested degraded in performance as input context length increased**, even on simple tasks like retrieval and text replication. > **Context Rot vs. Context Overflow** > > Context overflow is hitting the token limit and getting an API error. Context rot is different: it is the silent degradation that sets in well before the limit, as the model's attention spreads thinner with every additional token you add to the prompt. A model with a 200K token context window can show significant accuracy loss at 50K tokens. Overflow throws an error. Rot degrades your outputs without warning. The mechanism is attention. Every token competes with every other token for the model's focus. As context grows, each token gets proportionally less of it. The model's working memory is finite. Adding tokens beyond what the task needs dilutes the signal. In practice, most models effectively utilize only 10-20% of their theoretical context window for complex tasks. Models in the Chroma study "fell far short of their Maximum Context Window by as much as >99%" in real task performance. ## Context Stuffing: The Anti-Pattern With million-token context windows now available and prices falling, there is a tempting architectural pattern: dump everything into the context and let the model sort it out. Every CRM record, every call transcript, every piece of company research, every product document. All of it, in one prompt. This is called context stuffing. Production AI research identifies it as the single largest source of wasted compute, hallucinated outputs, and unreliable agent behavior in GTM pipelines. **Why context stuffing fails:** 1. **The Lost in the Middle effect.** Critical information in the interior of a large context gets missed or misrepresented. The problem scales with context size. 2. **Context rot.** Performance degrades as tokens accumulate, even before you approach the limit. 3. **Attention dilution.** The model's attention budget is finite. More noise means less focus on the signal that actually matters. 4. **Hallucination amplification.** More context means more potentially conflicting information. Conflicts and distractors increase hallucination rates. 5. **Cost and latency.** A 200K token prompt for a task that actually needed 8K tokens costs 25 times more and takes substantially longer. In production, these effects compound. Research comparing context stuffing directly to retrieval-augmented generation (RAG) found that RAG achieved equivalent output quality with less than half the tokens and roughly half the latency. ## Context Quality vs. Context Quantity The most important insight in applied AI for GTM is this: **the quality of your context matters more than the size of it**. A tightly selected 5,000-token context with the right account signals, the relevant call transcript, and a clear ICP definition will outperform a bloated one. Even 50,000 tokens performs worse if 40,000 of them are loosely related noise. This has direct implications for how you build GTM AI workflows: **Be selective about what goes in** For any given task (outreach generation, account briefing, lead scoring), define the minimum viable context set. What are the three to five pieces of information that most directly determine output quality? Put those in. Not everything that might be relevant. **Put critical information first** The Lost in the Middle research is consistent: primacy bias is real. The most important signals belong at the top of the context. If there is one piece of information that should drive the AI's output, it belongs in the first few hundred tokens. **Use retrieval rather than bulk loading** For workflows that draw on large knowledge bases (product documents, competitive intel, CRM history), retrieve the most relevant chunks rather than loading everything. Semantic search or structured filtering lets you feed a 4,000-token context with exactly the right material instead of a 100,000-token context with the right material diluted by 90,000 tokens of less relevant content. **Summarize before injecting** Long documents benefit from a summarization step before injection. A 12,000-token call transcript summarized down to a 1,000-token structured brief before being used as context for outreach generation produces better outreach than the raw transcript injected in full. **Use agent chains for complex tasks** Google Research's ["Chain of Agents"](https://arxiv.org/abs/2406.02818) work shows that breaking complex, document-heavy tasks across multiple agent calls outperforms feeding one massive context to a single model. Instead of one call with 50 documents in context, five sequential calls each focusing on a subset of the material, building toward a final synthesis, produces sharper outputs with less context rot. ## RAG vs. Long Context: What the Research Says A January 2025 paper directly comparing long-context LLMs against retrieval-augmented generation, ["Long Context vs. RAG for LLMs"](https://arxiv.org/abs/2501.01880), produced findings worth understanding before you architect GTM AI pipelines. ### Long context wins when... The task genuinely requires synthesizing information across an entire long document: summarizing a lengthy contract, analyzing a full earnings call, reviewing a comprehensive competitive report. When breadth of coverage matters and the document is the unit of analysis, feeding the whole thing in context produces better results. ### RAG wins when... You are retrieving specific facts or signals from a large corpus: finding the right contact in a database, pulling the relevant section of a playbook, looking up previous deal history. When precision matters and the relevant information is a small fraction of the total available, RAG is both more accurate and significantly cheaper. For most day-to-day GTM AI use cases (outreach generation, lead scoring, call summaries, account briefs), RAG or selective context injection outperforms bulk context loading. The exception is synthesis-heavy tasks (full document analysis, contract review, earnings call synthesis) where the model needs to reason across the entire scope. That's a narrow category. ## Token Economics: What Things Actually Cost The cost of AI has collapsed. As of March 2026, the price per token has declined roughly 280x from GPT-3.5 launch in November 2022. A workload that cost $10,000 per month in model API fees in 2023 likely costs $50-200 today. Price ranges across models are wide. Routing decisions matter: #### Per-call cost: 10,000 input tokens, 1,000 output tokens | Model | Total cost | |---|---| | GPT-4o mini | $0.0021 | | Gemini 2.5 Flash | $0.0055 | | o4-mini | $0.0154 | | Gemini 2.5 Pro | $0.020 | | GPT-4.1 | $0.028 | | Claude Sonnet 4.6 | $0.045 | | Claude Opus 4.6 | $0.075 | #### Per-call cost: 100,000 input tokens, 5,000 output tokens | Model | Total cost | |---|---| | GPT-4o mini | $0.018 | | Gemini 2.5 Flash | $0.043 | | Gemini 2.5 Pro | $0.300 | | GPT-4.1 | $0.240 | | Claude Sonnet 4.6 | $0.375 | | Claude Opus 4.6 | $0.625 | | GPT-5.4 | $0.325 | At 100K input tokens, the spread between the cheapest and most expensive options is more than 30x. **Context architecture is cost architecture.** This is another reason to avoid context stuffing. Every token you trim from the context window is a direct cost reduction. Output quality often improves at the same time, because of context rot. ## A Framework for GTM Token Budgets Not every task needs the same context depth. A practical mental model: ### High-volume, low-complexity tasks (100K+ per month) **Examples:** Lead deduplication, basic CRM field extraction, response classification, subject line generation. **Token budget per task:** 500-2,000 tokens input, 100-300 tokens output. **Recommended approach:** Lean, structured prompts. Include only the exact fields needed. No research context. **Cost target:** Under $0.005 per task. At GPT-4o mini pricing, this is roughly $0.001-0.003 per task. ### Mid-volume, moderate-complexity tasks (10K-100K per month) **Examples:** Personalized outreach generation, call summaries, account briefing for known accounts, lead scoring with explanations. **Token budget per task:** 2,000-8,000 tokens input, 300-1,500 tokens output. **Recommended approach:** Selective context injection. Pull the three to five most relevant signals for the specific task. Summarize long documents before injecting. **Cost target:** $0.01-0.05 per task. Mid-tier models (Sonnet 4.6, GPT-4.1, Gemini 2.5 Flash) are the right tier. ### Low-volume, high-complexity tasks (under 10K per month) Full strategic account briefs for enterprise targets, multi-source synthesis, pipeline analysis, deal coaching from complex deal histories. Token budget: 8,000-50,000 tokens input, 1,000-5,000 tokens output. Approach: Use the full available context, but structure it carefully. Put synthesis requirements first, supporting documents after. Use the flagship tier when accuracy justifies the cost. Cost: $0.05-0.50 per task. Flagship models (Opus 4.6, GPT-5.4, Gemini 3.1 Pro) are the right tier here. ## What This Means for GTM AI Pipelines The research points toward a consistent architectural principle: **structured, targeted context outperforms bulk context at every price point**. The GTM AI workflows that perform best in production thought carefully about what the model needs for each task. They retrieve exactly that and structure it with the most important signals first. The practical version of this principle looks like: - An AI SDR tool that pulls a prospect's recent job change, one relevant news item, and the ICP definition for that segment beats one that dumps the full LinkedIn history, every news article from the past year, and all prior email history into a single prompt. - A call summary workflow that feeds the transcript plus the CRM schema beats one that also injects the company profile, the contact's LinkedIn, and the rep's full account history. - A lead scoring system that retrieves the ten most predictive firmographic signals plus one or two behavioral indicators beats one that loads every available data field. The model is capable. The question is whether you are giving it the right raw material to work with. Fewer, better-selected tokens consistently outperform more tokens of loosely relevant context. > **The single most important takeaway** > > Quality of context is the primary driver of AI output quality in GTM applications. Model choice is secondary. Context architecture is where the work is. --- *Research sources: Liu et al. (2023), ["Lost in the Middle: How Language Models Use Long Contexts,"](https://arxiv.org/abs/2307.03172) Stanford / TACL. Chroma Research (July 2025), ["Context Rot: How Increasing Input Tokens Impacts LLM Performance."](https://research.trychroma.com/context-rot) ["Long Context vs. RAG for LLMs: An Evaluation and Revisits"](https://arxiv.org/abs/2501.01880) (January 2025). Google Research, ["Chain of Agents: Large Language Models Collaborating on Long-Context Tasks"](https://arxiv.org/abs/2406.02818) (NeurIPS 2024). Token pricing data from [pricepertoken.com](https://pricepertoken.com) and official provider pricing pages, March 2026. Token economics via [Stanford AI Index 2025](https://aiindex.stanford.edu/report/).* ================================================================================ # User Sign-In vs Service Account: Choosing How Your App Authenticates to ZoomInfo > ZoomInfo's MCP server supports two ways to authenticate. User-level OAuth reaches each person's own context; Client Credentials runs as a single service identity. When to use each, with the tradeoffs. **Date:** 2026-06-12 **Source:** https://gtm.ai/guides/oauth-vs-client-credentials-zoominfo-mcp --- Connecting an app to ZoomInfo's MCP server means picking how it authenticates. The choice looks like plumbing, but it decides something real: whether your app can tell who is asking. One flow signs in each user. The other runs as a single service account for everyone. ZoomInfo supports two OAuth flows. One is user sign-in: each person logs in with their own ZoomInfo account (the Authorization Code with PKCE flow). The other is a service account: the app authenticates once as itself (the Client Credentials flow), and no individual signs in. ## The Short Version Use user sign-in for anything where the answer depends on who's asking, which covers most agent and copilot work. A service account fits when one shared identity is fine: a background job, or an internal app where you don't want every user to sign in. ZoomInfo is valuable through either flow. We recommend user sign-in wherever it's practical, because it adds per-user context on top of the company-level intelligence both flows provide. ## How They Differ | | User sign-in | Service account | |---|---|---| | Who authenticates | Each user, with their own ZoomInfo login | The app, as one integration user | | User-level context | Yes: meetings, renewals, CRM ownership, saved ICP, call signals | None; one shared identity for everyone | | Attribution and permissions | Per user, respecting each person's entitlements | Every action runs as the integration user | | Setup friction | Each user signs in once | No per-user sign-in | | Best for | Agents and copilots where the answer depends on the user | Background jobs, or an internal app that serves many users through one connection | ## Why User-Level Context Matters A lot of what makes ZoomInfo useful inside an agent is personal. Consider three requests a rep might make. "Research the accounts I'm meeting with this week" needs that rep's calendar. "Show me my upcoming renewals and any recent pain points they've mentioned on calls" needs their book of business and their call recordings. "Find 10 new accounts that match my ICP that I don't already own in the CRM" needs their saved ICP and their CRM ownership. Each one resolves against a specific person, and ZoomInfo assembles that context on the server side from the signed-in user's models. With a service account there is no signed-in user, so there is nothing to resolve against. These requests either fail or fall back to a generic answer. The data is all still there. The app just has no way to say whose meetings, whose renewals, or whose accounts you mean. ## What a Service Account Is Good At A service account earns its place in two situations. The first is back-office work. A nightly job that enriches new CRM records, or a pipeline that syncs firmographics into a warehouse, has no person in the loop and no reason to ask for one. The second is an internal application where you'd rather not make every user authenticate. One connection bridges your app and ZoomInfo, and anyone on the team can run GTM queries through it without a sign-in of their own. When a single point of entry matters more than per-user personalization, that's a deliberate, reasonable choice. Just be clear about the tradeoff. Every call runs as one integration user, so there is no "my meetings" or "my accounts," because there is no "me." You still get ZoomInfo's company-level intelligence for everyone. What you give up is the per-user context behind requests like the ones above. ## Choosing Map it to the work: - Does the answer depend on who's asking (an agent or copilot a rep drives in the moment)? Use user sign-in. - Is one shared identity acceptable (a background process, or an internal app where a single sign-in beats per-user logins)? A service account is fine. If a feature could go either way, default to user sign-in. The sign-in is a one-time step, and it adds per-user answers on top of the company-level intelligence the app would have anyway. ## Setting It Up You act on this choice when you set up your app, and where you do that depends on your account. Existing ZoomInfo customers register apps in the **Developer Portal**. If you signed up through gtm.ai, you'll use the **API/MCP tab** in the ZoomInfo app instead. Both produce an app with the credentials your client or code connects with. [How to Build Your Own App on the ZoomInfo MCP](/guides/how-to-build-a-custom-mcp-app) walks through both paths step by step, and is the place to go once you've decided. For the request and response details of each flow, see ZoomInfo's [user sign-in](https://docs.zoominfo.com/docs/authorization-code-flow-with-pkce) and [service-account](https://docs.zoominfo.com/docs/client-credentials-flow) references. ================================================================================ # Blog ================================================================================ # Introducing the ZoomInfo MCP > Revenue teams are adopting AI fast, but foundation models lack the go-to-market context sellers actually need. The ZoomInfo MCP server connects your AI tools to the B2B data layer that makes their output useful. **Date:** 2026-02-24 **Source:** https://gtm.ai/blog/introducing-zoominfo-mcp --- Revenue teams are adopting AI faster than almost any other function in the enterprise. They're using it for account research, call preparation, prospecting, competitive analysis, and outreach. The tools are impressive. The underlying models are powerful. And yet, the output these tools produce for go-to-market work is, for the most part, not useful enough to change how a frontline seller actually operates. The reason is straightforward: the AI is missing the data that go-to-market execution depends on. ## The data gap in go-to-market AI Every major AI vendor in go-to-market is building on the same foundation models from OpenAI, Anthropic, and Google. The models themselves are largely commoditized. The differentiation between AI tools has very little to do with the underlying intelligence and almost everything to do with the data those tools can access. Foundation models are trained on the public internet. They understand business concepts in the abstract. They can structure an email, draft discovery questions, and summarize a company's public profile. What they cannot do is tell you that Acme Corp posted 12 SDR roles in the last 30 days, that your main contact was promoted to VP of Revenue Operations three months ago and used a competitor's product at her last company, that similar accounts in your pipeline close at 34% when you lead with operational efficiency messaging, or that on last Tuesday's call the prospect pushed back on implementation timeline. That kind of context, the kind that actually determines whether a seller walks into a meeting prepared or unprepared, doesn't exist on the public internet. Most of it doesn't exist in any single system. It's spread across CRMs, conversation intelligence platforms, email threads, intent data providers, and, often, the seller's own memory of interactions they never logged. Without access to this context, AI tools produce output that is structurally generic. The responses are well-formed and reasonable-sounding, but they contain nothing specific enough to change a seller's behavior. A call prep that doesn't reference the last conversation, the account's current signals, or the competitive dynamics at play is a call prep that the seller will ignore, and rightly so. ## Why this problem is harder for AI than it was for humans For two decades, the challenge in go-to-market has been getting the right information to the right seller at the right time. ZoomInfo has been in this business for nearly all of that period, building the foundational B2B data layer, 100 million companies, 600 million contacts, signals, intent data, technographics, and org charts, that the best revenue teams in the world use to operate. In the pre-AI world, that data enabled sellers directly. It powered list building, territory analysis, CRM hygiene, and lead routing. Sellers used it to find the right people, understand what was happening at target accounts, and decide where to focus. In the AI world, the same data layer is just as critical, but the requirements are more demanding. Sellers have always been remarkably good at compensating for imperfect information. They ask colleagues on Slack, they draw on conversations they remember but never logged, they read between the lines of a LinkedIn post. They operate within a network of relationships and informal knowledge that helps them fill gaps on the fly. AI systems have none of these compensating mechanisms. When an AI tool encounters a gap in its available data, it doesn't flag the gap or go seek additional context. It generates a plausible-sounding response based on whatever information it does have. The result is output that sounds confident but is often disconnected from the reality of the account, the deal, or the relationship. This means the data layer that supports AI-driven go-to-market needs to be more complete, more unified, and more current than what was sufficient when humans were the primary consumers. The tolerance for missing context is lower because the system consuming the data has no ability to work around what's missing. ## The context graph: what AI actually needs For AI to produce output that is useful for go-to-market, it needs access to a unified data layer that we call a context graph: a continuously updated representation of B2B reality that brings together comprehensive third-party intelligence with an organization's own first-party data. This means combining verified contact and company data with CRM records, call transcripts, email threads, engagement history, intent signals, and the patterns that emerge across thousands of similar accounts and deals. It means resolving entities across all of these sources so that the AI is working with a coherent picture rather than fragmented, conflicting records. And it means structuring that data through a semantic layer so that AI systems can reason over it effectively. Building this kind of context graph requires capabilities that take a long time to develop. Entity resolution across billions of records, continuous data verification, cross-company pattern recognition from tens of thousands of customers, and an ontology designed specifically for go-to-market use cases. These are not capabilities that can be assembled quickly or replicated by connecting a foundation model to a CRM. ## Introducing ZoomInfo MCP We are making ZoomInfo's context graph available to every AI tool through the Model Context Protocol (MCP). MCP is the emerging standard for how AI tools connect to external data sources. The ZoomInfo MCP server allows any MCP-compatible AI tool, whether a commercial assistant like ChatGPT, Claude, or Gemini, or a custom-built enterprise application, to access ZoomInfo's intelligence platform as a grounding layer. What that means in practice: when a seller asks any AI tool a go-to-market question, the response can now draw from ZoomInfo's full data foundation and the intelligence layer that structures and synthesizes across those sources. ## What changes for the seller Consider the difference in a common workflow: call preparation. Without access to go-to-market context, an AI tool responds to "help me prepare for my call with Acme Corp" with a generic framework. It might suggest discovery questions or summarize the company's public profile. The seller still needs to spend 30-45 minutes assembling the actual context they need from multiple systems. With ZoomInfo's context graph connected via MCP, that same question produces a fundamentally different response: the last conversation with the account and what was discussed, the signals firing at the company right now, the relevant contacts and their backgrounds, how similar accounts have moved through the pipeline, and specific recommendations grounded in all of that data. The seller gets the full picture in seconds, synthesized from sources they would never have had time to pull together manually. This is the same value proposition that has driven ZoomInfo's business for nearly 20 years: making sellers the most informed people in the room. The difference is that now, instead of delivering that intelligence through a single application, we are making it available wherever AI is being used for go-to-market work. ## Why this is a strategic bet Our customers are deploying enterprise AI tools across their organizations. They're investing in ChatGPT Enterprise, Claude for teams, Gemini, and their own internal AI applications. These tools are capable, and they are going to become the primary interface through which revenue teams do much of their work. The question for any B2B intelligence provider is whether your data is accessible in those environments. If it is, you become part of the infrastructure that makes AI work for go-to-market. If it isn't, you're a standalone application competing for a shrinking share of the seller's attention. ZoomInfo has spent 20 years building the most comprehensive B2B data foundation in the market: entity resolution across billions of records, cross-company intelligence from 35,000+ customers, continuous verification, and a purpose-built semantic layer for go-to-market use cases. MCP is how we open that foundation to every AI tool in the ecosystem. ## Getting started The ZoomInfo MCP server is available today. Connect through any MCP-compatible client, authenticate with existing ZoomInfo credentials, and data access follows existing package entitlements. > **Try it now** > > [Get started with ZoomInfo MCP](/docs) ================================================================================ # Introduction to GTM AI > Give your agents the full account story. Connect customer history and external changes with Context Agents, through the tools you already use. **Date:** 2025-01-15 **Source:** https://gtm.ai/blog/introduction-to-gtm-ai --- The CRM says proposal. The last call contains an unresolved security objection, and a new security leader has joined the account. Your next step changes when you connect those facts. GTM AI gives your agents the account story. It connects ZoomInfo company and contact data, buying signals, and your connected CRM and conversations. Context Agents use that information to research accounts and answer questions about your relationships. ## What the graph connects Unified company profiles, corporate hierarchy, and current employment give the records a common reference. CRM stage and status are normalized and mapped from Conversation Intelligence. Buying signals add external changes. CRM history and conversations explain what your team has discussed with the account, including requirements and agreed next steps. For the proposal example, the useful connection is between the account, the security objection, and the new reviewer. A review with that person takes priority over a signature check. > **Connected sources** > > CRM and conversation context require sources connected to your ZoomInfo tenant. Results respect your access permissions. See [Account Research](/docs/mcp/tools/account-research) for details. ## Build with Context Agents Use [Account Research](/docs/mcp/tools/account-research) for a briefing that combines company data with available CRM and conversation history. For a question about what a buyer said or agreed to, use [Conversation Intelligence](/docs/mcp/tools/conversation-intelligence). Follow its citations to the source. [Contact Research](/docs/mcp/tools/contact-research) focuses on a person and the relationship history available for them. [Update GTM Context](/docs/mcp/tools/update-gtm-context) saves details about your offering and target customer so future research can use that information. ## Choose your starting point - Connect an AI client through [MCP](/docs/mcp) to use Context Agents and data tools. - Use the [CLI](/docs/cli) to query data from your terminal and pipe results into scripts. - Build an application with the [ZoomInfo API](https://docs.zoominfo.com/reference/api-overview). - Install a [skill](/marketplace?category=Skill) for a repeatable job, then adapt the instructions to your workflow. Each interface has its own documented operations and setup requirements. [Start Building](/start-building) helps you choose the connection for your tools. ================================================================================ # Marketplace ================================================================================ # 2026 CNBC Disruptor 50 Companies > The 50 fastest-growing venture-backed companies on CNBC's 2026 Disruptor 50 list — pre-mapped to ZoomInfo Company IDs for instant account research. **Source:** https://gtm.ai/marketplace/gtm-audiences/cnbc-disruptor-50-2026 --- ## Overview The [2026 CNBC Disruptor 50](https://www.cnbc.com/cnbc-disruptors/) ranks the fastest-growing, venture-backed companies innovating across industries — now in its 14th year. Anthropic took #1, and the 2026 cohort is unmistakably an AI list: roughly 20 of 50 companies are AI-native, accounting for ~89% of total capital raised across the group. This audience pre-maps all 50 Disruptor 50 companies to their ZoomInfo Company IDs, so you can skip the search step and go straight to account research in Claude or ChatGPT via ZoomInfo MCP. ## About the List - **Scale:** Revenue leaders include Anthropic, Revolut, Databricks, Canva, Cursor, Anduril, and Metropolis. - **2026 funding momentum:** Recent rounds include Saronic ($1.75B), Kalshi ($1B), Polymarket ($1.6B), Shield AI ($500M), and Apptronik ($520M) — capital concentrating in defense autonomy, prediction markets, and applied AI. - **Geography:** 18 of 50 are Bay Area–based; New York clusters fintech-adjacent disruptors (Ramp, Kalshi, Polymarket); Texas anchors physical AI (Saronic, Apptronik, Island). - **Beyond AI:** A defense and security bloc — Anduril, Saronic, Shield AI, Cyera, Vanta, and others — makes up ~16% of the list. ## What's Included Each of the 50 companies on the 2026 list, identified by name and ZoomInfo Company ID. Open in your preferred AI tool to pull firmographics, headcount, funding history, and technology stack for every company on the list. ## Use Cases - **ABM and enterprise sales** targeting the highest-profile venture-backed accounts of 2026 - **Corp dev and VC scouting** evaluating innovation leaders across AI, autonomous systems, and vertical SaaS - **Competitive intelligence** tracking the companies CNBC identifies as reshaping their industries at scale ================================================================================ # Account Health > Read where an account's health is heading from recent conversations, backed by an engagement timeline and a research snapshot, every claim tied to evidence. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-account-health --- ## Overview Account Health gives a grounded read on where an account is heading. It pulls the sentiment trajectory across recent conversations, the risk signals that the data actually shows, and one to three recommended actions. The read is strictly evidence-based. It does not invent risk or fall back on generic churn advice, and it asks for your input when the conversations do not settle the question. The skill is built for anyone who owns account outcomes: account executives heading into a renewal, customer success managers watching a strategic account, and RevOps teams who want a defensible risk read before a QBR. It combines an engagement timeline (contact cadence and any drop-off), conversation intelligence for sentiment and risk, and an account research snapshot for deal and relationship context. Conversation intelligence sees only the last few engagements and cannot count mentions or search by topic, so the skill treats its read as recent signal rather than a full trend line. When conversation data is thin, mixed, or a verdict hinges on something the data cannot show, such as a renewal date or an off-platform escalation, the skill asks you before writing the assessment. If no conversation data exists at all, it says so and limits the read to CRM and firmographic signal. ## What It Does - **Health verdict**: States a single direction (healthy, watch, or at-risk) with a confidence level and the reason confidence sits where it does. - **Sentiment trajectory**: Traces how tone and engagement have moved across recent conversations, citing the specific moments behind the read. - **Risk signals**: Surfaces evidence-backed concerns like a champion who has gone quiet, an unresolved escalation, or a slipping contact cadence, and omits anything it cannot support. - **Strengths**: Names what is genuinely going well when the evidence shows it, rather than padding the assessment. - **Recommended actions**: Suggests one to three concrete moves tied to the evidence, or says what to confirm first when the data does not support a confident call. - **Evidence discipline**: Separates what the conversations show from what is inferred, and folds in any context you provided with attribution. ## Use Cases ### Risk Read Before a Renewal An account executive has a renewal QBR in three weeks and wants to walk in with a clear-eyed view. Running Account Health returns the sentiment trend across the last several conversations, flags that the original champion has gone quiet, and recommends confirming the renewal date and adoption numbers before the meeting. The verdict comes with a confidence level, so the AE knows how much weight to put on it. ### Churn Check on a Quiet Account A customer success manager notices a strategic account has gone silent and wants to know whether that silence is a real risk signal. The skill builds the engagement timeline, shows the drop in contact cadence, and reads recent sentiment. Where the data cannot confirm whether the quiet is a problem, the skill asks about recent escalations or usage rather than assuming churn. ### Sentiment Review Across a Book A RevOps lead wants a defensible read on several accounts before a pipeline review. For each account, the skill produces a direction, a confidence level, and the source moments behind the sentiment call. Accounts with no conversation data get an honest CRM-only view with a note that conversational risk could not be assessed. ================================================================================ # Account Relationship Recap > Recap where things stand with an account from recent conversations, with a read on whether the relationship is warming, steady, or cooling, tied to evidence. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-account-relationship-recap --- ## Overview Account Relationship Recap tells you where things stand with an account and, more importantly, which direction the relationship is moving. It blends account research for deal and firmographic context with company-scoped conversation intelligence for what has actually been said recently. The result is a short, evidence-backed read you can trust before a check-in. The skill is built for account executives and customer success managers who manage ongoing relationships and need a fast, honest picture without reopening every thread by hand. You can pass an optional lens, such as renewal risk, expansion, or post-exec-change, to frame the recap around the question you care about most. Every claim ties back to a source, whether that is a specific meeting, the account research, or CRM. The recap reasons over the last few engagements only. Conversation intelligence cannot search by topic or count mentions, so the skill keeps it scoped to a single account and treats its output as recent signal. It decides whether the relationship is warming, steady, or cooling and says why, without asserting momentum or risk the data does not support. When no conversation data exists, it produces the research-based read and notes plainly that the trajectory call is limited. ## What It Does - **Trajectory call**: States in one line whether the relationship is warming, steady, or cooling, with the supporting evidence attached. - **Recent conversations**: Summarizes what has actually been discussed lately in three to five bullets, each tied to its source meeting. - **Change detection**: Flags the shifts that matter, such as new or departed stakeholders, a change in responsiveness, or momentum gained or lost. - **Open threads and risks**: Lists what is unresolved or worth watching, drawn from the conversations rather than assumed. - **Cadence anchor**: Pulls the recent engagement rhythm and the gap since last contact when that framing adds to the read. - **Suggested next step**: Recommends a single evidence-based move, and only when the data points to one. ## Use Cases ### Read Before a Check-In An account executive has a check-in tomorrow and wants to know where the relationship actually sits. The recap returns a trajectory call, three to five bullets on what has come up in recent conversations, and any open threads to close. Because each point cites its source meeting, the AE can reference specifics on the call rather than speaking in generalities. ### Trajectory After an Executive Change A customer success manager learns the account's main sponsor has moved on and wants to understand the fallout. Passing a post-exec-change lens, the skill surfaces whether new people have entered the conversation, how tone and responsiveness have shifted, and what threads the departure left open. The read makes clear whether the relationship is cooling or holding steady. ### Expansion-Readiness Read An AE eyeing an expansion wants to confirm the relationship can carry the conversation. With an expansion lens, the recap highlights warming signals, active stakeholders, and open threads that could support or stall the motion, then suggests a next step only if the evidence backs one. ================================================================================ # Account Research > Produce a full intelligence brief on a target account, framed by the specific decision you're prepping for. Combines firmographics, CRM context, intent, news, scoops, and a similar-company cohort into a TL;DR-led brief. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-account-research --- ## Overview The Account Research skill produces a decision-ready intelligence brief on a target company, framed by the specific reason you're pulling it. Tell it whether you're prepping for a QBR, scoping a competitive deal, or qualifying an inbound. The brief is shaped to match: the TL;DR answers *why this brief, now*, news and intent are triaged against your themes, and next steps tie to specific people and signals. Under the hood, the skill pulls firmographics, CRM-style narrative context, intent signals, recent news and scoops, and a similar-company cohort in parallel. It then synthesizes the raw context into a single brief. The executive summary sits up top, sections are suppressed when data is thin, and a competitor table is grounded in ZoomInfo's similarity model. If your GTM context is configured, the brief also includes an ICP fit section mapping the account to your offerings, personas, and competitors. The result is one artifact a rep can read before walking into a call, with every claim tied back to a source. ## What It Does - **Purpose-aware framing**: Takes a one-line research context (renewal QBR, competitive bake-off, cold outbound) and uses it as the lens for every downstream step. - **Parallel retrieval**: Pulls firmographics, account narrative, news, scoops, intent signals, and similar companies concurrently once the company is resolved. - **Intent and news triage**: Filters topics and headlines against the brief purpose and your GTM offerings, so you see what changes the call, not generic press releases. - **Past-date and freshness flags**: Surfaces inline when CRM-style dates have already passed or when the similar-company cohort spans inconsistent industries. - **TL;DR up top, body below**: Executive summary with situation, top three facts, and highest-impact actions, followed by full sections you can scan or skip. ## Use Cases ### Pre-Call Account Briefing Before a discovery call, QBR, or executive briefing, give Account Research a one-line purpose ("preparing for QBR, focused on renewal risk and expansion") and get back a brief that answers what you walk in knowing. Engagement history, recent moves, intent themes, and named contacts are all framed around the decision in front of you, not assembled into a generic profile. ### Inbound Account Triage When a new account lands through a form, free trial, or SDR-sourced lead, run Account Research with the triage decision as the purpose ("inbound triage, deciding between AE routing and nurture"). The brief returns ICP fit, fresh growth signals, intent on your category, and any prior engagement, so the routing call gets made against context. ### Competitive Deal Prep Heading into a deal where you suspect a competitor is already in the conversation, ask for a brief framed around displacement angles. Intent signals on the competitor's category, recent product moves, and named stakeholders surface together, giving the AE concrete discovery questions instead of a generic profile. ================================================================================ # Accounting Professionals Who Recently Changed Roles > 145,000+ Accounting professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/accounting-professionals-who-recently-changed-roles --- ## Overview Accounting professionals who recently changed roles are in active evaluation mode at their new company. 145,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Accounting job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach accounting professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving accounting functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Active Companies in the United States > Active US-based companies — the full active addressable market for US-focused GTM. **Source:** https://gtm.ai/marketplace/gtm-audiences/active-companies-in-the-united-states --- ## Overview Active US-based companies — the full active addressable market for US-focused GTM. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # AE-to-CS Handoff > Build an AE-to-CS handoff brief that captures what was promised, how the customer defined success, and who the people are, drawn from the sales conversations. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-ae-cs-handoff --- ## Overview AE-to-CS Handoff captures everything the incoming customer success manager needs from the sales conversations: what was promised, what success looks like in the customer's words, and who the people are. It builds an engagement timeline of the sales cycle, then reads the highest-signal conversations to pull requirements, commitments, stakeholders, and the relationship state. The CSM starts from context instead of a cold account. The skill is built for account executives closing deals and the CSMs who inherit them. It targets the two to four engagements that carry the most signal, such as discovery, the important demos, negotiation, and commitment moments, and runs a conversation intelligence read on each. Account research and contact research fill in the structural picture around those conversations. Keeping the deep reads scoped to a handful of engagements keeps AI credit use in check. The brief draws a clear line between what was promised, which must be honored, and what was merely aspirational. Every requirement and commitment is attributed to the conversation it came from, and the skill does not invent commitments. Conversation intelligence sees only the last few engagements, so the skill anchors on the identified key moments rather than expecting full history. When no conversation data exists, it builds the structural handoff from research and flags that requirements and working style could not be captured. ## What It Does - **Deal summary**: Captures what was sold and the core problem behind the purchase in a couple of lines. - **Success criteria**: Records how the customer defined a win, in their own words, with the source conversation attached. - **Commitments made**: Lists what the AE promised the customer, including timelines, and marks these as obligations that transfer to the CSM. - **Stakeholder map**: Describes each person's role, influence, and champion or skeptic stance, plus how they like to work where the conversations show it. - **Open items and risks**: Names anything unresolved at close so nothing gets dropped in the transition. - **Recommended first move**: Suggests the CSM's best opening action, grounded in the rest of the brief. ## Use Cases ### Post-Sale Transition A deal just closed and the account executive needs to hand it off cleanly. The skill builds the sales-cycle timeline, reads the discovery and negotiation conversations, and produces a brief that separates firm commitments from aspirational discussion. The CSM inherits the success criteria and open items without a scheduling scramble or a lossy verbal handoff. ### Onboarding a Newly Assigned Account A customer success manager picks up an account mid-flight and has no history with it. Running the handoff surfaces who the decision-makers are, how each prefers to work, and what was promised during the sale. The recommended first move gives the CSM a concrete starting action rather than a blank page. ### Clean Handoff on a Complex Deal After a drawn-out deal with several stakeholders and competing priorities, an AE wants to be sure nothing gets lost. The skill anchors on the highest-signal engagements, attributes each requirement to its source, and flags the sensitivities that surfaced along the way, so the CSM understands the room before the first call. ================================================================================ # Agriculture & Farming Fleets > 50K+ agriculture and farming fleet locations with vehicle counts, weight class breakdowns, and fuel type data **Source:** https://gtm.ai/marketplace/gtm-audiences/agriculture-and-farming-fleets --- ## Overview Over 50,000 agriculture and farming fleet locations operating commercial vehicles for crop transport, field operations, and farm-to-market logistics. Agricultural fleets have unique seasonal patterns, heavy-duty requirements, and specialized vehicle needs that differ from standard commercial operations. ## What's Included - **Agricultural Fleet Locations**: Company details and addresses for farming fleet operators - **Fleet Size**: National and local vehicle counts — identify large agricultural operations vs. family farms - **Vehicle Composition**: GVW class breakdown — grain trucks, livestock haulers, and field service vehicles - **Fuel Mix**: Diesel-dominant with emerging biodiesel and alternative fuel adoption - **Firmographics**: Agriculture sub-industry, employee count, and revenue ## Use Cases ### Agricultural Vehicle Sales Target farming operations for grain trucks, livestock trailers, flatbeds, and utility vehicles. Vehicle weight class data matches your inventory to their operational needs. ### Farm Fleet Fuel & Maintenance Agricultural fleets have seasonal peak demand. Market bulk fuel delivery, mobile maintenance, and harvest-season service programs timed to the agricultural calendar. ### Precision Agriculture Technology Reach large farming operations with GPS-guided fleet tracking, field mapping, and logistics optimization for planting and harvest seasons. ### Crop Transport & Logistics Target agricultural fleet operators with freight brokerage, cold chain logistics, and crop transport services connecting farms to processing facilities and markets. ================================================================================ # AI/ML Professionals Who Recently Changed Roles > 28,000+ AI/ML professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/aiml-professionals-who-recently-changed-roles --- ## Overview AI/ML professionals who recently changed roles are in active evaluation mode at their new company. 28,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: AI/ML job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach ai/ml professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving ai/ml functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # All Active UCC Filings in the US > 40M+ active UCC lien filings with creditor-debtor relationships, collateral types, and filing dates across 47 states **Source:** https://gtm.ai/marketplace/gtm-audiences/all-active-ucc-filings-in-the-us --- ## Overview Over 40 million active UCC (Uniform Commercial Code) filings across 47 states and Washington DC. Every UCC filing is a public record establishing a creditor's legal interest in a debtor's assets — making this dataset a comprehensive map of commercial lending relationships, asset-backed financing, and business credit activity in the United States. ## What's Included - **Filing Details**: Filing number, chain number, state, date, and action code - **Debtor Intelligence**: Company name, address, phone, website, and ZoomInfo company ID for the borrowing entity - **Creditor Intelligence**: Company name, address, and type (secured party or assignee) for the lending entity - **Collateral Classification**: Equipment, inventory, accounts receivable, vehicles, real estate, blanket lien, and more - **Filing Chain**: Link related filings (amendments, continuations, assignments) back to the original filing ## Use Cases ### Commercial Lending Intelligence See which companies are borrowing, what they're pledging as collateral, and who's lending to them. Build a complete picture of a company's secured debt before extending credit. ### Equipment Financing Leads Companies that have filed UCC liens against equipment are active borrowers with demonstrated need for asset financing. Target them at renewal or when filings approach expiration. ### Competitive Intelligence for Lenders Track which lenders are most active in your target market. See filing volume, collateral types, and geographic concentration for any creditor in the dataset. ### Risk Assessment Incorporate UCC filing data into credit risk models. Companies with multiple active liens, blanket liens, or recent filing activity may carry different risk profiles. ================================================================================ # All Auto Dealerships in the US > 60K+ auto dealerships across the United States — franchised, independent, and direct dealers with OEM brand affiliations and inventory type **Source:** https://gtm.ai/marketplace/gtm-audiences/all-auto-dealerships-in-the-us --- ## Overview Over 60,000 auto dealerships across the United States — the complete landscape of franchised, independent, and direct-to-consumer dealers. Each record includes OEM brand affiliation, dealer group membership, inventory type, and dealership size metrics, making this the definitive audience for anyone selling into the automotive retail channel. ## What's Included - **Dealerships**: Franchised, independent, and direct dealers nationwide - **Brand Data**: OEM brand name, parent company, and franchise relationship - **Operations**: Inventory type (new, used, both), employee range, and revenue range - **Group Membership**: Dealer group name and ownership type (public, private) - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Vendor Sales Sell parts, F&I products, service equipment, and accessories to dealerships filtered by brand, size, location, and dealer type. ### OEM Network Analysis Map dealer networks by OEM brand to understand distribution density, competitive positioning, and white space opportunities. ### Dealership Technology Sell DMS platforms, CRM systems, inventory management, and digital retailing tools to dealerships based on size and operational profile. ### Dealer Group Targeting Identify dealer group affiliations to pursue group-level deals that cover multiple rooftops in a single engagement. ================================================================================ # All Licensed Insurance Producers in the US > 2.6M+ licensed insurance producer records with NPN numbers, carrier appointments, licensing data, and verified contact information **Source:** https://gtm.ai/marketplace/gtm-audiences/all-licensed-insurance-producers-in-the-us --- ## Overview Over 2.6 million licensed insurance producer records across the United States — the most comprehensive view of the US insurance distribution landscape. Each record includes state licensing details, National Producer Number (NPN), carrier appointments, lines of authority, and verified contact data enriched by ZoomInfo. ## What's Included - **Producer Identity**: Full name, NPN number, and state license numbers - **Licensing**: Residency type, licensed states, and appointment status - **Carrier Relationships**: Appointing entity names showing which carriers have appointed the producer - **Contact Data**: Business email, supplemental email, direct phone, and mobile - **ZoomInfo Enrichment**: Job title, company affiliation, accuracy score, and LinkedIn profile ## Use Cases ### Producer Recruiting The #1 use case. Carriers and agencies use this data to identify, target, and recruit licensed producers for appointments and distribution expansion. Filter by state, carrier, and licensing to find ideal candidates. ### Insurtech Platform Sales Target insurance producers with quoting platforms, agency management systems, CRM, and digital tools designed for insurance professionals. ### Carrier Distribution Expand distribution networks by identifying producers licensed in target states who don't currently carry your products. Multi-state producers offer geographic reach. ### Compliance Monitoring Verify producer licensing status, track appointment changes, and monitor regulatory compliance across your distribution network. ================================================================================ # All Managed Security Service Providers (MSSPs) > 8K+ managed security service providers globally — companies specializing in outsourced cybersecurity monitoring, detection, and response **Source:** https://gtm.ai/marketplace/gtm-audiences/all-managed-security-service-providers --- ## Overview Over 8,000 managed security service providers worldwide — companies that deliver outsourced SOC operations, threat detection, incident response, and security compliance services. MSSPs are the fastest-growing segment of the managed services market, driven by rising cyber threats and the cybersecurity talent shortage. ## What's Included - **MSSP Companies**: Companies classified as managed security service providers - **Firmographics**: Employee count, revenue, and company size - **Location**: HQ address and office locations globally - **Enrichment**: ZoomInfo company data including industry, tech stack, and corporate hierarchy ## Use Cases ### Security Vendor Partnerships Cybersecurity vendors partner with MSSPs to distribute products at scale. Identify MSSPs by size and geography to build your security channel. ### MSSP Platform Sales Sell SIEM platforms, SOAR tools, XDR solutions, and security automation to MSSPs — the operational backbone of their service delivery. ### Threat Intelligence Distribute threat intelligence feeds, vulnerability data, and dark web monitoring services through MSSP partnerships that reach thousands of end customers. ### M&A & Investment MSSP consolidation is a major investment theme. Identify acquisition targets and investment opportunities by revenue, growth trajectory, and geographic coverage. ================================================================================ # All Managed Service Providers (MSPs) > 40K+ managed service providers globally — IT companies delivering outsourced infrastructure, network, and endpoint management services **Source:** https://gtm.ai/marketplace/gtm-audiences/all-managed-service-providers --- ## Overview Over 40,000 managed service providers worldwide — the companies that deliver outsourced IT infrastructure, network management, endpoint support, and cloud services to businesses of all sizes. MSPs are both a massive buyer segment for IT vendors and a critical distribution channel for technology products reaching SMBs. ## What's Included - **MSP Companies**: Companies classified as managed service providers - **Firmographics**: Employee count, revenue, and company size - **Location**: HQ address and office locations globally - **Enrichment**: ZoomInfo company data including industry, tech stack, and corporate hierarchy ## Use Cases ### Channel Partner Recruitment IT vendors recruit MSPs as channel partners to reach SMB customers. Identify MSPs by size, location, and specialization to build your partner ecosystem. ### MSP Platform Sales Sell RMM tools, PSA platforms, backup solutions, and IT automation software directly to MSPs — the tools they need to run their business. ### Cybersecurity Distribution MSPs are the primary cybersecurity delivery channel for SMBs. Distribute endpoint protection, SIEM, and security awareness training through MSP partnerships. ### M&A Targeting MSP consolidation is accelerating. Private equity and strategic acquirers use firmographic data to identify acquisition targets by revenue, geography, and service mix. ================================================================================ # All US Franchise Locations > 518K+ active franchise locations with franchisor hierarchy, owner contacts, and location-level business data **Source:** https://gtm.ai/marketplace/gtm-audiences/all-us-franchise-locations --- ## Overview Over 518,000 active franchise locations across the United States — from quick-service restaurants to fitness centers to home services. Each record links the franchise location to its parent franchisor with full hierarchy data, and includes owner contact information for direct outreach to the decision-makers who run these businesses. ## What's Included - **Franchise Hierarchy**: Franchisor name, parent company, and corporate linkage down to each individual location - **Location Details**: Franchisee business name, full address, phone, and website - **Owner Contacts**: Franchise owner name, business email, supplemental email, direct phone, and mobile - **Status Data**: Active, pending, former, or company-owned designation - **Firmographics**: Franchisor industry, sub-industry, employee range, and revenue range ## Use Cases ### Franchise Technology Sales Target franchise locations with POS systems, inventory management, scheduling software, and multi-location technology platforms. Franchisor hierarchy lets you run top-down or bottom-up sales motions. ### Multi-Location Marketing Reach franchise owners with local marketing services, reputation management, and digital advertising platforms designed for multi-unit operators. ### Franchise Supplier Programs Market food service supplies, cleaning products, equipment, and uniforms to franchise locations. Industry classification helps match your products to the right franchise systems. ### Franchise Development Identify franchise systems that are actively expanding (pending locations) and target them with real estate, construction, and business services for new unit development. ================================================================================ # Auto Dealer Groups > 5,000+ auto dealer groups in the US — multi-rooftop organizations operating franchised and independent dealerships across brands and locations **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealer-groups --- ## Overview Over 5,000 auto dealer groups in the United States — the multi-rooftop organizations that control a growing share of US vehicle retail. Dealer groups range from local two-store operations to publicly traded platforms with hundreds of locations. Group-level selling unlocks larger deal sizes, standardized deployments, and recurring revenue across multiple dealership rooftops. ## What's Included - **Dealer Groups**: Multi-rooftop dealership organizations - **Structure**: Ownership type (public, private), rooftop count, and brands carried - **Firmographics**: Revenue range, employee count, and geographic footprint - **Enrichment**: ZoomInfo company data including corporate hierarchy and growth signals ## Use Cases ### Enterprise Sales Dealer groups make centralized purchasing decisions for technology, parts, and vendor services. Engage at the group level for multi-rooftop deals. ### Multi-Rooftop Platforms Sell DMS, CRM, and digital retailing platforms that scale across all of a group's locations with centralized management and reporting. ### M&A Intelligence Dealer group consolidation is accelerating. Track group expansion, acquisition activity, and market positioning for M&A advisory and lending. ### Group-Level Agreements F&I providers, parts suppliers, and service vendors negotiate group-level agreements for volume pricing and exclusive distribution rights. ================================================================================ # Auto Dealerships in California > 6,000+ auto dealerships in California — the largest state dealer market with strict emissions standards and EV adoption **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-california --- ## Overview Over 6,000 auto dealerships in California — the largest state dealer market in the US and the epicenter of EV adoption and emissions regulation. California's Advanced Clean Cars II mandate, ZEV requirements, and consumer demand for electric vehicles make it a unique market where dealers face distinct inventory, compliance, and technology challenges. ## What's Included - **California Dealers**: Franchised and independent dealerships across California - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: Dealership address and metro area (LA, SF Bay, San Diego, Sacramento) ## Use Cases ### California Vendor Sales California's dealer density and high transaction volumes make it the top state for automotive vendor revenue. Target by metro, brand, and size. ### EV Dealer Targeting California leads US EV adoption. Target dealers selling EVs and hybrids with charging infrastructure, EV service training, and EV-specific F&I products. ### Regulatory Compliance California's emissions, consumer protection, and dealer licensing requirements are the strictest in the US. Sell compliance and documentation tools. ### West Coast Technology California dealers tend to be early adopters of digital retailing, online sales platforms, and customer experience technology. ================================================================================ # Auto Dealerships in Florida > 4,500+ auto dealerships in Florida — a top-5 state dealer market driven by population growth and year-round demand **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-florida --- ## Overview Over 4,500 auto dealerships in Florida — a top-5 state dealer market fueled by steady population growth, year-round demand, and a diverse vehicle mix spanning luxury imports in South Florida to trucks and SUVs in the Panhandle. Florida's no-income-tax environment and retiree migration sustain high transaction volumes. ## What's Included - **Florida Dealers**: Franchised and independent dealerships across Florida - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: Dealership address and metro area (Miami, Tampa, Orlando, Jacksonville) ## Use Cases ### Florida Vendor Sales Florida's year-round demand and high transaction volumes make it a priority state for automotive vendor coverage. ### Southeast Expansion Use Florida as an anchor for Southeast dealer coverage spanning Georgia, Alabama, and the Carolinas. ### Luxury & Import South Florida has one of the highest concentrations of luxury and import brand dealers in the US. Target with premium F&I, detail, and aftermarket products. ### Technology Adoption Florida dealers increasingly adopt digital retailing and online sales platforms to serve the state's tech-comfortable buyer demographic. ================================================================================ # Auto Dealerships in New York > 3,000+ auto dealerships in New York — a high-value state market with dense metro, suburban, and upstate dealer networks **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-new-york --- ## Overview Over 3,000 auto dealerships in New York — a high-value state market spanning the NYC metro area, Long Island, Westchester, and upstate markets. New York's adoption of California's Advanced Clean Cars II standards, dense urban markets with unique logistics challenges, and affluent suburban buyers create a diverse dealer landscape with premium vendor opportunities. ## What's Included - **New York Dealers**: Franchised and independent dealerships across New York - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: Metro area and dealership address ## Use Cases ### Vendor Sales New York's high cost of living and transaction values make it a premium market for automotive vendors selling parts, F&I, and dealer services. ### Tri-State Engagement NYC metro dealers (including Long Island, Westchester, and northern NJ) form a dense cluster ideal for territory-based sales strategies. ### EV Mandate New York's adoption of California EV standards creates dealer investment in charging infrastructure, EV service capability, and electrification readiness. ### Urban vs. Suburban New York's market bifurcates between urban dealers (space-constrained, delivery-focused) and suburban/upstate dealers (traditional lots, test-drive emphasis) — different product needs for each. ================================================================================ # Auto Dealerships in Texas > 5,000+ auto dealerships in Texas — the second-largest state dealer market with strong truck and SUV demand **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-texas --- ## Overview Over 5,000 auto dealerships in Texas — the second-largest state dealer market in the US. Texas's population growth, business-friendly tax environment (no state income tax), and strong demand for trucks and SUVs create a high-volume dealer market across Dallas-Fort Worth, Houston, San Antonio, and Austin. ## What's Included - **Texas Dealers**: Franchised and independent dealerships across Texas - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: Dealership address and metro area ## Use Cases ### Texas Vendor Sales Texas's high vehicle transaction volume makes it a top-priority state for parts, F&I, and service vendor sales. ### Truck & Commercial Texas leads the US in truck and SUV sales. Target dealers carrying Ford, Chevy, Ram, and Toyota truck inventory for commercial vehicle products and accessories. ### Dealer Groups Texas has several major dealer groups with multi-brand, multi-location operations. Engage at the group level for larger deal sizes. ### Regional Expansion Use Texas as a hub for South Central dealer coverage spanning Oklahoma, Louisiana, Arkansas, and New Mexico. ================================================================================ # Auto Dealerships in the Midwest > 10,000+ auto dealerships across the Midwest — Illinois, Ohio, Michigan, Indiana, and Wisconsin **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-the-midwest --- ## Overview Over 10,000 auto dealerships across the Midwest — a region deeply tied to the domestic auto industry. Illinois, Ohio, Michigan, Indiana, and Wisconsin are home to OEM manufacturing, a loyal domestic-brand customer base, and dealer networks that over-index on Ford, Chevrolet, and Stellantis brands. Harsh winters and road salt create strong service and parts demand year-round. ## What's Included - **Midwest Dealers**: Franchised and independent dealerships across IL, OH, MI, IN, and WI - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: State, metro area, and dealership address ## Use Cases ### Market Coverage The Midwest's dealer density and domestic brand loyalty make it a priority region for parts, service, and vendor sales. ### Domestic Brands Midwest dealers over-index on Ford, Chevy, and Stellantis. Target with brand-specific products matched to the region's vehicle mix. ### Service & Parts Winter conditions, road salt, and high annual mileage drive strong aftermarket demand. Sell rust protection, winter products, and high-wear replacement parts. ### Dealer Groups Several major Midwest dealer groups operate across the region. Engage groups for multi-rooftop deals spanning multiple brands and states. ================================================================================ # Auto Dealerships in the Southeast > 12,000+ auto dealerships across the Southeast — Florida, Georgia, North Carolina, South Carolina, and Tennessee **Source:** https://gtm.ai/marketplace/gtm-audiences/auto-dealerships-in-the-southeast --- ## Overview Over 12,000 auto dealerships across the Southeast — one of the fastest-growing automotive retail regions in the US. Florida, Georgia, North Carolina, South Carolina, and Tennessee combine population growth, strong truck/SUV demand, and expanding metro markets into a priority region for automotive vendors and dealer technology providers. ## What's Included - **Southeast Dealers**: Franchised and independent dealerships across FL, GA, NC, SC, and TN - **Brand Data**: OEM brand affiliation and dealer type - **Operations**: Inventory type, employee range, and revenue range - **Location**: State, metro area, and dealership address ## Use Cases ### Regional Expansion The Southeast's growth makes it a top expansion target. Map dealer density and brand coverage to plan your regional go-to-market. ### Dealer Groups Several major dealer groups are headquartered in the Southeast. Engage regional groups for multi-rooftop deals. ### Truck & SUV Market The Southeast over-indexes on truck and SUV sales. Target dealers with truck accessories, towing products, and commercial vehicle services. ### Technology Adoption Southeast dealers are investing in digital retailing and online sales platforms as the region's metros grow and competition intensifies. ================================================================================ # Automotive Service Franchise Locations > 10K+ automotive service franchise locations including oil change, collision repair, tire, and auto care brands **Source:** https://gtm.ai/marketplace/gtm-audiences/automotive-service-franchise-locations --- ## Overview Over 10,000 automotive service franchise locations — Jiffy Lube, Meineke, Maaco, Midas, Valvoline Instant Oil Change, Big O Tires, and other automotive care brands. These franchisees run service-intensive operations with high parts consumption, specialized equipment needs, and local customer acquisition challenges. ## What's Included - **Auto Service Brands**: Franchisor hierarchy for major automotive service chains - **Location Details**: Shop name, address, phone, and website - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, and company-owned - **Service Category**: Oil change, collision, tire, general repair, and specialty service classification ## Use Cases ### Parts & Supply Distribution Market automotive parts, oils, fluids, filters, and shop supplies to franchise locations. Brand-level targeting ensures product compatibility and volume pricing. ### Shop Management Software Target automotive service franchisees with shop management systems, digital vehicle inspections, appointment scheduling, and customer communication platforms. ### Equipment & Tools Reach franchise shop owners with lifts, diagnostic equipment, tire machines, alignment racks, and specialty tools for their service operations. ### Marketing & Lead Generation Market local advertising, review management, and customer retention programs to auto service franchise owners competing for local market share. ================================================================================ # BMW Dealerships > 350+ BMW dealerships in the US — a premium brand network with high transaction values and technology-forward operations **Source:** https://gtm.ai/marketplace/gtm-audiences/bmw-dealerships --- ## Overview Over 350 BMW dealerships in the United States — a premium brand network with some of the highest per-unit transaction values in automotive retail. BMW dealers serve affluent buyers with high expectations for showroom experience, service quality, and technology. BMW's expanding EV lineup (iX, i4, i5) positions these dealers at the intersection of luxury and electrification. ## What's Included - **BMW Dealers**: Franchised BMW dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Premium Parts & Accessories BMW's affluent customer base spends heavily on accessories, performance upgrades, and protection products. Target dealers with brand-appropriate premium offerings. ### Customer Experience BMW dealers invest in showroom technology, digital retailing, and customer experience platforms that match the premium brand positioning. ### EV Transition BMW's iX, i4, and i5 electrification push requires dealer investment in charging, EV service certification, and battery diagnostic tools. ### Premium F&I BMW's high transaction values create large F&I revenue opportunities. Sell extended warranties, paint protection, and financing products designed for luxury buyers. ================================================================================ # Build List > Describe your target audience in plain language and get a structured, exportable table of matching contacts or companies from ZoomInfo's database. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-build-list --- ## Overview The Build List skill turns a natural language description of your target audience into a structured, exportable table of real contacts or companies from ZoomInfo's database. No query builders, no form fields — just describe what you're looking for and get a clean list back. This skill handles the entire workflow: parsing your criteria into structured filters, validating every filter value against ZoomInfo's lookup API, executing the search with optimal sort parameters, and enriching sparse results with emails, direct dials, and accuracy scores. The result is a ready-to-use table artifact you can copy, download, or feed directly into your next step. Whether you need 25 highly targeted contacts for a personalized sequence or 500 accounts for a broad ABM wave, Build List adapts to the scope and outputs a summary of exactly what filters were applied — so you can verify the list matches your intent and iterate if needed. ## What It Does - **Natural language parsing**: Translates conversational criteria ("Series B SaaS startups in Austin with 50–200 employees using Salesforce") into structured ZoomInfo filter parameters - **Filter validation**: Looks up valid values and IDs for every filter before searching — never guesses, so results are accurate - **Contact and company search**: Runs searches against ZoomInfo's full database with optimal sort ordering (contact accuracy score, company revenue or headcount) - **Enrichment pass**: Fetches emails, direct dials, and additional profile data for top results to fill in any gaps from the initial search - **Refinement guidance**: When results are too broad or narrow, suggests specific filter adjustments with estimated impact on list size ## Use Cases ### Outbound Campaign Lists Give Claude your ICP criteria — title, seniority, industry, company size, location, tech stack — and get a contact list formatted for export to your sequencing tool or CRM. Ask for 25 hyper-targeted contacts for a personalized campaign or 250 for broader coverage. ### Account-Based Marketing Describe the firmographic profile of your target accounts (industry, revenue band, employee count, geography, business model) and get a company list with contacts pre-mapped. Iterate on filters in conversation until the segment matches your ABM program requirements. ### Territory Planning Build a comprehensive view of the addressable market in a new territory by generating lists filtered by metro region, company size, and vertical. Export the results and load them into your CRM to assign to reps. ================================================================================ # Business Development Professionals Who Recently Changed Roles > 185,000+ Business Development professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/business-development-professionals-who-recently-changed-roles --- ## Overview Business Development professionals who recently changed roles are in active evaluation mode at their new company. 185,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Business Development job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach business development professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving business development functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Buying Committee > Map the buying committee at a target account. Identifies decision-makers, prioritizes who to engage, surfaces gaps, and flags multi-thread risk in a scannable brief led by a TL;DR. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-buying-committee --- ## Overview The Buying Committee skill maps the buying group at a target account. It surfaces who matters, what role they play, and who to engage first. The output is built to be scannable: a TL;DR with the top three to engage and the biggest coverage gap, a Mermaid visualization of the committee, then per-role tables and deeper profiles for the top three to five stakeholders. Pass the skill rich context on the situation, deal stage, persona priorities, and any hypotheses to test. The map is then framed by that purpose. Role classification is deliberately conservative. Champions require explicit engagement evidence, not just a senior title. Recently appointed VPs from the last 90 days are flagged separately so the map reflects the org as it is today, not a stale snapshot. For the top three to five stakeholders, the skill runs deeper research to catch stale records. If a person has departed, they get routed to a separate "needs verification" section rather than cluttering the main map. ## What It Does - **Role classification**: Sorts each stakeholder into Economic Buyer, Champion, Technical Evaluator, or Influencer (with named sub-buckets like Operations, Legal, Strategic Partnerships). - **Recently appointed flag**: VP+ new hires, lateral moves, and promotions in the last 90 days get a dedicated table and a callout in their primary role. - **Mermaid committee chart**: A flowchart showing engagement state per stakeholder (engaged, new, recently appointed, stale, gap) and the recommended sequencing path overlaid on top. - **Hypothesis check**: Named hypotheses from the input (find the economic buyer, identify a replacement champion) are explicitly answered as confirmed, contradicted, or unresolved. - **Excluded list**: Departed contacts and CRM data-quality issues are surfaced separately so they don't pollute the main map. ## Use Cases ### Late-Stage Deal Mapping In a deal already in motion, run Buying Committee with the deal stage, value, and known engagement as context. The map surfaces the actual economic buyer, named champions, and any procurement or legal blockers. Single-thread dependencies are called out so the AE knows exactly where the deal is exposed and which adjacent stakeholders to recruit. ### Renewal Prep After Champion Loss When a renewal is approaching and the original champion has left, the skill finds the new owner and anyone on the customer side who could block renewal or push for expansion. Recently appointed flags catch leadership changes that predate what CRM shows, so the renewal play targets the people actually in seat. ### Cold Prospecting Into a Target Account For a target ICP account with no prior engagement, give the skill the offering in play and persona priorities. It returns the warmest entry point ranked by seniority and persona fit, plus adjacent personas worth threading if the primary path stalls. ================================================================================ # C-Level Changes — Last 30 Days > 2,800+ companies with new C-Level employment changes in the last 30 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-c-level-hires-last-30-days --- ## Overview The most recent C-Level changes — only from the last 30 days — surface accounts at peak buying-window opportunity. 2,800+ companies with fresh signals. ## What's Included - **Change Signal**: C-Level employment changes in the last 30 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new C-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # C-Level Changes — Last 7 Days > 650+ companies with new C-Level employment changes in the last 7 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-c-level-hires-last-7-days --- ## Overview The most recent C-Level changes — only from the last 7 days — surface accounts at peak buying-window opportunity. 650+ companies with fresh signals. ## What's Included - **Change Signal**: C-Level employment changes in the last 7 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new C-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # C-Level Changes — Last 90 Days > 8,200+ companies with new C-Level employment changes in the last 90 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-c-level-hires-last-90-days --- ## Overview The most recent C-Level changes — only from the last 90 days — surface accounts at peak buying-window opportunity. 8,200+ companies with fresh signals. ## What's Included - **Change Signal**: C-Level employment changes in the last 90 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new C-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # C-Level Engineering Leaders > CTOs, Chief Architects, and C-Level engineering leaders globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-engineering-leaders --- ## Overview CTOs, Chief Architects, and C-Level engineering leaders globally. ## Use Cases - Target C-Level Engineering decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level Executives > All C-Level executives globally — CEOs, CFOs, CTOs, CMOs, and every other C-suite title. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives --- ## Overview All C-Level executives globally — CEOs, CFOs, CTOs, CMOs, and every other C-suite title. ## Use Cases - Seniority-based prospecting - Executive outreach - Practitioner-level demand generation ================================================================================ # C-Level Executives in Australia > C-Level contacts in Australia — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-australia --- ## Overview C-Level contacts in Australia — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives in Canada > C-Level contacts in Canada — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-canada --- ## Overview C-Level contacts in Canada — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives in Germany > C-Level contacts in Germany — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-germany --- ## Overview C-Level contacts in Germany — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives in India > C-Level contacts in India — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-india --- ## Overview C-Level contacts in India — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives in the United Kingdom > C-Level contacts in United Kingdom — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-the-united-kingdom --- ## Overview C-Level contacts in United Kingdom — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives in the United States > C-Level contacts in United States — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-in-the-united-states --- ## Overview C-Level contacts in United States — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # C-Level Executives Who Changed Companies > 85,000+ C-Level professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-who-changed-companies --- ## Overview C-Level professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 85,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: C-Level classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving c-level teams can target new hires likely to evaluate their category. ================================================================================ # C-Level Executives Who Recently Changed Roles > 125,000+ C-Level professionals who recently changed companies or roles — highest-propensity buyers in their first 90 days. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-who-recently-changed-roles --- ## Overview The first 90 days of a new role is when leaders are most open to new vendor relationships. 125,000+ C-Level professionals recently changed jobs — this is the ideal moment to reach them with a relevant, personalized approach. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Change Signal**: Recent company or role change - **Timing**: Change timestamp for recency-based outreach scoring - **New Company Context**: Current company for firmographic targeting ## Use Cases ### First-90-Days Outreach New leaders evaluate tools and vendors in their first quarter. This audience identifies them at peak receptivity. ### Relationship-Led Pipeline Build pipeline from leaders who are actively establishing new vendor relationships at their new employer. ================================================================================ # C-Level Executives with Direct Phone > C-Level executives with a verified direct phone number — the highest-value cold call list available. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-with-direct-phone --- ## Overview C-Level executives with a verified direct phone number — the highest-value cold call list available. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # C-Level Executives with Verified Email > C-Level executives with a verified business email address — immediately reachable. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-with-verified-email --- ## Overview C-Level executives with a verified business email address — immediately reachable. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # C-Level Executives with Verified Email and Direct Phone > C-Level executives with both verified email and direct phone — the highest-quality executive contact list available. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-executives-with-verified-email-and-direct-phone --- ## Overview C-Level executives with both verified email and direct phone — the highest-quality executive contact list available. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # C-Level Finance Leaders > CFOs, Chief Accounting Officers, and C-Level finance leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-finance-leaders --- ## Overview CFOs, Chief Accounting Officers, and C-Level finance leaders. ## Use Cases - Target C-Level Finance decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level HR Leaders > CHROs, Chief People Officers, and C-Level HR leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-hr-leaders --- ## Overview CHROs, Chief People Officers, and C-Level HR leaders. ## Use Cases - Target C-Level Human Resources decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level IT Leaders > CIOs, CTOs, and C-Level IT leaders globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-it-leaders --- ## Overview CIOs, CTOs, and C-Level IT leaders globally. ## Use Cases - Target C-Level Information Technology decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level Legal Leaders > General Counsels, Chief Legal Officers, and C-Level legal leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-legal-leaders --- ## Overview General Counsels, Chief Legal Officers, and C-Level legal leaders. ## Use Cases - Target C-Level Legal decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level Marketing Leaders > CMOs, Chief Growth Officers, and C-Level marketing leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-marketing-leaders --- ## Overview CMOs, Chief Growth Officers, and C-Level marketing leaders. ## Use Cases - Target C-Level Marketing decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Level Sales Leaders > CROs, CSOs, and C-Level sales leaders globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-level-sales-leaders --- ## Overview CROs, CSOs, and C-Level sales leaders globally. ## Use Cases - Target C-Level Sales decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # C-Suite Executives > C-Suite executives — the most senior decision-makers across all functions. **Source:** https://gtm.ai/marketplace/gtm-audiences/c-suite-executives --- ## Overview C-Suite executives — the most senior decision-makers across all functions. ## Use Cases - C-Suite department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # California Benefit Plans Renewing by October 2026 > Active California benefit plans with group policies expiring in the next 90 days: the renewal-timing outreach window for carriers and brokers **Source:** https://gtm.ai/marketplace/gtm-audiences/california-benefit-plans-renewing-by-october-2026 --- ## Overview Active California benefit plans whose group policies expire within the next 90 days, with policy end dates falling between now and October 2026. Renewal is the moment employers re-evaluate carriers and brokers. That makes this the sharpest timing window for competitive group-health outreach in the state. ## What's Included - **Renewing Plans**: Active California plans with policies expiring in the window - **Carrier Detail**: The incumbent carrier on each expiring policy - **Renewal Dates**: Policy from/to dates driving the timing - **Coverage**: Benefits provided on each plan - **Contacts**: HR and benefits decision-makers at each sponsor ## Use Cases ### Renewal-Timing Outreach Reach employers precisely when their policies are up for renewal and they're actively shopping. ### Carrier & Broker Displacement Window Time competitive pitches to the renewal window, when switching costs are lowest. ### Q3-Q4 Pipeline Building Build a dated pipeline of California accounts entering renewal through October 2026. ### California Group-Health Targeting A clean, time-boxed list of California employers for carriers, brokers, and benefits providers. ================================================================================ # Call Coaching > Coach a rep on a specific call with candid feedback on discovery quality, objection handling, and talk dynamics, grounded in moments from the call. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-call-coaching --- ## Overview Call Coaching gives a rep specific, actionable feedback on a single call: what worked, what to improve, and what to focus on next time. It reads how the conversation actually went using conversation intelligence, then assesses it against solid discovery and objection-handling fundamentals. Every point is grounded in a real moment from the call, with the words that were said. The skill is built for reps who want to sharpen their own calls and for managers who coach a team. You can name the call by account or date, or let the skill pull recent meetings and confirm the most likely candidate before spending credits. An optional focus, such as discovery, the pricing objection, or whether the rep talked too much, targets the coaching where the rep wants it. Feedback is candid and useful rather than generic. The skill judges the call against good practice: open questions over pitching, listening over talking, surfacing next steps, and addressing concerns directly. It analyzes one call at a time and keeps the read scoped to that engagement. When the transcript is too thin to judge something, it says so instead of inventing a critique, and when a call has no transcript at all it offers to coach from notes the rep provides. ## What It Does - **Strength callouts**: Names two to three things the rep did well, each tied to a specific moment in the conversation. - **Improvement areas**: Identifies the two to three highest-impact changes and pairs each with a concrete alternative to try next time. - **Talk dynamics**: Reads the balance of the call, including who drove, listening versus pitching, and the questions asked, when the data supports it. - **Next-call focus**: Recommends one or two things to do differently, tied to where the deal now stands. - **Targeted coaching**: Narrows the feedback to a chosen area such as discovery or a specific objection when the rep asks for it. - **Grounded assessment**: Cites what was said for every point and declines to critique what the transcript cannot show. ## Use Cases ### Self-Review After Discovery A rep finishes a discovery call and wants to know how it went before the follow-up. The skill reads the conversation and returns what landed and where discovery fell short. For the weak spots it offers a concrete alternative, such as anchoring on an earlier value point instead of discounting when price came up. The rep walks into the next call with a clear focus. ### Manager Coaching a Rep A sales manager wants to coach a team member on a recorded call without listening to the whole thing. Running Call Coaching produces strengths, the highest-impact improvements, and a talk-dynamics read, each tied to a moment in the transcript. The manager can point to specific exchanges rather than offering vague encouragement. ### Diagnosing a Stalled Deal A rep senses a deal lost momentum on the last call but cannot pinpoint where. With a focus on where the conversation stalled, the skill traces the moment the customer disengaged and what preceded it, then suggests how to re-approach on the next call. The read stays honest about what the transcript can and cannot confirm. ================================================================================ # Call Recap > Turn a recent call into a compact recap with a summary, decisions made, action items with owners, and open questions, drawn from what was actually said. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-call-recap --- ## Overview Call Recap turns a just-finished call into a compact, high-signal writeup: what was discussed, what was decided, who owns what, and what is still open. It reads the conversation with conversation intelligence and adds light account research only when deal context helps. The output is a recap you can drop into notes or a follow-up email without editing for accuracy. The skill is built for anyone who runs customer calls and needs the record fast: account executives, customer success managers, and the managers who review their deals. You can name the call by account or date, or let the skill list your recent meetings as a numbered shortlist to pick from before it spends any credits. An optional emphasis, such as just the action items, what did we decide, or a version for your manager, shapes what the recap leads with. The recap stays honest to the conversation. It attributes decisions and action items only when the call supports them and never invents an owner or a due date, marking those as owner not stated or no date given. Conversation intelligence cannot search by topic or count mentions, so the skill keeps each read scoped to one engagement and runs a separate read per call when several are selected. When a call has no transcript, it reports that the recording was not available rather than fabricating a recap. ## What It Does - **Compact summary**: Captures in a few sentences what the call was about and where it landed. - **Decisions**: Lists what was decided and attributes each to the person who made or agreed to it when the conversation says so. - **Action items**: Records owners and due dates, and flags an item as owner not stated or no date given when the call did not specify. - **Open questions**: Surfaces what is still hanging, each with the moment in the call that raised it. - **Adaptive output**: Reshapes the recap around a requested subset, such as an action-items-only list or a manager-facing summary. - **Grounded attribution**: Cites the source meeting and declines to assign an owner or date the conversation never stated. ## Use Cases ### Post-Call Writeup An account executive wraps a call and wants the record before context fades. The skill reads the meeting and returns a summary, the decisions reached, action items with owners, and open questions, each citing the source moment. The AE pastes it into the CRM or a follow-up email in seconds rather than reconstructing the call from memory. ### Action-Items-Only Follow-Up A rep needs to send next steps right after a meeting and wants nothing but the commitments. With an action-items emphasis, the recap leads with owners, actions, and due dates, marking anything the call left unstated. The rest of the template is trimmed so the follow-up is ready to send. ### Manager-Facing Summary A manager wants a tight read on how a deal call went for a pipeline review. Asked for a manager-facing version, the skill keeps the recap to the summary, the decisions, and the suggested next step. The manager gets the signal without wading through the full transcript. ================================================================================ # Champions Across Your CRM Accounts > Champions at your customer accounts, with job-move tracking. The internal advocates who promote your solution, and where they go when they leave. **Source:** https://gtm.ai/marketplace/gtm-audiences/champions-across-your-crm-accounts --- ## Overview Every deal has one person on the inside doing the selling for you. This audience finds them. It reads the champion role assigned by contact insights and returns every champion at your customer accounts. The advocates you have earned stop living in a rep's head and start living in a list you can act on. Each record carries the champion's job-move status. A champion who leaves shows up with both the company they left and the one they joined. The audience is dynamic. When contact insights promote someone to champion, they appear here on the next refresh. ## What's Included - **Role Signal**: The champion assignment from contact insights, carried on every record - **Move Status**: Whether the champion has changed jobs, and when the move was detected - **Both Sides of the Move**: Previous and new company, each with its ZoomInfo company ID - **Start Date**: When the champion began at the new company ## Use Cases ### Renewal and Expansion Route renewal outreach through the people who already advocate internally rather than through whoever signed the original contract. ### Champion Job Changes Watch this list against move signals. A champion who lands somewhere new is the fastest path into an account you have never sold. ### Champion Replacement When a champion leaves an account you own, identify the next-best advocate among the contacts who remain. The relationship was with a person; the renewal depends on rebuilding it with someone else. ### Warm-Intro Sourcing Map champions to their own networks to find introductions into target accounts that no cold sequence will reach. ================================================================================ # Chevrolet Dealerships > 2,800+ Chevrolet dealerships in the US — GM's largest brand network spanning Silverado, Equinox, and the Bolt EV lineup **Source:** https://gtm.ai/marketplace/gtm-audiences/chevrolet-dealerships --- ## Overview Over 2,800 Chevrolet dealerships in the United States — GM's largest brand network and the second-largest domestic dealer footprint. Chevrolet dealers sell the Silverado (America's second-best-selling truck), Equinox, Tahoe/Suburban, and an expanding EV lineup including the Equinox EV and Blazer EV. The network spans urban, suburban, and rural markets nationwide. ## What's Included - **Chevy Dealers**: Franchised Chevrolet dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Parts & Accessories Silverado and Tahoe/Suburban drive strong aftermarket demand. Target Chevy dealers with truck accessories, performance parts, and protection products. ### GM Commercial Fleet Chevrolet dealers with GM commercial fleet designation serve business customers. Sell fleet management, upfit, and commercial vehicle products. ### EV Transition GM's Ultium platform is bringing EVs to Chevy dealers. Sell EV charging, service training, and showroom technology for the transition. ### Truck & SUV Aftermarket Chevy's truck-heavy lineup creates opportunities for tonneau covers, lift kits, and towing accessories sold through dealer parts departments. ================================================================================ # Chief Executive Officers > Every CEO in the ZoomInfo database — the ultimate decision-maker at every company. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-executive-officers --- ## Overview Every CEO in the ZoomInfo database — the ultimate decision-maker at every company. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Financial Officers > CFOs globally — the primary budget authority for most enterprise software purchases. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-financial-officers --- ## Overview CFOs globally — the primary budget authority for most enterprise software purchases. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Human Resources Officers > CHROs globally — the owners of people strategy, talent, and HR technology. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-human-resources-officers --- ## Overview CHROs globally — the owners of people strategy, talent, and HR technology. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Information Officers > CIOs globally — the decision-makers for enterprise IT strategy and infrastructure. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-information-officers --- ## Overview CIOs globally — the decision-makers for enterprise IT strategy and infrastructure. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Information Security Officers > CISOs globally — the buyers for security, compliance, and risk management tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-information-security-officers --- ## Overview CISOs globally — the buyers for security, compliance, and risk management tools. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Marketing Officers > CMOs globally — the budget holders for martech, demand gen, and brand tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-marketing-officers --- ## Overview CMOs globally — the budget holders for martech, demand gen, and brand tools. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Operating Officers > COOs globally — the operational leaders responsible for process, efficiency, and execution. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-operating-officers --- ## Overview COOs globally — the operational leaders responsible for process, efficiency, and execution. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Product Officers > CPOs globally — the product leaders driving platform and tooling decisions. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-product-officers --- ## Overview CPOs globally — the product leaders driving platform and tooling decisions. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Revenue Officers > CROs globally — the owners of the full revenue function from pipeline to close. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-revenue-officers --- ## Overview CROs globally — the owners of the full revenue function from pipeline to close. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Chief Technology Officers > CTOs globally — the technical decision-makers for infrastructure and platform investments. **Source:** https://gtm.ai/marketplace/gtm-audiences/chief-technology-officers --- ## Overview CTOs globally — the technical decision-makers for infrastructure and platform investments. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Cloud Professionals Who Recently Changed Roles > 65,000+ Cloud professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/cloud-professionals-who-recently-changed-roles --- ## Overview Cloud professionals who recently changed roles are in active evaluation mode at their new company. 65,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Cloud job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach cloud professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving cloud functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Commercial Fleets in California > 162K+ commercial fleet locations in California with vehicle counts, weight class breakdowns, and fuel type composition **Source:** https://gtm.ai/marketplace/gtm-audiences/commercial-fleets-in-california --- ## Overview Over 162,000 commercial fleet locations in California — the largest fleet market in the United States. California's aggressive emissions regulations, including the Advanced Clean Fleets rule, make this a critical market for EV transition services, emissions compliance, and clean transportation solutions. ## What's Included - **California Fleet Locations**: Full address, phone, and company details statewide - **Fleet Size**: National and local vehicle counts per location - **Vehicle Composition**: GVW class breakdown — critical for understanding ACF regulation exposure - **Fuel Mix**: Diesel, gasoline, electric, hybrid, and alternative fuel counts — see which fleets are already transitioning - **Firmographics**: Industry, NAICS, employee count, revenue, and corporate hierarchy ## Use Cases ### EV Fleet Transition California's Advanced Clean Fleets regulation requires large fleets to transition to zero-emission vehicles. Target fleet operators by current diesel concentration to identify accounts with the highest transition urgency. ### Last-Mile Delivery Reach the thousands of delivery and service fleets operating in California's dense metro areas — from LA to the Bay Area. Local fleet size data identifies distributed operations. ### Emissions Compliance Services Market emissions testing, fleet compliance consulting, and carbon reporting to California fleet operators facing the nation's strictest environmental regulations. ### Clean Energy Infrastructure Target fleet operators for EV charging installation, fleet electrification planning, and alternative fuel infrastructure. Fuel type data shows exactly where fleets stand in their transition. ================================================================================ # Commercial Fleets in Florida > 119K+ commercial fleet locations in Florida with vehicle counts, weight class breakdowns, and fuel type composition **Source:** https://gtm.ai/marketplace/gtm-audiences/commercial-fleets-in-florida --- ## Overview Over 119,000 commercial fleet locations in Florida — a major logistics corridor and one of the fastest-growing commercial fleet markets in the US. Florida's construction boom, tourism economy, and port infrastructure create sustained demand for fleet products and services. ## What's Included - **Florida Fleet Locations**: Full address, phone, and company details statewide - **Fleet Size**: National and local vehicle counts per location - **Vehicle Composition**: Weight class breakdown from light-duty through Class 8 - **Fuel Mix**: Diesel, gasoline, electric, hybrid, and alternative fuel counts - **Firmographics**: Industry, NAICS, employee count, revenue, and corporate hierarchy ## Use Cases ### Logistics & Distribution Target fleet operators along Florida's major freight corridors — from the Port of Miami and Jacksonville port to inland distribution centers. Local fleet size identifies key distribution hubs. ### Construction Fleets Florida's construction industry drives significant fleet demand. Reach construction companies operating heavy-duty equipment and service vehicles across the state's growth markets. ### Fleet Insurance Market commercial fleet insurance to Florida operators, where hurricane exposure and high accident rates create unique risk profiles. Vehicle weight class data helps with underwriting. ### Tourism & Hospitality Fleets Reach rental car companies, shuttle services, and hospitality fleets operating in Florida's major tourism markets including Orlando, Miami, and Tampa Bay. ================================================================================ # Commercial Fleets in Texas > 116K+ commercial fleet locations in Texas with vehicle counts, weight class breakdowns, and fuel type composition **Source:** https://gtm.ai/marketplace/gtm-audiences/commercial-fleets-in-texas --- ## Overview Over 116,000 commercial fleet locations across Texas — one of the largest fleet markets in the country. Texas is a major hub for oil and gas, construction, agriculture, and long-haul trucking, making it a high-density market for fleet-related products and services. ## What's Included - **Texas Fleet Locations**: Full address, phone, and company details for every fleet location in the state - **Fleet Size**: National and local vehicle counts per location - **Vehicle Composition**: Weight class breakdown from light-duty through Class 8 - **Fuel Mix**: Diesel, gasoline, electric, hybrid, CNG, and alternative fuel vehicle counts - **Firmographics**: Industry, NAICS code, employee count, and revenue ## Use Cases ### Regional Fleet Services Target Texas fleet operators with maintenance, repair, tire, and parts programs. The state's size and infrastructure make regional service coverage a key differentiator. ### Oil & Gas Fleet Operations Reach fleet operators in the energy sector — from oilfield service trucks to pipeline construction equipment. Texas leads the nation in energy-related commercial vehicle registrations. ### Commercial Vehicle Sales Market new and used commercial vehicles to Texas fleet operators. Vehicle weight class data helps match inventory to buyer needs. ### Logistics & Transportation Target Texas-based trucking companies, freight brokers, and logistics providers operating along major interstate corridors including I-10, I-35, and I-45. ================================================================================ # Commitment Ledger > Build a two-sided ledger of what your team promised, what the account promised, and what is still outstanding across recent conversations. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-commitment-ledger --- ## Overview Commitment Ledger answers a question that comes up before every follow-up: who owes what, and to whom. It reads your recent conversations with an account or contact and produces a two-sided accounting. One column holds what your team promised. The other holds what they promised. A third view surfaces what is still open. The skill draws its evidence from conversation intelligence, the same source that captures your calls and meetings. You point it at an account, a contact, or a specific set of calls. It extracts commitments by side, marks each one open, done, or unclear based on what later conversations show, and attributes every line to the meeting where the promise was made. Nothing lands in the ledger that the conversations do not support. This is a recent-commitments view, not a full-history audit. Conversation intelligence reasons over the last few engagements, so the ledger reflects what has been said lately rather than every promise ever made. If no conversation data exists for the scope you name, the skill tells you that plainly instead of presenting an empty table as proof that no commitments exist. ## What It Does - **Two-sided accounting**: Separates promises your team made from promises the account made, so accountability runs in both directions. - **Source attribution**: Ties every line back to the specific meeting where the commitment surfaced, giving you the receipt behind each entry. - **Status reconciliation**: Marks each commitment open, done, or unclear by checking whether later conversations confirmed, completed, or contradicted it. - **Overdue flagging**: Calls out the items most in need of chasing and names who owns each one. - **Flexible scope**: Runs against a whole account, a single contact, or a hand-picked set of calls, resolved by ZoomInfo ID or by name. - **Honest gaps**: Reports when conversation data is missing rather than reading absence as agreement. ## Use Cases ### Accountability Check Before a Follow-Up You are about to email a prospect after three calls and want to lead with substance. Run Commitment Ledger on the account. It returns what you promised (a security questionnaire, a reference customer intro), what they promised (looping in their VP of Engineering, sharing their current contract terms), and which of those are still open. Your follow-up now opens with the two things they still owe you, each tied to the call where they agreed to it. ### Confirming What a Prospect Still Owes You A deal has gone quiet and you suspect the ball is in their court. Scope the ledger to the contact and add the emphasis to show just what they owe us. The output isolates their outstanding items and marks anything overdue against what was said on the last call. That gives you a clean, evidence-backed reason to re-engage without sounding like you are nagging. ### Auditing Contract Promises After a Negotiation Following a pricing and terms discussion, you need to be sure both sides remember the same commitments. Point the skill at the specific negotiation calls and add the emphasis on anything tied to the contract. It reconciles what was agreed against later conversations and flags any point where the record is unclear. You can then close the gap before it becomes a dispute. ================================================================================ # Companies in Australia > Australian companies — APAC's most mature English-speaking market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-australia --- ## Overview Australian companies — APAC's most mature English-speaking market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Brazil > Brazilian companies — Latin America's largest economy and B2B market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-brazil --- ## Overview Brazilian companies — Latin America's largest economy and B2B market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in California > Companies headquartered in California — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-california --- ## Overview Companies headquartered in California — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in Canada > Canadian companies — strong enterprise market with US-adjacent buying patterns. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-canada --- ## Overview Canadian companies — strong enterprise market with US-adjacent buying patterns. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Colorado > Companies headquartered in Colorado — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-colorado --- ## Overview Companies headquartered in Colorado — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in Florida > Companies headquartered in Florida — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-florida --- ## Overview Companies headquartered in Florida — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in France > French companies — Europe's second-largest economy and enterprise software buyer. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-france --- ## Overview French companies — Europe's second-largest economy and enterprise software buyer. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Georgia > Companies headquartered in Georgia — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-georgia --- ## Overview Companies headquartered in Georgia — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in Germany > German companies — Europe's largest economy and a top enterprise software market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-germany --- ## Overview German companies — Europe's largest economy and a top enterprise software market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Illinois > Companies headquartered in Illinois — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-illinois --- ## Overview Companies headquartered in Illinois — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in India > Indian companies — rapidly growing tech and services economy. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-india --- ## Overview Indian companies — rapidly growing tech and services economy. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Israel > Israeli companies — the world's highest density of tech startups per capita. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-israel --- ## Overview Israeli companies — the world's highest density of tech startups per capita. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Japan > Japanese companies — Asia's most established enterprise software market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-japan --- ## Overview Japanese companies — Asia's most established enterprise software market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Massachusetts > Companies headquartered in Massachusetts — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-massachusetts --- ## Overview Companies headquartered in Massachusetts — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in New York > Companies headquartered in New York — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-new-york --- ## Overview Companies headquartered in New York — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in North Carolina > Companies headquartered in North Carolina — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-north-carolina --- ## Overview Companies headquartered in North Carolina — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in Singapore > Singapore-based companies — APAC's regional HQ hub for multinational expansion. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-singapore --- ## Overview Singapore-based companies — APAC's regional HQ hub for multinational expansion. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in South Korea > South Korean companies — Asia's fourth-largest economy with a strong tech sector. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-south-korea --- ## Overview South Korean companies — Asia's fourth-largest economy with a strong tech sector. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Spain > Spanish companies — Southern Europe's largest B2B market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-spain --- ## Overview Spanish companies — Southern Europe's largest B2B market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Sweden > Swedish companies — Scandinavia's largest economy and a top B2B software market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-sweden --- ## Overview Swedish companies — Scandinavia's largest economy and a top B2B software market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Texas > Companies headquartered in Texas — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-texas --- ## Overview Companies headquartered in Texas — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies in the Netherlands > Dutch companies — a top European HQ hub for multinationals. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-the-netherlands --- ## Overview Dutch companies — a top European HQ hub for multinationals. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in the United Kingdom > UK-based companies — Europe's largest English-speaking B2B market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-the-united-kingdom --- ## Overview UK-based companies — Europe's largest English-speaking B2B market. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in the United States > US-based companies — the largest single B2B market globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-the-united-states --- ## Overview US-based companies — the largest single B2B market globally. ## Use Cases - Geographic market entry - Country-specific campaigns - Regional sales territory planning ================================================================================ # Companies in Washington State > Companies headquartered in Washington — a key US business market. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-in-washington-state --- ## Overview Companies headquartered in Washington — a key US business market. ## Use Cases - State-level territory planning - Regional field sales targeting - Local market entry ================================================================================ # Companies with Accounts Receivable Liens > 2M+ UCC filings with accounts receivable collateral — companies using AR to secure financing **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-accounts-receivable-liens --- ## Overview Over 2 million UCC filings where accounts receivable is pledged as collateral. Companies that finance against their AR are managing cash flow through invoice factoring, asset-based lending, or AR credit facilities — a clear signal of working capital needs and receptivity to financial products. ## What's Included - **AR Filings**: UCC filings with "Accounts Receivable" collateral code - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender or factor name and type - **Filing Context**: State, date, chain, and action code ## Use Cases ### Invoice Factoring Target companies with AR liens for invoice factoring services. Existing AR-based financing demonstrates comfort with this funding model. ### Working Capital Lending Reach AR-backed borrowers with working capital lines, revolving credit, and cash flow lending products that complement their existing AR financing. ### Cash Flow Management Market cash flow forecasting, AR automation, and collections management tools to companies actively managing receivables as a financing source. ### B2B Payment Platforms Companies financing against AR have B2B payment challenges. Target them with payment platforms, e-invoicing, and early payment discount programs. ================================================================================ # Companies with Amended UCC Filings > 10.6M+ amended UCC filings — companies that have modified existing lending agreements, signaling active credit management **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-amended-ucc-filings --- ## Overview Over 10.6 million amended UCC filings — modifications to existing lien records. Amendments indicate changes to lending relationships: collateral additions or removals, debtor name changes, creditor changes, or term modifications. These are active signals that something is changing in the borrower-lender relationship. ## What's Included - **Amended Filings**: UCC filings with "Amended" action code - **Filing Chain**: Link amendments back to the original filing to see the full history - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender name and type - **Collateral**: Current collateral after amendment ## Use Cases ### Relationship Change Detection Amendments signal changes — new collateral, different terms, or restructured relationships. Monitor amendments to detect shifts in your prospects' financial situations. ### Refinancing Opportunities Companies amending existing filings may be open to refinancing offers. Target recently amended filings with competitive alternatives. ### Credit Portfolio Monitoring For lenders, track amendments to filings in your portfolio to stay informed about collateral changes and borrower status updates. ### Business Status Signals Debtor name change amendments often indicate mergers, acquisitions, or rebranding — business events that create selling opportunities. ================================================================================ # Companies with Any Recent C-Level Company Change > 9,200+ companies where a C-LEVEL executive recently joined from outside — fresh mandate, new vendor evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-c-level-company-change --- ## Overview External executive hires — leaders joining from outside the company — represent the highest-impact leadership change signal. They bring no incumbent vendor loyalty and actively evaluate everything. 9,200+ companies have these signals. ## What's Included - **Change Signal**: External company change for senior executives - **Timing**: Most recent change date - **Company Linkage**: ZoomInfo company ID ## Use Cases ### External Hire Targeting External executive hires reset the entire vendor stack. Prioritize these accounts above all other transition signals. ### Pipeline Acceleration Build pipeline from a daily stream of companies entering peak evaluation windows. ================================================================================ # Companies with Any Recent Senior Leadership Change > 32,000+ companies where a C-LEVEL or VP-LEVEL executive recently joined from outside — fresh mandate, new vendor evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-senior-leadership-company-change --- ## Overview External executive hires — leaders joining from outside the company — represent the highest-impact leadership change signal. They bring no incumbent vendor loyalty and actively evaluate everything. 32,000+ companies have these signals. ## What's Included - **Change Signal**: External company change for senior executives - **Timing**: Most recent change date - **Company Linkage**: ZoomInfo company ID ## Use Cases ### External Hire Targeting External executive hires reset the entire vendor stack. Prioritize these accounts above all other transition signals. ### Pipeline Acceleration Build pipeline from a daily stream of companies entering peak evaluation windows. ================================================================================ # Companies with Any Recent VP-Level Company Change > 24,000+ companies where a VP-LEVEL executive recently joined from outside — fresh mandate, new vendor evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-vp-level-company-change --- ## Overview External executive hires — leaders joining from outside the company — represent the highest-impact leadership change signal. They bring no incumbent vendor loyalty and actively evaluate everything. 24,000+ companies have these signals. ## What's Included - **Change Signal**: External company change for senior executives - **Timing**: Most recent change date - **Company Linkage**: ZoomInfo company ID ## Use Cases ### External Hire Targeting External executive hires reset the entire vendor stack. Prioritize these accounts above all other transition signals. ### Pipeline Acceleration Build pipeline from a daily stream of companies entering peak evaluation windows. ================================================================================ # Companies with Assigned UCC Filings > 3M+ assigned UCC filings — loan portfolio transfers where the original creditor's interest has been transferred to a new party **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-assigned-ucc-filings --- ## Overview Over 3 million assigned UCC filings — records where the original creditor has transferred their security interest to a new party (the assignee). Assignments reveal the secondary market for commercial loans: which portfolios are being sold, who's buying them, and which borrowers are affected by creditor changes. ## What's Included - **Assigned Filings**: UCC filings with "Assigned" action code - **Original Creditor**: The secured party who originated the filing - **Assignee**: The new party who acquired the creditor's interest - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Filing Chain**: Full filing history from origination through assignment ## Use Cases ### Loan Portfolio Intelligence Track which loan portfolios are changing hands. Assignment filings reveal who's selling, who's buying, and the underlying collateral. ### Secondary Market Analysis Map the secondary market for commercial loans — identify the most active assignees, the types of portfolios being traded, and geographic patterns. ### Debt Buyer Targeting Identify active debt buyers and loan portfolio acquirers for partnership, platform, and service sales opportunities in the secondary lending market. ### Portfolio Transfer Monitoring For borrowers and lenders, monitor assignment filings to track when lending relationships change hands — a signal that may trigger refinancing or relationship management actions. ================================================================================ # Companies with Blanket Liens > 442K+ UCC filings with blanket liens — companies that have pledged all business assets as collateral for secured lending **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-blanket-liens --- ## Overview Over 442,000 UCC filings with blanket lien collateral — where a borrower has pledged all business assets to a creditor. A blanket lien is the most comprehensive form of secured lending, covering all current and future assets. These filings are a strong signal of significant credit relationships and can indicate either well-capitalized businesses with major credit facilities or companies that have exhausted more targeted collateral options. ## What's Included - **Blanket Lien Filings**: UCC filings specifically coded with blanket lien collateral - **Debtor Profiles**: Company name, address, and ZoomInfo company linkage - **Creditor Data**: Lender name and type — typically banks and institutional lenders - **Filing Context**: State, date, chain, and action code ## Use Cases ### Credit Risk Assessment Blanket liens signal that a company has committed all assets as collateral. Factor this into credit scoring, underwriting, and risk evaluation. ### Working Capital Alternatives Companies with blanket liens may be looking for alternative financing that doesn't require additional asset pledges — revenue-based financing, factoring, or unsecured credit. ### Acquisition Due Diligence Before acquiring a business, check for blanket liens. These filings reveal existing security interests that transfer with the business and must be addressed in any transaction. ### Lender Competitive Intelligence Track which lenders hold blanket liens on target accounts. Understanding existing credit relationships helps position competing offers. ================================================================================ # Companies with Equipment Liens > 15M+ UCC filings with machinery and equipment collateral — companies that have financed or leased business equipment **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-equipment-liens --- ## Overview Over 15 million UCC filings where machinery and equipment is pledged as collateral. These filings identify companies that have financed, leased, or used equipment as security for loans — a direct signal of capital-intensive operations and active borrowing behavior. ## What's Included - **Equipment Filings**: UCC filings with "Machinery and Equipment" collateral codes - **Debtor Profiles**: Company name, address, phone, website, and ZoomInfo ID - **Creditor Data**: Lender name and type (secured party or assignee) - **Filing Context**: State, date, chain number, and action code - **Related Collateral**: Many equipment filings also include inventory, fixtures, or hereafter acquired property ## Use Cases ### Equipment Financing Target companies with equipment liens for refinancing, new equipment loans, or lease renewals. Filing dates indicate when existing financing may be expiring. ### Industrial Equipment Sales Reach companies that have demonstrated equipment purchasing behavior. Collateral filings signal active buyers in manufacturing, construction, and industrial operations. ### Equipment Service Programs Market preventive maintenance, repair, and service contracts to companies with significant equipment financing — they've invested in assets that need ongoing care. ### Asset-Based Lending Use equipment filing data to identify companies with substantial asset bases for asset-backed lending, working capital facilities, and equipment-secured credit lines. ================================================================================ # Companies with Furniture & Fixtures Liens > 3M+ UCC filings with furniture and fixtures collateral — companies financing office, retail, and restaurant equipment **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-furniture-and-fixtures-liens --- ## Overview Over 3 million UCC filings where furniture and fixtures are pledged as collateral. These filings identify businesses that have financed office furniture, retail fixtures, restaurant equipment, and facility build-outs — a buying signal for anyone selling furnishings, interior services, or equipment to commercial spaces. ## What's Included - **Fixtures Filings**: UCC filings with "Furniture and Fixtures" collateral code - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender or lessor name and type - **Filing Context**: State, date, chain, and action code ## Use Cases ### Office Furniture Financing Target companies with fixtures liens for office furniture refreshes, ergonomic upgrades, and workspace redesigns. Existing financing behavior signals willingness to invest in their workspace. ### Restaurant Equipment Reach restaurant and food service businesses that have financed fixtures for kitchen equipment upgrades, dining furniture, and facility improvements. ### Facility Build-Out Companies financing furniture and fixtures are investing in their physical spaces. Market interior design, construction, and facility management services. ### Commercial Furnishing Target businesses with fixtures liens for replacement cycles — furniture and fixtures depreciate and need periodic refresh, creating recurring purchase opportunities. ================================================================================ # Companies with Inventory Liens > 5M+ UCC filings with inventory collateral — companies using inventory as security for financing **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-inventory-liens --- ## Overview Over 5 million UCC filings where inventory is pledged as collateral. Companies that finance against their inventory are actively managing working capital through asset-based lending — a strong signal for financial services, supply chain, and inventory management providers. ## What's Included - **Inventory Filings**: UCC filings with "Inventory" collateral code - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender name and type - **Filing Context**: State, date, chain, and action code ## Use Cases ### Inventory Financing Target companies with inventory liens for floor plan lending, inventory financing lines, and purchase order financing products. ### Supply Chain Financing Reach inventory-heavy businesses with supply chain financing, trade credit, and vendor financing solutions. ### Retail & Wholesale Credit Identify retailers and wholesalers using inventory as collateral — these businesses have working capital needs tied to seasonal purchasing cycles. ### Working Capital Lending Companies financing against inventory often need broader working capital solutions. Use inventory lien data to prospect for lines of credit and revolving facilities. ================================================================================ # Companies with Multiple UCC Lenders (California, Texas, Florida) > Companies with 3 or more active lending relationships across CA, TX, and FL: prime refinance and consolidation targets **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-multiple-ucc-lenders --- ## Overview Companies across California, Texas, and Florida juggling three or more distinct lending relationships, measured by counting distinct UCC filing chains per debtor. Multi-banked companies are the strongest refinance and consolidation targets. They're managing multiple lenders, multiple collateral positions, and multiple payment streams that a single relationship could simplify. ## What's Included - **Multi-Banked Debtors**: Companies with 3+ distinct lending relationships - **Relationship Count**: Number of distinct lenders per company - **Lenders on File**: Every creditor tied to the company - **Collateral Positions**: Collateral by lending relationship - **Firmographics**: Industry, revenue, and headquarters state (CA / TX / FL) ## Use Cases ### Refinance & Consolidation Lead with a consolidation pitch to companies managing three or more separate lenders, and collapse many facilities into one. ### Multi-Banked Prioritization Rank prospects by how many lending relationships they carry to focus on the highest-complexity, highest-opportunity accounts. ### Competitive Displacement Every additional lender is a relationship you can take. Map the incumbents and plan takeaway campaigns. ### Credit-Exposure Analysis Use lending-relationship counts as a proxy for debt load and exposure in credit evaluation and monitoring. ================================================================================ # Companies with New C-Level Hires > 8,500+ companies that recently had a C-Level executive join or change roles — new leader, new vendor evaluation cycle. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-c-level-hires --- ## Overview New C-Level hires reset priorities, evaluate vendors, and make buying decisions in their first 90 days. This audience captures companies where a C-Level recently joined or changed roles — surfacing them at peak buying-window opportunity. ## What's Included - **Change Signal**: Recent C-Level employment changes - **Timing**: Most recent change timestamp for recency scoring - **Company Linkage**: ZoomInfo company ID for firmographic enrichment - **Function Context**: Job function of the changed role ## Use Cases ### New Leader Outreach The first 90 days of a new C-Level is the highest-conversion window for vendor consideration. Reach companies at this moment. ### Pipeline Sourcing Build pipeline from a stream of companies entering decision-making windows daily. ================================================================================ # Companies with New Customer Success Director Hires > 5,200+ companies with a new CS Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-customer-success-director-hires --- ## Overview A new CS Director represents one of the highest-value account triggers in B2B. 5,200+ companies recently brought in a new CS Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CS Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the customer success function can trigger campaigns the moment a new CS Director joins. ### Priority ABM New CS Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Director of Engineering > 18,000+ companies where a new Dir. Eng recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-engineering --- ## Overview Companies with a new Dir. Eng are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 18,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. Eng employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the engineering & technical function should prioritize companies with a new Dir. Eng. ### Pre-Decision Positioning Reach the account before the new Dir. Eng makes their first set of vendor decisions. ================================================================================ # Companies with New Director of Finance > 12,000+ companies where a new Dir. Finance recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-finance --- ## Overview Companies with a new Dir. Finance are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 12,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. Finance employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the finance function should prioritize companies with a new Dir. Finance. ### Pre-Decision Positioning Reach the account before the new Dir. Finance makes their first set of vendor decisions. ================================================================================ # Companies with New Director of IT > 15,000+ companies where a new Dir. IT recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-it --- ## Overview Companies with a new Dir. IT are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 15,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. IT employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the information technology function should prioritize companies with a new Dir. IT. ### Pre-Decision Positioning Reach the account before the new Dir. IT makes their first set of vendor decisions. ================================================================================ # Companies with New Director of Marketing > 16,000+ companies where a new Dir. Marketing recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-marketing --- ## Overview Companies with a new Dir. Marketing are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 16,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. Marketing employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the marketing function should prioritize companies with a new Dir. Marketing. ### Pre-Decision Positioning Reach the account before the new Dir. Marketing makes their first set of vendor decisions. ================================================================================ # Companies with New Director of Product > 11,000+ companies where a new Dir. Product recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-product --- ## Overview Companies with a new Dir. Product are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 11,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. Product employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the product management function should prioritize companies with a new Dir. Product. ### Pre-Decision Positioning Reach the account before the new Dir. Product makes their first set of vendor decisions. ================================================================================ # Companies with New Director of Sales > 22,000+ companies where a new Dir. Sales recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-sales --- ## Overview Companies with a new Dir. Sales are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 22,000+ companies match. ## What's Included - **Change Signal**: Recent Dir. Sales employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the sales function should prioritize companies with a new Dir. Sales. ### Pre-Decision Positioning Reach the account before the new Dir. Sales makes their first set of vendor decisions. ================================================================================ # Companies with New Director of Security > 4,800+ companies where a new Dir. Security recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-of-security --- ## Overview Companies with a new Dir. Security are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 4,800+ companies match. ## What's Included - **Change Signal**: Recent Dir. Security employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the information security function should prioritize companies with a new Dir. Security. ### Pre-Decision Positioning Reach the account before the new Dir. Security makes their first set of vendor decisions. ================================================================================ # Companies with New Director-Level Hires > 38,000+ companies with recent Director-level changes — rising decision-makers taking on new scope. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-level-hires --- ## Overview New Director hires reset priorities, evaluate vendors, and make buying decisions in their first 90 days. This audience captures companies where a Director recently joined or changed roles — surfacing them at peak buying-window opportunity. ## What's Included - **Change Signal**: Recent Director employment changes - **Timing**: Most recent change timestamp for recency scoring - **Company Linkage**: ZoomInfo company ID for firmographic enrichment - **Function Context**: Job function of the changed role ## Use Cases ### New Leader Outreach The first 90 days of a new Director is the highest-conversion window for vendor consideration. Reach companies at this moment. ### Pipeline Sourcing Build pipeline from a stream of companies entering decision-making windows daily. ================================================================================ # Companies with New Engineering Director Hires > 12,000+ companies with a new Engineering Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-engineering-director-hires --- ## Overview A new Engineering Director represents one of the highest-value account triggers in B2B. 12,000+ companies recently brought in a new Engineering Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Engineering Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the engineering & technical function can trigger campaigns the moment a new Engineering Director joins. ### Priority ABM New Engineering Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Finance Director Hires > 8,200+ companies with a new Finance Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-finance-director-hires --- ## Overview A new Finance Director represents one of the highest-value account triggers in B2B. 8,200+ companies recently brought in a new Finance Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Finance Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the finance function can trigger campaigns the moment a new Finance Director joins. ### Priority ABM New Finance Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Head of Data > 4,200+ companies where a new Head of Data recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-head-of-data --- ## Overview Companies with a new Head of Data are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 4,200+ companies match. ## What's Included - **Change Signal**: Recent Head of Data employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the data science function should prioritize companies with a new Head of Data. ### Pre-Decision Positioning Reach the account before the new Head of Data makes their first set of vendor decisions. ================================================================================ # Companies with New HR Director Hires > 7,800+ companies with a new HR Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-hr-director-hires --- ## Overview A new HR Director represents one of the highest-value account triggers in B2B. 7,800+ companies recently brought in a new HR Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New HR Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the human resources function can trigger campaigns the moment a new HR Director joins. ### Priority ABM New HR Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New IT Director Hires > 9,500+ companies with a new IT Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-it-director-hires --- ## Overview A new IT Director represents one of the highest-value account triggers in B2B. 9,500+ companies recently brought in a new IT Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New IT Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the information technology function can trigger campaigns the moment a new IT Director joins. ### Priority ABM New IT Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Legal Compliance Leadership Changes > 6,500+ companies with recent Legal leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-legal-compliance-leadership-changes --- ## Overview Legal leadership changes signal imminent vendor evaluation cycles. 6,500+ companies available. ## What's Included - **Change Signal**: Recent Legal function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Legal tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the legal function can pitch during leadership transitions. ================================================================================ # Companies with New Manager-Level Hires > 65,000+ companies with recent Manager-level changes — team-level expansion and new tool evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-manager-level-hires --- ## Overview New Manager hires reset priorities, evaluate vendors, and make buying decisions in their first 90 days. This audience captures companies where a Manager recently joined or changed roles — surfacing them at peak buying-window opportunity. ## What's Included - **Change Signal**: Recent Manager employment changes - **Timing**: Most recent change timestamp for recency scoring - **Company Linkage**: ZoomInfo company ID for firmographic enrichment - **Function Context**: Job function of the changed role ## Use Cases ### New Leader Outreach The first 90 days of a new Manager is the highest-conversion window for vendor consideration. Reach companies at this moment. ### Pipeline Sourcing Build pipeline from a stream of companies entering decision-making windows daily. ================================================================================ # Companies with New Marketing Director Hires > 11,000+ companies with a new Marketing Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-marketing-director-hires --- ## Overview A new Marketing Director represents one of the highest-value account triggers in B2B. 11,000+ companies recently brought in a new Marketing Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Marketing Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the marketing function can trigger campaigns the moment a new Marketing Director joins. ### Priority ABM New Marketing Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Product Director Hires > 6,500+ companies with a new Product Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-product-director-hires --- ## Overview A new Product Director represents one of the highest-value account triggers in B2B. 6,500+ companies recently brought in a new Product Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Product Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the product management function can trigger campaigns the moment a new Product Director joins. ### Priority ABM New Product Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Sales Director Hires > 16,000+ companies with a new Sales Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-sales-director-hires --- ## Overview A new Sales Director represents one of the highest-value account triggers in B2B. 16,000+ companies recently brought in a new Sales Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Sales Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the sales function can trigger campaigns the moment a new Sales Director joins. ### Priority ABM New Sales Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New Security Director Hires > 4,100+ companies with a new Security Director recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-security-director-hires --- ## Overview A new Security Director represents one of the highest-value account triggers in B2B. 4,100+ companies recently brought in a new Security Director — reach them before vendors are locked in. ## What's Included - **Change Signal**: New Security Director employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the information security function can trigger campaigns the moment a new Security Director joins. ### Priority ABM New Security Director hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with New VP of Customer Success > 6,500+ companies where a new VP CS recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-customer-success --- ## Overview Companies with a new VP CS are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 6,500+ companies match. ## What's Included - **Change Signal**: Recent VP CS employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the customer success function should prioritize companies with a new VP CS. ### Pre-Decision Positioning Reach the account before the new VP CS makes their first set of vendor decisions. ================================================================================ # Companies with New VP of Engineering > 14,500+ companies where a new VP Eng recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-engineering --- ## Overview Companies with a new VP Eng are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 14,500+ companies match. ## What's Included - **Change Signal**: Recent VP Eng employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the engineering & technical function should prioritize companies with a new VP Eng. ### Pre-Decision Positioning Reach the account before the new VP Eng makes their first set of vendor decisions. ================================================================================ # Companies with New VP of Finance > 9,200+ companies where a new VP Finance recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-finance --- ## Overview Companies with a new VP Finance are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 9,200+ companies match. ## What's Included - **Change Signal**: Recent VP Finance employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the finance function should prioritize companies with a new VP Finance. ### Pre-Decision Positioning Reach the account before the new VP Finance makes their first set of vendor decisions. ================================================================================ # Companies with New VP of IT > 10,500+ companies where a new VP IT recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-it --- ## Overview Companies with a new VP IT are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 10,500+ companies match. ## What's Included - **Change Signal**: Recent VP IT employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the information technology function should prioritize companies with a new VP IT. ### Pre-Decision Positioning Reach the account before the new VP IT makes their first set of vendor decisions. ================================================================================ # Companies with New VP of Marketing > 13,000+ companies where a new VP Mktg recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-marketing --- ## Overview Companies with a new VP Mktg are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 13,000+ companies match. ## What's Included - **Change Signal**: Recent VP Mktg employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the marketing function should prioritize companies with a new VP Mktg. ### Pre-Decision Positioning Reach the account before the new VP Mktg makes their first set of vendor decisions. ================================================================================ # Companies with New VP of Revenue Operations > 3,800+ companies where a new VP RevOps recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-revenue-operations --- ## Overview Companies with a new VP RevOps are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 3,800+ companies match. ## What's Included - **Change Signal**: Recent VP RevOps employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the revenue operations function should prioritize companies with a new VP RevOps. ### Pre-Decision Positioning Reach the account before the new VP RevOps makes their first set of vendor decisions. ================================================================================ # Companies with New VP of Sales > 16,000+ companies where a new VP Sales recently joined — new decision-maker in a key buying role at that company. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-of-sales --- ## Overview Companies with a new VP Sales are in a vendor evaluation window. The new leader is assessing their inherited stack and open to new relationships. 16,000+ companies match. ## What's Included - **Change Signal**: Recent VP Sales employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### New Leader Outreach Vendors selling to the sales function should prioritize companies with a new VP Sales. ### Pre-Decision Positioning Reach the account before the new VP Sales makes their first set of vendor decisions. ================================================================================ # Companies with New VP-Level Hires > 22,000+ companies with recent VP-level employment changes — new budget owners coming into role. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-level-hires --- ## Overview New VP-Level hires reset priorities, evaluate vendors, and make buying decisions in their first 90 days. This audience captures companies where a VP-Level recently joined or changed roles — surfacing them at peak buying-window opportunity. ## What's Included - **Change Signal**: Recent VP-Level employment changes - **Timing**: Most recent change timestamp for recency scoring - **Company Linkage**: ZoomInfo company ID for firmographic enrichment - **Function Context**: Job function of the changed role ## Use Cases ### New Leader Outreach The first 90 days of a new VP-Level is the highest-conversion window for vendor consideration. Reach companies at this moment. ### Pipeline Sourcing Build pipeline from a stream of companies entering decision-making windows daily. ================================================================================ # Companies with Real Estate Liens > 1M+ UCC filings with real estate collateral — companies with property-backed commercial financing **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-real-estate-liens --- ## Overview Over 1 million UCC filings where real estate is included as collateral. These filings identify businesses that have used commercial property to secure financing — a signal of property ownership, significant asset value, and active lending relationships. ## What's Included - **Real Estate Filings**: UCC filings with "Real Estate" collateral code - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender name and type - **Filing Context**: State, date, chain, and action code ## Use Cases ### Commercial Real Estate Lending Identify companies with property-backed financing for refinancing opportunities, construction loans, and commercial mortgage products. ### Property-Backed Business Financing Target property-owning businesses with SBA loans, lines of credit, and business expansion financing secured by their real estate. ### Investment Analysis Map commercial property-backed lending activity by geography and industry to identify investment opportunities and market trends. ### Mortgage Refinancing Reach companies with maturing real estate-secured filings for refinancing at potentially better rates or terms. ================================================================================ # Companies with Recent Accounting Leadership Changes > 12,000+ companies with recent Accounting leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-accounting-leadership-changes --- ## Overview Accounting leadership changes signal imminent vendor evaluation cycles. 12,000+ companies available. ## What's Included - **Change Signal**: Recent Accounting function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Accounting tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the accounting function can pitch during leadership transitions. ================================================================================ # Companies with Recent AI/ML Leadership Changes > 5,500+ companies with recent AI/ML leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-aiml-leadership-changes --- ## Overview AI/ML leadership changes signal imminent vendor evaluation cycles. 5,500+ companies available. ## What's Included - **Change Signal**: Recent AI/ML function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach AI/ML tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the ai/ml function can pitch during leadership transitions. ================================================================================ # Companies with Recent Business Development Changes > 14,000+ companies with recent Business Development leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-business-development-changes --- ## Overview Business Development leadership changes signal imminent vendor evaluation cycles. 14,000+ companies available. ## What's Included - **Change Signal**: Recent Business Development function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Business Development tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the business development function can pitch during leadership transitions. ================================================================================ # Companies with Recent CCO Changes > 1,200+ companies with a new CCO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cco-changes --- ## Overview A new CCO represents one of the highest-value account triggers in B2B. 1,200+ companies recently brought in a new CCO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CCO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the customer success function can trigger campaigns the moment a new CCO joins. ### Priority ABM New CCO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CDO Changes > 1,100+ companies with a new CDO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cdo-changes --- ## Overview A new CDO represents one of the highest-value account triggers in B2B. 1,100+ companies recently brought in a new CDO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CDO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the data science function can trigger campaigns the moment a new CDO joins. ### Priority ABM New CDO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CFO Changes > 2,800+ companies with a new CFO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cfo-changes --- ## Overview A new CFO represents one of the highest-value account triggers in B2B. 2,800+ companies recently brought in a new CFO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CFO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the finance function can trigger campaigns the moment a new CFO joins. ### Priority ABM New CFO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CHRO Changes > 1,900+ companies with a new CHRO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-chro-changes --- ## Overview A new CHRO represents one of the highest-value account triggers in B2B. 1,900+ companies recently brought in a new CHRO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CHRO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the human resources function can trigger campaigns the moment a new CHRO joins. ### Priority ABM New CHRO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CIO Changes > 1,700+ companies with a new CIO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cio-changes --- ## Overview A new CIO represents one of the highest-value account triggers in B2B. 1,700+ companies recently brought in a new CIO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CIO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the information technology function can trigger campaigns the moment a new CIO joins. ### Priority ABM New CIO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CISO Changes > 1,300+ companies with a new CISO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-ciso-changes --- ## Overview A new CISO represents one of the highest-value account triggers in B2B. 1,300+ companies recently brought in a new CISO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CISO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the information security function can trigger campaigns the moment a new CISO joins. ### Priority ABM New CISO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent Cloud Leadership Changes > 8,500+ companies with recent Cloud leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cloud-leadership-changes --- ## Overview Cloud leadership changes signal imminent vendor evaluation cycles. 8,500+ companies available. ## What's Included - **Change Signal**: Recent Cloud function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Cloud tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the cloud function can pitch during leadership transitions. ================================================================================ # Companies with Recent CMO Changes > 2,100+ companies with a new CMO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cmo-changes --- ## Overview A new CMO represents one of the highest-value account triggers in B2B. 2,100+ companies recently brought in a new CMO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CMO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the marketing function can trigger campaigns the moment a new CMO joins. ### Priority ABM New CMO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent Compliance Leadership Changes > 7,500+ companies with recent Compliance leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-compliance-leadership-changes --- ## Overview Compliance leadership changes signal imminent vendor evaluation cycles. 7,500+ companies available. ## What's Included - **Change Signal**: Recent Compliance function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Compliance tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the compliance function can pitch during leadership transitions. ================================================================================ # Companies with Recent COO Changes > 1,800+ companies with a new COO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-coo-changes --- ## Overview A new COO represents one of the highest-value account triggers in B2B. 1,800+ companies recently brought in a new COO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New COO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the operations function can trigger campaigns the moment a new COO joins. ### Priority ABM New COO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CPO Changes > 1,500+ companies with a new CPO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cpo-changes --- ## Overview A new CPO represents one of the highest-value account triggers in B2B. 1,500+ companies recently brought in a new CPO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CPO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the product management function can trigger campaigns the moment a new CPO joins. ### Priority ABM New CPO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CRO Changes > 2,200+ companies with a new CRO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cro-changes --- ## Overview A new CRO represents one of the highest-value account triggers in B2B. 2,200+ companies recently brought in a new CRO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CRO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the sales function can trigger campaigns the moment a new CRO joins. ### Priority ABM New CRO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent CTO Changes > 2,400+ companies with a new CTO recently joining — named executive hiring signal for function-specific vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-cto-changes --- ## Overview A new CTO represents one of the highest-value account triggers in B2B. 2,400+ companies recently brought in a new CTO — reach them before vendors are locked in. ## What's Included - **Change Signal**: New CTO employment change - **Timing**: Change date for recency scoring - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Named Executive Outreach Vendors serving the engineering & technical function can trigger campaigns the moment a new CTO joins. ### Priority ABM New CTO hires are the highest-priority ABM trigger in enterprise sales. ================================================================================ # Companies with Recent Customer Success Leadership Changes > 18,000+ companies with recent Customer Success leadership changes — new CS leaders evaluating platforms. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-customer-success-leadership-changes --- ## Overview Customer Success leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 18,000+ companies where a Customer Success leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Customer Success function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Customer Success tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the customer success function can pitch during leadership transitions. ================================================================================ # Companies with Recent Demand Generation Changes > 7,000+ companies with recent Demand Gen leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-demand-generation-changes --- ## Overview Demand Gen leadership changes signal imminent vendor evaluation cycles. 7,000+ companies available. ## What's Included - **Change Signal**: Recent Demand Gen function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Demand Gen tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the demand gen function can pitch during leadership transitions. ================================================================================ # Companies with Recent Digital Marketing Changes > 11,000+ companies with recent Digital Marketing leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-digital-marketing-changes --- ## Overview Digital Marketing leadership changes signal imminent vendor evaluation cycles. 11,000+ companies available. ## What's Included - **Change Signal**: Recent Digital Marketing function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Digital Marketing tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the digital marketing function can pitch during leadership transitions. ================================================================================ # Companies with Recent Engineering Leadership Changes > 30,000+ companies with recent Engineering leadership changes — new CTOs and VPs of Engineering evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-engineering-leadership-changes --- ## Overview Engineering leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 30,000+ companies where a Engineering leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Engineering function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Engineering tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the engineering function can pitch during leadership transitions. ================================================================================ # Companies with Recent Finance Leadership Changes > 20,000+ companies with recent Finance leadership changes — new CFOs evaluating ERP, financial tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-finance-leadership-changes --- ## Overview Finance leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 20,000+ companies where a Finance leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Finance function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Finance tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the finance function can pitch during leadership transitions. ================================================================================ # Companies with Recent HR Leadership Changes > 15,000+ companies with recent HR leadership changes — new CHROs evaluating HRIS, payroll, benefits tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-hr-leadership-changes --- ## Overview HR leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 15,000+ companies where a HR leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent HR function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach HR tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the hr function can pitch during leadership transitions. ================================================================================ # Companies with Recent IT Leadership Changes > 22,000+ companies with recent IT leadership changes — new CIOs, VPs IT evaluating infrastructure and software. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-it-leadership-changes --- ## Overview IT leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 22,000+ companies where a IT leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent IT function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach IT tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the it function can pitch during leadership transitions. ================================================================================ # Companies with Recent Legal Leadership Changes > 8,000+ companies with recent Legal leadership changes — new CLOs evaluating legal tech and compliance tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-legal-leadership-changes --- ## Overview Legal leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 8,000+ companies where a Legal leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Legal function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Legal tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the legal function can pitch during leadership transitions. ================================================================================ # Companies with Recent Marketing Leadership Changes > 28,000+ companies with recent Marketing leadership changes — new CMOs and marketing leaders evaluating stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-marketing-leadership-changes --- ## Overview Marketing leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 28,000+ companies where a Marketing leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Marketing function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Marketing tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the marketing function can pitch during leadership transitions. ================================================================================ # Companies with Recent Operations Leadership Changes > 25,000+ companies with recent Operations leadership changes — new COOs evaluating supply chain and ops tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-operations-leadership-changes --- ## Overview Operations leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 25,000+ companies where a Operations leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Operations function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Operations tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the operations function can pitch during leadership transitions. ================================================================================ # Companies with Recent Product Leadership Changes > 12,000+ companies with recent Product leadership changes — new CPOs evaluating product development tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-product-leadership-changes --- ## Overview Product leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 12,000+ companies where a Product leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Product function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Product tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the product function can pitch during leadership transitions. ================================================================================ # Companies with Recent Revenue Operations Changes > 9,000+ companies with recent RevOps leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-revenue-operations-changes --- ## Overview RevOps leadership changes signal imminent vendor evaluation cycles. 9,000+ companies available. ## What's Included - **Change Signal**: Recent RevOps function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach RevOps tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the revops function can pitch during leadership transitions. ================================================================================ # Companies with Recent Sales Leadership Changes > 35,000+ companies with recent Sales leadership employment changes — new quota owners evaluating sales tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-sales-leadership-changes --- ## Overview Sales leadership changes signal imminent evaluation of vendors, tools, and processes in that function. This audience captures 35,000+ companies where a Sales leader recently joined or changed roles. ## What's Included - **Change Signal**: Recent Sales function employment changes - **Change Timing**: Timestamp for recency-based scoring - **Company Linkage**: ZoomInfo company ID - **Seniority Context**: Management level of the changed role ## Use Cases ### Function-Specific Vendor Outreach Sales tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory & Professional Services Consultants and agencies serving the sales function can pitch during leadership transitions. ================================================================================ # Companies with Recent Supply Chain Leadership Changes > 10,000+ companies with recent Supply Chain leadership employment changes — new decision-makers evaluating tools and vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-supply-chain-leadership-changes --- ## Overview Supply Chain leadership changes signal imminent vendor evaluation cycles. 10,000+ companies available. ## What's Included - **Change Signal**: Recent Supply Chain function employment changes - **Company Linkage**: ZoomInfo company ID - **Timing**: Change timestamp ## Use Cases ### Vendor Outreach Supply Chain tools vendors should reach these companies before the new leader finalizes their stack. ### Advisory Services Consultants serving the supply chain function can pitch during leadership transitions. ================================================================================ # Companies with Recent UCC Filings > 5M+ UCC filings from the last 24 months — recently active borrowers with fresh lending relationships **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-recent-ucc-filings --- ## Overview Over 5 million UCC filings from the last 24 months — the most recent lending activity in the dataset. Recent filings are the strongest buying signal: these companies are actively borrowing, their financing needs are current, and the creditor relationship is fresh. Use recency to prioritize outreach and time competitive offers. ## What's Included - **Recent Filings**: UCC filings from the last 24 months only - **Debtor Profiles**: Company name, address, and ZoomInfo linkage for active borrowers - **Creditor Data**: Current lender name and type - **Collateral Types**: Equipment, inventory, vehicles, real estate, and more - **Filing Actions**: New filings, amendments, continuations, and assignments ## Use Cases ### Active Borrower Prospecting Companies with recent UCC filings are demonstrably in the market for financing. Target them with competing offers while their need is current. ### Competitive Displacement See who's lending to your target accounts right now. Time your outreach to filing dates to offer better terms before the relationship deepens. ### Business Growth Signals Recent filing activity often correlates with business expansion — new equipment, inventory buildup, or facility investment. Layer with firmographic data to qualify. ### Time-Sensitive Offers Recent filings create urgency. Target companies within 90 days of filing for refinancing, additional credit, or complementary financial products. ================================================================================ # Companies with Vehicle Liens > 2M+ UCC filings with vehicle collateral — companies that have financed commercial vehicles through secured lending **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-vehicle-liens --- ## Overview Over 2 million UCC filings where vehicles are pledged as collateral. These filings identify companies that have financed or leased commercial vehicles — a direct signal of fleet operations and a buying trigger for vehicle dealers, financing companies, and fleet service providers. ## What's Included - **Vehicle Collateral Filings**: UCC filings with "Vehicles" collateral code - **Debtor Profiles**: Company name, address, and ZoomInfo linkage - **Creditor Data**: Lender or lessor name and type - **Filing Context**: State, date, chain, and action code ## Use Cases ### Commercial Vehicle Financing Target companies with vehicle liens for refinancing, fleet expansion loans, or lease renewals. Filing dates help time your outreach to renewal windows. ### Fleet Acquisition Companies financing vehicles are actively building or maintaining fleets. Target them with new and used commercial vehicle inventory. ### Dealer Marketing Connect auto and truck dealers with companies that have demonstrated vehicle purchasing and financing behavior in their local markets. ### Vehicle Insurance Market commercial auto insurance to companies with financed vehicle fleets. Lenders typically require comprehensive insurance coverage on financed assets. ================================================================================ # Company Intent Monitor > Pull a single account's recent buyer-intent topics and assess which ones align with your offerings and ICP before you prioritize the account. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-company-intent-monitor --- ## Overview Company Intent Monitor takes one account and answers two things: what is it actively researching, and does any of that line up with what you sell. It pulls the account's recent buyer-intent signals, ranks the topics by signal score and recency, and then judges each one against your own go-to-market context rather than against a generic notion of relevance. That go-to-market context is the lens. Before reading any topic, the skill loads your offerings, your ideal customer profile, and your named competitors. It then maps each intent topic to one of three buckets: demand for something you sell, interest in a competitor's category, or noise. Competitor-category intent is reported on its own, so a signal that points at a rival is never mistaken for a signal that points at you. Intent availability depends on your ZoomInfo package, and not every account is showing research-based demand at any given moment. When there is no active intent on file, the skill says so directly. That is a legitimate and useful result: it tells you this account is not currently in-market, which is worth knowing before you spend effort prioritizing it. ## What It Does - **Ranked topic pull**: Retrieves the account's recent intent topics and orders them by signal score and recency, strongest first. - **Offering alignment**: Maps each topic to a specific product or offering you sell, with a one-line reason, so relevance is concrete rather than assumed. - **Competitor separation**: Reports intent that points at a rival's category apart from intent that points at your own, keeping the two from blurring. - **GTM-grounded judgment**: Uses your loaded offerings, ICP, and competitor list as the basis for deciding which topics deserve attention. - **Prioritization read**: Closes with a short take on what the pattern suggests and whether the account is worth acting on now. - **Honest null result**: States plainly when no intent is on file instead of manufacturing a signal that is not there. ## Use Cases ### Reading Intent Before Prioritizing an Account You have a long list of target accounts and limited hours. Run Company Intent Monitor on one before it earns a slot in your week. If the account is researching topics that map cleanly to your offerings, the skill says so and ranks them. If it shows only competitor-category intent or nothing at all, you learn that too, and you can move your attention to an account that is actually in-market. ### Checking Whether a Target Is In Your Category Sales leadership wants to know if a strategic account is researching the space you sell into. Point the skill at the company and add a focus on the themes you care about. It weights the alignment read toward those themes, tells you which recent topics indicate demand for what you sell, and flags any that instead signal a competitor already has their attention. ### Weighting a Topic-Specific Outreach Angle Before writing to an account, you want your message to reflect what they are actually thinking about. The monitor surfaces the strongest aligned topics with the offering each one connects to. That gives you a grounded angle for the first line of an email, instead of a generic pitch that ignores what they are researching. ================================================================================ # Company News Monitor > Deliver a fast, grouped digest of a single account's recent news and business events, each with a one-line "so what" and the items worth acting on. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-company-news-monitor --- ## Overview Company News Monitor gives you a fast read on what has happened at an account lately and which of it is worth acting on. It pulls recent news articles and business events for a single company and groups them by type, most recent first. Each item carries a one-line "so what" so you read the implication behind the headline. The grouping follows the shape of real account developments: funding, mergers and acquisitions, product moves, leadership and executive changes, expansion, financial results, partnerships, and general news. Each item carries its date, headline, a short read on why it matters, and a source. The skill stays close to what each item actually says and does not editorialize past the facts on file. You can add a relevance lens. When you supply your go-to-market context, the digest flags items that touch your offerings, name a competitor, or connect to a known priority. You can also narrow the scope up front, asking for expansion signals only or leadership changes only. When nothing notable has happened recently, the skill says so rather than padding the digest with stale or trivial items. ## What It Does - **Grouped digest**: Sorts recent items into categories like funding, M&A, product, leadership, and expansion, with the newest surfaced first inside each. - **So-what per item**: Pairs each headline with a single line on its implication, so the digest reads as signal rather than a raw feed. - **Sourced entries**: Attaches a date and a source to every line, keeping each claim traceable. - **Action callout**: Highlights the one or two items that open a timely outreach angle and names the angle, omitting the section when nothing clears that bar. - **Optional relevance lens**: Flags items that touch your offerings, a competitor, or a priority when you supply your go-to-market context. - **Scoped filtering**: Narrows to a single theme, such as leadership moves only, when you ask for one. ## Use Cases ### Catching Up Before a Touchpoint You have a call in an hour and want to walk in current. Run Company News Monitor on the account. It returns a grouped digest of recent developments, each with a quick read on why it matters. You can reference a fresh funding round or a new hire in your opening, instead of sounding like you have not been paying attention. ### Filtering for a Single Event Type You track leadership changes across your book of business because a new executive often resets a buying decision. Point the skill at an account and set the lens to leadership changes only. The digest returns just the executive moves, each with a source and a short read on what the change might mean for your relationship. ### Spotting an Outreach Opening An account you have been nurturing just raised a round or announced an expansion. The monitor surfaces the event, and its "worth acting on" section names the angle: a growth moment often means new budget and new initiatives. You get a timely, specific reason to reach out while the news is still fresh. ================================================================================ # Company-Owned Franchise Locations > 10K+ company-owned franchise locations operated by the franchisor corporation rather than independent franchisees **Source:** https://gtm.ai/marketplace/gtm-audiences/company-owned-franchise-locations --- ## Overview Over 10,000 company-owned franchise locations — units operated directly by the franchisor corporation rather than independent franchisees. Company-owned locations represent corporate investment in the brand and often serve as test markets for new initiatives, technology, and menu/service changes. ## What's Included - **Company-Owned Locations**: Locations with "Company-Owned" status - **Corporate Hierarchy**: Full franchisor corporate structure and parent company - **Location Details**: Address, phone, and website - **Firmographics**: Franchisor employee range, revenue, and industry classification ## Use Cases ### Enterprise Corporate Sales Company-owned locations are managed by the franchisor's corporate team. Selling to these locations means engaging the corporate office — a single buyer for multiple locations. ### Market Analysis Compare company-owned vs franchised location density to understand where brands are investing directly. Company-owned concentration signals strategic markets. ### Corporate Vendor Programs Target franchisor corporate offices with vendor programs that start with company-owned locations and expand to the broader franchise system. ### Investment Analysis Track which franchise systems are increasing or decreasing their company-owned footprint — a signal of brand health and corporate strategy. ================================================================================ # Competitor Analysis > Produce a fact-led competitive intel brief on one or more competitors. Combines ZoomInfo firmographics, scoops, intent, and exec data with web search for sentiment and head-to-head comparisons, anchored on your defined positioning. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-competitor-analysis --- ## Overview Competitor Analysis produces a fact-led competitive intel brief on one or many competitors. It pulls firmographics, recent scoops, intent signals, the exec team, and a similar-companies cohort from ZoomInfo, then runs web search for G2 sentiment, head-to-head comparisons, and verification of public-facing exec data. The output leads with a side-by-side Executive Comparison across all competitors, then drops into per-competitor sections with positioning, recent moves, ICP overlap, and discovery questions. Positioning is pulled verbatim from your GTM context. Reasons they win, reasons they lose, and named customer wins come from your defined competitive matrix, not from the skill's interpretation. The skill explicitly avoids inventing threat rankings or whitespace synthesis. Those calls need win-rate and pipeline data the skill can't see. Default behavior briefs every competitor you've configured. Pass specific names or IDs to brief a subset, or pass none and get the full set. Web search includes a cross-check on named execs, since CEO and leadership records can be stale. ## What It Does - **Executive comparison table**: Side-by-side view of HQ, funding, revenue, exec team, and most recent strategic move across every competitor in scope. - **Verbatim GTM positioning**: Quotes your defined reasons they win, reasons they lose, and customer wins directly, never paraphrased. - **Recent moves by competitor**: Scoops, news, and web findings grouped under each competitor, dated and tagged with source. - **G2 and web sentiment**: Pulls ratings and review themes from G2, TrustRadius, and head-to-head comparison pages with verifiable URLs. - **Discovery questions per competitor**: Three or more questions per competitor, rooted in a specific weakness or surfaced gap. ## Use Cases ### Quarterly Competitive Review For a leadership review across all configured competitors, run the skill with a "quarterly review, scannable" purpose. Output is a scannable Executive Comparison plus 90-day strategic moves per competitor. Light depth on each competitor keeps the brief readable for a busy exec audience. ### AE Prep for a Head-to-Head Bake-Off When an AE is heading into a competitive deal, run the skill in deep-dive mode on the specific competitor. The output includes G2 themes, recent product launches, exec commentary, and the exact products that map to your SKUs. Discovery questions are grounded in real product gaps and verified weaknesses. ### Enablement Content for a Deal Cohort When a competitor starts showing up in multiple deals, run the skill on that competitor with priority angles tied to where you're losing. The brief becomes the seed for a battle card: positioning verbatim from your matrix, recent moves dated and sourced, ICP overlap classified, and discovery questions reps can drop into a call. ================================================================================ # Compliance Professionals Who Recently Changed Roles > 55,000+ Compliance professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/compliance-professionals-who-recently-changed-roles --- ## Overview Compliance professionals who recently changed roles are in active evaluation mode at their new company. 55,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Compliance job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach compliance professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving compliance functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Computer Software Companies > Computer software companies — packaged software, SaaS, and custom development. **Source:** https://gtm.ai/marketplace/gtm-audiences/computer-software-companies --- ## Overview Computer software companies — packaged software, SaaS, and custom development. ## Use Cases - Vertical-specific prospecting in Computer Software - Industry segmentation - Vertical campaign targeting ================================================================================ # Construction Company Fleets > 289K+ construction company fleet locations with vehicle counts, heavy-duty equipment breakdowns, and fuel type composition **Source:** https://gtm.ai/marketplace/gtm-audiences/construction-company-fleets --- ## Overview Over 289,000 construction company fleet locations — the single largest industry segment in the commercial fleet universe. Construction fleets are heavy-duty intensive, fuel-hungry, and geographically distributed across job sites, making them high-value targets for vehicle, equipment, fuel, and fleet management providers. ## What's Included - **Construction Fleet Locations**: Full company details and addresses for construction fleet operators - **Fleet Scale**: National and local vehicle counts — identify large multi-site operators vs. local contractors - **Heavy-Duty Focus**: GVW class breakdown showing concentration of Class 6-8 vehicles (dump trucks, cement mixers, cranes) - **Fuel Composition**: Diesel dominates, but see which operators are adopting alternative fuels - **Firmographics**: Sub-industry detail, employee count, revenue, and parent company linkage ## Use Cases ### Construction Equipment Sales Target construction fleet operators for new and used commercial vehicles, heavy equipment, and specialty vehicles. Weight class data matches your inventory to buyer needs. ### Fleet Management for Construction Market GPS tracking, equipment utilization, and fleet management solutions to construction companies managing distributed fleets across multiple job sites. ### Fuel & Maintenance Programs Construction fleets are among the highest consumers of diesel fuel. Target operators with bulk fuel programs, mobile fueling, and heavy-duty maintenance contracts. ### Safety & Compliance Reach construction fleet operators with DOT compliance services, safety training, dash cameras, and fleet safety management platforms. ================================================================================ # Contact Relationship Recap > Recap where you stand with one person across recent conversations, classify their posture toward you, and read whether the relationship is warming or cooling. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-contact-relationship-recap --- ## Overview Contact Relationship Recap tells you where you stand with one person, read from your recent conversations with them. It blends two sources: contact-scoped conversation intelligence for what this individual has actually said lately, and contact research for their role and background. The result is a picture of their posture toward you and, more usefully, the direction that posture is moving. The skill classifies each person into a clear posture: engaged champion, supportive, neutral, skeptical, or gone quiet. It then reads trajectory, whether that stance is strengthening or weakening, and grounds the call in evidence from the conversations. It will not name someone a champion, or flag a risk, that the actual dialogue does not support. Alongside posture it pulls what the person has raised recently, what they have committed to, and what they are waiting on from you. This is a recent read, not a full history. Conversation intelligence reasons over the last few engagements and cannot search by topic or count mentions, so the recap reflects the current arc of the relationship rather than every interaction on record. When no conversation data exists for the person, the skill falls back to the contact-research view. It states clearly that the relationship read is limited without connected conversation history, and points you to your ZoomInfo admin to confirm coverage. ## What It Does - **Posture classification**: Places the person on a clear scale from engaged champion through supportive, neutral, and skeptical to gone quiet, with the evidence behind the call. - **Trajectory read**: Says whether the relationship is strengthening or weakening and ties that direction to what changed, such as a reorg or a successful pilot. - **Recent-from-them summary**: Lists what the person has actually said or asked for lately, each point traced to the meeting it came from. - **Commitment tracking**: Surfaces what they promised and what they are waiting on from you. - **Next-step suggestion**: Recommends one evidence-based move to re-engage or advance, drawn from the conversations rather than a generic playbook. - **Graceful fallback**: Gives the role-and-background view and names the limitation when conversation data is unavailable. ## Use Cases ### Reading a Relationship Before Reaching Out You are about to contact someone you have not spoken with in a few weeks and want to strike the right tone. Run the recap on the contact. It returns their current posture, what they last raised, and any open ask still sitting with you. You reach out already knowing whether to reconnect warmly or rebuild from a cooler footing. ### Confirming a Champion Is Still Engaged A deal depends on one internal advocate, and you need to know the advocacy still holds. Set the lens to whether the champion is still engaged. The recap reads recent conversations for their level of engagement and influence. It tells you whether the signal is holding or fading, instead of assuming the relationship is as strong as it was at the start. ### Checking Whether Sentiment Cooled A demo did not land the way you hoped, and you want to know if it changed how a stakeholder sees you. Point the recap at the contact with a lens on post-demo sentiment. It reads what they said afterward, classifies where they now sit, and shows the shift with evidence, so your next move responds to reality instead of hope. ================================================================================ # Contacts Promoted to C-Level > 85,000+ contacts who recently received a promotion to C-Level — newly elevated decision-makers with fresh budget authority. **Source:** https://gtm.ai/marketplace/gtm-audiences/contacts-promoted-to-c-level --- ## Overview A promotion to C-Level signals new budget authority and a window to establish vendor relationships before the new role fully solidifies. This audience targets 85,000+ contacts who received a promotion to C-Level. ## What's Included - **Promotion Signal**: Title change to C-Level classification - **Contact Profile**: Verified name, email, direct phone - **Change Timing**: Date of title change for recency targeting - **Company Context**: Current employer ## Use Cases ### Congratulatory Sequences A congratulatory outreach on a promotion converts at 3x the rate of cold outreach. Reach these contacts within days of their promotion. ### New Budget Authority Newly promoted C-Levels are often approving budgets for the first time. Reach them before they've committed to existing vendors. ================================================================================ # Contacts Promoted to Director > 720,000+ contacts who recently received a promotion to Director — newly elevated decision-makers with fresh budget authority. **Source:** https://gtm.ai/marketplace/gtm-audiences/contacts-promoted-to-director --- ## Overview A promotion to Director signals new budget authority and a window to establish vendor relationships before the new role fully solidifies. This audience targets 720,000+ contacts who received a promotion to Director. ## What's Included - **Promotion Signal**: Title change to Director classification - **Contact Profile**: Verified name, email, direct phone - **Change Timing**: Date of title change for recency targeting - **Company Context**: Current employer ## Use Cases ### Congratulatory Sequences A congratulatory outreach on a promotion converts at 3x the rate of cold outreach. Reach these contacts within days of their promotion. ### New Budget Authority Newly promoted Directors are often approving budgets for the first time. Reach them before they've committed to existing vendors. ================================================================================ # Contacts Promoted to VP > 410,000+ contacts who recently received a promotion to VP — newly elevated decision-makers with fresh budget authority. **Source:** https://gtm.ai/marketplace/gtm-audiences/contacts-promoted-to-vp --- ## Overview A promotion to VP-Level signals new budget authority and a window to establish vendor relationships before the new role fully solidifies. This audience targets 410,000+ contacts who received a promotion to VP. ## What's Included - **Promotion Signal**: Title change to VP-Level classification - **Contact Profile**: Verified name, email, direct phone - **Change Timing**: Date of title change for recency targeting - **Company Context**: Current employer ## Use Cases ### Congratulatory Sequences A congratulatory outreach on a promotion converts at 3x the rate of cold outreach. Reach these contacts within days of their promotion. ### New Budget Authority Newly promoted VP-Levels are often approving budgets for the first time. Reach them before they've committed to existing vendors. ================================================================================ # Customer Experience Professionals Who Recently Changed Roles > 48,000+ Customer Experience professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/customer-experience-professionals-who-recently-changed-roles --- ## Overview Customer Experience professionals who recently changed roles are in active evaluation mode at their new company. 48,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Customer Experience job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach customer experience professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving customer experience functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Customer Success Professionals Who Changed Companies > 92,000+ CS professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/customer-success-professionals-who-changed-companies --- ## Overview CS professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 92,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: CS classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving cs teams can target new hires likely to evaluate their category. ================================================================================ # Customer Success Professionals Who Recently Changed Roles > 140,000+ Customer Success professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/customer-success-professionals-who-recently-changed-roles --- ## Overview Customer Success professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 140,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Customer Success job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach customer success professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the customer success function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Daily Brief > Get a per-meeting rundown of your day: where each account stands, the one outcome to drive, follow-ups to close, and who is in the room. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-daily-brief --- ## Overview Daily Brief gives you a per-meeting rundown of your day so you walk into each call knowing what matters. It pulls your schedule for the target day, then builds one card per meeting. Each card covers where the account stands, the single outcome to drive, the follow-ups to close from prior conversations, and who will be in the room. The brief researches every in-scope meeting, blending account research, contact research, and conversation intelligence per meeting. Because that work costs AI credits, the skill sizes the day first. If more than a few external meetings are on the calendar, it tells you the count, notes that each one is researched with several credit-consuming calls, and offers to scope down before proceeding. That pause keeps a packed calendar from turning into a large unprompted spend. By default the brief covers external meetings, the ones with participants outside your company, and drops internal-only blocks unless you ask for everything. You can point it at tomorrow, a named weekday, or a specific date, and you can filter to customer meetings only or a single account. Each card leads with what changes how you show up, not generic firmographics, and the brief closes with a cross-day watch-out line only when something real connects the meetings. ## What It Does - **Per-meeting cards**: Builds one card for each meeting in time order, carrying its state of play, focus, follow-ups, and attendee list. - **Single-outcome focus**: Frames each card around the one most useful result to drive in that meeting rather than a list of talking points. - **Follow-up surfacing**: Pulls open commitments from prior conversations so nothing agreed earlier slips through the day. - **Scope confirmation**: Counts the external meetings and offers to narrow before researching, so a full calendar does not become an unplanned credit spend. - **Flexible targeting**: Runs against today, a future day, or a specific date, and filters to a segment such as customer meetings or a named account. - **Cross-day watch-out**: Adds a single closing line when a renewal clock, a slipping deal, or an executive presence ties meetings together, and stays silent when nothing does. ## Use Cases ### A Morning Rundown Before Back-to-Back Calls You have six external meetings today and no time to prep each one by hand. Run Daily Brief. It confirms the count, you approve the scope, and it returns a card per meeting in time order. Each opens with where the account stands and the one outcome to push, so you move from call to call without scrambling between them. ### Prepping a Filtered Slice of the Day Your calendar mixes internal syncs, partner calls, and customer meetings, but this morning you only care about customers. Filter the brief to customer meetings only. It drops everything else, researches just the relevant calls, and hands you a focused set of cards, which also keeps the credit spend proportional to what you actually need. ### Catching What Connects Across the Day Two of today's meetings involve the same at-risk account, and one has a renewal date approaching. The brief's closing watch-out line ties them together, surfacing the renewal clock and the slipping thread so you handle the day as a connected sequence rather than a set of isolated calls. ================================================================================ # Data Scientists Who Recently Changed Roles > 85,000+ Data Science professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/data-scientists-who-recently-changed-roles --- ## Overview Data Science professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 85,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Data Science job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach data science professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the data science function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Decision Process Mapper > Reconstruct how a prospect actually buys from what they said on recent calls: criteria, steps, timeline, and who signs off, with every gap marked unknown. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-decision-process-mapper --- ## Overview Decision Process Mapper reconstructs how a prospect buys, drawn strictly from what they have told you on recent calls. It reads an account's recent engagements through conversation intelligence and pulls the decision criteria, evaluation steps, timeline, budget or procurement process, and the people who decide. The result is a single table you can scan before a forecast review or a deal inspection. The skill is built for sellers and RevOps teams who need to qualify a deal against what was actually said, not against a rep's optimism. It pairs conversation intelligence, scoped to one account, with account research for the stakeholder and org picture. Ask for a MEDDIC read or just the approvers and timeline, and it foregrounds the fields you name. Honesty about gaps is the point. When the conversations never covered budget, or an approver was implied but never named, the skill labels that cell "not stated" rather than guessing. It distinguishes a named approver from a guessed one and ties each filled field back to the moment it came from, so you can trust the map and see exactly where it thins out. ## What It Does - **Stated-only extraction**: Pulls criteria, steps, timeline, and approvers from recent call content, then attributes each one to its source moment. - **Gap marking**: Labels any element the conversations did not cover as "not stated", keeping guesses out of the qualification. - **Approver clarity**: Separates a decision-maker the prospect named from one a rep merely assumed was involved. - **Framework shaping**: Foregrounds the fields that matter for MEDDIC or a lighter approvers-and-timeline read, depending on what you ask for. - **Gap-closing questions**: Surfaces the two or three unknowns most worth confirming, each with a question to raise on the next call. - **Research fallback**: Presents the account_research stakeholder view when no conversation data is connected, flagging the read as limited. ## Use Cases ### Qualify a Deal Against MEDDIC Before a forecast review, run the mapper on an active account and ask for a MEDDIC read. It returns the stated decision criteria, the economic buyer if one was named, the evaluation steps the prospect described, and the timeline they committed to. Fields no one covered come back marked "not stated", so the deal gets scored on evidence rather than hope. ### Confirm Who Actually Signs Off Heading into a mutual action plan, you need to know whether the person you have been working with can approve the purchase. The skill separates the champion from the approvers the prospect actually named and flags where sign-off authority was implied but never confirmed, giving you a specific question to close that gap on the next call. ### Catch a New Rep Up on a Deal When a deal changes hands, the incoming rep needs the real buying process fast. The mapper compresses recent calls into criteria, steps, timeline, and people, tied to source moments, so the new owner inherits what the prospect said rather than a predecessor's interpretation of it. ================================================================================ # Demand Generation Professionals Who Recently Changed Roles > 35,000+ Demand Gen professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/demand-generation-professionals-who-recently-changed-roles --- ## Overview Demand Gen professionals who recently changed roles are in active evaluation mode at their new company. 35,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Demand Gen job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach demand gen professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving demand gen functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # DevSecOps Professionals Who Recently Changed Roles > 25,000+ DevSecOps professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/devsecops-professionals-who-recently-changed-roles --- ## Overview DevSecOps professionals who recently changed roles are in active evaluation mode at their new company. 25,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: DevSecOps job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach devsecops professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving devsecops functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Diesel Fleet Operators > 738K+ fleet locations operating diesel-powered commercial vehicles — the largest fuel segment in commercial fleets **Source:** https://gtm.ai/marketplace/gtm-audiences/diesel-fleet-operators --- ## Overview Over 738,000 fleet locations with diesel-powered commercial vehicles — more than half of all commercial fleet locations in the US. Diesel remains the dominant fuel for medium and heavy-duty operations, creating massive addressable markets for fuel, maintenance, emissions compliance, and eventually electrification services. ## What's Included - **Diesel Fleet Operators**: Locations with one or more registered diesel vehicles - **Diesel Count**: Exact number of diesel vehicles per location - **Full Fuel Profile**: Diesel share alongside gasoline, electric, hybrid, and alternative fuels - **Fleet Context**: Total fleet size and GVW class breakdown - **Company Intelligence**: Industry, employee count, revenue, and corporate hierarchy ## Use Cases ### Diesel Fuel Programs Target the heaviest fuel consumers with fleet fuel cards, bulk diesel purchasing, mobile fueling, and fuel management solutions. Diesel vehicle count directly correlates with fuel spend. ### Parts & Maintenance Market diesel engine parts, oil and filter programs, transmission service, and preventive maintenance contracts. Diesel vehicles have higher per-unit maintenance costs. ### DEF & Emissions Products Reach diesel fleet operators with diesel exhaust fluid (DEF), emissions testing, and DPF cleaning services. Regulatory compliance drives recurring demand. ### EV Transition Pipeline Diesel-heavy fleets represent the largest opportunity for fleet electrification. Identify operators by diesel concentration to build your EV transition pipeline — these accounts have the most to gain from switching. ================================================================================ # Digital Marketing Professionals Who Recently Changed Roles > 88,000+ Digital Marketing professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/digital-marketing-professionals-who-recently-changed-roles --- ## Overview Digital Marketing professionals who recently changed roles are in active evaluation mode at their new company. 88,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Digital Marketing job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach digital marketing professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving digital marketing functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Director Changes — Last 30 Days > 13,500+ companies with new Director employment changes in the last 30 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-director-hires-last-30-days --- ## Overview The most recent Director changes — only from the last 30 days — surface accounts at peak buying-window opportunity. 13,500+ companies with fresh signals. ## What's Included - **Change Signal**: Director employment changes in the last 30 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new Director hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # Director-Level Engineering Leaders > Engineering Directors — the primary technical buying decision-makers. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-engineering-leaders --- ## Overview Engineering Directors — the primary technical buying decision-makers. ## Use Cases - Target Director Engineering decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Director-Level Finance Leaders > Finance Directors — controllers, FP&A directors, and treasury directors. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-finance-leaders --- ## Overview Finance Directors — controllers, FP&A directors, and treasury directors. ## Use Cases - Target Director Finance decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Director-Level Finance Professionals in the United States > Director-level finance professionals in the US — controllers, FP&A directors, and finance ops leads. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-finance-professionals-in-the-united-states --- ## Overview Director-level finance professionals in the US — controllers, FP&A directors, and finance ops leads. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # Director-Level IT Leaders > IT Directors — the primary buyers for infrastructure and security tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-it-leaders --- ## Overview IT Directors — the primary buyers for infrastructure and security tools. ## Use Cases - Target Director Information Technology decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Director-Level IT Professionals in the United States > Director-level IT professionals in the US — IT directors and tech leads who own infrastructure and vendor decisions. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-it-professionals-in-the-united-states --- ## Overview Director-level IT professionals in the US — IT directors and tech leads who own infrastructure and vendor decisions. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # Director-Level Marketing Leaders > Marketing Directors — demand gen, product marketing, and brand directors. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-marketing-leaders --- ## Overview Marketing Directors — demand gen, product marketing, and brand directors. ## Use Cases - Target Director Marketing decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Director-Level Product Managers > Directors of Product — the senior product leaders driving platform decisions. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-product-managers --- ## Overview Directors of Product — the senior product leaders driving platform decisions. ## Use Cases - Target Director Product Management decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Director-Level Professionals > All Director-level professionals globally — the operational decision-makers closest to budget. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-professionals --- ## Overview All Director-level professionals globally — the operational decision-makers closest to budget. ## Use Cases - Seniority-based prospecting - Executive outreach - Practitioner-level demand generation ================================================================================ # Director-Level Professionals in APAC > Director contacts in Australia — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-professionals-in-apac --- ## Overview Director contacts in Australia — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # Director-Level Professionals in the United States > Director contacts in United States — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-professionals-in-the-united-states --- ## Overview Director contacts in United States — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # Director-Level Sales Leaders > Sales Directors — regional and segment sales directors. **Source:** https://gtm.ai/marketplace/gtm-audiences/director-level-sales-leaders --- ## Overview Sales Directors — regional and segment sales directors. ## Use Cases - Target Director Sales decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Directors Who Recently Changed Roles > 580,000+ Director professionals who recently changed companies or roles — highest-propensity buyers in their first 90 days. **Source:** https://gtm.ai/marketplace/gtm-audiences/directors-who-recently-changed-roles --- ## Overview The first 90 days of a new role is when leaders are most open to new vendor relationships. 580,000+ Director professionals recently changed jobs — this is the ideal moment to reach them with a relevant, personalized approach. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Change Signal**: Recent company or role change - **Timing**: Change timestamp for recency-based outreach scoring - **New Company Context**: Current company for firmographic targeting ## Use Cases ### First-90-Days Outreach New leaders evaluate tools and vendors in their first quarter. This audience identifies them at peak receptivity. ### Relationship-Led Pipeline Build pipeline from leaders who are actively establishing new vendor relationships at their new employer. ================================================================================ # Directors with Direct Phone > Director-level contacts with direct phone — operational decision-makers reachable by phone. **Source:** https://gtm.ai/marketplace/gtm-audiences/directors-with-direct-phone --- ## Overview Director-level contacts with direct phone — operational decision-makers reachable by phone. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # Directors with Verified Email > Director-level professionals with verified email — operational buyers with direct inbox access. **Source:** https://gtm.ai/marketplace/gtm-audiences/directors-with-verified-email --- ## Overview Director-level professionals with verified email — operational buyers with direct inbox access. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # Draft Follow-Up > Draft a post-call follow-up email from what was actually said: a one-line thanks, a short recap, and next steps with owners and dates. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-draft-follow-up --- ## Overview Draft Follow-Up turns a call into a tight recap email. It reads the conversation and extracts the next steps and commitments both sides actually agreed to. Then it writes a compact, friendly-professional message: a one-line thanks, a two-to-three sentence recap, a clear list of next steps with owners and dates, and a single call to action. The draft comes back ready to review and send yourself. The skill is for sellers and account managers who want a faithful recap out the door while the call is fresh, without rewriting it from memory. Name the call if you know it, or let the skill pull your recent calls and present a numbered shortlist to pick from before it spends any credits. Set a tone (warm, more formal for an exec, addressed to the whole room) or take the friendly-professional default addressed to the primary external attendee. Grounding is strict. The message includes only commitments the conversation supports, and it never invents an owner, a date, or a promise. After the draft, the skill lists the commitments it extracted, split into your side and theirs, so you can confirm nothing was added or missed. If the call has no transcript to read, the skill says so and asks for the main points rather than fabricating a recap. ## What It Does - **Commitment extraction**: Reads the transcript for the next steps, decisions, and open questions both sides agreed to, then builds the recap around them. - **Owner and date assignment**: Attaches a person and a deadline to each action only when the conversation stated one. - **Skimmable drafting**: Produces a short message with a thanks, a brief recap, a next-steps list, and one call to action. - **Tone control**: Adjusts warmth, formality, and recipient to the audience you name, defaulting to the primary external attendee. - **Verification list**: Prints the extracted commitments as us-versus-them so you can check the draft against what was said. - **Draft-only handling**: Leaves the message for your review and never sends it. ## Use Cases ### Recap a Discovery Call Immediately You finish a discovery call and want the recap out before the next meeting. Name the account, and the skill reads that engagement, pulls the agreed next steps, and drafts a message you can scan in seconds. The commitments list lets you confirm the evaluation date and the doc you promised are captured correctly before you hit send. ### Confirm Next Steps After a Group Meeting After a meeting with several stakeholders, ownership of the follow-through can blur. The skill assigns each next step to the person who took it and the date they committed to, drawn from the conversation. It then asks you to verify the split, so the whole room leaves with the same understanding of who does what. ### Tailor the Follow-Up to the Recipient The note to a hands-on champion reads differently from the one to a sponsoring VP. Ask for a warmer tone or a more formal version for the exec, and the skill reframes the same faithful recap for that reader, keeping the commitments intact while adjusting how they land. ================================================================================ # Dunkin' Franchise Locations > 9,500+ Dunkin' franchise locations across the US — the largest coffee and donut QSR chain by store count, nearly 100% franchisee-operated **Source:** https://gtm.ai/marketplace/gtm-audiences/dunkin-franchise-locations --- ## Overview Over 9,500 Dunkin' franchise locations across the United States — the largest coffee and donut QSR chain by store count and nearly 100% franchisee-operated. Dunkin's massive footprint, high-frequency customer visits, and Inspire Brands backing make its franchise network one of the most valuable audiences in food service for vendors selling equipment, supplies, technology, and financial services. ## What's Included - **Locations**: Active and pending Dunkin' franchise locations nationwide - **Ownership**: Franchisee owner name and contact information - **Operations**: Employee count, revenue range, and franchise status - **Contact Data**: Location address, phone, and ZoomInfo-enriched contacts ## Use Cases ### QSR Vendor Sales Dunkin's 9,500+ locations create massive purchasing volume for food packaging, cleaning supplies, and operational products. Target by region and franchisee group. ### Coffee & Beverage Equipment Dunkin' locations invest in espresso machines, brewing equipment, and beverage dispensing systems. Sell equipment, maintenance, and upgrade programs. ### Franchise Technology Sell POS, mobile ordering, drive-thru technology, and workforce management platforms to Dunkin' franchisees modernizing their operations. ### Multi-Unit Operators Many Dunkin' franchisees operate 10+ locations. Target multi-unit operators for group-level deals on equipment, supplies, and technology. ================================================================================ # Early-Stage Companies ($1M–$10M Revenue) > Companies generating $1M–$10M annually — past the prototype stage, building toward scale. **Source:** https://gtm.ai/marketplace/gtm-audiences/early-stage-companies-1m10m-revenue --- ## Overview Companies generating $1M–$10M annually — past the prototype stage, building toward scale. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Education Companies > Education sector — K-12, higher ed, ed-tech, and training providers. **Source:** https://gtm.ai/marketplace/gtm-audiences/education-companies --- ## Overview Education sector — K-12, higher ed, ed-tech, and training providers. ## Use Cases - Vertical-specific prospecting in Education - Industry segmentation - Vertical campaign targeting ================================================================================ # Education Institutions > Educational institutions — universities, schools, and training organizations. **Source:** https://gtm.ai/marketplace/gtm-audiences/education-institutions --- ## Overview Educational institutions — universities, schools, and training organizations. ## Use Cases - Targeting education organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Education Institutions with 201–500 Employees > Education institutions at 201–500 employees — colleges, training orgs, and ed-tech companies. **Source:** https://gtm.ai/marketplace/gtm-audiences/education-institutions-with-201500-employees --- ## Overview Education institutions at 201–500 employees — colleges, training orgs, and ed-tech companies. ## Use Cases - Private company segmentation - Non-public enterprise targeting - Organization-type specific messaging ================================================================================ # Electric Vehicle Fleet Operators > 48K+ fleet locations with electric vehicles in their commercial fleet — early adopters of fleet electrification **Source:** https://gtm.ai/marketplace/gtm-audiences/electric-vehicle-fleet-operators --- ## Overview Over 48,000 fleet locations that have already adopted electric vehicles into their commercial operations. These are the early movers in fleet electrification — companies that have made the capital investment and operational commitment to EVs, making them ideal targets for charging infrastructure, fleet management, and sustainability services. ## What's Included - **EV Fleet Operators**: Locations with one or more registered battery electric vehicles - **EV Count**: Exact number of electric vehicles at each location - **Full Fuel Profile**: See the EV share alongside diesel, gasoline, hybrid, and other fuel types - **Fleet Context**: Total fleet size and vehicle weight class distribution - **Company Intelligence**: Industry, employee count, revenue, and corporate hierarchy ## Use Cases ### EV Charging Infrastructure Target fleet operators who already have EVs for depot charging stations, route charging networks, and charging management software. They've committed to EVs — now they need infrastructure. ### Fleet Electrification Consulting Reach early EV adopters for expanded electrification — fleet transition planning, TCO analysis, and route electrification studies for operators looking to scale their EV programs. ### EV Maintenance & Service Electric commercial vehicles require specialized service. Target EV fleet operators with battery diagnostics, EV-trained technicians, and preventive maintenance programs. ### Sustainability & ESG Reach companies with demonstrated EV commitment for broader sustainability solutions — carbon reporting, ESG consulting, and renewable energy procurement. ================================================================================ # Email Thread Summarizer > Collapse a long email thread into where it stands, what was decided, and what is still open, with each point attributed to who said it. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-email-thread-summarizer --- ## Overview Email Thread Summarizer collapses a long email chain into what matters: where the thread stands, what was decided, and what is still open. It finds the thread through browse_engagements, then reads the actual body with conversation intelligence so the summary reflects the real exchange rather than subject lines. One thread at a time, distilled for a fast catch-up before you reply. The skill helps sellers, account managers, and anyone staring at a twenty-message chain before a decision. Name the account, contact, or subject if you know it, or let the skill list recent threads and pick from a short numbered shortlist before it spends any credits. Add an emphasis, like what the client needs from you or just the decisions, and the output bends toward it. The summary reads in order of importance, not the order messages arrived. Each point is attributed to who said it, and the open items call out specifically what is being asked of whom. A suggested reply focus points at the one or two things your response should cover. When the thread's content cannot be read, the skill tells you and asks you to name it or paste the chain, rather than summarizing from assumption. ## What It Does - **Thread location**: Finds the right email chain by account, contact, or subject, and offers a numbered shortlist when the target is ambiguous. - **Body reading**: Retrieves the actual thread content so the summary rests on what was written, not metadata. - **Importance ordering**: Distills the chain by what matters most, lifting the decisive points above the chronological noise. - **Attribution**: Ties each decision and point to the participant who stated it. - **Open-item surfacing**: Calls out what is unresolved and exactly what is being asked of whom. - **Reply focus**: Names the one or two things your response should address when you are drafting one. ## Use Cases ### Catch Up Before Replying A thread has grown to two dozen messages while you were heads-down, and a reply is overdue. Point the skill at the subject or account, and it returns where the thread stands, the decisions reached, and the open questions, each attributed to its author. You can answer in minutes instead of scrolling to the top. ### Pull Decisions From a Stakeholder Chain A cross-functional chain has buried three real decisions under scheduling and side chatter. Ask for just the decisions, and the skill lifts them out with attribution, showing who committed to what so you can act on the agreements without rereading every message. ### Find What a Client Still Needs Before you respond to a client, you want to be sure nothing they asked for falls through. Emphasize what they need from you, and the summary surfaces the open requests and the specific asks directed at you, plus a suggested focus for the reply so your response closes the loop. ================================================================================ # Employers Insured by Blue Cross Blue Shield (BCBS) > Employers whose group coverage is written by a top BCBS affiliate: the carrier-displacement list **Source:** https://gtm.ai/marketplace/gtm-audiences/employers-insured-by-blue-cross-blue-shield --- ## Overview Employers whose group health coverage is written by a Blue Cross Blue Shield affiliate, sourced from Form 5500 insurer disclosures. Because BCBS is a federation of state plans, this audience is the union of the top affiliates' books. It is a carrier-displacement list spanning Anthem, plus the BCBS plans of Michigan, Massachusetts, Florida, Illinois, and more. ## What's Included - **Insured Employers**: Groups written by a top BCBS affiliate, linked to ZoomInfo profiles - **Carrier Detail**: The specific BCBS affiliate on each policy - **Coverage**: Benefits provided and covered-lives counts - **Renewal Window**: Policy end date for timing - **Contacts**: HR and benefits decision-makers at each employer ## Use Cases ### Carrier Displacement Target employers on a competing carrier with a group-health takeover pitch backed by plan-level detail. ### Group-Health Competitive Targeting Segment the BCBS book by size, industry, and geography to focus on the accounts that best fit your product. ### Renewal Timing Use policy end dates to reach employers in their renewal window, when they're most open to switching carriers. ### Regional Affiliate Coverage Work individual BCBS affiliate books by state to plan regionally focused displacement campaigns. ================================================================================ # Energy Companies > Energy companies — oil and gas, utilities, renewables, and power generation. **Source:** https://gtm.ai/marketplace/gtm-audiences/energy-companies --- ## Overview Energy companies — oil and gas, utilities, renewables, and power generation. ## Use Cases - Vertical-specific prospecting in Energy - Industry segmentation - Vertical campaign targeting ================================================================================ # Energy Companies in the United States > Energy companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/energy-companies-in-the-united-states --- ## Overview Energy companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Engagement Timeline > Build a chronological timeline of meetings and emails with an account or contact, split by type and participant, ready to drill into any engagement. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-engagement-timeline --- ## Overview Engagement Timeline assembles a chronological record of the meetings and emails your team has had with an account or contact. It reads from the calendar, email, and meeting providers connected to ZoomInfo and returns a timeline newest-first, a split by engagement type, and a participant list with a count per person. Point it at a company, a contact, or neither to see a timeline of your own recent activity across all accounts. The skill is built for sellers and account managers who want the relationship history at a glance before a call, and for managers checking engagement depth on an account. It defaults to the last 90 days and slides the window backward in 90-day chunks when you ask for a longer history. It tells you when it is looking across multiple windows, so the wait is expected. Scope by ZoomInfo ID, by name or domain, or leave it open. The timeline flags the most recent engagement and the gap since, and notes anyone who engaged early in the window but has gone quiet, which is often the signal worth acting on. Every engagement's ID stays in working context, so you can name any one of them, the demo on the 14th or the last email, and hand it to conversation intelligence for what was discussed. When nothing comes back, the skill says no engagements were found rather than implying no relationship exists. ## What It Does - **Chronological assembly**: Merges meetings and emails into one newest-first timeline with date, type, subject, and the participants on each. - **Window sliding**: Covers the last 90 days by default and steps backward in 90-day chunks for a longer history, merging the results. - **Type breakdown**: Splits the total into meetings versus emails over the actual date range covered. - **Participant counts**: Tallies engagements per person in a most-engaged-first table, noting account when it differs. - **Quiet-contact flagging**: Marks the last contact, the gap since, and anyone who was active early but has since gone silent. - **Engagement handoff**: Keeps each engagement's ID ready so you can double-click one for a conversation-level read of what was said. ## Use Cases ### Review Relationship History Before a Call Ahead of a call with an account, you want the full arc of contact without digging through calendars and inboxes. The skill returns a timeline of every meeting and email, who was on each, and how long since the last touch, so you walk in knowing exactly where the relationship stands. ### Check Engagement Depth This Year A manager wants to know how often the team has actually engaged a strategic account. Ask for the year, and the skill slides the window back across multiple 90-day chunks. It then reports the total, the meetings-to-emails split, and which people have carried the relationship, a grounded read on account coverage. ### Spot a Stakeholder Who Went Quiet On an active deal, a champion who engaged heavily early and then dropped off is a risk worth catching. The participant view flags anyone present at the start of the window but absent recently, so you can reach out before the silence turns into a stalled deal. ================================================================================ # Engineering and Technical Professionals > Engineering and technical professionals — developers, architects, and technical leads. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineering-and-technical-professionals --- ## Overview Engineering and technical professionals — developers, architects, and technical leads. ## Use Cases - Engineering department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Engineering Professionals in India > Engineering professionals in India — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineering-professionals-in-india --- ## Overview Engineering professionals in India — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Engineering Professionals in the United Kingdom > Engineering professionals in United Kingdom — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineering-professionals-in-the-united-kingdom --- ## Overview Engineering professionals in United Kingdom — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Engineering Professionals in the United States > Engineering professionals in United States — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineering-professionals-in-the-united-states --- ## Overview Engineering professionals in United States — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Engineering Professionals Who Changed Companies > 320,000+ Engineering professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineering-professionals-who-changed-companies --- ## Overview Engineering professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 320,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: Engineering classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving engineering teams can target new hires likely to evaluate their category. ================================================================================ # Engineers Who Recently Changed Roles > 450,000+ Engineering professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/engineers-who-recently-changed-roles --- ## Overview Engineering professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 450,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Engineering job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach engineering professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the engineering function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Enrich Company > Look up a company's full profile by name, domain, ticker, or ZoomInfo ID — firmographics, financials, corporate structure, and growth signals in one place. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-enrich-company --- ## Overview The Enrich Company skill pulls a company's full profile from ZoomInfo's database in response to a name, website domain, stock ticker, or ZoomInfo company ID. It returns everything a sales rep or account researcher needs to understand an account: firmographics, financials, corporate structure, employee growth trends, and how many contacts ZoomInfo has on file. This skill is designed for the moments when you need a complete picture of a specific company fast — qualifying an inbound lead, prepping for a discovery call, or filling in CRM fields before an account gets assigned. It handles the lookup automatically, falling back to a fuzzy company name search if an exact match isn't found, and presents results in a clean, scannable table. The returned ZoomInfo company ID can be used directly with other skills — passing it to Find Similar to discover lookalikes, or to Recommend Contacts to surface the right people at the account. ## What It Does - **Flexible lookup**: Accepts company name, domain, stock ticker, or ZoomInfo company ID — no need to know the exact format - **Firmographics**: Industry, sub-industries, employee count, revenue, business model (B2B/B2C/B2G), founding year, HQ location - **Financials & ownership**: Company type (public/private), stock ticker, SIC and NAICS codes, revenue band - **Corporate hierarchy**: Ultimate parent, immediate parent, and subsidiary count where available - **Growth signals**: 1-year and 2-year employee growth percentages, recent funding rounds - **Contact coverage**: Number of ZoomInfo contacts on record at the company ## Use Cases ### Inbound Lead Qualification When a new account comes in through a form, trial signup, or SDR-sourced lead, enrich it immediately to assess fit. Revenue, headcount, industry, and growth trajectory tell you whether to fast-track to AE or nurture differently. ### Pre-call Account Research Before a discovery call or executive briefing, pull the company's full profile to understand their structure, recent growth signals, and financial context. Walk in knowing the company's size, whether they're PE-backed, and how fast they're hiring. ### CRM Population Keep your CRM records complete and fresh. Paste a company name or domain and get all standard firmographic fields back — ready to copy into your CRM account record or feed into an enrichment workflow. ================================================================================ # Enrich Contact > Look up a person's full professional profile by email, name and company, LinkedIn URL, or phone number — title, department, contact details, and accuracy score. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-enrich-contact --- ## Overview The Enrich Contact skill retrieves a person's full professional profile from ZoomInfo's database using whatever identifying information you have — an email address, a name and company, a LinkedIn URL, or a phone number. It returns verified contact details, role information, and company context in a structured profile, along with a data accuracy score so you know how fresh and reliable the record is. This skill is built for the practical realities of B2B sales and marketing research: you rarely have a ZoomInfo ID handy, and you often have only partial information. The skill resolves the best match from whatever input you provide, falls back to a search if enrichment doesn't find an exact match, and surfaces the most complete profile available. Accuracy score is surfaced prominently — anything below 80 is flagged — so you can prioritize outreach to the most reliable records and avoid bounced emails or disconnected numbers. ## What It Does - **Flexible lookup**: Accepts email, first/last name + company, full name + company, LinkedIn URL, phone number, or ZoomInfo person ID - **Verified contact details**: Direct work email, direct phone, mobile phone — each with ZoomInfo's contact accuracy scoring - **Role data**: Current job title, department, management level (C-Suite, VP, Director, Manager, etc.), and job function - **Company context**: Employer name, industry, and company size — so you can assess fit without a separate lookup - **Accuracy flagging**: Records below an 80% accuracy score are explicitly flagged to help you prioritize reliable data ## Use Cases ### Pre-outreach Research Before sending an email or making a call, look up the person to confirm their current title, get a verified direct dial, and check that the record is accurate enough to be worth reaching out to. Avoid bounces and wrong numbers before they happen. ### CRM Enrichment When contacts in your CRM are missing key fields — title, email, phone — enrich them one at a time or in batch. Paste a name and company to fill in the gaps and update records with ZoomInfo's verified data. ### Contact Verification Confirm that a contact you already have is still at the company and in the same role. The accuracy score and last-updated timestamp help you identify stale records that need re-verification or removal. ================================================================================ # Enterprise Companies in Europe (1,001–5,000 Employees) > Enterprise companies across Europe with 1,001–5,000 employees. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-companies-in-europe-10015000-employees --- ## Overview Enterprise companies across Europe with 1,001–5,000 employees. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # Enterprise Financial Services (1,001–5,000 Employees) > Large financial services companies — national banks, major insurers, and established fintechs. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-financial-services-10015000-employees --- ## Overview Large financial services companies — national banks, major insurers, and established fintechs. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Enterprise Giants ($1B+ Revenue) > The largest companies by revenue — $1B+ annual, global operations, strategic accounts. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-giants-1b-revenue --- ## Overview The largest companies by revenue — $1B+ annual, global operations, strategic accounts. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Enterprise Healthcare Companies (1,001–5,000 Employees) > Large healthcare organizations — hospital systems, payers, and enterprise health tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-healthcare-companies-10015000-employees --- ## Overview Large healthcare organizations — hospital systems, payers, and enterprise health tech. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Enterprise Logistics (1,001–5,000 Employees) > Large logistics companies — national freight carriers, 3PLs, and supply chain platforms. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-logistics-10015000-employees --- ## Overview Large logistics companies — national freight carriers, 3PLs, and supply chain platforms. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Enterprise Manufacturing (1,001–5,000 Employees) > Large manufacturing companies — enterprise ERP, supply chain, and industrial automation buyers. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-manufacturing-10015000-employees --- ## Overview Large manufacturing companies — enterprise ERP, supply chain, and industrial automation buyers. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Enterprise MSPs (500+ Employees) > 1,000+ large managed service providers with 500+ employees — the major MSP platforms operating at national and global scale **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-msps --- ## Overview Over 1,000 large managed service providers with 500+ employees — the enterprise-scale MSP platforms that serve Fortune 500 clients, manage global infrastructure, and drive significant technology procurement volume. These are the named accounts that IT vendors build dedicated channel strategies around. ## What's Included - **Enterprise MSPs**: MSPs with 500+ employees - **Firmographics**: Employee count, revenue, and corporate structure - **Location**: Global HQ and office network - **Enrichment**: ZoomInfo company data including tech stack, funding, and corporate hierarchy ## Use Cases ### Strategic Partnerships Enterprise MSPs drive significant deal volume and influence technology decisions for their client portfolios. Build dedicated partnership programs for this tier. ### Global Channel Large MSPs operate across regions and countries. Engage them for global technology distribution and multi-geography channel coverage. ### Technology Procurement Enterprise MSPs make large-scale procurement decisions affecting thousands of endpoints. Position your products for these high-volume buying cycles. ### Ecosystem Development Build integrations, APIs, and co-developed solutions with enterprise MSPs to embed your technology in their service delivery platforms. ================================================================================ # Enterprise SaaS Companies ($100M–$500M Revenue) > Enterprise SaaS companies with $100M–$500M in ARR — the core upper mid-market for platform vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-saas-companies-100m500m-revenue --- ## Overview Enterprise SaaS companies with $100M–$500M in ARR — the core upper mid-market for platform vendors. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # Enterprise Software Companies (1,001–5,000 Employees) > Enterprise-scale software companies with 1,001–5,000 employees — top ICP for infra, devtools, and platform vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/enterprise-software-companies-10015000-employees --- ## Overview Enterprise-scale software companies with 1,001–5,000 employees — top ICP for infra, devtools, and platform vendors. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Exec Brief > Produce a one-page pre-call brief for an executive joining cold: who the account is, why now, where the deal stands, the move to make, and the landmines. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-exec-brief --- ## Overview Exec Brief produces a one-page pre-call brief for a senior stakeholder dropping into a meeting with zero context. It blends account research for who the company is and where the deal state sits, conversation intelligence for what has been discussed and what is open, and contact research for who is in the room. The output is short enough to absorb in two minutes: bottom line, where we stand, in the room, your move, and landmines. The skill is for reps prepping an executive sponsor and for the execs themselves. Give it the account, and ideally the exec being briefed, the meeting's purpose, and the attendees, so the page is framed for that person's role. It runs account research and account-scoped conversation intelligence together, and researches only the contacts you named or that surface as the deal's central players, asking before spending credits on a wider contact sweep. Compression is the discipline. The brief leads with why this account matters and why now. It gives the exec the single most useful thing to do or say, and names the one or two landmines to avoid, each with a reason. Firmographic detail that would not change how the exec shows up gets cut, and relationship claims are attributed. If a section has nothing high-signal, the skill drops it rather than padding. ## What It Does - **Three-source blend**: Combines account research, conversation intelligence, and contact research into one grounded picture of the account and the room. - **Bottom line up top**: Opens with who the company is, why the meeting matters, and where the relationship stands right now. - **Deal-state read**: Summarizes what is currently open across the deal and relationship, drawn from recent conversations plus research. - **Room profiles**: Gives each attendee a single line covering role and what they care about. - **The one move**: Names the single action or line most likely to move the deal forward in this meeting. - **Landmine callouts**: Flags one or two things to avoid, a sore point, a competitor, or an unresolved issue, each with the reason it matters. ## Use Cases ### Brief a VP Joining Cold A VP is joining an account call in an hour with no history on the relationship. Run Exec Brief with the account and the meeting purpose. It returns a page that opens with why this account matters, summarizes where the deal stands, and profiles the attendees. The VP gets one move to make and the landmines to sidestep. ### Prep an SVP for a Renewal An SVP is dropping into a renewal conversation to lend weight, but has never met the customer. The brief compresses the deal history and open threads into a two-minute read, framed for the SVP's role. They can speak to the value delivered and steer clear of the pricing sore point, without a long prep call. ### Ready an Exec for an Escalation Before an escalation call, an executive needs the shape of the problem fast. The skill surfaces the open issue from recent conversations, profiles who will be on the line, and names the one thing to say to reset the relationship. The exec gets a grounded read they can act on immediately. ================================================================================ # Fast Food Franchise Owners > 150K+ fast food franchise owner contacts with direct phone, email, and mobile for QSR decision-makers **Source:** https://gtm.ai/marketplace/gtm-audiences/fast-food-franchise-owners --- ## Overview Over 150,000 fast food franchise owner contacts with verified business email, phone, and mobile numbers. These are the decision-makers at McDonald's, Burger King, Taco Bell, Wendy's, Domino's, Pizza Hut, and other QSR brands — the people who sign vendor contracts, approve technology purchases, and manage multi-million dollar operations. ## What's Included - **Owner Contacts**: Full name, business email, supplemental email, direct phone, and mobile - **Brand Affiliation**: QSR franchisor name, corporate hierarchy, and brand classification - **Location Data**: Franchise location address and phone - **Contact Quality**: ZoomInfo accuracy score, LinkedIn profile, and job title - **Status**: Active franchise locations with verified owner associations ## Use Cases ### QSR Technology Sales Sell POS systems, kitchen technology, drive-thru solutions, and restaurant management platforms directly to franchise owners — bypass corporate gatekeepers. ### Restaurant Supply Programs Market food products, packaging, cleaning supplies, and equipment directly to the franchisees who make local purchasing decisions. ### Franchise Financing Target QSR franchise owners with business loans, equipment financing, and working capital products. Multi-unit owners represent the highest-value opportunities. ### Multi-Unit Operator Targeting Identify franchise owners operating multiple locations for enterprise-level deals on technology, supplies, and business services. ================================================================================ # Fastest-Growing Companies (100%+ Annual Headcount Growth) > Companies doubling headcount annually — the fastest-scaling companies in the market. **Source:** https://gtm.ai/marketplace/gtm-audiences/fastest-growing-companies-100-annual-headcount-growth --- ## Overview Companies doubling headcount annually — the fastest-scaling companies in the market. ## Use Cases - High-growth account targeting - Vendor displacement opportunities - Scaling infrastructure sales ================================================================================ # Finance Professionals > Finance professionals — FP&A, accounting, treasury, and financial operations. **Source:** https://gtm.ai/marketplace/gtm-audiences/finance-professionals --- ## Overview Finance professionals — FP&A, accounting, treasury, and financial operations. ## Use Cases - Finance department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Finance Professionals in the United Kingdom > Finance professionals in United Kingdom — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/finance-professionals-in-the-united-kingdom --- ## Overview Finance professionals in United Kingdom — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Finance Professionals in the United States > Finance professionals in United States — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/finance-professionals-in-the-united-states --- ## Overview Finance professionals in United States — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Finance Professionals Who Changed Companies > 160,000+ Finance professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/finance-professionals-who-changed-companies --- ## Overview Finance professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 160,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: Finance classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving finance teams can target new hires likely to evaluate their category. ================================================================================ # Finance Professionals Who Recently Changed Roles > 260,000+ Finance professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/finance-professionals-who-recently-changed-roles --- ## Overview Finance professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 260,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Finance job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach finance professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the finance function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Financial Services Companies > Financial services firms — banks, insurers, asset managers, and fintechs. **Source:** https://gtm.ai/marketplace/gtm-audiences/financial-services-companies --- ## Overview Financial services firms — banks, insurers, asset managers, and fintechs. ## Use Cases - Vertical-specific prospecting in Financial Services - Industry segmentation - Vertical campaign targeting ================================================================================ # Financial Services Companies in the United Kingdom > Financial Services companies in United Kingdom. **Source:** https://gtm.ai/marketplace/gtm-audiences/financial-services-companies-in-the-united-kingdom --- ## Overview Financial Services companies in United Kingdom. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Financial Services Companies in the United States > Financial Services companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/financial-services-companies-in-the-united-states --- ## Overview Financial Services companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Find Similar > Find companies or contacts similar to a reference entity using ZoomInfo's ML-powered similarity model — ranked lookalikes for TAM analysis, territory expansion, and prospecting. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-find-similar --- ## Overview The Find Similar skill uses ZoomInfo's machine learning similarity model to find companies or contacts that closely match a reference entity. Provide a company you've already won or a contact persona you're targeting, and the skill returns a ranked list of lookalikes — scored by how similar they are to the original, with pattern analysis to help you understand what the results have in common. For companies, this is the fastest way to clone a successful ICP across your total addressable market. For contacts, it powers multi-threading within an account by finding people at a target company who match the profile of contacts you've successfully engaged before. Both modes return up to 100 results by default, ranked by similarity score, with a summary of patterns across industry, geography, seniority, or company profile — so you can spot clusters and prioritize outreach accordingly. ## What It Does - **Company lookalike discovery**: Find companies similar to a reference by name, domain, or ZoomInfo company ID — ranked by ML similarity score - **Contact lookalike discovery**: Find contacts similar to a reference person by name + company, email, or ZoomInfo person ID — optionally scoped to a specific target account - **Similarity scoring**: Each result includes a score reflecting closeness to the reference entity, explained in terms of the reference attributes driving the match - **Pattern analysis**: Summarizes what the results have in common — dominant industries, geographies, seniority levels, or company sizes - **TAM and territory expansion**: Identify the full set of accounts that look like your best customers in new markets ## Use Cases ### ICP Cloning for Prospecting Take a company you've closed or are currently working and find 50 similar accounts. The skill reveals lookalikes you may never have considered — companies with matching industry profiles, headcount bands, tech stacks, and growth trajectories — so you can expand your pipeline without starting ICP research from scratch. ### Multi-threading Within a Target Account Given a champion or economic buyer you've successfully engaged at another company, find similar contacts at your target account. Scope results to a specific company to discover who in that organization matches the same persona — ideal for expansion plays or navigating an unfamiliar org chart. ### TAM and Territory Analysis Use a handful of your best-fit customers as seeds and run similarity searches to map the full landscape of accounts that share their profile. Use the pattern analysis to understand which verticals, geographies, or company types are most densely represented in your addressable market. ================================================================================ # Fitness & Wellness Franchise Locations > 29K+ fitness and wellness franchise locations including gyms, yoga studios, personal training, and wellness centers **Source:** https://gtm.ai/marketplace/gtm-audiences/fitness-and-wellness-franchise-locations --- ## Overview Over 29,000 fitness and wellness franchise locations — from high-volume budget gyms to boutique fitness studios. Covers brands like Planet Fitness, Anytime Fitness, Orangetheory, F45, Club Pilates, and more. Owner contact data enables direct outreach to the franchisees making purchasing decisions. ## What's Included - **Fitness Brands**: Franchisor hierarchy for major fitness and wellness chains - **Location Details**: Studio/gym name, address, phone, and website - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, or company-owned locations - **Firmographics**: Franchisor size, revenue range, and industry classification ## Use Cases ### Member Management Technology Target fitness franchise locations with member management, billing, access control, and class scheduling platforms. Brand hierarchy supports chain-wide software deals. ### Gym Equipment Market cardio equipment, strength machines, free weights, and functional training gear to fitness franchise locations. Owner contacts get you to the buyer. ### Facility Design & Build-Out Reach new and expanding fitness franchise locations with facility design, construction, flooring, and interior build-out services. Pending locations signal upcoming projects. ### Health & Wellness Products Market supplements, recovery products, branded merchandise, and wellness services to fitness franchise operators for in-studio retail programs. ================================================================================ # Fleet Operators in the Midwest > 250K+ commercial fleet locations in the Midwest — Ohio, Indiana, Illinois, Michigan, and Wisconsin **Source:** https://gtm.ai/marketplace/gtm-audiences/fleet-operators-in-the-midwest --- ## Overview Over 250,000 commercial fleet locations across the industrial heartland — Ohio, Indiana, Illinois, Michigan, and Wisconsin. The Midwest's concentration of manufacturing, agriculture, and logistics operations creates a dense market for fleet products and services. ## What's Included - **Midwest Coverage**: Fleet locations across OH, IN, IL, MI, and WI - **Fleet Size**: National and local vehicle counts per location - **Vehicle Composition**: GVW class breakdown — heavy manufacturing and agriculture presence - **Fuel Mix**: Diesel, gasoline, and alternative fuel counts - **Firmographics**: Industry, NAICS, employee count, revenue, and corporate hierarchy ## Use Cases ### Manufacturing Fleet Management The Midwest is America's manufacturing belt. Target factory fleets, parts distribution vehicles, and plant operations with fleet management and logistics solutions. ### Agricultural Fleet Services Reach farming and agribusiness fleets with seasonal equipment services, fuel programs, and specialized vehicle maintenance for agricultural operations. ### Freight Corridor Targeting Major freight corridors (I-80, I-90, I-94, I-70) cross the Midwest. Target trucking and logistics fleets operating along these routes. ### Winter Fleet Maintenance Harsh Midwest winters create unique fleet maintenance needs — winterization services, snow removal equipment, and cold-weather vehicle preparedness programs. ================================================================================ # Fleet Operators in the Southeast > 300K+ commercial fleet locations across the Southeast US — Georgia, North Carolina, Florida, South Carolina, and Tennessee **Source:** https://gtm.ai/marketplace/gtm-audiences/fleet-operators-in-the-southeast --- ## Overview Over 300,000 commercial fleet locations across the Southeast — one of the fastest-growing economic regions in the United States. Georgia, North Carolina, Florida, South Carolina, and Tennessee are magnets for logistics, manufacturing, and construction operations, driving sustained demand for fleet products and services. ## What's Included - **Southeast Coverage**: Fleet locations across GA, NC, FL, SC, and TN - **Fleet Size**: National and local vehicle counts per location - **Vehicle Composition**: GVW class breakdown from light-duty through Class 8 - **Fuel Mix**: Diesel, gasoline, electric, and alternative fuel counts - **Firmographics**: Industry, NAICS, employee count, revenue, and corporate hierarchy ## Use Cases ### Regional Service Territory Plan fleet service, parts, and maintenance coverage across the Southeast. Location data helps optimize service center placement and mobile service routes. ### Logistics Corridor Targeting The Southeast hosts major freight corridors (I-85, I-95, I-75) and distribution hubs. Target fleet operators moving goods through and within the region. ### Construction Fleet Sales Rapid population and commercial growth across the Southeast drives construction fleet demand. Reach construction operators expanding in high-growth metros like Atlanta, Charlotte, and Nashville. ### Distribution Operations Target fleet operators at distribution centers and fulfillment operations that have expanded into the Southeast to serve the region's growing population. ================================================================================ # Ford Dealerships > 3,000+ Ford dealerships in the US — the largest domestic OEM dealer network spanning cars, trucks, and commercial vehicles **Source:** https://gtm.ai/marketplace/gtm-audiences/ford-dealerships --- ## Overview Over 3,000 Ford dealerships in the United States — the largest domestic OEM dealer network and the retail backbone for America's best-selling vehicle lineup including the F-Series, Bronco, and Explorer. Ford dealers are navigating the transition to electric vehicles with the F-150 Lightning and Mustang Mach-E while maintaining their dominant position in trucks and commercial vehicles. ## What's Included - **Ford Dealers**: Franchised Ford dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Parts & Accessories Ford's truck-heavy sales mix drives demand for aftermarket parts, truck accessories, and performance upgrades. Target Ford dealers with brand-relevant products. ### Commercial Vehicle Ford's commercial vehicle lineup (Transit, Super Duty, E-Transit) gives dealers a unique commercial customer base. Sell fleet management, upfit, and commercial F&I products. ### Dealer Technology Ford's Model e and Ford Blue restructuring creates technology investment cycles. Sell DMS, CRM, and digital retailing platforms during this transition. ### EV Transition Ford dealers investing in EV certification need charging infrastructure, EV service training, and EV-specific customer experience tools. ================================================================================ # Form 5500 Filings > 800k+ employee benefit plans with assets and provider intelligence **Source:** https://gtm.ai/marketplace/gtm-data/form-5500-filings --- ## Overview Comprehensive intelligence from 800k+ Form 5500 filings covering employee benefit plans across the United States. Understand plan sponsors, assets under management, participant counts, and service provider relationships. ## Key Data Points - **Plan Sponsor**: Company information linked to ZoomInfo profiles - **Plan Details**: Plan type (401k, pension, health), features, and eligibility - **Financials**: Total assets, contributions, and distributions - **Participants**: Active participants, retirees, and beneficiaries - **Providers**: Recordkeepers, trustees, investment managers, and advisors - **History**: Multi-year filing history for trend analysis ## Use Cases ### Retirement Plan Services Target plan sponsors based on assets, participant count, or current provider relationships. Identify plans up for review or showing provider changes. ### Benefits Consulting Find companies with specific plan types or features. Identify plans with compliance issues or optimization opportunities. ### Investment Management Target plans based on asset levels and investment structure. Identify plans with outdated investment lineups. ### HR Technology Correlate benefits data with company size and growth signals to target HR technology solutions. ================================================================================ # Franchise Locations in California > 60K+ franchise locations in California with franchisor hierarchy, owner contacts, and location data **Source:** https://gtm.ai/marketplace/gtm-audiences/franchise-locations-in-california --- ## Overview Over 60,000 franchise locations in California — the second-largest franchise market in the US. California's unique regulatory environment, high cost of operations, and dense metro markets create specific needs for franchise operators around compliance, labor, and local marketing. ## What's Included - **California Locations**: Full address, phone, and business details statewide - **Franchise Hierarchy**: Franchisor brand, parent company, and corporate linkage - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, and company-owned - **Industry**: Franchisor industry and sub-industry classification ## Use Cases ### Compliance Services California's labor laws, wage requirements, and franchise regulations create demand for compliance consulting, HR technology, and legal services. ### West Coast Vendor Programs Target California franchise locations with regionally optimized supply programs, food distribution, and equipment services. ### Local Marketing Reach franchise owners in LA, San Francisco, San Diego, and Sacramento with local digital marketing, reputation management, and advertising services. ### Real Estate & Development Identify pending franchise locations in California for commercial real estate, build-out, and construction services in one of the most competitive markets. ================================================================================ # Franchise Locations in Florida > 48K+ franchise locations in Florida with franchisor hierarchy, owner contacts, and location data **Source:** https://gtm.ai/marketplace/gtm-audiences/franchise-locations-in-florida --- ## Overview Over 48,000 franchise locations in Florida — the third-largest franchise market in the US and one of the fastest growing. Florida's tourism economy, population influx, and year-round operating season make it a high-density market for restaurant, hospitality, fitness, and service franchises. ## What's Included - **Florida Locations**: Full address, phone, and business details statewide - **Franchise Hierarchy**: Franchisor brand, parent company, and corporate linkage - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, and company-owned - **Industry**: Franchisor industry and sub-industry classification ## Use Cases ### Florida Vendor Programs Target Florida franchise locations with state-specific vendor programs optimized for the state's climate, tourism patterns, and growth markets. ### Tourism & Hospitality Florida's franchise market skews heavily toward restaurants, hotels, and entertainment — target hospitality franchisees with industry-specific products and services. ### Growth Market Analysis Analyze pending franchise locations to identify where brands are expanding in Florida — from South Florida to the I-4 corridor to the panhandle. ### Business Continuity Market hurricane preparedness, insurance, backup power, and disaster recovery services to Florida franchise operators facing annual storm risk. ================================================================================ # Franchise Locations in Texas > 62K+ franchise locations in Texas with franchisor hierarchy, owner contacts, and location data across all industries **Source:** https://gtm.ai/marketplace/gtm-audiences/franchise-locations-in-texas --- ## Overview Over 62,000 franchise locations in Texas — the largest franchise market in the country. Covers every franchise category from restaurants and hotels to fitness, automotive, and business services. Texas's population growth and business-friendly environment make it a priority market for franchise-focused vendors. ## What's Included - **Texas Franchise Locations**: Full address, phone, and business details for every franchise location in the state - **Franchise Hierarchy**: Franchisor brand, parent company, and corporate linkage - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, and company-owned locations - **Industry**: Franchisor industry and sub-industry classification ## Use Cases ### Regional Vendor Programs Target Texas franchise locations with state-specific vendor programs for food service, cleaning, equipment, and business supplies. ### Market Expansion Analyze franchise density by metro, brand, and industry to identify underserved markets and expansion opportunities within Texas. ### Local Marketing Services Reach Texas franchise owners with local SEO, social media management, and digital advertising tailored to Texas metro markets — DFW, Houston, San Antonio, Austin. ### Multi-Unit Operators Identify Texas-based franchise owners operating multiple locations for larger deal sizes and regional account strategies. ================================================================================ # Franchised Auto Dealerships > 35K+ franchised auto dealerships in the US — OEM-authorized dealers selling new vehicles with manufacturer backing **Source:** https://gtm.ai/marketplace/gtm-audiences/franchised-auto-dealerships --- ## Overview Over 35,000 franchised auto dealerships in the United States — the OEM-authorized retail channel for new vehicle sales. Franchised dealers operate under manufacturer agreements, carry new vehicle inventory, and maintain service departments to OEM standards. They represent the highest-revenue segment of automotive retail and the primary distribution channel for OEM parts, accessories, and certified pre-owned programs. ## What's Included - **Franchised Dealers**: OEM-authorized dealerships with active franchise agreements - **Brand Data**: OEM brand name and parent company - **Group Membership**: Dealer group affiliation and public/private ownership - **Operations**: Inventory type, employee range, and revenue range ## Use Cases ### OEM Parts & Accessories Franchised dealers are the primary distribution channel for OEM parts, accessories, and aftermarket products. Target by brand for relevant product fit. ### F&I Products Sell extended warranties, GAP insurance, and finance products to franchised dealers with active F&I departments and high transaction volumes. ### Dealer Technology Franchised dealers invest heavily in DMS, CRM, digital retailing, and service scheduling technology. Target by size and brand for platform sales. ### OEM Compliance Sell compliance, warranty administration, and recall management tools to franchised dealers navigating manufacturer requirements. ================================================================================ # Funded Companies with New C-Level Hires > 3,500+ companies that raised a funding round AND had a C-Level employment change — double buying signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/funded-companies-with-new-c-level-hires --- ## Overview Double-signal audiences surface the highest-intent accounts — companies experiencing both leadership changes and funding events simultaneously. This audience applies the employment change signal to find companies matching both criteria. ## What's Included - **Leadership Change Signal**: Recent executive employment change - **Company Linkage**: ZoomInfo company ID for funding enrichment - **Timing**: Most recent change date ## Use Cases ### Priority Account Targeting Companies with both new funding and new leadership are in maximum buying mode. Prioritize these accounts in your pipeline. ### ABM Orchestration Feed into account-based campaigns with highly personalized messaging that references both the funding and the leadership change. ================================================================================ # Funded Companies with New VP-Level Hires > 8,000+ companies that raised a funding round AND had a VP-Level employment change — new capital and new leadership. **Source:** https://gtm.ai/marketplace/gtm-audiences/funded-companies-with-new-vp-level-hires --- ## Overview Double-signal audiences surface the highest-intent accounts — companies experiencing both leadership changes and funding events simultaneously. This audience applies the employment change signal to find companies matching both criteria. ## What's Included - **Leadership Change Signal**: Recent executive employment change - **Company Linkage**: ZoomInfo company ID for funding enrichment - **Timing**: Most recent change date ## Use Cases ### Priority Account Targeting Companies with both new funding and new leadership are in maximum buying mode. Prioritize these accounts in your pipeline. ### ABM Orchestration Feed into account-based campaigns with highly personalized messaging that references both the funding and the leadership change. ================================================================================ # General Counsel > General Counsels globally — the primary legal decision-makers and compliance owners. **Source:** https://gtm.ai/marketplace/gtm-audiences/general-counsel --- ## Overview General Counsels globally — the primary legal decision-makers and compliance owners. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Global Enterprises (10,001+ Employees) > The world's largest enterprises — 10,000+ employees, multi-national footprint, longest sales cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/global-enterprises-10001-employees --- ## Overview The world's largest enterprises — 10,000+ employees, multi-national footprint, longest sales cycles. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Global Public Enterprises (5,001+ Employees) > Publicly traded enterprises with 5,000+ employees — the Fortune 1000 tier. **Source:** https://gtm.ai/marketplace/gtm-audiences/global-public-enterprises-5001-employees --- ## Overview Publicly traded enterprises with 5,000+ employees — the Fortune 1000 tier. ## Use Cases - Public company account lists - Earnings-triggered outreach - Strategic account planning ================================================================================ # Government and Public Sector Organizations > Government and public sector organizations — unique procurement rules. **Source:** https://gtm.ai/marketplace/gtm-audiences/government-and-public-sector-organizations --- ## Overview Government and public sector organizations — unique procurement rules. ## Use Cases - Targeting government organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Government Organizations > Government and public sector organizations — unique procurement rules. **Source:** https://gtm.ai/marketplace/gtm-audiences/government-organizations --- ## Overview Government and public sector organizations — unique procurement rules. ## Use Cases - Targeting government organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Growing Manufacturing Companies ($50M–$100M Revenue) > Manufacturing companies at $50M–$100M revenue — modernizing operations and ERP infrastructure. **Source:** https://gtm.ai/marketplace/gtm-audiences/growing-manufacturing-companies-50m100m-revenue --- ## Overview Manufacturing companies at $50M–$100M revenue — modernizing operations and ERP infrastructure. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # Growth-Stage Companies ($10M–$50M Revenue) > Companies at $10M–$50M revenue — in active growth mode with real budgets. **Source:** https://gtm.ai/marketplace/gtm-audiences/growth-stage-companies-10m50m-revenue --- ## Overview Companies at $10M–$50M revenue — in active growth mode with real budgets. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Growth-Stage Companies (501–1,000 Employees) > Companies at 501–1,000 employees — scaling teams, maturing infrastructure, expanding vendor relationships. **Source:** https://gtm.ai/marketplace/gtm-audiences/growth-stage-companies-5011000-employees --- ## Overview Companies at 501–1,000 employees — scaling teams, maturing infrastructure, expanding vendor relationships. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Head of Product > Heads of Product globally — often the most influential product decision-makers at scaleups. **Source:** https://gtm.ai/marketplace/gtm-audiences/head-of-product --- ## Overview Heads of Product globally — often the most influential product decision-makers at scaleups. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Healthcare Companies > Healthcare companies — hospitals, health systems, clinics, and health tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/healthcare-companies --- ## Overview Healthcare companies — hospitals, health systems, clinics, and health tech. ## Use Cases - Vertical-specific prospecting in Healthcare - Industry segmentation - Vertical campaign targeting ================================================================================ # Healthcare Companies in the United States > Healthcare companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/healthcare-companies-in-the-united-states --- ## Overview Healthcare companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Heavy-Duty Fleet Operators (Class 8) > 297K+ fleet locations operating Class 8 heavy-duty vehicles (33,000+ lbs GVWR) — long-haul trucking, heavy construction, and industrial operations **Source:** https://gtm.ai/marketplace/gtm-audiences/heavy-duty-fleet-operators-class-8 --- ## Overview Over 297,000 fleet locations operating Class 8 heavy-duty vehicles — the big rigs, semi-trucks, dump trucks, and heavy equipment carriers with a gross vehicle weight rating of 33,000 pounds or more. These operators represent the highest per-vehicle spend in the fleet market across fuel, maintenance, insurance, and driver costs. ## What's Included - **Heavy-Duty Operators**: Fleet locations with at least one Class 8 vehicle registered - **Class 8 Count**: Exact number of 33,000+ lb GVWR vehicles at each location - **Full Fleet Profile**: Complete GVW class breakdown showing the mix of heavy, medium, and light-duty vehicles - **Fuel Composition**: Predominantly diesel, with emerging CNG and electric adoption - **Company Intelligence**: Industry, employee count, revenue, and corporate hierarchy ## Use Cases ### Class 8 Truck Sales & Leasing Target operators for new and used semi-trucks, dump trucks, and heavy equipment. Class 8 vehicle count directly sizes the replacement and expansion opportunity. ### Heavy-Duty Parts & Service Market engine overhauls, transmission rebuilds, brake systems, and preventive maintenance programs. Class 8 vehicles have the highest maintenance cost per unit in the fleet. ### CDL Driver Recruiting Class 8 operations require CDL-licensed drivers. Target these fleet operators with driver recruiting platforms, staffing agencies, and driver training programs. ### DOT Compliance & Safety Reach heavy-duty fleet operators with ELD solutions, hours-of-service tracking, CSA score management, and FMCSA compliance tools. ================================================================================ # High-Growth Companies (25%+ Annual Headcount Growth) > Companies growing headcount at 25%+ annually — actively hiring, expanding budgets, evaluating new vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/high-growth-companies-25-annual-headcount-growth --- ## Overview Companies growing headcount at 25%+ annually — actively hiring, expanding budgets, evaluating new vendors. ## Use Cases - High-growth account targeting - Vendor displacement opportunities - Scaling infrastructure sales ================================================================================ # High-Growth Financial Services (25%+ Growth) > Financial services companies growing 25%+ — fintechs, neobanks, and insurtech companies in active scale mode. **Source:** https://gtm.ai/marketplace/gtm-audiences/high-growth-financial-services-25-growth --- ## Overview Financial services companies growing 25%+ — fintechs, neobanks, and insurtech companies in active scale mode. ## Use Cases - High-growth vertical targeting - Displacement sales in scaling companies - ABM for fastest-growing verticals ================================================================================ # High-Growth Healthcare Companies (25%+ Growth) > Healthcare companies growing 25%+ annually — digital health, health tech, and value-based care companies scaling fast. **Source:** https://gtm.ai/marketplace/gtm-audiences/high-growth-healthcare-companies-25-growth --- ## Overview Healthcare companies growing 25%+ annually — digital health, health tech, and value-based care companies scaling fast. ## Use Cases - High-growth vertical targeting - Displacement sales in scaling companies - ABM for fastest-growing verticals ================================================================================ # High-Growth Software Companies (25%+ Growth) > Software companies growing headcount 25%+ annually — the fastest-scaling tech vendors actively building out their stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/high-growth-software-companies-25-growth --- ## Overview Software companies growing headcount 25%+ annually — the fastest-scaling tech vendors actively building out their stack. ## Use Cases - High-growth vertical targeting - Displacement sales in scaling companies - ABM for fastest-growing verticals ================================================================================ # Home Services Franchise Locations > 26K+ home services franchise locations including cleaning, HVAC, plumbing, restoration, and property maintenance **Source:** https://gtm.ai/marketplace/gtm-audiences/home-services-franchise-locations --- ## Overview Over 26,000 home services franchise locations — commercial cleaning (Coverall, Stratus Building Solutions), HVAC (One Hour Heating), plumbing (Mr. Rooter), restoration (SERVPRO, ServiceMaster), and property maintenance (Merry Maids, Molly Maid). These operators run local service businesses under national brand umbrellas. ## What's Included - **Service Brands**: Franchisor hierarchy for major home services chains - **Location Details**: Business name, service territory address, and phone - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, or company-owned - **Firmographics**: Franchisor industry classification, employee range, and revenue ## Use Cases ### Service Management Software Target home services franchisees with field service management, scheduling, dispatching, and customer communication platforms. ### Supply Programs Market cleaning products, chemicals, equipment, and uniforms to commercial cleaning and restoration franchises. Brand targeting ensures product-category fit. ### Fleet & Vehicle Programs Home services franchisees operate service vehicles. Target them with fleet programs, vehicle wraps, GPS tracking, and fuel cards sized for small business fleets. ### Marketing & Lead Generation Reach home services franchise owners with local SEO, lead generation, reputation management, and digital marketing services to drive customer acquisition. ================================================================================ # Honda Dealerships > 1,000+ Honda dealerships in the US — a high-loyalty brand network known for service retention and customer satisfaction **Source:** https://gtm.ai/marketplace/gtm-audiences/honda-dealerships --- ## Overview Over 1,000 Honda dealerships in the United States — the retail network for one of the most trusted automotive brands in America. Honda dealers consistently rank among the highest in customer satisfaction and service retention, driven by the CR-V, Civic, Accord, and Pilot lineup. Honda's strong CPO program and expanding electrification strategy sustain dealer profitability across new and used vehicle operations. ## What's Included - **Honda Dealers**: Franchised Honda dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Parts & Service Honda's high service retention creates consistent demand for OEM and aftermarket parts. Target dealers with Honda-specific maintenance and repair products. ### CPO & Used Vehicles Honda's strong resale values power a robust CPO program. Sell reconditioning tools, inspection systems, and extended warranty products. ### Service Lane Technology Honda dealers' high service volumes justify investment in service scheduling, customer communication, and lane management technology. ### Hybrid & EV Honda's partnership with GM on EV platforms and its own hybrid lineup create opportunities for electrification training, charging, and service tools. ================================================================================ # Hotel & Lodging Franchise Locations > 39K+ hotel and lodging franchise locations with brand hierarchy, owner contacts, and property data for Hilton, Marriott, Choice Hotels, and more **Source:** https://gtm.ai/marketplace/gtm-audiences/hotel-and-lodging-franchise-locations --- ## Overview Over 39,000 hotel and lodging franchise locations across every major hospitality brand — Hilton, Marriott, Choice Hotels, Wyndham, IHG, and more. Each record links the individual property to its parent brand with full hierarchy data and includes owner contact information for reaching the property-level decision-makers. ## What's Included - **Hotel Brands**: Franchisor name and corporate hierarchy for major hospitality chains - **Property Details**: Hotel name, full address, phone, and website - **Owner Contacts**: Property owner name, email, phone, and mobile - **Status**: Active, pending, former, or company-owned properties - **Firmographics**: Franchisor employee range, revenue range, and brand classification ## Use Cases ### Hospitality Technology Target hotel franchise properties with PMS, revenue management, guest experience, and operations platforms. Brand hierarchy enables both property-level and chain-wide sales motions. ### Hotel Supply & Amenities Market linens, toiletries, cleaning products, F&B supplies, and guest amenities to hotel franchise locations. Brand-level targeting ensures product and quality-tier alignment. ### Property Services Reach hotel owners with renovation, maintenance, HVAC, laundry, and facility management services. Owner contact data connects you directly to the investment decision-maker. ### Workforce Solutions Target hotel properties with staffing agencies, workforce management, scheduling, and training platforms to address hospitality's persistent labor challenges. ================================================================================ # HR Professionals Who Changed Companies > 115,000+ HR professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/hr-professionals-who-changed-companies --- ## Overview HR professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 115,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: HR classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving hr teams can target new hires likely to evaluate their category. ================================================================================ # HR Professionals Who Recently Changed Roles > 175,000+ HR professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/hr-professionals-who-recently-changed-roles --- ## Overview HR professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 175,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: HR job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach hr professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the hr function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Human Resources Professionals > HR professionals — talent acquisition, HR business partners, and people ops. **Source:** https://gtm.ai/marketplace/gtm-audiences/human-resources-professionals --- ## Overview HR professionals — talent acquisition, HR business partners, and people ops. ## Use Cases - Human Resources department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Hyper-Growth Companies (50%+ Annual Headcount Growth) > Companies growing headcount at 50%+ annually — scaling rapidly with urgent infrastructure and tooling needs. **Source:** https://gtm.ai/marketplace/gtm-audiences/hyper-growth-companies-50-annual-headcount-growth --- ## Overview Companies growing headcount at 50%+ annually — scaling rapidly with urgent infrastructure and tooling needs. ## Use Cases - High-growth account targeting - Vendor displacement opportunities - Scaling infrastructure sales ================================================================================ # Independent Auto Dealerships > 25K+ independent auto dealerships in the US — non-franchised dealers specializing in used vehicle sales **Source:** https://gtm.ai/marketplace/gtm-audiences/independent-auto-dealerships --- ## Overview Over 25,000 independent auto dealerships in the United States — non-franchised dealers that buy and sell used vehicles without OEM manufacturer agreements. Independent dealers range from single-lot operations to multi-location used car platforms, and they represent a distinct buying segment with different technology, financing, and compliance needs than franchised dealers. ## What's Included - **Independent Dealers**: Non-franchised dealerships across the US - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation where applicable - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Inventory Platforms Independent dealers source vehicles from auctions, trade-ins, and wholesale. Sell auction access, inventory sourcing platforms, and vehicle history tools. ### F&I Products Sell extended service contracts, GAP coverage, and aftermarket warranties designed for used vehicle transactions and independent dealer F&I workflows. ### Buy-Here-Pay-Here Many independent dealers offer in-house financing. Sell BHPH loan management, collections software, and subprime lending partnerships. ### Compliance Tools Independent dealers face state-specific licensing, title handling, and consumer protection requirements. Sell compliance and documentation tools. ================================================================================ # Independent Insurance Producers > 500K+ independent insurance producers not exclusively tied to a single carrier — agents with freedom to place business across multiple carriers **Source:** https://gtm.ai/marketplace/gtm-audiences/independent-insurance-producers --- ## Overview Over 500,000 independent insurance producers across the United States — agents and advisors who place business with multiple carriers rather than being captive to one. Independent producers control a growing share of US premium volume and represent the most flexible, high-value distribution channel in the industry. ## What's Included - **Independent Producers**: Producers with appointments across multiple carriers - **Licensing**: Licensed states, lines of authority, and residency type - **Appointments**: All carrier appointments showing multi-carrier relationships - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Channel Expansion Carriers expanding their independent agency channel can identify producers who are already placing business with competitors but not yet appointed with them. ### Appointment Recruiting Target independent producers for new carrier appointments — they're already set up to compare and place business across carriers, making onboarding faster. ### Agency Aggregators Agency networks, clusters, and aggregators recruit independent producers for volume-based carrier access and shared services. ### Insurtech for Independents Independent agents need comparative raters, multi-carrier quoting platforms, and agency management systems designed for multi-carrier workflows. ================================================================================ # Individual Contributors > Individual contributors globally — the practitioners who use the tools day to day. **Source:** https://gtm.ai/marketplace/gtm-audiences/individual-contributors --- ## Overview Individual contributors globally — the practitioners who use the tools day to day. ## Use Cases - Seniority-based prospecting - Executive outreach - Practitioner-level demand generation ================================================================================ # Information Technology Companies > IT companies — infrastructure, services, consulting, and enterprise tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/information-technology-companies --- ## Overview IT companies — infrastructure, services, consulting, and enterprise tech. ## Use Cases - Vertical-specific prospecting in Information Technology - Industry segmentation - Vertical campaign targeting ================================================================================ # Insurance Agency Companies > 150K+ insurance agency firms with producer rosters, carrier appointment data, and ZoomInfo company enrichment **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-agency-companies --- ## Overview Over 150,000 insurance agency firms across the United States — the companies behind the producers. Agency-level data links individual producers to their firms, revealing agency size, carrier relationships, and geographic footprint. Combined with ZoomInfo company enrichment, this audience enables firm-level targeting that individual producer data alone can't support. ## What's Included - **Agency Firms**: Registered insurance agency entities with NPN numbers - **Producer Roster**: Count and list of associated licensed producers - **Carrier Portfolio**: All carrier appointments held by the agency's producers - **Company Data**: ZoomInfo-enriched firmographics — revenue, employee count, industry, and location ## Use Cases ### Agency Channel Management Carriers managing agency relationships can identify agencies by size, carrier mix, and geographic coverage to prioritize channel investments. ### M&A Targeting Insurance agency M&A is accelerating. Identify acquisition targets by producer count, revenue, carrier portfolio, and geographic coverage. ### Wholesale & MGA Distribution Wholesale brokers and MGAs can target agencies for product distribution based on their lines of authority and carrier appointment gaps. ### Agency Technology Sell agency management systems, accounting platforms, and workflow tools to agencies based on firm size and operational complexity. ================================================================================ # Insurance Companies > Insurance carriers and brokers — property, casualty, life, and specialty lines. **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-companies --- ## Overview Insurance carriers and brokers — property, casualty, life, and specialty lines. ## Use Cases - Vertical-specific prospecting in Insurance - Industry segmentation - Vertical campaign targeting ================================================================================ # Insurance Companies in the United States > Insurance companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-companies-in-the-united-states --- ## Overview Insurance companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Insurance Producers in California > 90K+ licensed insurance producers in California with NPN numbers, carrier appointments, and verified contact data **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-california --- ## Overview Over 90,000 licensed insurance producers in California — the largest insurance market by premium volume in the US. California's complex regulatory environment, wildfire risk, and diverse economy create unique demand for specialized insurance products and producer services. ## What's Included - **California Producers**: Licensed producers with California as residence or licensed state - **Identity**: Full name, NPN, and California license number - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and California office address ## Use Cases ### California Distribution Expand your carrier footprint in California by identifying licensed producers who aren't currently appointed. California's strict regulatory environment limits carrier options, creating opportunities. ### Wildfire & Specialty P&C Target California P&C producers for wildfire, earthquake, and specialty coverage products as the state's risk landscape evolves. ### Regulatory Compliance Sell compliance tools, CE tracking, and regulatory monitoring to California producers navigating the CDI's requirements. ### West Coast Insurtech Reach California's tech-savvy producer population with modern agency platforms, digital quoting, and customer experience tools. ================================================================================ # Insurance Producers in Florida > 370K+ licensed insurance producer records in Florida with NPN numbers, carrier appointments, and verified contact data **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-florida --- ## Overview Over 370,000 licensed insurance producer records in Florida — the second-largest producer market. Florida's unique risk profile (hurricanes, flood, windstorm) and large retirement population create a distinctive insurance market with heavy demand for property, casualty, life, and health coverage. ## What's Included - **Florida Producers**: Licensed producers with Florida as residence or licensed state - **Identity**: Full name, NPN, and Florida license number - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and Florida office address - **ZoomInfo Enrichment**: Job title, company, and accuracy score ## Use Cases ### Florida Producer Recruiting Recruit P&C producers in Florida's high-demand property insurance market, or life and health producers serving the state's large retirement population. ### Property Insurance Analysis Florida's property insurance market is uniquely challenged. Analyze producer density, carrier appointments, and market coverage for strategic planning. ### Retirement Market Targeting Target Florida-based life insurance and annuity producers serving the state's concentration of retirees and pre-retirees. ### Insurtech Sales Reach Florida's large producer population with digital quoting, claims management, and agency tools tailored to the state's complex risk environment. ================================================================================ # Insurance Producers in Georgia > 120K+ licensed insurance producers in Georgia — agents operating in one of the fastest-growing insurance markets in the Southeast **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-georgia --- ## Overview Over 120,000 licensed insurance producers in Georgia — a state experiencing rapid population growth, expanding commercial markets, and increasing severe weather risk. Metro Atlanta alone drives a significant share of Southeast insurance activity, while Georgia's broader economy supports diverse coverage needs across personal and commercial lines. ## What's Included - **Georgia Producers**: Licensed producers with Georgia as residence or licensed state - **Identity**: Full name, NPN, and Georgia license number - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and Georgia office address ## Use Cases ### Georgia Distribution Expand your carrier footprint in Georgia by targeting licensed but unaffiliated producers. Georgia's growth creates ongoing demand for new carrier relationships. ### Atlanta Metro Recruiting The Atlanta metro area is the Southeast's largest insurance hub. Recruit producers for agency growth, carrier expansion, and commercial lines appointments. ### Storm & P&C Coverage Georgia's exposure to hurricanes, tornadoes, and severe storms drives demand for specialized P&C products and producers with catastrophe coverage expertise. ### Southeast Expansion Use Georgia as a beachhead for broader Southeast distribution — many Georgia producers hold multi-state licenses across neighboring states. ================================================================================ # Insurance Producers in North Carolina > 100K+ licensed insurance producers in North Carolina — agents in one of the Southeast's largest and fastest-growing insurance markets **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-north-carolina --- ## Overview Over 100,000 licensed insurance producers in North Carolina — a state combining rapid population growth in the Charlotte and Raleigh-Durham metros with significant coastal property risk. North Carolina's diverse economy and expanding commercial base make it a priority market for carriers and agencies building Southeast distribution. ## What's Included - **NC Producers**: Licensed producers with North Carolina as residence or licensed state - **Identity**: Full name, NPN, and North Carolina license number - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and North Carolina office address ## Use Cases ### NC Distribution Expand carrier distribution in North Carolina by targeting licensed but unaffiliated producers across the state's metro and coastal markets. ### Metro Recruiting Charlotte and Raleigh-Durham are among the fastest-growing metros in the US. Recruit producers in these markets for agency growth and commercial lines development. ### Coastal P&C North Carolina's Outer Banks and coastal counties face hurricane and flood exposure. Target P&C producers for specialty coastal coverage, wind/hail, and flood insurance products. ### Southeast Expansion North Carolina producers often hold multi-state licenses across the Southeast. Use NC as a hub for broader regional distribution. ================================================================================ # Insurance Producers in Ohio > 369K+ licensed insurance producer records in Ohio with NPN numbers, carrier appointments, and verified contact data **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-ohio --- ## Overview Over 369,000 licensed insurance producer records in Ohio — the third-largest producer population in the US. Ohio's diversified economy and central location make it a strategic market for national carriers and a talent pool for producer recruiting. ## What's Included - **Ohio Producers**: Licensed producers with Ohio as residence or licensed state - **Identity**: Full name, NPN, and Ohio license number - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and Ohio office address ## Use Cases ### Producer Recruiting Recruit Ohio-based producers for carrier appointments and agency growth. Ohio's large producer population offers depth across all lines of authority. ### Midwest Market Intelligence Analyze Ohio's producer landscape as a proxy for broader Midwest insurance market dynamics — carrier market share, producer density, and appointment patterns. ### Insurtech Sales Target Ohio producers with agency management, quoting, and CRM platforms. ### P&C Targeting Filter Ohio producers by property and casualty lines to target agents for P&C carrier appointments and product distribution. ================================================================================ # Insurance Producers in Texas > 407K+ licensed insurance producer records in Texas with NPN numbers, carrier appointments, and verified contact data **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-texas --- ## Overview Over 407,000 licensed insurance producer records in Texas — the largest producer population of any state. Texas's massive and growing insurance market spans property and casualty, life, health, and specialty lines, with a producer population that reflects the state's size and economic diversity. ## What's Included - **Texas Producers**: Licensed producers with Texas as residence or licensed state - **Identity**: Full name, NPN, and Texas license number - **Appointments**: Carrier names and appointment status for Texas-active producers - **Contact Data**: Business email, phone, mobile, and Texas office address - **ZoomInfo Enrichment**: Job title, company affiliation, and accuracy score ## Use Cases ### Texas Producer Recruiting Identify and recruit licensed producers in Texas for carrier appointments, agency partnerships, and distribution expansion across the state's major metro markets. ### Market Intelligence Analyze the Texas producer landscape by carrier, line of authority, and geography to understand competitive positioning and market coverage. ### P&C and Life Targeting Filter Texas producers by lines of authority to target property and casualty or life insurance professionals specifically. ### Insurtech Sales Target Texas's large producer base with agency management, quoting, and CRM platforms sized for the state's diverse insurance market. ================================================================================ # Insurance Producers in the Midwest > 400K+ licensed insurance producers across the Midwest — Illinois, Ohio, Michigan, Indiana, and Wisconsin **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-the-midwest --- ## Overview Over 400,000 licensed insurance producers across the Midwest — a region defined by agricultural coverage, manufacturing risk, and strong mutual carrier presence. Illinois, Ohio, Michigan, Indiana, and Wisconsin represent both large metro markets and extensive rural coverage needs that require specialized producer networks. ## What's Included - **Midwest Producers**: Licensed producers across IL, OH, MI, IN, and WI - **Licensing**: State license numbers, residency type, and lines of authority - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Regional Distribution Expand carrier presence in the Midwest by identifying producers in target states who aren't yet appointed. The region's mix of metro and rural markets supports diverse product placement. ### Farm & Agricultural The Midwest's agricultural economy drives demand for crop, livestock, farm property, and ag liability insurance — products requiring specialized producers with rural market expertise. ### Commercial Lines Target Midwest producers for commercial lines appointments in manufacturing, logistics, and industrial sectors concentrated in the region. ### Regional Insurtech Sell technology platforms tailored to Midwest producers — tools that handle both metro commercial accounts and rural agricultural portfolios. ================================================================================ # Insurance Producers in the Northeast > 500K+ licensed insurance producers across the Northeast — New York, New Jersey, Pennsylvania, Massachusetts, and Connecticut **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-the-northeast --- ## Overview Over 500,000 licensed insurance producers across the Northeast — one of the most concentrated insurance markets in the US. New York, New Jersey, Pennsylvania, Massachusetts, and Connecticut combine dense populations, high property values, complex commercial markets, and strict regulatory environments into a premium distribution region. ## What's Included - **Northeast Producers**: Licensed producers across NY, NJ, PA, MA, and CT - **Licensing**: State license numbers, residency type, and lines of authority - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Regional Distribution Expand carrier distribution in the Northeast by identifying licensed producers who aren't currently appointed. The region's density supports high-volume distribution strategies. ### Tri-State Recruiting The NY/NJ/CT tri-state area has the highest concentration of insurance producers per capita. Recruit producers for agency growth and carrier expansion. ### Commercial Lines The Northeast's commercial density — financial services, healthcare, manufacturing — creates strong demand for commercial lines producers with industry expertise. ### Compliance & CE Northeast states have rigorous CE requirements and regulatory oversight. Sell compliance tools, CE tracking, and regulatory monitoring to producers navigating multiple state requirements. ================================================================================ # Insurance Producers in the Southeast > 600K+ licensed insurance producers across the Southeast — Florida, Georgia, North Carolina, South Carolina, and Tennessee **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-in-the-southeast --- ## Overview Over 600,000 licensed insurance producers across the Southeast — one of the fastest-growing insurance markets in the US. Florida, Georgia, North Carolina, South Carolina, and Tennessee combine population growth, property risk exposure, and expanding commercial activity into a priority region for carriers and agencies. ## What's Included - **Southeast Producers**: Licensed producers across FL, GA, NC, SC, and TN - **Licensing**: State license numbers, residency type, and lines of authority - **Appointments**: Carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Regional Distribution Expand carrier distribution across the Southeast by identifying licensed but unaffiliated producers in target states. ### Producer Recruiting Recruit Southeast producers for regional agency growth, carrier appointments, and market penetration. ### P&C Market Analysis The Southeast's hurricane and storm exposure makes P&C analysis critical. Map producer density, carrier concentration, and coverage gaps. ### Regional Insurtech Target Southeast producers with technology platforms tailored to the region's risk profile and market dynamics. ================================================================================ # Insurance Producers with Active Appointments > 1.2M+ insurance producers with at least one active carrier appointment — verified, actively selling agents **Source:** https://gtm.ai/marketplace/gtm-audiences/insurance-producers-with-active-appointments --- ## Overview Over 1.2 million insurance producers with at least one active carrier appointment — the verified, actively selling segment of the US producer population. Active appointments confirm these producers are currently placing business, making them higher-quality targets than the broader licensed population. ## What's Included - **Active Producers**: Producers with one or more active carrier appointments - **Appointments**: Carrier names and active appointment status - **Licensing**: Licensed states and lines of authority - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Competitive Displacement Identify producers actively appointed with competitor carriers. Target them with better commission structures, product differentiation, or technology advantages. ### Active Producer Campaigns Focus marketing spend on producers who are confirmed active — not dormant license holders. Active appointments signal real production and engagement. ### Insurance Technology Sell agency management systems, CRM platforms, and quoting tools to producers who are actively placing business and need operational support. ### Performance Benchmarking Analyze appointment density and carrier concentration among active producers to understand market positioning and competitive dynamics. ================================================================================ # IT Professionals > IT professionals — infrastructure, security, helpdesk, and IT management. **Source:** https://gtm.ai/marketplace/gtm-audiences/it-professionals --- ## Overview IT professionals — infrastructure, security, helpdesk, and IT management. ## Use Cases - Information Technology department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # IT Professionals in India > Information Technology professionals in India — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/it-professionals-in-india --- ## Overview Information Technology professionals in India — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # IT Professionals in the United States > Information Technology professionals in United States — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/it-professionals-in-the-united-states --- ## Overview Information Technology professionals in United States — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # IT Professionals Who Changed Companies > 185,000+ IT professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/it-professionals-who-changed-companies --- ## Overview IT professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 185,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: IT classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving it teams can target new hires likely to evaluate their category. ================================================================================ # IT Professionals Who Recently Changed Roles > 290,000+ IT professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/it-professionals-who-recently-changed-roles --- ## Overview IT professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 290,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: IT job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach it professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the it function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Jeep Dealerships > 2,500+ Jeep dealerships in the US — Stellantis's iconic SUV brand with a passionate owner community and strong aftermarket ecosystem **Source:** https://gtm.ai/marketplace/gtm-audiences/jeep-dealerships --- ## Overview Over 2,500 Jeep dealerships in the United States — the retail network for one of the most iconic automotive brands in America. Jeep's passionate owner community, strong aftermarket culture, and lineup spanning the Wrangler, Grand Cherokee, and Gladiator create unique opportunities for accessories, customization, and lifestyle products that go beyond traditional dealer vendor sales. ## What's Included - **Jeep Dealers**: Franchised Jeep dealerships nationwide (typically CDJR stores) - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Parts & Accessories Jeep owners spend significantly more on aftermarket accessories than average. Target dealers with lift kits, bumpers, lighting, and off-road equipment. ### Off-Road & Lifestyle Jeep's brand identity drives demand for lifestyle and off-road products — roof racks, recovery gear, and trail accessories sold through dealer parts departments. ### Customization Services Many Jeep dealers operate in-house customization shops. Sell upfit products, wrap materials, and custom fabrication tools. ### Stellantis Technology Jeep dealers (part of Stellantis CDJR network) invest in DMS, digital retailing, and customer experience platforms aligned with Stellantis dealer standards. ================================================================================ # Jersey Mike's Franchise Locations > 2,500+ Jersey Mike's franchise locations across the US — one of the fastest-growing QSR brands with strong franchisee unit economics **Source:** https://gtm.ai/marketplace/gtm-audiences/jersey-mikes-franchise-locations --- ## Overview Over 2,500 Jersey Mike's franchise locations across the United States — one of the fastest-growing quick-service restaurant brands in America. Jersey Mike's has rapidly expanded through franchisee-driven growth, with strong unit economics and a loyal customer base that make its franchise owners attractive targets for food service vendors, technology providers, and financial services companies. ## What's Included - **Locations**: Active and pending Jersey Mike's franchise locations nationwide - **Ownership**: Franchisee owner name and contact information - **Operations**: Employee count, revenue range, and franchise status - **Contact Data**: Location address, phone, and ZoomInfo-enriched contacts ## Use Cases ### QSR Vendor Sales Sell food packaging, ingredients, cleaning supplies, and operational products to Jersey Mike's locations — a rapidly growing footprint with consistent purchasing needs. ### Franchise Technology Jersey Mike's franchisees invest in POS systems, online ordering, loyalty platforms, and kitchen display technology. Target locations by size and market. ### Food Service Equipment Growing franchise networks create steady demand for refrigeration, food prep equipment, and smallwares as new locations open and existing ones upgrade. ### Financial Services Jersey Mike's franchisees need business banking, payroll, insurance, and working capital financing — especially multi-unit operators expanding their portfolio. ================================================================================ # JPMorgan Chase UCC Debtors > JPMorgan Chase's UCC borrower book. Every company with a lien filed by a Chase lending entity, mapping big-bank secured lending alongside Wells Fargo **Source:** https://gtm.ai/marketplace/gtm-audiences/jpmorgan-chase-ucc-debtors --- ## Overview Every company with a UCC financing statement filed by a JPMorgan Chase lending entity: Chase's secured borrower book, nationwide. Alongside the Wells Fargo debtor list, this is the second flagship displacement audience. Together the two map big-bank secured lending across the market and hand competing lenders a ready list of established borrowers to pursue. ## What's Included - **Debtor Companies**: Every business with a Chase lien, linked to ZoomInfo profiles - **Creditor Entity**: The specific JPMorgan Chase entity on each filing - **Collateral Types**: Equipment, inventory, receivables, real estate, and more - **Filing Details**: Filing number and date, newest first - **Contacts**: Decision-maker contacts at each debtor ## Use Cases ### Competitive Displacement Target the borrowers of one of the largest US banks with refinance, better-terms, and relationship-takeaway offers. ### Refinance Targeting Identify companies carrying Chase secured debt as prime candidates for refinancing and consolidation. ### Asset-Based Lending Segment the book by collateral type to match your ABL, equipment finance, or factoring product to the right debtors. ### Big-Bank Market Mapping Combine with the Wells Fargo debtor book to see how the two largest secured lenders divide the market by geography, industry, and collateral. ================================================================================ # Large Commercial Fleets (100+ Vehicles) > 100K+ enterprise fleet operators with 100 or more registered commercial vehicles, including weight class and fuel type breakdowns **Source:** https://gtm.ai/marketplace/gtm-audiences/large-commercial-fleets-100-plus-vehicles --- ## Overview Over 100,000 enterprise fleet operators across the United States with 100 or more registered commercial vehicles. These are the high-value accounts that fleet management platforms, fuel card providers, and commercial insurers prioritize — companies operating at scale with complex logistics, maintenance, and compliance needs. ## What's Included - **Fleet Scale**: National fleet size of 100+ vehicles, with local fleet size per location - **Vehicle Mix**: Full GVW class breakdown from light-duty through Class 8 heavy-duty - **Fuel Composition**: Diesel, gasoline, electric, hybrid, CNG, and alternative fuel counts - **Company Intelligence**: Industry, employee count, revenue, website, and corporate hierarchy - **Location Data**: Full address and phone for each fleet location ## Use Cases ### Enterprise Fleet Management Target large fleet operators evaluating telematics, fleet management software, and route optimization platforms. These accounts have the budget, complexity, and pain points that justify enterprise-grade solutions. ### Fleet Financing & Fuel Programs Large fleets spend millions annually on fuel, maintenance, and vehicle acquisition. Target them with fleet fuel cards, vehicle leasing, and equipment financing tailored to their scale. ### Commercial Fleet Insurance Underwrite and market commercial auto insurance to large fleet operators. Vehicle weight class data helps assess risk exposure, while fleet size determines premium opportunity. ### EV Transition Planning Identify large fleet operators for electric vehicle transition consulting, charging infrastructure, and fleet electrification planning. Filter by current fuel mix to find diesel-heavy fleets with the highest transition potential. ================================================================================ # Large Enterprises ($500M–$1B Revenue) > Companies with $500M–$1B revenue — complex vendor landscapes and long buying cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-enterprises-500m1b-revenue --- ## Overview Companies with $500M–$1B revenue — complex vendor landscapes and long buying cycles. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Large Enterprises (5,001–10,000 Employees) > Large enterprises with 5,001–10,000 employees — complex orgs with formal buying processes. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-enterprises-500110000-employees --- ## Overview Large enterprises with 5,001–10,000 employees — complex orgs with formal buying processes. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Large Financial Services ($500M–$1B Revenue) > Large financial services firms with $500M–$1B revenue — regional banks, major insurers, and asset managers. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-financial-services-500m1b-revenue --- ## Overview Large financial services firms with $500M–$1B revenue — regional banks, major insurers, and asset managers. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # Large Healthcare Companies ($500M–$1B Revenue) > Large healthcare organizations with $500M–$1B revenue — major hospital systems and health tech leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-healthcare-companies-500m1b-revenue --- ## Overview Large healthcare organizations with $500M–$1B revenue — major hospital systems and health tech leaders. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # Large Public Companies (1,001–5,000 Employees) > Publicly traded companies with 1,001–5,000 employees — reporting companies with defined procurement. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-public-companies-10015000-employees --- ## Overview Publicly traded companies with 1,001–5,000 employees — reporting companies with defined procurement. ## Use Cases - Public company account lists - Earnings-triggered outreach - Strategic account planning ================================================================================ # Large Public Software Companies ($1B+ Revenue) > Publicly traded software companies with $1B+ revenue — the largest strategic accounts in the software industry. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-public-software-companies-1b-revenue --- ## Overview Publicly traded software companies with $1B+ revenue — the largest strategic accounts in the software industry. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # Large Software Companies (5,001+ Employees) > Large software companies with 5,001+ employees — strategic accounts for enterprise vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/large-software-companies-5001-employees --- ## Overview Large software companies with 5,001+ employees — strategic accounts for enterprise vendors. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Legal Professionals > Legal professionals — in-house counsel, compliance, and legal operations. **Source:** https://gtm.ai/marketplace/gtm-audiences/legal-professionals --- ## Overview Legal professionals — in-house counsel, compliance, and legal operations. ## Use Cases - Legal department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Legal Professionals Who Recently Changed Roles > 78,000+ Legal professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/legal-professionals-who-recently-changed-roles --- ## Overview Legal professionals who recently changed roles are in active evaluation mode at their new company. 78,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Legal job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach legal professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving legal functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Lexus Dealerships > 240+ Lexus dealerships in the US — Toyota's luxury division with industry-leading customer satisfaction and service excellence **Source:** https://gtm.ai/marketplace/gtm-audiences/lexus-dealerships --- ## Overview Over 240 Lexus dealerships in the United States — Toyota's luxury division and a perennial leader in customer satisfaction rankings. Lexus dealers set the standard for premium automotive retail with exceptional service experiences, strong CPO programs, and a loyal customer base driving the RX, ES, NX, and expanding electrified lineup. ## What's Included - **Lexus Dealers**: Franchised Lexus dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Premium Parts & Accessories Lexus owners value quality and brand consistency. Target dealers with premium accessories, protection products, and lifestyle merchandise. ### Customer Experience Lexus dealers invest heavily in customer experience — from showroom design to service lounge amenities. Sell CX platforms and service experience technology. ### CPO Programs Lexus's strong CPO program drives pre-owned profitability. Sell reconditioning, inspection, and extended warranty tools designed for luxury CPO operations. ### Electrification Lexus's RZ 450e and expanding hybrid lineup require dealer investment in EV service capabilities and charging infrastructure. ================================================================================ # Licensed Professional Contractors > 900k+ contractors with up-to-date licenses, classifications, and contact information **Source:** https://gtm.ai/marketplace/gtm-data/licensed-professional-contractors --- ## Overview Access comprehensive data on licensed professional contractors across the United States. This dataset provides verified licensing information, business details, and contact data for contractors across all major trades. ## Key Data Points - **License Information**: License type, status, classifications, and jurisdiction - **Company Data**: Business name, address, company size, and years in operation - **Contact Data**: Decision-maker contacts with verified emails and phone numbers - **Compliance**: Insurance coverage, bonding status, and certifications - **History**: Project history and license renewal patterns ## Use Cases ### Sales & Marketing Target contractors based on license type, geographic coverage, or company size. Identify contractors expanding into new jurisdictions or renewing licenses. ### Risk & Compliance Verify contractor credentials before engagement. Monitor license status changes and insurance coverage gaps. ### Market Research Analyze contractor density by region, track licensing trends, and identify market opportunities. ================================================================================ # Life Insurance Producers > 600K+ insurance producers with life insurance lines of authority — agents licensed to sell life, annuity, and related products **Source:** https://gtm.ai/marketplace/gtm-audiences/life-insurance-producers --- ## Overview Over 600,000 insurance producers licensed for life insurance lines — the agents and advisors who sell term life, whole life, universal life, annuities, and related financial products. These producers are the distribution engine for life carriers, IMOs, and financial planning organizations. ## What's Included - **Life Producers**: Producers with life insurance lines of authority - **Licensing**: Licensed states and residency type - **Appointments**: Life carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Life Carrier Distribution Identify life-licensed producers who aren't currently appointed with your carrier. Target them for product distribution and appointment. ### Annuity Distribution Reach life-licensed producers for fixed annuity, indexed annuity, and variable annuity product placement. ### IMO/FMO Recruiting Independent marketing organizations recruit life producers for their distribution networks. Use licensing and appointment data to find unaffiliated producers. ### Financial Planning Platforms Sell financial planning software, illustrations tools, and CRM systems designed for life insurance and financial advisory workflows. ================================================================================ # Logistics and Supply Chain Companies > Logistics companies — freight, warehousing, 3PL, and supply chain management. **Source:** https://gtm.ai/marketplace/gtm-audiences/logistics-and-supply-chain-companies --- ## Overview Logistics companies — freight, warehousing, 3PL, and supply chain management. ## Use Cases - Vertical-specific prospecting in Logistics - Industry segmentation - Vertical campaign targeting ================================================================================ # Logistics Companies in the United States > Logistics companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/logistics-companies-in-the-united-states --- ## Overview Logistics companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Lower Mid-Market Companies (1,001–5,000 Employees) > Companies with 1,001–5,000 employees — established enterprises with dedicated procurement and vendor evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/lower-mid-market-companies-10015000-employees --- ## Overview Companies with 1,001–5,000 employees — established enterprises with dedicated procurement and vendor evaluation. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Luxury Brand Auto Dealerships > 3,000+ luxury brand dealerships in the US — BMW, Mercedes-Benz, Lexus, Audi, and other premium brand dealers **Source:** https://gtm.ai/marketplace/gtm-audiences/luxury-brand-auto-dealerships --- ## Overview Over 3,000 luxury brand dealerships in the United States — the premium tier of automotive retail spanning BMW, Mercedes-Benz, Lexus, Audi, Porsche, Land Rover, Volvo, and other prestige brands. Luxury dealers operate with higher transaction values, larger service revenue per unit, and greater technology investment than mainstream dealers, making them high-value targets for automotive vendors. ## What's Included - **Luxury Dealers**: Franchised dealerships across premium OEM brands - **Brand Data**: Specific luxury brand affiliation - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type ## Use Cases ### Premium Vendor Sales Luxury dealers spend more per rooftop on parts, accessories, and vendor services. Target with products matched to premium brand standards and price points. ### Customer Experience Luxury buyers expect exceptional experiences. Sell showroom technology, digital retailing platforms, and service experience tools designed for premium environments. ### High-Value F&I Luxury vehicle transactions support premium F&I products — extended warranties, paint protection film, ceramic coatings, and high-limit GAP coverage. ### Luxury EV Transition Every major luxury brand is electrifying. Target luxury dealers with EV infrastructure, training, and service tools for their brand-specific EV models. ================================================================================ # Managed Service Providers > 81k MSPs and 10k MSSPs, verified and classified for channel and technology partner targeting **Source:** https://gtm.ai/marketplace/gtm-data/managed-service-providers --- ## Overview Comprehensive intelligence on 90k+ verified providers worldwide: 80,946 Managed Service Providers (MSP) and 9,806 Managed Security Service Providers (MSSP). Each company is classified by a web-enhanced model that reads provider websites and ZoomInfo firmographics. That lets you precisely target the managed services and managed security markets, instead of a noisy mix of resellers, consultants, and system integrators. ## Key Data Points - **Provider Classification**: `MSP` (80,946) vs `MSSP` (9,806) designation on every record, tied to ZoomInfo company profiles - **Firmographics**: Company name, employee count, and annual revenue - **Location Data**: Street address, city, state, country, and postal code - **Contact Details**: Primary website and company phone number - **Coverage**: Global footprint spanning the United States, United Kingdom, Germany, Australia, Canada, and more - **Linkage**: `ZI_C_COMPANY_ID` primary key for enrichment against ZoomInfo's core company data ## Use Cases ### Channel & Partner Sales Build channel and partner programs against a clean universe of verified MSPs. Segment by revenue, size, and geography to match providers to your partner tier and coverage model. ### MSSP Platform Licensing Target verified MSSPs running managed security operations for platform and license sales. Filter to security-focused providers instead of general security-vendor lists padded with resellers and consultants. ### Technology Vendor Targeting Reach MSPs and MSSPs as buyers of the tools that power their service delivery: RMM, PSA, endpoint, backup, and security platforms. Layer intent and technographics onto the classification for high-fit accounts. ### Market Segmentation Size and segment the managed services market by provider type, revenue band, and region for territory planning, TAM analysis, and go-to-market strategy. ================================================================================ # Manager-Level Engineering Professionals > Engineering managers globally — the team leads and engineering managers who evaluate and adopt developer tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-engineering-professionals --- ## Overview Engineering managers globally — the team leads and engineering managers who evaluate and adopt developer tools. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level Finance Professionals > Finance managers globally — the controllers, accounting managers, and FP&A managers. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-finance-professionals --- ## Overview Finance managers globally — the controllers, accounting managers, and FP&A managers. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level HR Professionals > HR managers globally — the people managers driving talent, onboarding, and HR tool adoption. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-hr-professionals --- ## Overview HR managers globally — the people managers driving talent, onboarding, and HR tool adoption. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level IT Professionals > IT managers globally — the helpdesk managers, systems managers, and IT team leads. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-it-professionals --- ## Overview IT managers globally — the helpdesk managers, systems managers, and IT team leads. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level Marketing Professionals > Marketing managers globally — the campaign and channel managers running day-to-day marketing execution. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-marketing-professionals --- ## Overview Marketing managers globally — the campaign and channel managers running day-to-day marketing execution. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level Operations Professionals > Operations managers globally — the process owners and team leads driving operational efficiency. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-operations-professionals --- ## Overview Operations managers globally — the process owners and team leads driving operational efficiency. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Manager-Level Professionals > All Manager-level professionals globally — the practitioners who evaluate and implement tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-professionals --- ## Overview All Manager-level professionals globally — the practitioners who evaluate and implement tools. ## Use Cases - Seniority-based prospecting - Executive outreach - Practitioner-level demand generation ================================================================================ # Manager-Level Sales Professionals > Sales managers globally — the front-line managers who drive process, tooling, and enablement decisions. **Source:** https://gtm.ai/marketplace/gtm-audiences/manager-level-sales-professionals --- ## Overview Sales managers globally — the front-line managers who drive process, tooling, and enablement decisions. ## Use Cases - Manager-level demand generation - Bottom-up product-led growth targeting - Team lead outreach ================================================================================ # Managers Who Recently Changed Roles > 1,200,000+ Manager professionals who recently changed companies or roles — highest-propensity buyers in their first 90 days. **Source:** https://gtm.ai/marketplace/gtm-audiences/managers-who-recently-changed-roles --- ## Overview The first 90 days of a new role is when leaders are most open to new vendor relationships. 1,200,000+ Manager professionals recently changed jobs — this is the ideal moment to reach them with a relevant, personalized approach. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Change Signal**: Recent company or role change - **Timing**: Change timestamp for recency-based outreach scoring - **New Company Context**: Current company for firmographic targeting ## Use Cases ### First-90-Days Outreach New leaders evaluate tools and vendors in their first quarter. This audience identifies them at peak receptivity. ### Relationship-Led Pipeline Build pipeline from leaders who are actively establishing new vendor relationships at their new employer. ================================================================================ # Manufacturing Companies > Manufacturing companies — discrete, process, and industrial manufacturers. **Source:** https://gtm.ai/marketplace/gtm-audiences/manufacturing-companies --- ## Overview Manufacturing companies — discrete, process, and industrial manufacturers. ## Use Cases - Vertical-specific prospecting in Manufacturing - Industry segmentation - Vertical campaign targeting ================================================================================ # Manufacturing Companies in Germany > Manufacturing companies in Germany. **Source:** https://gtm.ai/marketplace/gtm-audiences/manufacturing-companies-in-germany --- ## Overview Manufacturing companies in Germany. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Manufacturing Companies in the United States > Manufacturing companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/manufacturing-companies-in-the-united-states --- ## Overview Manufacturing companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Manufacturing Company Fleets > 114K+ manufacturing company fleet locations with vehicle counts, weight class breakdowns, and fuel type data **Source:** https://gtm.ai/marketplace/gtm-audiences/manufacturing-company-fleets --- ## Overview Over 114,000 manufacturing company fleet locations — factories, plants, and distribution centers operating commercial vehicles for materials transport, parts delivery, and field service. Manufacturing fleets tend toward medium and heavy-duty vehicles with high utilization rates. ## What's Included - **Manufacturing Fleet Locations**: Company details and addresses for manufacturing fleet operators - **Fleet Size**: National and local vehicle counts — identify large plant operations vs. field service fleets - **Vehicle Composition**: GVW class breakdown showing the mix of delivery, service, and heavy transport vehicles - **Fuel Mix**: Diesel, gasoline, electric, and alternative fuel counts - **Firmographics**: Manufacturing sub-industry, employee count, revenue, and parent company ## Use Cases ### Industrial Fleet Management Target manufacturers with fleet tracking, utilization reporting, and vehicle allocation tools for plant-to-plant and plant-to-customer transport operations. ### Parts Distribution Optimization Manufacturing companies running parts distribution fleets need route optimization, delivery scheduling, and proof-of-delivery for just-in-time supply chains. ### Plant Vehicle Programs Market forklifts, yard trucks, maintenance vehicles, and plant-operations fleet management to manufacturing sites. Local fleet size indicates plant scale. ### Supply Chain Fleet Services Reach manufacturers managing their own delivery fleets with fuel programs, maintenance contracts, and vehicle lifecycle management. ================================================================================ # Marketing Professionals > Marketing professionals — brand, demand gen, product marketing, and growth. **Source:** https://gtm.ai/marketplace/gtm-audiences/marketing-professionals --- ## Overview Marketing professionals — brand, demand gen, product marketing, and growth. ## Use Cases - Marketing department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Marketing Professionals in the United States > Marketing professionals in United States — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/marketing-professionals-in-the-united-states --- ## Overview Marketing professionals in United States — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Marketing Professionals Who Changed Companies > 250,000+ Marketing professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/marketing-professionals-who-changed-companies --- ## Overview Marketing professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 250,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: Marketing classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving marketing teams can target new hires likely to evaluate their category. ================================================================================ # Marketing Professionals Who Recently Changed Roles > 380,000+ Marketing professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/marketing-professionals-who-recently-changed-roles --- ## Overview Marketing professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 380,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Marketing job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach marketing professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the marketing function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # McDonald's Franchise Locations > 13K+ McDonald's franchise locations with franchisee owner contacts, location data, and corporate hierarchy **Source:** https://gtm.ai/marketplace/gtm-audiences/mcdonalds-franchise-locations --- ## Overview Over 13,000 McDonald's franchise locations in the United States — the world's most recognized restaurant brand. Each record includes the franchise location details and owner contact information. McDonald's operates a mix of franchised and company-owned locations, with franchisees controlling the majority of the system. ## What's Included - **McDonald's Locations**: Full address, phone, and business details for every US McDonald's - **Owner Contacts**: Franchisee name, business email, phone, and mobile - **Corporate Hierarchy**: McDonald's franchisor corporate structure and parent company linkage - **Status**: Active franchise, company-owned, and pending locations - **Contact Quality**: ZoomInfo accuracy score and LinkedIn profiles ## Use Cases ### QSR Technology Target McDonald's franchisees evaluating kitchen technology, drive-thru innovations, digital ordering systems, and operations management tools beyond the corporate mandated stack. ### Food Service Supply Market supplies, packaging, cleaning products, and equipment to McDonald's operators for their discretionary purchasing — the items not covered by corporate supply agreements. ### Equipment & Maintenance Reach McDonald's franchisees with HVAC, refrigeration, grease management, and facility maintenance services. Franchise owners manage their own facility upkeep. ### New Location Development Identify pending McDonald's locations for construction, real estate, and build-out services. McDonald's continues to expand and remodel existing locations. ================================================================================ # Media and Entertainment Companies > Media and entertainment companies — publishers, broadcasters, streaming, and studios. **Source:** https://gtm.ai/marketplace/gtm-audiences/media-and-entertainment-companies --- ## Overview Media and entertainment companies — publishers, broadcasters, streaming, and studios. ## Use Cases - Vertical-specific prospecting in Media - Industry segmentation - Vertical campaign targeting ================================================================================ # Medium-Duty Fleet Operators > 574K+ fleet locations operating medium-duty vehicles (GVW 10,001-26,000 lbs) — delivery, service, and utility operations **Source:** https://gtm.ai/marketplace/gtm-audiences/medium-duty-fleet-operators --- ## Overview Over 574,000 fleet locations operating medium-duty vehicles in the GVW 10,001-26,000 lb range — box trucks, delivery vans, utility trucks, and service vehicles. This is the workhorse segment of commercial fleets: the vehicles making deliveries, performing service calls, and supporting field operations across every industry. ## What's Included - **Medium-Duty Operators**: Fleet locations with GVW Class 3-6 vehicles - **Vehicle Counts**: Number of medium-duty vehicles per location and nationally - **Full Fleet Profile**: Complete GVW breakdown to see the mix with light and heavy-duty vehicles - **Fuel Mix**: Gasoline, diesel, electric, and hybrid — medium-duty is the fastest-growing EV segment - **Firmographics**: Industry, employee count, revenue, and corporate hierarchy ## Use Cases ### Medium-Duty Truck Sales Target operators for box trucks, stake beds, flatbeds, and utility body trucks. Vehicle count data sizes the opportunity for both new sales and replacement cycles. ### Delivery Fleet Technology Medium-duty fleets making high-frequency stops are ideal for route optimization, delivery management, and proof-of-delivery solutions. ### Vehicle Upfitting Market body upfitting, refrigeration units, utility beds, and cargo management systems for medium-duty chassis. Industry classification helps match upfit type to buyer need. ### Fleet Electrification Medium-duty is the sweet spot for commercial EV adoption — predictable routes, depot-based charging, and favorable total cost of ownership. Target diesel-heavy medium-duty operators for EV transition programs. ================================================================================ # Meeting Prep > Prepare for an upcoming meeting with a tight, decision-ready brief — relationship posture per attendee, ranked talking points, discovery questions, a 30-minute agenda, and what NOT to do. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-meeting-prep --- ## Overview Meeting Prep produces a tight, decision-ready brief for a roughly 30-minute meeting. Lead with the TL;DR (top three to know walking in, plus a verbatim opening line), then back it with company, relationship, attendee, and conversation context. Each talking point is tied to a specific surfaced fact and where possible to a named attendee. Per attendee, the skill classifies relationship posture as Cold, Warm-but-dormant, Active, or Hostile, using employment history and CRM-style narrative cues. The opener calibrates to the strongest posture present, which is usually warm-dormant when it exists. Warm-dormant contacts are the strongest opening because they signal prior trust without active engagement. Pass the skill rich context on the meeting purpose, desired outcome, and any hypotheses to test (whether they're already late-stage with a competitor, whether the new owner is engaged). The brief answers each hypothesis explicitly in the TL;DR. ## What It Does - **Attendee posture classification**: Sorts each attendee into Cold, Warm-but-dormant, Active, or Hostile based on employment history and prior engagement. - **Verbatim opening line**: Recommends an exact first line calibrated to the meeting purpose and the room's posture, not a generic greeting. - **Ranked talking points**: Three to five points ranked by impact, each tagged for its audience and tied to a specific source. - **Discovery questions**: Three to five questions anchored in concrete facts surfaced during research, not generic openers. - **Suggested 30-minute agenda**: Time-blocked plan with an opener, primary thread, secondary thread, and a specific desired next step to close on. - **What NOT to do**: One to three specific failure modes for this meeting, each tied to a concrete reason. ## Use Cases ### Discovery Call with Named Attendees Heading into a discovery call with a CISO and Director of SecOps, run Meeting Prep with the offering, prior touchpoint, and desired outcome (a paid technical evaluation). The brief returns attendee postures, an opener that respects prior engagement signals, and talking points ranked by relevance to the outcome. ### Renewal QBR After Champion Change For a renewal QBR where the original champion has left and a new VP is in seat, the brief surfaces the new owner's background, the value delivered to date, and the specific anti-patterns to avoid (like leading with a price-only negotiation). Discovery questions are calibrated to find a new champion without re-pitching from scratch. ### Demo or Technical Deep Dive Before a demo with a Director of Data Platform who came in on a specific use case, the brief surfaces their in-house setup, recent intent signals, and what to lead with. The "what NOT to do" section flags adjacent product narratives that would read as distraction to this audience. ================================================================================ # Mid-Market Companies ($50M–$100M Revenue) > Companies at $50M–$100M revenue — sophisticated buyers with defined procurement. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-companies-50m100m-revenue --- ## Overview Companies at $50M–$100M revenue — sophisticated buyers with defined procurement. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Mid-Market Companies (201–500 Employees) > Mid-market companies with 201–500 employees — large enough for enterprise software, small enough to move fast. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-companies-201500-employees --- ## Overview Mid-market companies with 201–500 employees — large enough for enterprise software, small enough to move fast. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Mid-Market Financial Services (201–500 Employees) > Mid-market financial services firms — regional banks, boutique asset managers, and insurtech. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-financial-services-201500-employees --- ## Overview Mid-market financial services firms — regional banks, boutique asset managers, and insurtech. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Mid-Market Healthcare ($10M–$50M Revenue) > Mid-market healthcare companies at $10M–$50M revenue — regional health systems and health tech scaleups. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-healthcare-10m50m-revenue --- ## Overview Mid-market healthcare companies at $10M–$50M revenue — regional health systems and health tech scaleups. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # Mid-Market Healthcare Companies (201–500 Employees) > Mid-market healthcare companies — regional health systems, specialty clinics, and health tech scaleups. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-healthcare-companies-201500-employees --- ## Overview Mid-market healthcare companies — regional health systems, specialty clinics, and health tech scaleups. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Mid-Market Manufacturing (201–500 Employees) > Mid-market manufacturers — contract manufacturers, industrial suppliers, and specialty producers. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-manufacturing-201500-employees --- ## Overview Mid-market manufacturers — contract manufacturers, industrial suppliers, and specialty producers. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Mid-Market MSPs (50-500 Employees) > 5K+ mid-market managed service providers — established MSPs with 50-500 employees operating at regional and national scale **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-msps --- ## Overview Over 5,000 mid-market managed service providers with 50-500 employees — the established firms operating at regional and national scale. Mid-market MSPs have formalized operations, dedicated sales teams, and multi-client portfolios that make them high-value channel partners and strategic accounts for IT vendors. ## What's Included - **Mid-Market MSPs**: MSPs with 50-500 employees - **Firmographics**: Employee count, revenue, and growth indicators - **Location**: HQ and branch office locations - **Enrichment**: ZoomInfo company data including tech stack and corporate hierarchy ## Use Cases ### Strategic Partnerships Mid-market MSPs are the ideal strategic partner tier — large enough to drive volume, mature enough to execute, and still growing fast enough to invest in new vendor relationships. ### Enterprise-Tier Upsell Sell enterprise-tier platform licenses, premium support, and advanced features to MSPs that have outgrown starter tools. ### M&A Targeting Mid-market MSPs are prime acquisition targets — proven business models, established client bases, and geographic presence that acquirers value. ### Multi-Location Engagement Many mid-market MSPs operate across multiple offices. Engage them with solutions that support distributed operations and centralized management. ================================================================================ # Mid-Market Public Companies (201–500 Employees) > Publicly traded mid-market companies — smaller caps with active vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-public-companies-201500-employees --- ## Overview Publicly traded mid-market companies — smaller caps with active vendor evaluation cycles. ## Use Cases - Public company account lists - Earnings-triggered outreach - Strategic account planning ================================================================================ # Mid-Market Retail (201–500 Employees) > Mid-market retailers — regional chains and omnichannel merchants scaling their tech stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-retail-201500-employees --- ## Overview Mid-market retailers — regional chains and omnichannel merchants scaling their tech stack. ## Use Cases - Vertical + size ICP targeting - Account-based marketing - Enterprise vs mid-market segmentation ================================================================================ # Mid-Market Software Companies ($10M–$50M Revenue) > Mid-market software companies at $10M–$50M revenue — actively scaling their GTM and tech stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/mid-market-software-companies-10m50m-revenue --- ## Overview Mid-market software companies at $10M–$50M revenue — actively scaling their GTM and tech stack. ## Use Cases - Revenue-qualified vertical targeting - Budget-aware outreach - Enterprise account segmentation ================================================================================ # MSPs in California > 3,500+ managed service providers in California — the largest state MSP market, anchored by Silicon Valley and LA tech ecosystems **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-california --- ## Overview Over 3,500 managed service providers in California — the largest state MSP market in the US. California's tech-dense economy, CCPA privacy requirements, and high concentration of SMBs create strong demand for managed IT services across the Bay Area, Los Angeles, San Diego, and Sacramento metros. ## What's Included - **California MSPs**: Managed service providers with California offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address and metro area within California - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### Channel Recruitment California's MSP density makes it the top state for channel partner recruitment. Identify partners by metro, size, and specialization. ### CCPA Compliance California's privacy law creates demand for compliance-focused managed services. Sell data protection, DLP, and compliance monitoring through California MSPs. ### Tech-Sector Partnerships California MSPs serving tech companies need advanced infrastructure — cloud management, DevOps support, and SaaS optimization tools. ### Market Penetration Use California as your beachhead for West Coast channel expansion. Many California MSPs serve clients across the western US. ================================================================================ # MSPs in Canada > 3,000+ managed service providers in Canada — IT service firms across Toronto, Vancouver, Montreal, and Calgary **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-canada --- ## Overview Over 3,000 managed service providers in Canada — a mature MSP market concentrated in Toronto, Vancouver, Montreal, and Calgary. Canada's privacy regulations (PIPEDA), bilingual market dynamics, and proximity to the US create a distinct MSP landscape with unique compliance and operational requirements. ## What's Included - **Canadian MSPs**: Managed service providers with Canadian offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address, province, and metro area - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### Canadian Channel Build your Canadian channel partner network by identifying MSPs across major metros. Canada's MSP market is mature with high technology adoption rates. ### PIPEDA Compliance Canada's privacy framework creates demand for compliance-focused managed services. Sell data protection and privacy tools through Canadian MSPs. ### Cross-Border Partnerships Many Canadian MSPs serve both Canadian and US clients. Partner with cross-border MSPs for North American coverage without separate channel programs. ### SMB Market Canada's SMB-heavy economy relies on MSPs for IT services. Reach Canadian SMBs through the local MSP channel. ================================================================================ # MSPs in Europe > 8,000+ managed service providers across Europe — IT service firms spanning the EU, UK, and broader European markets **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-europe --- ## Overview Over 8,000 managed service providers across Europe — spanning the UK, Germany, France, Netherlands, Nordics, and broader EU markets. Europe's fragmented regulatory landscape (GDPR, NIS2, national data laws) and multi-language requirements create a complex but high-value MSP ecosystem for vendors building international channel programs. ## What's Included - **European MSPs**: Managed service providers with European offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address, country, and city - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### European Channel Build your European channel by identifying MSPs across key markets. Filter by country, size, and specialization to match your ideal partner profile. ### GDPR & Compliance Europe's regulatory complexity drives MSP demand for compliance tools. Distribute data protection, privacy management, and audit solutions through European MSPs. ### Multi-Country Partnerships Identify MSPs operating across multiple European countries for efficient multi-market distribution through fewer, larger partnerships. ### Market Entry Use MSP partnerships for European market entry without establishing direct sales presence in each country. MSPs provide local market knowledge and client relationships. ================================================================================ # MSPs in Florida > 2,000+ managed service providers in Florida — a growing MSP market driven by business migration, healthcare, and hospitality sectors **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-florida --- ## Overview Over 2,000 managed service providers in Florida — a market growing rapidly with the state's business migration trend. Florida's healthcare, hospitality, financial services, and real estate sectors create diverse managed services demand across Miami, Tampa, Orlando, and Jacksonville. ## What's Included - **Florida MSPs**: Managed service providers with Florida offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address and metro area within Florida - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### Channel Recruitment Florida's business growth makes it a priority state for channel expansion. Recruit MSP partners across the state's major metros. ### Healthcare & Hospitality Florida's healthcare and hospitality concentration drives demand for HIPAA-compliant IT services and hospitality-focused managed solutions. ### Latin America Connection South Florida MSPs often serve Latin American businesses and US companies with Latin American operations — a unique channel opportunity for vendors targeting this corridor. ### Compliance Sales Florida's regulated industries (healthcare, financial services, insurance) create demand for compliance-focused managed services and security solutions. ================================================================================ # MSPs in Texas > 2,500+ managed service providers in Texas — a fast-growing MSP market spanning Dallas-Fort Worth, Houston, Austin, and San Antonio **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-texas --- ## Overview Over 2,500 managed service providers in Texas — one of the fastest-growing MSP markets in the US. Texas's business-friendly environment, population growth, and diverse economy across Dallas-Fort Worth, Houston, Austin, and San Antonio drive strong demand for managed IT services across energy, healthcare, manufacturing, and tech sectors. ## What's Included - **Texas MSPs**: Managed service providers with Texas offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address and metro area within Texas - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### Channel Recruitment Texas's rapid business growth creates ongoing demand for new MSP partnerships. Recruit channel partners across the state's four major metros. ### Energy & Oil/Gas Houston's energy sector requires specialized IT services — OT security, SCADA management, and compliance-heavy infrastructure. Target MSPs serving energy clients. ### SMB Market Texas's SMB density — especially in DFW and Austin — creates high-volume opportunities for MSPs and the vendors who sell through them. ### South Central Expansion Texas MSPs often serve clients across the South Central region. Use Texas as a hub for broader geographic channel coverage. ================================================================================ # MSPs in the United Kingdom > 3,500+ managed service providers in the UK — IT service firms across London, Manchester, Birmingham, and Edinburgh **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-the-united-kingdom --- ## Overview Over 3,500 managed service providers in the United Kingdom — Europe's largest English-speaking MSP market. The UK's GDPR compliance requirements, mature IT services sector, and concentration of financial services and public sector clients create a high-value MSP ecosystem centered on London with strong regional presence across Manchester, Birmingham, and Edinburgh. ## What's Included - **UK MSPs**: Managed service providers with UK offices - **Firmographics**: Employee count, revenue, and company size - **Location**: Office address, city, and region within the UK - **Enrichment**: ZoomInfo company data including tech stack and industry ## Use Cases ### UK Channel The UK is typically the first international market for US-based IT vendors. Recruit UK MSP partners for your EMEA channel launch. ### GDPR Compliance The UK's data protection framework drives demand for compliance-focused managed services — DLP, encryption, and data governance tools distributed through MSPs. ### EMEA Expansion Use UK MSPs as your EMEA beachhead. Many UK MSPs serve European clients and can extend your reach across the continent. ### Public Sector UK government IT frameworks (G-Cloud, Digital Marketplace) channel significant public sector spend through accredited MSPs. Partner with qualified firms. ================================================================================ # MSPs in the United States > 25K+ managed service providers headquartered in the United States — the largest MSP market globally **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-in-the-united-states --- ## Overview Over 25,000 managed service providers headquartered in the United States — the largest and most mature MSP market in the world. US MSPs range from local break-fix shops evolving into managed services to national platforms serving enterprise clients, creating opportunities across the entire IT vendor ecosystem. ## What's Included - **US MSPs**: Managed service providers with US headquarters - **Firmographics**: Employee count, revenue, and company size - **Location**: HQ address, state, and metro area - **Enrichment**: ZoomInfo company data including tech stack and corporate hierarchy ## Use Cases ### US Channel Recruitment Build your US channel partner network by identifying MSPs in target states and metros. Filter by size to match your ideal partner profile. ### Regional Market Analysis Map MSP density by state and metro area to understand competitive positioning and identify underserved markets for channel expansion. ### Platform Sales Target US MSPs with RMM, PSA, backup, and IT automation platforms. The US market's maturity means higher technology adoption rates and larger deal sizes. ### Cybersecurity Channel The US cybersecurity compliance landscape (CMMC, HIPAA, state privacy laws) drives MSP demand for security services. Distribute through the US MSP channel. ================================================================================ # MSPs with Revenue Over $10M > 3,000+ managed service providers with $10M+ annual revenue — established, high-growth MSPs with significant purchasing power **Source:** https://gtm.ai/marketplace/gtm-audiences/msps-with-revenue-over-10m --- ## Overview Over 3,000 managed service providers with $10M+ annual revenue — the top tier of the MSP market by financial scale. These established firms have significant purchasing power, mature operations, and large client portfolios that make them the most valuable channel partners and strategic accounts for IT vendors. ## What's Included - **High-Revenue MSPs**: MSPs with $10M+ annual revenue - **Firmographics**: Revenue, employee count, and growth indicators - **Location**: Global HQ and office network - **Enrichment**: ZoomInfo company data including tech stack, funding, and corporate hierarchy ## Use Cases ### High-Value Partners $10M+ MSPs drive the largest deal volumes and have the operational maturity to execute complex vendor partnerships. Prioritize them for strategic channel investment. ### Enterprise Platform Sales Large MSPs need enterprise-grade tools — multi-tenant RMM, advanced PSA, and integrated security platforms that scale with their operations. ### Strategic Account Management Treat high-revenue MSPs as named accounts with dedicated channel managers, co-marketing budgets, and custom partnership terms. ### Investment Targeting PE firms and strategic acquirers target $10M+ MSPs for platform acquisitions. Use revenue and growth data to build target lists. ================================================================================ # MSSPs in the United States > 5,000+ managed security service providers in the US — security-focused firms delivering SOC, MDR, and compliance services **Source:** https://gtm.ai/marketplace/gtm-audiences/mssps-in-the-united-states --- ## Overview Over 5,000 managed security service providers in the United States — the world's largest MSSP market. US MSSPs deliver SOC-as-a-service, managed detection and response (MDR), vulnerability management, and compliance monitoring to organizations navigating an increasingly complex threat landscape and regulatory environment (CMMC, HIPAA, SOX, state privacy laws). ## What's Included - **US MSSPs**: Security-focused managed service providers with US headquarters - **Firmographics**: Employee count, revenue, and company size - **Location**: HQ address, state, and metro area - **Enrichment**: ZoomInfo company data including tech stack and security certifications ## Use Cases ### Security Channel Cybersecurity vendors distribute through MSSPs to reach mid-market and enterprise clients. Build your US security channel by identifying MSSPs in target markets. ### Compliance Distribution CMMC, HIPAA, and state privacy laws drive demand for compliance-focused security services. Distribute compliance tools and frameworks through US MSSPs. ### MSSP Platform Sales Sell SIEM, SOAR, XDR, and MDR platforms to MSSPs — the operational technology that powers their service delivery. ### Cyber Insurance MSSPs increasingly partner with cyber insurance carriers. Identify MSSPs for co-sell relationships that bundle security services with coverage. ================================================================================ # Multi-State Licensed Insurance Producers > 200K+ insurance producers licensed in 5 or more states — high-reach agents with broad geographic coverage **Source:** https://gtm.ai/marketplace/gtm-audiences/multi-state-licensed-insurance-producers --- ## Overview Over 200,000 insurance producers licensed in five or more states. Multi-state licensing signals established, high-production professionals who serve clients across state lines — the agents and advisors that carriers and agencies value most for their geographic reach and production volume. ## What's Included - **Multi-State Producers**: Producers with active licenses in 5+ states - **Geographic Reach**: Complete list of licensed states per producer - **Appointments**: All carrier appointments across licensed states - **Contact Data**: Business email, phone, mobile, and primary office address ## Use Cases ### National Distribution Multi-state producers can sell your products across a wide geography without needing new appointments in each state. Target them for efficient national distribution expansion. ### Agency Partnerships Identify multi-state producers for agency aggregation, partnership programs, and cluster group recruitment. ### High-Production Targeting Multi-state licensing correlates with production volume and experience. These are premium recruiting targets for carriers and agencies. ### Cross-Border Consulting Reach multi-state producers with compliance tools, multi-state tax guidance, and cross-border insurance consulting services. ================================================================================ # Multi-Unit Franchise Owners > 50K+ franchise owners operating multiple locations — the highest-value segment in the franchise market **Source:** https://gtm.ai/marketplace/gtm-audiences/multi-unit-franchise-owners --- ## Overview Over 50,000 franchise owners who operate multiple locations — the enterprise segment of the franchise world. Multi-unit operators run sophisticated businesses with higher revenue, more complex operations, and bigger budgets than single-unit owners. They are the most valuable prospects for technology, supply, and service vendors targeting the franchise market. ## What's Included - **Multi-Unit Operators**: Franchise owners linked to two or more franchise locations - **Owner Contacts**: Full name, business email, supplemental email, phone, and mobile - **Portfolio View**: All franchise locations associated with each owner - **Brand Affiliation**: Franchisor name, hierarchy, and industry classification - **Contact Quality**: ZoomInfo accuracy score and LinkedIn profile ## Use Cases ### Enterprise Technology Multi-unit operators need centralized reporting, multi-location scheduling, and enterprise POS solutions. Their scale justifies higher-ACV deals. ### Operations Consulting Reach multi-unit owners with operations consulting, business coaching, and performance optimization services for managing portfolios of franchise locations. ### Franchise Financing Target multi-unit operators with expansion financing, equipment loans, and commercial real estate lending for new unit development. ### Regional Vendor Programs Market supply, maintenance, and service programs that offer volume pricing and regional coverage for operators managing multiple locations across a territory. ================================================================================ # Mutual Action Plan > Turn commitments and timelines from recent calls into one shared, dated plan: who does what, by when, on both sides, toward an agreed goal. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-mutual-action-plan --- ## Overview Mutual Action Plan turns the commitments made on recent calls into a single shared plan. It reviews an account's recent meetings, then reads the most substantive of them for open items, agreed next steps, owners, and the dates each side discussed. The result is one dated table of steps, each owned by your team or the customer, driving toward an agreed goal. The plan is built for account executives and customer success managers running a close or an onboarding. Every step traces back to something said on a call. When a step was discussed without an owner or a date, the skill marks it for confirmation instead of guessing. Give it the account (a ZoomInfo company ID, or a name to resolve) and the goal with its target date. If the plan depends on a date that was never discussed, the skill asks you rather than inventing one. When no conversation data exists, it says so and offers to draft from items you provide. ## What It Does - **Recent call review**: Scans account-scoped meetings in chronological order and picks the two to four most substantive for a closer read. - **Commitment extraction**: Reads each selected call with conversation_intelligence for open items, agreed next steps, owners, and any dates or sequencing raised. - **Two-sided ownership**: Tags every step to your team or the customer, so the plan shows who is on the hook for what. - **Deduped, ordered plan**: Merges items across calls into one table sorted by date, with undated steps placed last. - **Gap flagging**: Surfaces steps discussed without a clear owner or date, plus unresolved dependencies, as the first things to nail down. ## Use Cases ### Turn Close-Stage Calls Into a Shared Plan You have run three calls with a late-stage prospect and want a close plan both sides agree to. The skill reads those calls, pulls the security review, the procurement steps, and the exec sign-off that came up, then assigns each an owner and the date discussed. Anything raised without a date lands in the gaps section to settle on the next call. ### Build an Onboarding Plan From a Kickoff After a signed deal, the kickoff call covered integration work, a training session, and a go-live target. The skill turns that conversation into a dated plan split across your team and the customer, so onboarding starts from what was actually committed rather than a generic template. ### Align Both Sides on Next Steps and Dates Heading into a weekly deal sync, you want a clean view of who owns what. The skill produces the ordered table and flags the two steps discussed without an owner, giving you a short, specific list to confirm with the customer. ================================================================================ # National Insurance Producers > 2.5M+ licensed insurance agents with carrier appointments tracked across all states **Source:** https://gtm.ai/marketplace/gtm-data/national-insurance-producers --- ## Overview The most comprehensive database of licensed insurance producers in the United States. Track 2.5M+ agents and brokers with detailed licensing credentials, carrier appointments, and contact information updated monthly. ## Key Data Points - **Licensing**: Active licenses by state, license type, and lines of authority - **Appointments**: Current carrier appointments and appointment history - **Coverage**: Lines of insurance (P&C, Life, Health, etc.) - **Geography**: States of licensure and primary operating territory - **Affiliation**: Agency relationships and independent status - **Contact**: Verified email addresses and phone numbers ## Use Cases ### Carrier Distribution Identify and recruit agents for new product distribution. Analyze appointment patterns to find agents open to new carrier relationships. ### Insurtech Sales Target agents and agencies based on lines of business, geography, and technology adoption indicators. ### Compliance & Risk Monitor license status changes, track appointment terminations, and maintain compliance with state regulations. ### Market Analysis Understand agent density by geography, analyze carrier market share, and identify growth opportunities. ================================================================================ # New & Pending Franchise Locations > 37K+ franchise locations with pending status — new units in development that signal brand expansion and construction activity **Source:** https://gtm.ai/marketplace/gtm-audiences/new-and-pending-franchise-locations --- ## Overview Over 37,000 franchise locations currently in pending status — new units that are approved, in development, or preparing to open. This is a pure expansion signal: these locations represent upcoming construction projects, equipment purchases, staffing needs, and vendor selections before the doors even open. ## What's Included - **Pending Locations**: Franchise locations with "Pending" status indicating new development - **Franchise Hierarchy**: Franchisor brand and corporate structure - **Owner Contacts**: New franchisee name, email, phone, and mobile - **Location Data**: Planned address and market area - **Industry**: Franchisor industry classification to understand the type of location being built ## Use Cases ### Construction & Build-Out Target pending franchise locations with general contracting, interior build-out, signage, and facility construction services. These projects are greenfield opportunities. ### Commercial Real Estate Reach franchise developers and new franchisees with site selection, lease negotiation, and commercial real estate brokerage services. ### Equipment Pre-Sales Market kitchen equipment, POS systems, fixtures, and furnishings to new franchise locations before they open. Pending status means purchasing decisions are being made now. ### New Owner Business Services Target new franchise owners with business setup services — accounting, insurance, HR, payroll, and legal services for their new operation. ================================================================================ # New AI/ML Directors > 3,800+ contacts recently identified as a new Dir. AI/ML — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-aiml-directors --- ## Overview New Dir. AI/MLs are evaluating their inherited vendor stack and making decisions in their first quarter. 3,800+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in artificial intelligence / machine learning - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. AI/MLs before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. AI/ML vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Business Development VPs > 9,800+ contacts recently identified as a new VP BD — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-business-development-vps --- ## Overview New VP BDs are evaluating their inherited vendor stack and making decisions in their first quarter. 9,800+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in business development - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP BDs before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP BD vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New C-Level Hires in Australia > 350+ companies in Australia with new C-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-c-level-hires-in-australia --- ## Overview 350+ companies in Australia recently had a C-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent C-Level employment changes - **Geography**: Australia focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns Australia-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering Australia can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # New C-Level Hires in Canada > 500+ companies in Canada with new C-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-c-level-hires-in-canada --- ## Overview 500+ companies in Canada recently had a C-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent C-Level employment changes - **Geography**: Canada focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns Canada-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering Canada can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # New C-Level Hires in the United Kingdom > 800+ companies in United Kingdom with new C-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-c-level-hires-in-the-united-kingdom --- ## Overview 800+ companies in United Kingdom recently had a C-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent C-Level employment changes - **Geography**: United Kingdom focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns United Kingdom-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering United Kingdom can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # New C-Level Hires in the United States > 6,200+ companies in United States with new C-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-c-level-hires-in-the-united-states --- ## Overview 6,200+ companies in United States recently had a C-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent C-Level employment changes - **Geography**: United States focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns United States-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering United States can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # New Car Dealerships > 35K+ new car dealerships in the US — dealers carrying new vehicle inventory from OEM manufacturers **Source:** https://gtm.ai/marketplace/gtm-audiences/new-car-dealerships --- ## Overview Over 35,000 new car dealerships in the United States — the franchised and direct dealers carrying new vehicle inventory from OEM manufacturers. New car dealers operate with manufacturer agreements, OEM incentive programs, and factory-backed service departments, creating a distinct operational profile with higher revenue per rooftop and more complex vendor relationships than used-only dealers. ## What's Included - **New Car Dealers**: Dealerships carrying new vehicle inventory - **Brand Data**: OEM brand affiliation and parent company - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type ## Use Cases ### Vendor Sales New car dealers have larger budgets and more complex operations than used-only dealers. Target with parts, service equipment, and facility products. ### OEM Programs Sell tools that help dealers manage OEM incentive programs, manufacturer compliance requirements, and factory-to-dealer communications. ### F&I Products New vehicle transactions carry higher F&I penetration rates. Distribute extended warranties, maintenance plans, and protection products through new car F&I departments. ### Inventory Management New car dealers manage factory orders, allocation, dealer trades, and floor plan financing. Sell inventory optimization and floor plan management tools. ================================================================================ # New CEOs > 4,500+ chief executive officers who recently changed companies — board-level relationship and enterprise vendor signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-ceos --- ## Overview New CEOs represent 4,500+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief executive officers who recently changed companies — board-level relationship and enterprise vendor signal.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent CEOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach CEOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new ceos across all industries changing roles daily. ================================================================================ # New CFOs > 3,800+ Chief Financial Officers who recently changed companies — new finance leader, new ERP and financial platform evaluation. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-cfos --- ## Overview New CFOs represent 3,800+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief financial officers who recently changed companies — new finance leader, new erp and financial platform evaluation.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent CFOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach CFOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new cfos across all industries changing roles daily. ================================================================================ # New CISOs > 1,800+ Chief Information Security Officers who recently changed companies — new security leader evaluating security tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-cisos --- ## Overview New CISOs represent 1,800+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief information security officers who recently changed companies — new security leader evaluating security tools.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent CISOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach CISOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new cisos across all industries changing roles daily. ================================================================================ # New Cloud Directors > 7,500+ contacts recently identified as a new Dir. Cloud — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-cloud-directors --- ## Overview New Dir. Clouds are evaluating their inherited vendor stack and making decisions in their first quarter. 7,500+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in cloud / mobility - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Clouds before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Cloud vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New CMOs > 2,900+ Chief Marketing Officers who recently changed companies — new marketing leader evaluating martech stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-cmos --- ## Overview New CMOs represent 2,900+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief marketing officers who recently changed companies — new marketing leader evaluating martech stack.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent CMOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach CMOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new cmos across all industries changing roles daily. ================================================================================ # New Compliance Directors > 6,800+ contacts recently identified as a new Dir. Compliance — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-compliance-directors --- ## Overview New Dir. Compliances are evaluating their inherited vendor stack and making decisions in their first quarter. 6,800+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in compliance - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Compliances before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Compliance vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New COOs > 2,500+ Chief Operating Officers who recently changed companies — new operations leader evaluating supply chain and ops platforms. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-coos --- ## Overview New COOs represent 2,500+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief operating officers who recently changed companies — new operations leader evaluating supply chain and ops platforms.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent COOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach COOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new coos across all industries changing roles daily. ================================================================================ # New CTOs > 3,200+ Chief Technology Officers who recently changed companies — new tech leader evaluating infrastructure and development tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-ctos --- ## Overview New CTOs represent 3,200+ of the most valuable outreach targets in B2B — incoming executives at peak receptivity. Chief technology officers who recently changed companies — new tech leader evaluating infrastructure and development tools.. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent CTOs appointment - **Change Timing**: Date of most recent employment change - **Company Context**: Current employer for targeting ## Use Cases ### Executive-Level Personalized Outreach CTOs hires respond best to timely, role-relevant outreach. Reference the transition explicitly. ### Enterprise Pipeline Build pipeline from the stream of new ctos across all industries changing roles daily. ================================================================================ # New Customer Success VPs > 7,200+ contacts recently identified as a new VP CS — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-customer-success-vps --- ## Overview New VP CSs are evaluating their inherited vendor stack and making decisions in their first quarter. 7,200+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in customer success - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP CSs before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP CS vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Data Science Directors > 6,200+ contacts recently identified as a new Dir. Data Science — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-data-science-directors --- ## Overview New Dir. Data Sciences are evaluating their inherited vendor stack and making decisions in their first quarter. 6,200+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in data science - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Data Sciences before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Data Science vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New DevOps Directors > 4,800+ contacts recently identified as a new Dir. DevOps — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-devops-directors --- ## Overview New Dir. DevOpss are evaluating their inherited vendor stack and making decisions in their first quarter. 4,800+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in devops - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. DevOpss before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. DevOps vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Engineering VPs > 19,000+ contacts recently identified as a new VP Engineering — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-engineering-vps --- ## Overview New VP Engineerings are evaluating their inherited vendor stack and making decisions in their first quarter. 19,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in engineering & technical - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Engineerings before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Engineering vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Finance VPs > 12,000+ contacts recently identified as a new VP Finance — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-finance-vps --- ## Overview New VP Finances are evaluating their inherited vendor stack and making decisions in their first quarter. 12,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in finance - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Finances before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Finance vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New HR VPs > 10,500+ contacts recently identified as a new VP HR — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-hr-vps --- ## Overview New VP HRs are evaluating their inherited vendor stack and making decisions in their first quarter. 10,500+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in human resources - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP HRs before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP HR vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New IT VPs > 14,000+ contacts recently identified as a new VP IT — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-it-vps --- ## Overview New VP ITs are evaluating their inherited vendor stack and making decisions in their first quarter. 14,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in information technology - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP ITs before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP IT vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Legal Directors > 8,200+ contacts recently identified as a new Dir. Legal — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-legal-directors --- ## Overview New Dir. Legals are evaluating their inherited vendor stack and making decisions in their first quarter. 8,200+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in legal - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Legals before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Legal vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Marketing VPs > 18,500+ contacts recently identified as a new VP Marketing — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-marketing-vps --- ## Overview New VP Marketings are evaluating their inherited vendor stack and making decisions in their first quarter. 18,500+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in marketing - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Marketings before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Marketing vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Operations VPs > 16,000+ contacts recently identified as a new VP Operations — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-operations-vps --- ## Overview New VP Operationss are evaluating their inherited vendor stack and making decisions in their first quarter. 16,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in operations - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Operationss before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Operations vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Product Directors > 15,000+ contacts recently identified as a new Dir. Product — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-product-directors --- ## Overview New Dir. Products are evaluating their inherited vendor stack and making decisions in their first quarter. 15,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in product management - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Products before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Product vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Product VPs > 8,500+ contacts recently identified as a new VP Product — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-product-vps --- ## Overview New VP Products are evaluating their inherited vendor stack and making decisions in their first quarter. 8,500+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in product management - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Products before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Product vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Revenue Operations VPs > 4,500+ contacts recently identified as a new VP RevOps — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-revenue-operations-vps --- ## Overview New VP RevOpss are evaluating their inherited vendor stack and making decisions in their first quarter. 4,500+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in revenue operations - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP RevOpss before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP RevOps vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Sales VPs > 21,000+ contacts recently identified as a new VP Sales — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-sales-vps --- ## Overview New VP Saless are evaluating their inherited vendor stack and making decisions in their first quarter. 21,000+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent vp-level employment change in sales - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new VP Saless before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns VP Sales vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Security Directors > 5,800+ contacts recently identified as a new Dir. Security — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-security-directors --- ## Overview New Dir. Securitys are evaluating their inherited vendor stack and making decisions in their first quarter. 5,800+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in information security - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Securitys before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Security vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New Supply Chain Directors > 9,100+ contacts recently identified as a new Dir. Supply Chain — fresh decision-maker in a key buying role. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-supply-chain-directors --- ## Overview New Dir. Supply Chains are evaluating their inherited vendor stack and making decisions in their first quarter. 9,100+ contacts recently took on this role. ## What's Included - **Contact Profile**: Verified email and direct phone - **Role Signal**: Recent director employment change in supply chain - **Timing**: Change date for recency-based outreach ## Use Cases ### First-Quarter Outreach Reach new Dir. Supply Chains before they've locked in vendor relationships at their new company. ### Function-Specific Vendor Campaigns Dir. Supply Chain vendors can run always-on campaigns triggered by new hires in this exact role. ================================================================================ # New UCC Filings in California (Last 90 Days) > The freshest secured-borrowing activity in California: companies that had a UCC filed against them in the last 90 days **Source:** https://gtm.ai/marketplace/gtm-audiences/new-ucc-filings-in-california-last-90-days --- ## Overview Companies that had a UCC financing statement filed against them in California within the last 90 days. This is the freshest secured-borrowing signal in the largest state economy. A new filing means new debt: recent equipment purchases, expansion capital, or a fresh lending relationship. Each one opens timely conversations for lenders, insurers, and financing providers. ## What's Included - **Recent Filings**: California UCC filings from the trailing 90 days, newest first - **Debtor Profiles**: California business details with ZoomInfo company linkage - **Creditor Data**: The lender on each new filing - **Collateral Types**: Equipment, inventory, vehicles, real estate, and more - **Contacts**: Decision-maker contacts at each debtor ## Use Cases ### Timely Lending Signal Reach businesses right when they've taken on new secured debt, the moment they're actively investing, expanding, or restructuring their financing. ### Equipment & Asset Finance A new filing tied to equipment or vehicles signals an active buyer. Target fresh collateral activity with financing, insurance, and service offers. ### Competitive Lender Intelligence See which lenders are winning new California business in real time and identify the debtors behind each new relationship. ### New-Debt Monitoring Track new borrowing activity across California to feed prospecting, credit-monitoring, and territory-planning workflows. ================================================================================ # New VP Hires in Europe > 1,200+ companies in Europe with new VP-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-vp-hires-in-europe --- ## Overview 1,200+ companies in Europe recently had a VP-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent VP-Level employment changes - **Geography**: Europe focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns Europe-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering Europe can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # New VP Hires in the United States > 6,200+ companies in United States with new VP-Level hires — geographically scoped executive hiring signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/new-vp-hires-in-the-united-states --- ## Overview 6,200+ companies in United States recently had a VP-Level employment change — surfacing the highest-intent accounts in that market for vendor outreach. ## What's Included - **Change Signal**: Recent VP-Level employment changes - **Geography**: United States focused - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Regional Sales Campaigns United States-based sales teams can trigger outreach based on in-territory leadership changes. ### Market Entry Companies entering United States can identify accounts with new leaders ready for fresh vendor conversations. ================================================================================ # Next Best Action > Recommend the one or two moves most likely to advance a deal, grounded in the current conversation state and account context. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-next-best-action --- ## Overview Next Best Action reads the current state of a deal and recommends the one or two moves most likely to advance it. It runs conversation_intelligence over the recent engagements for open threads, stated next steps, blockers, buying signals, and unanswered questions, then pulls account_research for deal stage and stakeholder context. Every recommendation ties back to specific evidence from the conversations. The skill is built for sellers who want a grounded call on what to do next, aimed at a goal they set (get to a technical eval, close this quarter, re-engage a stalled deal). It ranks up to three concrete moves. For each one it states the move, the why-now evidence behind it, and the effect it should produce. Point it at an account, a contact, or a specific engagement, by ZoomInfo ID or by a name to resolve. When the evidence does not support a confident recommendation, the skill says what is missing and what to find out next. If conversation data is unavailable, it gives the best account-research-based suggestion and flags that the read is limited. ## What It Does - **Conversation state read**: Runs conversation_intelligence over the recent engagements for open threads, stated next steps, blockers, and buying signals. - **Deal context pull**: Adds account_research for stage and stakeholder picture, so the move fits where the deal actually sits. - **Ranked recommendations**: Proposes one to three moves in priority order, each aimed at the goal you set. - **Evidence and effect**: Pairs every move with the specific conversation that justifies it and the outcome it should produce. - **Open-question callout**: Names the one thing you do not yet know that would most change the recommendation, plus how to get it. ## Use Cases ### Decide the Next Move on a Stalled Deal A deal has gone quiet after a strong demo. The skill reads the recent calls and emails, finds the pricing question that was never answered and the champion who stopped replying, and recommends a specific re-engagement move tied to that evidence. It also flags what you would need to confirm before treating the deal as dead. ### Advance Toward a Technical Evaluation Your goal is a paid technical eval. The skill reasons over the conversation state, sees that the technical buyer raised an integration concern, and recommends leading the next touch with a scoped proof point that addresses it. The recommendation states why that move fits now and what it should open up. ### Get a Grounded Read Before a Call Before a check-in, you want a fast, evidence-based sense of the best next step. The skill returns a short state-of-play, a ranked move or two, and the open question worth resolving on the call, so you walk in with a plan rather than a generic agenda. ================================================================================ # Non-Profit Organizations > Non-profit organizations — distinct buying patterns and budget cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/non-profit-organizations --- ## Overview Non-profit organizations — distinct buying patterns and budget cycles. ## Use Cases - Targeting non-profit organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Non-Profit Organizations with 51–200 Employees > Mid-size non-profits with 51–200 employees — organizations with operating budgets and software needs. **Source:** https://gtm.ai/marketplace/gtm-audiences/non-profit-organizations-with-51200-employees --- ## Overview Mid-size non-profits with 51–200 employees — organizations with operating budgets and software needs. ## Use Cases - Private company segmentation - Non-public enterprise targeting - Organization-type specific messaging ================================================================================ # Non-Resident Licensed Insurance Producers > 800K+ insurance producers holding non-resident licenses — agents actively expanding their geographic selling footprint beyond their home state **Source:** https://gtm.ai/marketplace/gtm-audiences/non-resident-licensed-insurance-producers --- ## Overview Over 800,000 insurance producers holding non-resident licenses — agents and advisors who have actively expanded beyond their home state to sell across state lines. Non-resident licensing signals growth ambition, production volume, and willingness to navigate multi-state regulatory requirements. ## What's Included - **Non-Resident Producers**: Producers with active non-resident licenses in one or more states - **Geographic Reach**: Resident state plus all non-resident licensed states - **Appointments**: Carrier appointments across licensed states - **Contact Data**: Business email, phone, mobile, and primary office address ## Use Cases ### Multi-State Distribution Non-resident licensed producers can sell your products in states beyond their home base. Target them for efficient geographic expansion without recruiting local producers. ### Compliance Tools Non-resident producers face complex multi-state compliance requirements — CE tracking, license renewals, and state-specific regulations. Sell compliance platforms that simplify multi-state management. ### Cross-State Recruiting Identify producers who are already licensed in your target states but haven't been appointed. They've done the regulatory work — you just need to add the appointment. ### License Management Sell license management platforms, state fee tracking, and renewal automation to producers juggling non-resident licenses across multiple states. ================================================================================ # Objection & Blocker Tracker > Track the open objections and blockers on a deal and how each has evolved across recent calls, ending with the items most likely to stall it. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-objection-blocker-tracker --- ## Overview Objection & Blocker Tracker surfaces the concerns standing between you and a deal, and shows whether each is getting better or worse. It runs conversation_intelligence over an account's or contact's recent engagements, lists the objections and blockers raised, who raised each, when, and how it was last left. The output is ordered with the most pressing item first. For every item the skill assigns a status: newly raised, addressed or resolved, recurring, or escalating. It then traces the evolution across calls. A security concern raised in discovery, partly addressed in the demo, and resurfaced on the last call reads as a trajectory rather than a single note. It records only objections the conversation supports and does not mark anything resolved without evidence it was. Point it at an account or a contact, by ZoomInfo ID or by a name to resolve, and optionally narrow the focus (just pricing, anything technical, security and procurement). Because it reasons over the last few engagements, it presents recent movement rather than a full deal history. When conversation data is unavailable, it says open objections cannot be tracked rather than reporting that there are none. ## What It Does - **Concern extraction**: Lists the objections, blockers, and hesitations raised across the recent engagements, each attributed to who voiced it and when. - **Status classification**: Marks every item as newly raised, addressed, recurring, or escalating, so its state is clear at a glance. - **Trajectory tracking**: Traces how each concern has moved across calls rather than treating it as a fixed line item. - **Evidence discipline**: Records only what the conversations support and will not mark something resolved without proof. - **Stall-risk ranking**: Closes with the one or two items most likely to hold up the deal, and why they matter most. ## Use Cases ### Check Open Blockers Before a Forecast Call Ahead of a forecast review, you need an honest read on what could slip a deal. The skill lists the open objections with their status, flags the procurement concern that keeps recurring, and names the blocker most likely to stall the close, so your call reflects reality rather than optimism. ### See How a Concern Has Evolved A prospect raised data residency early on, and you want to know where it stands. The skill traces the concern across calls: raised in discovery, partly addressed after a security review, resurfaced when a new stakeholder joined. That evolution tells you whether the issue is closing or hardening. ### Review Objections Before a Next Call Before your next conversation with an account, you want a tight list of unresolved concerns. The skill returns the open items, each with who raised it and how it was last left, plus what would move it, so you can plan responses instead of being caught flat. ================================================================================ # Operations Professionals > Operations professionals — business ops, revenue ops, and process management. **Source:** https://gtm.ai/marketplace/gtm-audiences/operations-professionals --- ## Overview Operations professionals — business ops, revenue ops, and process management. ## Use Cases - Operations department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Operations Professionals Who Recently Changed Roles > 320,000+ Operations professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/operations-professionals-who-recently-changed-roles --- ## Overview Operations professionals who recently changed roles are in active evaluation mode at their new company. 320,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Operations job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach operations professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving operations functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Personalize Email > Generate one to three personalized email variants for a single prospect, tuned to the use case — cold outbound, follow-up, demo recap, re-engagement, renewal, expansion, or objection handling. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-personalize-email --- ## Overview Personalize Email generates one to three email variants for a single prospect, tuned to the specific use case. Cold outbound requires a signal-to-pain-to-positioning chain. Follow-ups and recaps lean on prior context and next-step framing. Renewals anchor on contract moments, expansions on adjacent needs, and objection-handling on the stated objection itself. The skill picks the right composition bar for each use case rather than forcing a cold frame onto every email. Under the hood, the skill calls your GTM context for offerings, value props, and proof points, resolves the prospect, and runs a relationship pre-flight to catch competitors, existing customers, and partners before drafting. For cold outbound, signals are ranked by recency, buyer relevance, and stage alignment. The anchor is then bridged to a specific value prop from your GTM context. Proof comes from a strict hierarchy: prior result at this account, then peer outcome, then product capability, never invented stats or customer names. Variants are scored against a five-dimension rubric before being shown. Anything below the bar gets regenerated. The output includes subject lines, mobile-readable bodies, a rationale table, and iteration options like swapping the signal, switching personas, or changing tone. ## What It Does - **Use-case routing**: Length, framework, and CTA style adapt to whether the email is cold outbound, a follow-up, a demo recap, re-engagement, renewal, expansion, or objection handling. - **Signal-to-pain bridge**: For cold and re-engagement, maps the strongest signal (M&A, funding, hiring surge, new exec) to the implied pain in the next 90 days. - **Relationship pre-flight**: Catches when the prospect's company is a competitor, customer, or partner and surfaces the routing question before drafting. - **Refuse-to-produce gate**: When the signal layer is thin and positioning is weak, the skill refuses to ship rather than produce a generic email. - **Anti-pattern checklist**: Sixteen anti-patterns (generic openers, "just checking in," multiple CTAs, invented stats) are enforced before output. ## Use Cases ### Cold Outbound Anchored on a Fresh Signal Give the skill a prospect identifier and an outreach goal, and it returns variants grounded in the strongest recent signal at the account. The bridge to pain is explicit and the positioning maps to one value prop from your GTM context. Subject lines stay in the 2-to-6-word band, bodies stay under 80 words, and proof never gets invented. ### Discovery Follow-Up After a Call For a follow-up after a discovery call, the anchor is the prior touchpoint, not a freshly imagined pain. Pass a short summary of what was discussed and who was on the call, and the skill drafts variants that reference the conversation, propose a concrete next step, and avoid forcing a cold-outbound frame onto an already-warm thread. ### Re-Engagement on a Stalled Prospect When a prospect has gone quiet and a fresh signal lands at the account (new CEO, funding round, M&A), the skill drafts re-engagement variants anchored on the new signal. The subject and opener avoid "just checking in" entirely, and the body ties the new signal to a specific reason to reconnect now. ================================================================================ # Pre-Revenue and Micro-Revenue Companies > Startups and micro-businesses with under $1M in annual revenue. **Source:** https://gtm.ai/marketplace/gtm-audiences/pre-revenue-and-micro-revenue-companies --- ## Overview Startups and micro-businesses with under $1M in annual revenue. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # Private Companies > Privately held companies — the vast majority of the addressable B2B market. **Source:** https://gtm.ai/marketplace/gtm-audiences/private-companies --- ## Overview Privately held companies — the vast majority of the addressable B2B market. ## Use Cases - Targeting private organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Private Enterprise Companies (1,001–5,000 Employees) > Privately held enterprise companies with 1,001–5,000 employees — mature orgs with defined procurement. **Source:** https://gtm.ai/marketplace/gtm-audiences/private-enterprise-companies-10015000-employees --- ## Overview Privately held enterprise companies with 1,001–5,000 employees — mature orgs with defined procurement. ## Use Cases - Private company segmentation - Non-public enterprise targeting - Organization-type specific messaging ================================================================================ # Private Large Enterprises (5,001+ Employees) > Large private enterprises with 5,000+ employees — strategic accounts outside the public markets. **Source:** https://gtm.ai/marketplace/gtm-audiences/private-large-enterprises-5001-employees --- ## Overview Large private enterprises with 5,000+ employees — strategic accounts outside the public markets. ## Use Cases - Private company segmentation - Non-public enterprise targeting - Organization-type specific messaging ================================================================================ # Private Mid-Market Companies (201–500 Employees) > Privately held mid-market companies with 201–500 employees — the most active vendor evaluation segment. **Source:** https://gtm.ai/marketplace/gtm-audiences/private-mid-market-companies-201500-employees --- ## Overview Privately held mid-market companies with 201–500 employees — the most active vendor evaluation segment. ## Use Cases - Private company segmentation - Non-public enterprise targeting - Organization-type specific messaging ================================================================================ # Product Management Professionals > Product managers — the decision-makers for software tools and platform choices. **Source:** https://gtm.ai/marketplace/gtm-audiences/product-management-professionals --- ## Overview Product managers — the decision-makers for software tools and platform choices. ## Use Cases - Product Management department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Product Managers Who Changed Companies > 75,000+ Product professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/product-managers-who-changed-companies --- ## Overview Product professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 75,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: Product classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving product teams can target new hires likely to evaluate their category. ================================================================================ # Product Managers Who Recently Changed Roles > 110,000+ Product professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/product-managers-who-recently-changed-roles --- ## Overview Product professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 110,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Product job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach product professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the product function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Product Marketing Professionals Who Recently Changed Roles > 38,000+ Product Marketing professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/product-marketing-professionals-who-recently-changed-roles --- ## Overview Product Marketing professionals who recently changed roles are in active evaluation mode at their new company. 38,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Product Marketing job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach product marketing professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving product marketing functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Property & Casualty Insurance Producers > 800K+ insurance producers with P&C lines of authority — agents licensed to sell property, casualty, and general lines products **Source:** https://gtm.ai/marketplace/gtm-audiences/property-and-casualty-insurance-producers --- ## Overview Over 800,000 insurance producers licensed for property and casualty lines — the agents who sell homeowners, auto, commercial property, general liability, and specialty P&C products. This is the core distribution channel for every P&C carrier in the US. ## What's Included - **P&C Producers**: Producers with property, casualty, or general lines authority - **Licensing**: Licensed states and residency type - **Appointments**: P&C carrier names and appointment status - **Contact Data**: Business email, phone, mobile, and office address ## Use Cases ### Carrier Distribution Expand your P&C product distribution by identifying producers who are licensed but not yet appointed with your carrier. Multi-state producers offer geographic reach. ### Commercial Lines Recruiting Target P&C producers for commercial lines appointments — commercial property, general liability, workers' comp, and specialty lines. ### P&C Insurtech Sell quoting platforms, comparative raters, and agency management systems specifically designed for P&C workflows. ### Market Analysis Map P&C producer density by state and carrier to understand competitive positioning and distribution gaps. ================================================================================ # Public Companies > Publicly traded companies — SEC-filing, earnings-reporting, investor-facing. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-companies --- ## Overview Publicly traded companies — SEC-filing, earnings-reporting, investor-facing. ## Use Cases - Targeting public organizations - Segment-specific messaging - Compliance-aware outreach ================================================================================ # Public Energy Companies > Publicly traded energy companies — oil and gas, utilities, and renewables. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-energy-companies --- ## Overview Publicly traded energy companies — oil and gas, utilities, and renewables. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Public Financial Services Companies > Publicly traded financial services firms — banks, insurers, and asset managers. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-financial-services-companies --- ## Overview Publicly traded financial services firms — banks, insurers, and asset managers. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Public Healthcare Companies > Publicly traded healthcare companies — hospitals, pharma, biotech, and health tech. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-healthcare-companies --- ## Overview Publicly traded healthcare companies — hospitals, pharma, biotech, and health tech. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Public Manufacturing Companies > Publicly traded manufacturers — industrial, consumer goods, and specialty. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-manufacturing-companies --- ## Overview Publicly traded manufacturers — industrial, consumer goods, and specialty. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Public Retail Companies > Publicly traded retailers — major chains and e-commerce platforms. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-retail-companies --- ## Overview Publicly traded retailers — major chains and e-commerce platforms. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Public Software Companies > Publicly traded software companies — earnings-reporting, investor-facing, analyst-tracked. **Source:** https://gtm.ai/marketplace/gtm-audiences/public-software-companies --- ## Overview Publicly traded software companies — earnings-reporting, investor-facing, analyst-tracked. ## Use Cases - Public company targeting - Earnings-based outreach triggers - Investor-aware account intelligence ================================================================================ # Publicly Traded Auto Dealer Groups > 50+ publicly traded auto dealer groups — the largest dealership platforms including AutoNation, Lithia, Penske, and Group 1 **Source:** https://gtm.ai/marketplace/gtm-audiences/publicly-traded-auto-dealer-groups --- ## Overview Over 50 publicly traded auto dealer groups — the largest dealership platforms in the United States including AutoNation, Lithia Motors, Penske Automotive, Group 1 Automotive, Hendrick, and Sonic Automotive. These groups operate hundreds of rooftops, carry dozens of brands, and make enterprise-scale technology and vendor purchasing decisions that ripple across the industry. ## What's Included - **Public Groups**: Publicly traded dealership organizations - **Scale**: Rooftop count, brand portfolio, and geographic footprint - **Financials**: Revenue, employee count, and public market data - **Enrichment**: ZoomInfo company data including corporate hierarchy and subsidiaries ## Use Cases ### Enterprise Platform Sales Public dealer groups standardize technology across hundreds of rooftops. Win a platform deal and deploy across the entire organization. ### Investor Research Track public dealer group expansion, acquisition activity, and financial performance for investment research and competitive intelligence. ### National Partnerships Public groups negotiate national vendor agreements for parts, F&I, and services. Position your products for group-wide procurement cycles. ### Technology Standardization Public groups drive technology standardization trends that smaller groups follow. Winning a public group deployment creates market credibility and reference accounts. ================================================================================ # QBR Prep > Assemble a QBR pack: value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-qbr-prep --- ## Overview QBR Prep assembles everything you need to walk into a quarterly business review: what value landed, what the customer has been raising, where the risks are, and what to cover. It pairs account_research for the deal and relationship picture with conversation_intelligence over the recent calls for what the customer actually said. The pack is review-ready and grounded in specific sources. The skill snapshots the account first: deal status, stakeholders, and recent firmographic and news context. It then reads the two to four most relevant recent calls for value moments the customer voiced, usage and adoption themes, risks, and open items. Value moments sit at the heart of the pack, each tied to the call it came from. Usage and adoption themes come from what was discussed, since ZoomInfo does not carry product-usage telemetry. Give it the account by ZoomInfo company ID or a name to resolve, and optionally the review scope (the period and the QBR's goal: renewal runway, expansion, adoption push). The scope shapes what to foreground. When no conversation data exists, the skill builds the pack from account_research and flags that value moments and themes could not be drawn from conversations. ## What It Does - **Account snapshot**: Pulls account_research for deal status, stakeholders, and recent context to frame the review. - **Recent call read**: Runs conversation_intelligence over the two to four most relevant meetings for what the customer said. - **Value moments**: Captures the outcomes the customer acknowledged, each tied to the call it came from, as the center of the pack. - **Adoption themes**: Draws usage and adoption signals from the conversations, and marks thin coverage rather than inventing it. - **Risks and open items**: Lists evidence-backed risks and unresolved items, each with a source and, where possible, a handle. - **Suggested focus**: Recommends the two or three things to lead with or land, tied to the value, themes, and risks above. ## Use Cases ### Prep for a Quarterly Business Review A QBR is a week out and you need a pack that reflects the account, not a template. The skill snapshots the relationship, pulls the value moments the customer voiced across recent calls, and lays out the risks and open items, so the review opens with proof of value and a clear agenda. ### Build a Pack Focused on Renewal Runway The review sits ahead of a renewal, so you want the pack angled toward retention. Passing that scope, the skill foregrounds the acknowledged outcomes and the unresolved risks that bear on renewal, and recommends the two or three points to land to strengthen the runway. ### Summarize What Landed and What the Customer Raised You want a fast, sourced read on the quarter before a prep meeting. The skill returns the value the customer acknowledged, the adoption themes they described, and the concerns still open, each traced to a specific conversation, giving you an honest basis for the review. ================================================================================ # Real Estate Companies > Real estate companies — brokerages, developers, REITs, and property managers. **Source:** https://gtm.ai/marketplace/gtm-audiences/real-estate-companies --- ## Overview Real estate companies — brokerages, developers, REITs, and property managers. ## Use Cases - Vertical-specific prospecting in Real Estate - Industry segmentation - Vertical campaign targeting ================================================================================ # Real Estate Franchise Offices > 27K+ real estate franchise offices including RE/MAX, Keller Williams, Century 21, and Coldwell Banker locations with broker contacts **Source:** https://gtm.ai/marketplace/gtm-audiences/real-estate-franchise-offices --- ## Overview Over 27,000 real estate franchise offices across the US — RE/MAX, Keller Williams, Century 21, Coldwell Banker, eXp Realty, and more. Each record includes the office location, brokerage brand hierarchy, and franchise owner or broker contact information for direct outreach. ## What's Included - **Brokerage Brands**: Franchisor hierarchy for major real estate franchise systems - **Office Details**: Office name, address, phone, and website - **Owner/Broker Contacts**: Name, email, phone, and mobile for the office owner or managing broker - **Status**: Active, pending, and former offices - **Firmographics**: Brand classification, employee range, and revenue indicators ## Use Cases ### Real Estate Technology Target brokerage offices with CRM, transaction management, virtual tour, and marketing automation platforms. Office owners make technology decisions for their agents. ### Mortgage & Title Partnerships Market mortgage products, title services, and closing solutions to brokerage offices for preferred partner arrangements that drive referral volume. ### Office Services Reach real estate offices with office supplies, furniture, signage, and facility services. Office location data supports territory-based sales. ### Agent Recruiting & Training Target brokerage owners with agent recruiting tools, onboarding platforms, and training programs to help grow their agent headcount. ================================================================================ # Recommend Contacts > Get AI-ranked contact recommendations at a target company, personalized to your ZoomInfo interaction history and CRM win patterns — with engagement priority guidance. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-recommend-contacts --- ## Overview The Recommend Contacts skill surfaces AI-ranked contact recommendations at a specific company, personalized to you based on your ZoomInfo platform activity and — when integrated with your CRM — your historical win patterns. It answers the question revenue reps face constantly: "Who at this account should I actually talk to?" Unlike a generic contact search, recommendations are ranked by both relevance to your past engagement patterns and contact reachability (accuracy score). The skill supports three distinct use cases that pull from different signals: cold prospecting based on your ZoomInfo browsing history, deal acceleration based on contacts in closed-won new business, and renewal & growth based on contacts in expansion wins. Results are enriched with full contact details — email, direct dial, title, department — and the skill explains why each person was recommended based on the reference contacts that drove the suggestion. A final engagement priority section identifies who to contact first, with reasoning about entry point vs. decision-maker sequencing. ## What It Does - **Three recommendation modes**: Prospecting (based on ZoomInfo platform activity), Deal Acceleration (based on CRM closed-won new business), and Renewal & Growth (based on CRM expansion wins) - **Personalized ranking**: Recommendations reflect your team's specific engagement history, not generic popularity - **Full contact enrichment**: Each recommended contact is enriched with email, direct phone, management level, and accuracy score - **Why-recommended explanations**: The reference contact driving each recommendation is surfaced so you understand the signal behind the suggestion - **Engagement priority guidance**: Top 5 contacts to engage first, with reasoning about sequence — entry points vs. decision-makers ## Use Cases ### Net-New Account Prospecting When entering a new account cold, use the Prospecting mode to get a ranked list of contacts based on who you and your team have engaged with at similar accounts on ZoomInfo. The recommendations prioritize personas that have historically been high-signal for your team — not just the most senior titles. ### Deal Acceleration During an active opportunity, use Deal Acceleration mode to find additional stakeholders at the account who match the contact patterns from your past closed-won deals. Expand your coverage of the buying committee with contacts most likely to be relevant to your specific selling motion. ### Renewal and Expansion Planning Ahead of a renewal cycle or expansion conversation, use Renewal & Growth mode to surface contacts whose profiles align with the champions and influencers from your successful renewal playbook. Identify who to loop in before the contract conversation starts. ================================================================================ # Recruiting Professionals Who Recently Changed Roles > 95,000+ Recruiting professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/recruiting-professionals-who-recently-changed-roles --- ## Overview Recruiting professionals who recently changed roles are in active evaluation mode at their new company. 95,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Recruiting job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach recruiting professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving recruiting functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Renewal Prep > Prepare for a renewal: the value case, risk handles, and stakeholder state, drawn from recent conversations and account research. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-renewal-prep --- ## Overview Renewal Prep builds the case and the risk map for a renewal: where value has landed, what could derail it, and who decides. It runs conversation_intelligence over the recent engagements for value moments, risks, and stakeholder engagement, and pulls account_research for deal history and relationship context. The case rests on what the customer actually said, not on generic value claims. The skill is deliberate about what it will not assume. Renewal date, term, and ARR are often absent from ZoomInfo data, so it does not invent them. When those details matter to the brief and were not provided, it asks you once before drafting, because an unprompted wrong date is worse than an acknowledged unknown. Every assumption it does make is marked clearly. Give it the account by ZoomInfo company ID or a name to resolve, plus any renewal specifics you have. The brief returns the renewal basics, the case for renewal built from acknowledged value, the risks each paired with a handle, the stakeholder picture, and one to three recommended moves. When conversation data is unavailable, it delivers the account view and asks you for the renewal specifics. ## What It Does - **Value case**: Builds the argument for renewal from outcomes the customer acknowledged, each anchored to the moment it was voiced. - **Risk handles**: Pairs every risk with evidence and a concrete way to address it before the renewal conversation. - **Stakeholder map**: Tracks who holds the renewal, champion status, and anyone who has gone quiet. - **Assumption discipline**: Refuses to guess the renewal date or terms and asks you once when the brief depends on them. - **Recommended plan**: Proposes one to three evidence-based moves leading into the renewal, drawn from the case and the risks. ## Use Cases ### Build the Case for an Upcoming Renewal A renewal is on the calendar and you need a defensible case for it. The skill pulls the outcomes the customer acknowledged across recent calls, ties each to its source, and assembles them into a value argument you can bring to the conversation, alongside the account history from account_research. ### Map the Risks Going In You want to know what could derail the renewal before you are in the room. The skill lists each evidence-backed risk, from a stalled rollout to a quiet stakeholder, and pairs it with a concrete handle to work before the renewal conversation. You address problems early rather than react to them. ### Know Who Decides and Where the Champion Stands Renewals turn on people. The skill maps who holds the decision, whether your champion is still engaged, and who has gone quiet. That lets you shore up the relationship in advance instead of discovering a gap when the renewal is already at stake. ================================================================================ # Retail Companies > Retail companies — brick-and-mortar, e-commerce, and omnichannel retailers. **Source:** https://gtm.ai/marketplace/gtm-audiences/retail-companies --- ## Overview Retail companies — brick-and-mortar, e-commerce, and omnichannel retailers. ## Use Cases - Vertical-specific prospecting in Retail - Industry segmentation - Vertical campaign targeting ================================================================================ # Retail Companies in the United States > Retail companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/retail-companies-in-the-united-states --- ## Overview Retail companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Retail Company Fleets > 166K+ retail company fleet locations with vehicle counts for delivery, service, and distribution operations **Source:** https://gtm.ai/marketplace/gtm-audiences/retail-company-fleets --- ## Overview Over 166,000 retail company fleet locations — the second-largest industry segment in the commercial fleet universe. Retail fleets power the last mile: delivery vans, service vehicles, distribution trucks, and mobile sales units that keep inventory moving from warehouses to storefronts to customers' doors. ## What's Included - **Retail Fleet Locations**: Company details and addresses for retail fleet operators - **Fleet Size**: National and local vehicle counts — identify regional chains vs. national operators - **Vehicle Composition**: GVW class breakdown — mostly light and medium-duty for delivery and service - **Fuel Mix**: Gasoline, diesel, electric, and hybrid vehicle counts - **Firmographics**: Retail sub-industry, employee count, revenue, and parent company ## Use Cases ### Last-Mile Delivery Technology Target retail fleets with route optimization, delivery management, and proof-of-delivery solutions. Local fleet size indicates last-mile delivery intensity. ### Fleet Management for Retail Market GPS tracking, vehicle maintenance scheduling, and fleet utilization tools to retail operations managing distributed delivery and service fleets. ### Commercial Vehicle Upfitting Reach retail fleet operators for cargo van upfitting, refrigeration units, shelving systems, and branded vehicle wraps tailored to retail delivery operations. ### Route Optimization Retail fleets making multiple daily stops are ideal prospects for route planning and optimization software. Fleet size and location density data qualify the opportunity. ================================================================================ # Retail Franchise Locations > 50K+ retail franchise locations including hardware, convenience, specialty retail, and consumer goods brands **Source:** https://gtm.ai/marketplace/gtm-audiences/retail-franchise-locations --- ## Overview Over 50,000 retail franchise locations — Ace Hardware, GNC, UPS Store, 7-Eleven, and dozens of other consumer-facing retail brands. These franchisees operate storefronts that need technology, supply chain, fixtures, and marketing support to compete in their local markets. ## What's Included - **Retail Brands**: Franchisor hierarchy for major retail franchise systems - **Store Details**: Location name, address, phone, and website - **Owner Contacts**: Franchise owner name, email, phone, and mobile - **Status**: Active, pending, former, and company-owned - **Retail Category**: Hardware, convenience, specialty, consumer goods, and service retail ## Use Cases ### Retail Technology Target franchise retail locations with POS systems, inventory management, e-commerce platforms, and omnichannel solutions. ### Supply Chain & Distribution Market wholesale products, distribution services, and inventory replenishment programs to retail franchise operators. ### Store Design & Fixtures Reach new and remodeling franchise locations with store fixtures, shelving, signage, and interior design services. ### Marketing & Loyalty Target retail franchise owners with loyalty programs, local advertising, and customer retention platforms to drive repeat business. ================================================================================ # Revenue Operations Professionals Who Recently Changed Roles > 42,000+ Revenue Operations professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/revenue-operations-professionals-who-recently-changed-roles --- ## Overview Revenue Operations professionals who recently changed roles are in active evaluation mode at their new company. 42,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Revenue Operations job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach revenue operations professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving revenue operations functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # Sales Professionals > Sales professionals — AEs, SDRs, sales managers, and revenue leaders. **Source:** https://gtm.ai/marketplace/gtm-audiences/sales-professionals --- ## Overview Sales professionals — AEs, SDRs, sales managers, and revenue leaders. ## Use Cases - Sales department outreach - Function-specific messaging - Persona-based campaigns ================================================================================ # Sales Professionals in the United Kingdom > Sales professionals in United Kingdom — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/sales-professionals-in-the-united-kingdom --- ## Overview Sales professionals in United Kingdom — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Sales Professionals in the United States > Sales professionals in United States — regionally targeted for local outreach campaigns. **Source:** https://gtm.ai/marketplace/gtm-audiences/sales-professionals-in-the-united-states --- ## Overview Sales professionals in United States — regionally targeted for local outreach campaigns. ## Use Cases - Regional department outreach - Country + function ABM - Local field sales support ================================================================================ # Sales Professionals Who Changed Companies > 280,000+ Sales professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/sales-professionals-who-changed-companies --- ## Overview Sales professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 280,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: Sales classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving sales teams can target new hires likely to evaluate their category. ================================================================================ # Sales Professionals Who Recently Changed Roles > 420,000+ Sales professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/sales-professionals-who-recently-changed-roles --- ## Overview Sales professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 420,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Sales job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach sales professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the sales function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Score Accounts > Score and tier a list of accounts by ICP fit, intent, and trigger signals. Returns a composite 0–100 with explainable component breakdown, a specific "why now" per account, and the working weight set as a saveable filter. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-score-accounts --- ## Overview Score Accounts ranks a list of accounts (ZoomInfo IDs, names, or domains, mixed freely) by ICP fit, buying intent, and recent triggers. Every score is shown with its component breakdown, so the composite is never an opaque number. Sellers reject black-box scoring, and transparency is what makes the output trusted. The skill scores on four axes: Fit (versus your ICP), Intent (active topic research), Trigger (fresh events in the last 90 days), and Engagement (CRM-style narrative for known accounts, with the weight redistributed when absent). Composite is a weighted sum with defaults exposed on every run. Sellers can adjust weights and re-tier from cached axis scores without re-fetching data. Resolution is deliberately conservative. Numeric IDs auto-resolve, domains usually auto-resolve, and names with multiple plausible matches surface for confirmation rather than getting silently picked. Duplicate records sharing the same domain root get flagged and unioned, since tech and intent signals are often split between them. ## What It Does - **Four-axis scoring**: Fit, Intent, Trigger, and Engagement each scored 0–100 with banded sub-dimensions (industry, employee band, revenue band, geography, business model). - **"Why now" per account**: One sentence anchored on the strongest signal, citing event type and recency, never restating the composite. - **A/B/C tiering with action**: Tier A accounts get auto-pulled CRM-style narrative for deal stage, champion, and last activity, attached inline below the why-now. - **Relationship pre-flight**: Tags each account as competitor, customer, partner, or prospect against your GTM context, with visual flags before the tier letter. - **Saveable filter set**: On accept, returns a JSON filter set that other skills (Build List, Find Similar, TAM Sizer) can consume. ## Use Cases ### Prioritizing an Inbound Account List When a sourced list comes in (event scans, demo requests, SDR research), run Score Accounts to tier them A, B, or C with a specific reason per row. Tier A accounts get routed to AEs within 24 hours with the why-now and engagement context already attached, so the outreach call lands on a concrete signal. ### Building a Tiered ABM List For an ABM program, swap the default weights to favor fit and intent over triggers, then tighten the A threshold to 80 and the B threshold to 55. The skill re-tiers from cached axis scores without re-fetching, and the resulting filter set drops into Build List or Find Similar for cohort expansion. ### Territory Planning When a rep inherits a new territory, pass the full account list and use territory-planning weights. The tier distribution shows where the real opportunity sits, the why-now per row tells the rep where to start, and the saved filter set becomes the basis for ongoing list refresh. ================================================================================ # Score Leads > Tier leads as Hot, Warm, or Cold with a response-time SLA tuned to the use case. Returns per-axis breakdown, a specific "why now" per lead, and verified contact data for every Hot row. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-score-leads --- ## Overview Score Leads tiers a list of leads or cold contacts as Hot, Warm, or Cold, with a response-time SLA tuned to the use case. The tier and SLA are the first thing the rep sees, not buried beneath a composite breakdown. Every Hot lead carries verified phone and accuracy data, because a Hot lead with bad data is a dial-the-wrong-number failure. The skill scores on four axes: person fit (does the individual match a buyer persona), account fit (does their employer match your ICP), source signal (what action got us the lead), and trigger or intent (fresh event or active research at the employer). The trigger axis includes a seat-fit modifier so a new CFO event boosts a CFO-seat lead but not an unrelated one. This prevents company-level signals from inflating leads that don't sit in the relevant function. Resolution is deterministic for emails. A typo'd email fails loudly rather than silently routing to name search. Name-and-company resolutions surface ambiguity when multiple plausible matches exist. The cost of getting it wrong is dialing the wrong person. ## What It Does - **Tier and SLA up front**: Hot, Warm, or Cold with a response-time SLA tuned to the use case (live inbound, event follow-up, PQL triage, content nurture). - **Verified Hot contact data**: Every Hot lead shows phone, accuracy score, and inline quality flags (stale record, mobile only, low accuracy). - **"Why now" per lead**: One sentence citing the specific axis driver (seat × source × trigger), never restating the composite or using generic phrasing. - **Concrete next action**: Direct dial number, channel, and the angle to open with, not "engage promptly." - **Component breakdown below the fold**: Per-axis scores and weights shown after the scannable row, so reps can audit without scrolling past it. ## Use Cases ### Live Inbound Routing For a demo request or pricing inquiry coming through the form, run Score Leads in inbound-routing mode. Hot leads carry a sub-5-minute SLA, verified phone, and a why-now that cites the specific driver. SDRs and AEs see exactly which leads to dial first and which angle to open on. ### MQL or PQL Triage for the SDR Queue When a batch of MQLs or product-qualified leads lands in the queue, the skill tiers them with a same-day SLA on Hot, sequence-cadence on Warm, and nurture on Cold. Source backfills happen explicitly when the inbound source is missing, not silently defaulted. ### Event Follow-Up After a webinar or trade event, run the attendee list through Score Leads with an event-follow-up SLA. Hot leads get a one-hour follow-up window with the why-now anchored on the attendance plus persona fit, while Cold attendees route to a weekly nurture cadence without burning rep capacity. ================================================================================ # Security Professionals Who Recently Changed Roles > 95,000+ Security professionals who recently changed roles — new responsibilities, new vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/security-professionals-who-recently-changed-roles --- ## Overview Security professionals who recently changed roles are in active evaluation mode — assessing tools, vendors, and processes at their new company. 95,000+ contacts are available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Security job function classification - **Change Timing**: Date of most recent role change - **Company Context**: New employer for firmographic enrichment ## Use Cases ### New Role Outreach Reach security professionals within weeks of their start date — before they've locked in all vendor decisions. ### Function-Specific Platform Sales Vendors serving the security function convert best when reaching practitioners who are actively evaluating tools. ================================================================================ # Small Business Fleets (Under 10 Vehicles) > 800K+ small business fleet locations with fewer than 10 registered commercial vehicles **Source:** https://gtm.ai/marketplace/gtm-audiences/small-business-fleets-under-10-vehicles --- ## Overview Over 800,000 small business fleet locations operating fewer than 10 commercial vehicles — the long tail of the fleet market. These operators span every industry: plumbers with two work trucks, landscapers with a trailer fleet, local delivery services, and contractors with a handful of vehicles. High volume, high velocity, and underserved by enterprise fleet solutions. ## What's Included - **Small Fleet Operators**: Locations with 1-9 registered commercial vehicles - **Vehicle Details**: Weight class and fuel type for every vehicle in the fleet - **Company Profiles**: Name, website, phone, address, industry, and employee count - **Firmographics**: NAICS code, revenue, and parent company linkage where applicable ## Use Cases ### SMB Fleet Management Target small fleets with lightweight GPS tracking, mileage reporting, and vehicle maintenance scheduling — tools designed for operators who don't need enterprise complexity. ### Small Fleet Insurance Market commercial auto insurance packages sized for small fleets. Vehicle count and weight class data help agents quote accurately. ### Vehicle Acquisition Reach small fleet operators for commercial vehicle sales, leasing, and financing. These businesses are constantly adding and replacing vehicles as they grow. ### Fuel Card Programs Small fleets still need fuel management. Target them with fuel cards that offer reporting, controls, and discounts without requiring enterprise-scale volume. ================================================================================ # Small Businesses (11–50 Employees) > Small businesses with 11–50 employees — growing teams evaluating their first dedicated software stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/small-businesses-1150-employees --- ## Overview Small businesses with 11–50 employees — growing teams evaluating their first dedicated software stack. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # Small MSPs (Under 50 Employees) > 30K+ small managed service providers with fewer than 50 employees — the long tail of the MSP market serving local SMB clients **Source:** https://gtm.ai/marketplace/gtm-audiences/small-msps-under-50-employees --- ## Overview Over 30,000 small managed service providers with fewer than 50 employees — the long tail of the MSP market. These firms serve local SMB clients with hands-on IT support, and they represent the largest volume segment for MSP-focused vendors. Small MSPs are actively adopting automation and platform tools to scale without adding headcount. ## What's Included - **Small MSPs**: MSPs with 1-49 employees - **Firmographics**: Exact employee count and revenue range - **Location**: HQ address and service area - **Enrichment**: ZoomInfo company data including tech stack and growth signals ## Use Cases ### SMB Channel Small MSPs are the primary IT channel for SMBs. Recruit them as partners to reach local businesses that don't buy direct from vendors. ### Starter-Tier Sales Sell entry-level RMM, PSA, and backup tools priced for small MSP budgets. These firms are actively replacing manual processes with platform automation. ### Growth Programs Vendor enablement programs help small MSPs grow — training, co-marketing, and tiered pricing that scales with their business. ### Roll-Up Targeting PE-backed MSP platforms acquire small MSPs for geographic and client base expansion. Identify targets by revenue, location, and client concentration. ================================================================================ # Small-Medium Companies (51–200 Employees) > Companies at the 51–200 employee stage — past early survival, starting to systematize operations. **Source:** https://gtm.ai/marketplace/gtm-audiences/small-medium-companies-51200-employees --- ## Overview Companies at the 51–200 employee stage — past early survival, starting to systematize operations. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # SMB Companies (1–50 Employees) > Micro and small businesses with 1–50 employees — the broadest addressable market for SMB-focused products. **Source:** https://gtm.ai/marketplace/gtm-audiences/smb-companies-150-employees --- ## Overview Micro and small businesses with 1–50 employees — the broadest addressable market for SMB-focused products. ## Use Cases - TAM segmentation - Market sizing - ICP filtering by company scale ================================================================================ # SMB Software Companies (11–50 Employees) > Small software companies with 11–50 employees — early-stage SaaS companies evaluating their first tool stack. **Source:** https://gtm.ai/marketplace/gtm-audiences/smb-software-companies-1150-employees --- ## Overview Small software companies with 11–50 employees — early-stage SaaS companies evaluating their first tool stack. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # Software Companies > Software companies globally — the core ICP for most B2B SaaS vendors. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies --- ## Overview Software companies globally — the core ICP for most B2B SaaS vendors. ## Use Cases - Vertical-specific prospecting in Software - Industry segmentation - Vertical campaign targeting ================================================================================ # Software Companies in Canada > Software companies in Canada. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies-in-canada --- ## Overview Software companies in Canada. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Software Companies in Germany > Software companies in Germany. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies-in-germany --- ## Overview Software companies in Germany. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Software Companies in India > Software companies in India. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies-in-india --- ## Overview Software companies in India. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Software Companies in the United Kingdom > Software companies in United Kingdom. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies-in-the-united-kingdom --- ## Overview Software companies in United Kingdom. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Software Companies in the United States > Software companies in United States. **Source:** https://gtm.ai/marketplace/gtm-audiences/software-companies-in-the-united-states --- ## Overview Software companies in United States. ## Use Cases - Vertical + geo ICP targeting - Country-specific vertical campaigns - Regional market sizing ================================================================================ # Sponsors Using Marsh McLennan as Their Benefits Broker > Every plan sponsor whose employee benefits are brokered by Marsh McLennan: the book-takeover list for any competing brokerage **Source:** https://gtm.ai/marketplace/gtm-audiences/sponsors-using-marsh-mclennan-as-benefits-broker --- ## Overview Every plan sponsor whose employee benefits are brokered by Marsh McLennan, sourced from Form 5500 broker disclosures. This is the book-takeover list for any competing brokerage. You get employers with an established Marsh relationship, the commissions and fees on each account, and the plan detail needed to pitch a switch. ## What's Included - **Sponsors**: Employers with Marsh McLennan named as broker, linked to ZoomInfo profiles - **Broker Economics**: Commissions and fees paid on each account - **Plan Detail**: Plan name and active participant count - **Firmographics**: Industry, revenue, size, and headquarters state - **Contacts**: HR and benefits decision-makers at each sponsor ## Use Cases ### Broker Book Takeover Target the sponsors served by a single dominant brokerage with a competitive takeover pitch. ### Commission-Based Targeting Prioritize accounts by the commissions and fees on the incumbent relationship to focus on the highest-value books. ### Benefits Displacement Lead with plan-specific insight (participant count, plan type, and current economics) to displace the incumbent broker. ### Competitive Brokerage Intelligence Understand the shape of a major brokerage's book by industry, size, and geography. ================================================================================ # Subway Franchise Locations > 21K+ Subway franchise locations with franchisee owner contacts, location data, and corporate hierarchy **Source:** https://gtm.ai/marketplace/gtm-audiences/subway-franchise-locations --- ## Overview Over 21,000 Subway franchise locations — the largest franchise system in the United States by location count. Subway franchisees operate independently owned small businesses, making them direct decision-makers for technology, supplies, and services. The system's small-footprint model means operators have distinct needs from larger QSR formats. ## What's Included - **Subway Locations**: Full address, phone, and business details for every US Subway - **Owner Contacts**: Franchisee name, email, phone, and mobile - **Corporate Hierarchy**: Subway franchisor structure - **Status**: Active, former, and pending locations - **Contact Quality**: ZoomInfo accuracy score and LinkedIn profiles ## Use Cases ### Restaurant Technology Target Subway franchisees with POS systems, ordering platforms, and restaurant management tools. Independent operators make their own technology decisions within brand guidelines. ### Food Service Supply Market supplies, packaging, and equipment to Subway operators. The system's scale creates volume purchasing opportunities for vendors. ### Small-Footprint Services Subway locations are typically smaller than other QSR formats — target them with services sized for compact operations: small-space HVAC, efficient kitchen equipment, and space optimization. ### Franchise Business Services Reach Subway franchisees with accounting, payroll, insurance, and business consulting services tailored to single-unit and small multi-unit operators. ================================================================================ # Supply Chain Professionals Who Recently Changed Roles > 72,000+ Supply Chain professionals who recently changed roles — new responsibilities and vendor evaluation cycles. **Source:** https://gtm.ai/marketplace/gtm-audiences/supply-chain-professionals-who-recently-changed-roles --- ## Overview Supply Chain professionals who recently changed roles are in active evaluation mode at their new company. 72,000+ contacts available. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Function Signal**: Supply Chain job function - **Change Timing**: Date of most recent role change - **Company Context**: New employer ## Use Cases ### New Role Outreach Reach supply chain professionals within weeks of starting a new role — before vendor decisions are locked in. ### Platform Adoption Vendors serving supply chain functions convert best when reaching practitioners actively evaluating tools. ================================================================================ # TAM Sizer > Size the total addressable market for an ICP against ZoomInfo's company database. Iteratively refine the firmographic and technographic filter set until the account universe matches intent, then save the working filter for use in other skills. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-tam-sizer --- ## Overview TAM Sizer iteratively refines a company-level ICP filter set against ZoomInfo's company database. Each pass returns a headline count, a banded sizing read (too broad, sweet spot, too narrow), two labeled sample views, and concrete refinement options. The skill terminates when the user finalizes, and the output is both the count and a structured filter-set artifact that Build List, Score Accounts, and Find Similar can all consume. The skill guards against common sizing failures. Industry terms get resolved against ZoomInfo's taxonomy via Lookup, and a missing match is surfaced as a taxonomy gap rather than silently falling back to a noisy keyword search. When funding or revenue filters collapse the count to near zero, the skill probes with and without the filter to distinguish a narrow ICP from a data-coverage gap. When the directional sample shows 20% or more off-target rows, the count gets noise-adjusted and re-banded. Persona criteria are recorded but not applied to the count. Buyer personas describe who you sell into, not who the account is. Persona discovery happens later through Build List or Search Contacts once the filter set has settled. ## What It Does - **Banded sizing read**: Classifies the count as too broad (>50k), healthy, sweet spot, tight, or too narrow, with operational implications for each. - **Taxonomy-gap gate**: Industry terms resolved via Lookup, and a missing match surfaces explicitly rather than silently keyword-searching. - **Data-sparsity probe**: When funding or revenue filters drop the count by 90%+, runs both filtered and unfiltered counts and treats the larger as operative TAM. - **Two sample views**: Trophy view (default ranking, biggest logos) and Anchor view (sorted by headcount) for sanity-checking the filter set. - **SAM hypothesis**: Optional layer that multiplies TAM by an addressable fraction and ARPA to produce a labeled SAM hypothesis. ## Use Cases ### Sharpening an ICP When the ICP is fuzzy and the question is whether it's too broad or too narrow, TAM Sizer takes a natural-language description and returns a count plus a banded read in one pass. Refinement options name the specific dimension to tighten or loosen, with an estimated post-refinement count for each. ### Territory and Capacity Design For territory design, run the skill with the territory filter set and the desired tier segmentation. The sample views surface whether the territory contains the expected logos, and the saved filter set drops into Build List for the actual rep-assigned account list. ### Investor-Ready Market Sizing For an investor-ready sizing, the SAM hypothesis layer takes an addressable fraction and ARPA and labels the output as hypothesis, not forecast. The subsidiary-records caveat is surfaced explicitly, so the count reflects the relevant level of corporate hierarchy rather than double-counting parent and subsidiary. ================================================================================ # Tech Companies with 50-100 Covered Lives (Employee Benefits) > Software and IT employers in the small-group benefits sweet spot: big enough for a real program, small enough to switch **Source:** https://gtm.ai/marketplace/gtm-audiences/tech-companies-with-50-100-covered-lives --- ## Overview Software and IT employers with 50 to 100 covered lives on their benefits plans: the small-group sweet spot. These companies are large enough to run a real benefits program with a broker and a carrier. They're also small enough to move quickly and switch. The list is sourced from Form 5500 filings and filtered to the technology vertical. ## What's Included - **Tech Sponsors**: Software and IT employers with ZoomInfo linkage - **Group Size**: Plans with 50-100 active participants - **Plan Type**: Welfare and pension benefit indicators - **Current Carrier**: The insurer on each plan and its policy end date - **Contacts**: HR and benefits decision-makers at each employer ## Use Cases ### Small-Group Benefits Sales Reach the small-group segment most likely to be shopping benefits: enough scale to matter, enough agility to switch. ### Switch-Ready Targeting Focus on the size band where employers actively re-evaluate carriers and brokers each cycle. ### Carrier Displacement Use current-carrier and renewal-window detail to time a competitive group-health pitch. ### Tech-Vertical Benefits A clean list of software and IT employers for benefits, insurance, and HR-tech offers tailored to the tech workforce. ================================================================================ # Tech Stack Snapshot > Produce a technographic snapshot for one or more companies — what tools they have tagged across CRM, marketing automation, data warehouse, BI, conversation intelligence, and intent / ABM. Surfaces displacement plays for competitive tools and integration angles for partners. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-tech-stack-snapshot --- ## Overview Tech Stack Snapshot produces a per-company tech-stack snapshot grouped by category, anchored on your GTM context. The skill queries ZoomInfo's company database with `techAttributeTagList` to verify each product in a curated universe of around 30 to 50 anchor tools, then groups the detections by category and pairs them with displacement and integration angles drawn from your defined competitors and partners. Detections are binary and verified. A green check comes from a non-zero search result, and a red cross means no tag was found. The skill never invents presence. When the same vendor appears under multiple sub-products (Salesforce alone has 70+ tagged products), the universe checks each major sub-product, and three or more detections in the same category surface a multi-product anomaly flag for the user to investigate. Absence is surfaced as absence, not as evidence the company doesn't use the tool. A missing tag could be a data gap, a recent adoption, or a non-standard naming convention. The output makes that distinction visible rather than overclaiming coverage. ## What It Does - **Per-company snapshots**: Detections grouped by category, plus a short stack signature label (Salesforce + Marketo + Snowflake + Mixpanel) for at-a-glance read. - **Displacement and integration angles**: Each detection mapped against your GTM context for competitive displacement plays or integration partner framing. - **Coverage gaps as opportunities**: Categories with no detection get flagged when they map to a GTM offering, so the gap reads as a greenfield play. - **Multi-product anomaly detection**: Three or more products in the same category trigger a flag for the user to investigate stale tagging or multi-BU complexity. - **Cross-company comparison**: When more than one company is in scope, a comparison table shows which products are present where for cohort-level analysis. ## Use Cases ### Pre-Call Discovery Before a sales call, run Tech Stack Snapshot on the target account and walk into the conversation knowing whether they already have your competitor's tool, your integration partner, or a clear coverage gap. The stack signature label gives the AE a one-liner to confirm in discovery. ### Competitive Battle Card Prep For competitive deal prep, the snapshot surfaces every detected tool that matches a configured competitor. Displacement angles are anchored on the specific GTM value prop tied to that competitor, so battle cards don't fall back on generic "we're better than X" framing. ### Integration-Partner Research When evaluating which accounts have an integration partner's tool tagged, run the snapshot across the target account list. The cross-company comparison surfaces the cohort that already uses the partner, making the co-sell pitch concrete rather than speculative. ================================================================================ # Texas Manufacturers with UCC Liens, and Their Lenders > Mid-market Texas manufacturers carrying secured debt, with the incumbent lender on every lien: the refinance and displacement territory list **Source:** https://gtm.ai/marketplace/gtm-audiences/texas-manufacturers-with-ucc-liens --- ## Overview Mid-market Texas manufacturers ($10M-$100M revenue) carrying secured debt, paired with the incumbent lender on every lien. This is a ready-made territory list. It gives you a defined set of manufacturing targets, their existing lending relationships, and the collateral behind each one. That's everything a lender or financing provider needs to plan displacement and refinance outreach. ## What's Included - **Manufacturers**: Texas-headquartered, mid-market manufacturing companies with ZoomInfo linkage - **Lien Detail**: Every secured filing on each manufacturer - **Incumbent Lenders**: The creditor named on each lien - **Collateral Types**: Machinery and equipment, inventory, receivables, and more - **Contacts**: Decision-maker contacts at each manufacturer ## Use Cases ### Refinance & Displacement Territory Work a defined list of manufacturers with known debt and known incumbents. It's the cleanest starting point for a lending territory plan. ### Equipment Finance Target manufacturers with machinery and equipment collateral for equipment financing, leasing, and refinance offers. ### Incumbent-Lender Intelligence See which lenders hold the Texas mid-market manufacturing book and plan takeaway campaigns against them. ### Mid-Market Manufacturing Coverage A focused segment of manufacturers in the size band most likely to switch financing partners. ================================================================================ # Top Insurance Brokerages by Book of Business (CA, NY, TX, FL, IL) > The brokerage league table for the five largest states, ranked by commissions and fees across their Form 5500 book **Source:** https://gtm.ai/marketplace/gtm-audiences/top-insurance-brokerages-by-book-of-business --- ## Overview The employee-benefits brokerage league table for the five largest state markets: California, New York, Texas, Florida, and Illinois. Brokers are ranked by total commissions and fees across their Form 5500 book. Each top broker on this list seeds a Marsh-style displacement audience. Identify who holds the biggest books, then go after their sponsors. ## What's Included - **Brokerages**: Benefits brokers ranked by book value across the five states - **Book Economics**: Total commissions and fees paid - **Book Size**: Plan and participant counts behind each broker - **Footprint**: States where each brokerage is active - **Rank**: Ordered by total book value ## Use Cases ### Brokerage Market Map See who dominates benefits brokering across the largest state markets, ranked by real Form 5500 economics. ### Displacement Target-List Seed Turn each top broker into a book-takeover audience of the sponsors they serve. ### Partnership & M&A Targeting Use book value and footprint to identify brokerages for partnership, roll-up, or acquisition. ### Commission Benchmarking Benchmark commission and fee levels across brokerages and geographies. ================================================================================ # Toyota Dealerships > 1,500+ Toyota dealerships in the US — the top-selling retail brand with industry-leading customer satisfaction and loyalty **Source:** https://gtm.ai/marketplace/gtm-audiences/toyota-dealerships --- ## Overview Over 1,500 Toyota dealerships in the United States — the retail network for the top-selling automotive brand in America. Toyota dealers benefit from industry-leading customer loyalty, strong CPO programs, and a vehicle lineup spanning the RAV4, Camry, Tacoma, and Tundra. Toyota's hybrid leadership and expanding electrification strategy keep its dealer network at the forefront of powertrain evolution. ## What's Included - **Toyota Dealers**: Franchised Toyota dealerships nationwide - **Operations**: Inventory type, employee range, and revenue range - **Group Membership**: Dealer group affiliation and ownership type - **Contact Data**: Business address, phone, and ZoomInfo-enriched contacts ## Use Cases ### Parts & Accessories Toyota's high-volume, high-loyalty customer base drives consistent parts and accessories demand. Target with Toyota-specific aftermarket products. ### Certified Pre-Owned Toyota's CPO program is one of the strongest in the industry. Sell CPO inspection tools, reconditioning products, and extended warranty programs. ### Service Technology Toyota dealers maintain high service retention rates. Sell service scheduling, customer communication, and service lane technology platforms. ### Hybrid & Electrification Toyota leads in hybrid sales and is expanding into BEV. Target dealers with hybrid service tools, battery diagnostics, and electrification training. ================================================================================ # Transportation & Logistics Fleets > 124K+ transportation and logistics fleet locations with vehicle counts, weight class breakdowns, and fuel type composition **Source:** https://gtm.ai/marketplace/gtm-audiences/transportation-and-logistics-fleets --- ## Overview Over 124,000 transportation and logistics fleet locations across the United States — the backbone of the American supply chain. This audience covers trucking companies, freight carriers, logistics providers, and delivery operations, with detailed vehicle composition data to understand each operator's fleet profile. ## What's Included - **Fleet Operator Profiles**: Company name, website, phone, and full address - **Fleet Size**: National total and local vehicle count per location - **Vehicle Composition**: GVW class breakdown — identify long-haul (Class 8) vs. regional delivery (Class 3-6) operations - **Fuel Mix**: Diesel, gasoline, CNG, electric, and alternative fuel counts - **Firmographics**: Transportation sub-industry, employee count, revenue, and corporate hierarchy ## Use Cases ### Trucking Technology Target carriers evaluating TMS, ELD, telematics, and fleet optimization platforms. Fleet size and vehicle class data help qualify which carriers match your product's sweet spot. ### Fleet Fuel Programs Transportation fleets are the largest consumers of diesel fuel in the economy. Market fuel cards, bulk fuel programs, and fuel hedging solutions to high-consumption operators. ### Commercial Truck Leasing Reach fleet operators for full-service leasing, contract maintenance, and vehicle financing. GVW class data identifies what types of trucks they're operating. ### Driver Recruiting & HR Target transportation companies with driver recruiting platforms, HR solutions, and benefits programs. Fleet size correlates directly with driver headcount needs. ================================================================================ # UCC Filings > Business lending intelligence from 15M+ active secured transaction filings nationwide **Source:** https://gtm.ai/marketplace/gtm-data/ucc-filings --- ## Overview Access intelligence from 15M+ active UCC (Uniform Commercial Code) filings across all U.S. jurisdictions. Understand business lending relationships, collateral positions, and credit activity at the company level. ## Key Data Points - **Filing Details**: Filing number, type (original, amendment, termination), and status - **Parties**: Secured party (lender) and debtor (borrower) information - **Collateral**: Detailed collateral descriptions and asset types - **Timeline**: Filing date, expiration date, and amendment history - **Jurisdiction**: State and county filing location - **Relationships**: Lender-borrower relationship mapping ## Use Cases ### Commercial Lending Identify businesses with existing credit facilities for refinancing opportunities. Understand competitive lending landscape before engaging prospects. ### Asset-Based Financing Find businesses with specific collateral types (equipment, inventory, receivables) for targeted financing solutions. ### Credit Risk Assess a company's debt load and lending relationships as part of credit evaluation. Monitor for new filings or terminations. ### Sales Intelligence Use financing activity as a buying signal. Recent equipment financing may indicate expansion; terminated filings may signal available credit capacity. ================================================================================ # UCC Filings in California > 5.3M+ UCC filings in California with creditor-debtor relationships, collateral types, and filing dates **Source:** https://gtm.ai/marketplace/gtm-audiences/ucc-filings-in-california --- ## Overview Over 5.3 million UCC filings in California — capturing the secured lending activity in the largest state economy in the US. California's diverse business landscape spans technology, agriculture, entertainment, real estate, and manufacturing, each with distinct borrowing patterns. ## What's Included - **California Filings**: All UCC filings with California as the filing state - **Debtor Profiles**: California business details with ZoomInfo company linkage - **Creditor Data**: Lender names and types active in California - **Collateral Types**: Equipment, inventory, vehicles, real estate, and more - **Filing Chain**: Related amendments, continuations, and assignments ## Use Cases ### California Credit Intelligence Understand commercial lending patterns across California's diverse economy — from Silicon Valley tech financing to Central Valley agricultural equipment loans. ### Tech Sector Financing Track equipment and IP-related UCC filings for technology companies in the Bay Area, LA, and San Diego — a window into startup and growth-stage financing activity. ### Lender Competitive Analysis Map which financial institutions dominate California commercial lending by volume, geography, and collateral type. ### Business Credit Monitoring Monitor UCC activity for California businesses to track new borrowing, refinancing, and lien releases. ================================================================================ # UCC Filings in Delaware > 4M+ UCC filings in Delaware — the corporate domicile capital with dense institutional lending activity **Source:** https://gtm.ai/marketplace/gtm-audiences/ucc-filings-in-delaware --- ## Overview Over 4 million UCC filings in Delaware — disproportionately large for a small state because Delaware is the preferred incorporation state for US corporations. Delaware UCC filings capture lending activity for companies headquartered nationwide but incorporated in Delaware, making this a window into institutional and corporate-level financing. ## What's Included - **Delaware Filings**: All UCC filings with Delaware as the filing state - **Debtor Profiles**: Delaware-incorporated business details with ZoomInfo company linkage - **Creditor Data**: Major institutional lenders active in Delaware filings - **Collateral Types**: Equipment, inventory, accounts receivable, IP, and blanket liens - **Filing Chain**: Amendments, continuations, and assignments ## Use Cases ### Corporate Lending Intelligence Delaware filings skew toward large, institutional lending relationships. Track corporate credit facilities, syndicated loans, and PE-backed financing. ### Institutional Finance Tracking Monitor which banks and institutional lenders are filing in Delaware to track deal flow and lending activity. ### M&A and PE Monitoring Private equity-backed companies often file UCC liens in Delaware. Track filings to identify leveraged buyouts, recapitalizations, and portfolio company borrowing. ### Entity Credit Analysis Use Delaware filing data to build credit profiles for Delaware-incorporated companies, regardless of their physical operating location. ================================================================================ # UCC Filings in New York > 3.5M+ UCC filings in New York — financial center with dense commercial lending activity **Source:** https://gtm.ai/marketplace/gtm-audiences/ucc-filings-in-new-york --- ## Overview Over 3.5 million UCC filings in New York — the financial capital of the world. New York UCC filings reflect the state's concentration of financial institutions, real estate, and major corporate borrowers. The creditor side is particularly rich, with Wall Street banks and alternative lenders dominating filing volume. ## What's Included - **New York Filings**: All UCC filings with New York as the filing state - **Debtor Profiles**: New York business details with ZoomInfo company linkage - **Creditor Data**: Lender names and types — from major banks to alternative lenders - **Collateral Types**: Equipment, inventory, accounts receivable, real estate, and more - **Filing Chain**: Amendments, continuations, and assignments ## Use Cases ### Financial Services Intelligence Track filing activity by Wall Street banks, commercial lenders, and fintech companies to understand competitive lending patterns. ### Commercial Credit Analysis Analyze New York commercial borrowing activity by industry, collateral type, and filing volume to identify market trends. ### Lender Tracking Monitor specific creditors' filing activity in New York to track market share, portfolio growth, and lending strategy changes. ### Metro Business Monitoring Track UCC activity for New York City businesses to identify credit events, new borrowing relationships, and financial position changes. ================================================================================ # UCC Filings in Texas > 10.7M+ UCC filings in Texas — the largest filing state by volume with creditor-debtor relationships and collateral data **Source:** https://gtm.ai/marketplace/gtm-audiences/ucc-filings-in-texas --- ## Overview Over 10.7 million UCC filings in Texas — the single largest filing state in the US. Texas's energy sector, construction activity, and business-friendly environment drive massive commercial lending volume, making this dataset essential for anyone targeting the Texas commercial credit market. ## What's Included - **Texas Filings**: All UCC filings with Texas as the filing state - **Debtor Profiles**: Texas business details with ZoomInfo company linkage - **Creditor Data**: Lender names and types active in the Texas market - **Collateral Types**: Equipment, inventory, vehicles, real estate, and more - **Filing Chain**: Related amendments, continuations, and assignments ## Use Cases ### Texas Lending Intelligence Map the Texas commercial lending landscape — see which banks, credit unions, and alternative lenders are most active and what collateral they're securing. ### Energy Sector Financing Texas UCC filings are heavily influenced by the oil and gas industry. Track equipment financing, drilling rig liens, and energy sector credit activity. ### Business Credit Monitoring Monitor UCC filing activity for Texas businesses in your portfolio — new filings, amendments, and releases signal changing financial positions. ### Regional Lender Analysis Identify which creditors dominate Texas lending by volume, collateral type, and geography to benchmark competitive positioning. ================================================================================ # Upper Mid-Market ($100M–$500M Revenue) > Companies with $100M–$500M in revenue — strong enterprise software budgets. **Source:** https://gtm.ai/marketplace/gtm-audiences/upper-mid-market-100m500m-revenue --- ## Overview Companies with $100M–$500M in revenue — strong enterprise software budgets. ## Use Cases - Revenue-based ICP segmentation - Enterprise vs SMB split - Budget qualification ================================================================================ # US Commercial Fleet > Commercial fleet owner and vehicle intelligence for 3M fleets **Source:** https://gtm.ai/marketplace/gtm-data/us-commercial-fleet --- ## Overview Comprehensive commercial fleet intelligence covering 3M+ fleets across the United States. Understand fleet composition, size, and fuel type to target the right companies with the right solutions. ## Key Data Points - **Fleet Size**: Total vehicles, national vs. local fleet designation - **Composition**: Light-duty, medium-duty, and heavy-duty vehicle counts - **Fuel Type**: Gasoline, diesel, hybrid, and electric vehicle breakdown - **Owner Data**: Company information linked to ZoomInfo profiles - **Contact Information**: Fleet managers and decision-maker contacts ## Use Cases ### Fleet Technology Target fleets based on size and composition for telematics, fleet management, and routing solutions. Identify companies with outdated systems or expansion signals. ### Vehicle Sales Reach fleet decision-makers when they're ready to buy. Segment by vehicle type needs and replacement cycles. ### EV Transition Identify fleets showing interest in electrification. Target companies with sustainability initiatives or operating in EV-friendly markets. ### Fuel & Maintenance Target fleets by fuel type and vehicle composition for fuel cards, maintenance services, and parts supply. ================================================================================ # US Commercial Real Estate Agents > Licensed commercial real estate agents and brokers with firmographic and contact intelligence **Source:** https://gtm.ai/marketplace/gtm-data/us-commercial-real-estate-agents --- ## Overview National coverage of commercial real estate agents and brokers with licensing, firm, and contact data. Engage the professionals who drive commercial property transactions and client relationships. ## Key Data Points - **Licensing**: Agent and broker credentials with jurisdiction coverage - **Firm Context**: Brokerage affiliations linked to company profiles - **Specialization**: Property type and market focus where available - **Contacts**: Verified professional contact paths for outreach ## Use Cases ### CRE Technology Sales Target agents and brokers at firms that match your ICP for CRM, marketing, and transaction tools. ### Brokerage Services Reach professionals at brokerages that align with your services portfolio. ### Geographic Campaigns Build territory-based lists by state, metro, or region for localized programs. ### Network Outreach Identify influential agents and teams for partnerships, events, and community programs. ================================================================================ # US Franchise Owners > 450k franchise relationships with ownership hierarchies and multi-unit operators **Source:** https://gtm.ai/marketplace/gtm-data/us-franchise-owners --- ## Overview Comprehensive franchise ownership intelligence covering 450k+ franchise relationships across the United States. Understand the complex ownership hierarchies, multi-unit operators, and brand affiliations that drive franchise business decisions. ## Key Data Points - **Ownership Structure**: Franchisor and franchisee relationships with ZoomInfo IDs - **Multi-Unit Intelligence**: Identify operators running multiple locations or brands - **Owner Contacts**: Direct contact information for franchise decision-makers - **Location Data**: Physical addresses and territory coverage - **Brand Affiliations**: Multi-brand operator identification ## Use Cases ### Enterprise Sales Target multi-unit operators who have purchasing authority across multiple locations. Identify the decision-makers who control vendor relationships for entire franchise networks. ### Market Expansion Analyze franchise density by geography, identify underserved territories, and understand competitive franchise presence. ### Partnership Development Connect with franchisors for system-wide partnerships or target franchisees for local implementations. ================================================================================ # US Franchisees > Franchisee operators with ownership, contact, and multi-unit intelligence **Source:** https://gtm.ai/marketplace/gtm-data/us-franchisees --- ## Overview Detailed franchisee intelligence covering independent operators and multi-unit owners across U.S. franchise systems. Connect franchisee entities to contacts, brands, and location portfolios for precise targeting. ## Key Data Points - **Operator Profiles**: Franchisee businesses linked to ZoomInfo company and contact data - **Ownership Structure**: Principal contacts and multi-unit ownership hierarchies - **Brand Portfolio**: Active brand affiliations and unit counts - **Geographic Footprint**: Markets and regions where operators are active ## Use Cases ### Multi-Unit Operator Outreach Prioritize operators with the unit scale and brand mix that match your solution. ### Franchisee Services Target operators for financing, insurance, technology, and operational services. ### Vendor Sales Engage independent franchisees and regional operators with localized value propositions. ### Ownership Monitoring Track operator expansion, brand changes, and portfolio shifts for timely outreach. ================================================================================ # US Franchises > Comprehensive franchise location and brand footprint data across the United States **Source:** https://gtm.ai/marketplace/gtm-data/us-franchises --- ## Overview Comprehensive franchise location intelligence covering major franchise brands across the United States. Understand where brands operate, how locations are distributed, and which operators control multi-unit footprints. ## Key Data Points - **Brand Coverage**: Franchisor and brand identification tied to ZoomInfo company profiles - **Location Data**: Addresses, markets, and operational status for franchise units - **Operator Linkage**: Connections to franchisee and multi-unit owner records - **Industry Context**: Service category and vertical classification for segmentation ## Use Cases ### Franchise Vendor Sales Target brands and operators based on location count, geography, and category fit for your solution. ### Competitive Footprint Analysis Map brand density by market to understand expansion patterns and whitespace opportunities. ### Local Market Expansion Identify markets with franchise concentration relevant to distribution, services, or retail partnerships. ### Partner Targeting Find franchise networks with the scale and profile that match your ICP for national or regional programs. ================================================================================ # US Restaurants > 1.1M restaurants with operational data, technologies, and decision-maker contacts **Source:** https://gtm.ai/marketplace/gtm-data/us-restaurants --- ## Overview Access detailed intelligence on 1.1M+ restaurants across the United States. From quick-service to fine dining, this dataset provides the operational, technology, and contact data needed to engage restaurant decision-makers effectively. ## Key Data Points - **Restaurant Profile**: Service type, cuisine, seating capacity, and operational hours - **Ownership**: Independent vs. chain, franchise affiliation, owner contacts - **Technology**: POS systems, online ordering platforms, reservation systems - **Licensing**: Liquor license status and type - **Digital Presence**: Website, social media, delivery platform partnerships - **Performance Indicators**: Ratings, reviews, and digital engagement metrics ## Use Cases ### Technology Sales Target restaurants based on current tech stack and digital readiness. Identify establishments using outdated systems or missing key capabilities. ### Food & Beverage Distribution Segment by service type, cuisine, and volume indicators. Target decision-makers responsible for vendor relationships. ### Financial Services Identify restaurants for payment processing, financing, or insurance based on business characteristics and growth signals. ================================================================================ # Vice Presidents of Engineering > VPs of Engineering globally — the technical leaders overseeing dev teams and platform. **Source:** https://gtm.ai/marketplace/gtm-audiences/vice-presidents-of-engineering --- ## Overview VPs of Engineering globally — the technical leaders overseeing dev teams and platform. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Vice Presidents of Marketing > VPs of Marketing globally — the demand gen and brand owners below CMO. **Source:** https://gtm.ai/marketplace/gtm-audiences/vice-presidents-of-marketing --- ## Overview VPs of Marketing globally — the demand gen and brand owners below CMO. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # Vice Presidents of Sales > VPs of Sales globally — the revenue leaders managing AE teams and quota attainment. **Source:** https://gtm.ai/marketplace/gtm-audiences/vice-presidents-of-sales --- ## Overview VPs of Sales globally — the revenue leaders managing AE teams and quota attainment. ## Use Cases - Title-specific executive outreach - Role-based persona targeting - Top-of-funnel list building ================================================================================ # VP Changes — Last 30 Days > 7,500+ companies with new VP-Level employment changes in the last 30 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-level-hires-last-30-days --- ## Overview The most recent VP-Level changes — only from the last 30 days — surface accounts at peak buying-window opportunity. 7,500+ companies with fresh signals. ## What's Included - **Change Signal**: VP-Level employment changes in the last 30 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new VP-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # VP Changes — Last 7 Days > 1,800+ companies with new VP-Level employment changes in the last 7 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-level-hires-last-7-days --- ## Overview The most recent VP-Level changes — only from the last 7 days — surface accounts at peak buying-window opportunity. 1,800+ companies with fresh signals. ## What's Included - **Change Signal**: VP-Level employment changes in the last 7 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new VP-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # VP Changes — Last 90 Days > 21,000+ companies with new VP-Level employment changes in the last 90 days — recency-filtered executive transition signal. **Source:** https://gtm.ai/marketplace/gtm-audiences/companies-with-new-vp-level-hires-last-90-days --- ## Overview The most recent VP-Level changes — only from the last 90 days — surface accounts at peak buying-window opportunity. 21,000+ companies with fresh signals. ## What's Included - **Change Signal**: VP-Level employment changes in the last 90 days - **Maximum Recency**: Only the freshest signals - **Company Linkage**: ZoomInfo company ID ## Use Cases ### Urgency-Based Outreach Day-1 sequences triggered by new VP-Level hires produce significantly higher conversion than delayed outreach. ### Daily Trigger Campaigns Use this as a daily-refresh trigger for automated new-leader sequences. ================================================================================ # VP-Level Engineering Leaders > VPs of Engineering, Infrastructure, and Platform globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-engineering-leaders --- ## Overview VPs of Engineering, Infrastructure, and Platform globally. ## Use Cases - Target VP-Level Engineering decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level Executives > All VP-Level executives globally — the senior individual contributor layer below C-suite. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives --- ## Overview All VP-Level executives globally — the senior individual contributor layer below C-suite. ## Use Cases - Seniority-based prospecting - Executive outreach - Practitioner-level demand generation ================================================================================ # VP-Level Executives in Europe > VP-Level contacts in United Kingdom — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-in-europe --- ## Overview VP-Level contacts in United Kingdom — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # VP-Level Executives in the United States > VP-Level contacts in United States — verified business contacts for regional outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-in-the-united-states --- ## Overview VP-Level contacts in United States — verified business contacts for regional outreach. ## Use Cases - Regional outreach campaigns - Country-specific ABM - Field sales territory targeting ================================================================================ # VP-Level Executives Who Changed Companies > 210,000+ VP-Level professionals who recently changed companies — new-company hires in their first weeks evaluating tools. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-who-changed-companies --- ## Overview VP-Level professionals who just joined a new company are a high-intent audience — they're actively evaluating what tools and vendors to bring into their new role. 210,000+ contacts available. ## What's Included - **Contact Profile**: Verified email and direct phone - **Change Type**: Company change (new employer) - **Function**: VP-Level classification - **Timing**: Change date for recency targeting ## Use Cases ### New-Company Sequences Reach professionals in their first 30 days at a new company — when they're most receptive to vendor conversations. ### Function-Specific Onboarding Vendors serving vp-level teams can target new hires likely to evaluate their category. ================================================================================ # VP-Level Executives Who Recently Changed Roles > 310,000+ VP-Level professionals who recently changed companies or roles — highest-propensity buyers in their first 90 days. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-who-recently-changed-roles --- ## Overview The first 90 days of a new role is when leaders are most open to new vendor relationships. 310,000+ VP-Level professionals recently changed jobs — this is the ideal moment to reach them with a relevant, personalized approach. ## What's Included - **Contact Profile**: Verified name, title, email, direct phone - **Change Signal**: Recent company or role change - **Timing**: Change timestamp for recency-based outreach scoring - **New Company Context**: Current company for firmographic targeting ## Use Cases ### First-90-Days Outreach New leaders evaluate tools and vendors in their first quarter. This audience identifies them at peak receptivity. ### Relationship-Led Pipeline Build pipeline from leaders who are actively establishing new vendor relationships at their new employer. ================================================================================ # VP-Level Executives with Direct Phone > VP-Level executives with direct phone — bypass the switchboard for senior outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-with-direct-phone --- ## Overview VP-Level executives with direct phone — bypass the switchboard for senior outreach. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # VP-Level Executives with Verified Email > VP-Level executives with verified email — senior leaders ready for direct outreach. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-with-verified-email --- ## Overview VP-Level executives with verified email — senior leaders ready for direct outreach. ## Use Cases - High-deliverability email campaigns - Direct phone outreach - Verified contact list building ================================================================================ # VP-Level Executives with Verified Email and Direct Phone > VP-Level executives with both verified email and direct phone — senior leaders reachable through multiple channels. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-executives-with-verified-email-and-direct-phone --- ## Overview VP-Level executives with both verified email and direct phone — senior leaders reachable through multiple channels. ## Use Cases - Precision ICP targeting - Multi-channel outreach - Account and contact list building ================================================================================ # VP-Level Finance Leaders > VPs of Finance, FP&A, and Treasury globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-finance-leaders --- ## Overview VPs of Finance, FP&A, and Treasury globally. ## Use Cases - Target VP-Level Finance decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level HR Leaders > VPs of HR, People, and Talent Acquisition globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-hr-leaders --- ## Overview VPs of HR, People, and Talent Acquisition globally. ## Use Cases - Target VP-Level Human Resources decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level IT Leaders > VPs of IT, Infrastructure, and Technology globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-it-leaders --- ## Overview VPs of IT, Infrastructure, and Technology globally. ## Use Cases - Target VP-Level Information Technology decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level Marketing Leaders > VPs of Marketing, Demand Generation, and Brand globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-marketing-leaders --- ## Overview VPs of Marketing, Demand Generation, and Brand globally. ## Use Cases - Target VP-Level Marketing decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level Operations Leaders > VPs of Operations, Business Operations, and Revenue Operations. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-operations-leaders --- ## Overview VPs of Operations, Business Operations, and Revenue Operations. ## Use Cases - Target VP-Level Operations decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # VP-Level Sales Leaders > VPs of Sales, Revenue, and Business Development globally. **Source:** https://gtm.ai/marketplace/gtm-audiences/vp-level-sales-leaders --- ## Overview VPs of Sales, Revenue, and Business Development globally. ## Use Cases - Target VP-Level Sales decision-makers - Persona-specific outreach - Account-based buying committee mapping ================================================================================ # Wells Fargo UCC Debtors > Wells Fargo's UCC borrower book: every company with a lien filed by a Wells Fargo lending entity, and the displacement list for any competing commercial lender **Source:** https://gtm.ai/marketplace/gtm-audiences/wells-fargo-ucc-debtors --- ## Overview Every company with a UCC financing statement filed by a Wells Fargo lending entity: Wells Fargo's secured borrower book, nationwide. For any competing commercial lender, this is the displacement list. These are businesses with an established Wells Fargo lending relationship and a known collateral position, ready for a refinance or takeaway conversation. ## What's Included - **Debtor Companies**: Every business with a Wells Fargo lien, linked to ZoomInfo profiles - **Creditor Entity**: The specific Wells Fargo entity on each filing - **Collateral Types**: Equipment, inventory, receivables, real estate, and more - **Filing Details**: Filing number and date, newest first - **Contacts**: Decision-maker contacts at each debtor ## Use Cases ### Competitive Displacement Target the borrowers of a single dominant lender with refinance, better-terms, or relationship-takeaway offers. ### Refinance Targeting Identify companies carrying Wells Fargo secured debt as prime candidates for refinancing and consolidation. ### Asset-Based Lending Segment the book by collateral type to match your ABL, equipment finance, or factoring product to the right debtors. ### Portfolio Benchmarking Understand the shape of a major bank's secured lending book by geography, industry, size, and collateral mix. ================================================================================ # Why Now > Build a timing case for reaching out to a company: the why-now thesis and specific hooks, each tying a real signal to one of your offerings. **Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-why-now --- ## Overview Why Now answers the question a seller has before reaching out: why this account, why now, and what to lead with. It anchors first on your side of the deal through get_gtm_context (offerings, ICP, competitors, priorities), because the timing only matters relative to what you sell. It then pulls intent, news, and scoop signals for the company and layers in account_research for deal and firmographic context. The skill corroborates and extends those signals with live web research, capturing URLs for recent developments ZoomInfo may not carry: announcements, initiatives, leadership statements, funding. From there it identifies the strongest timing reasons, builds a short thesis, and derives specific hooks. Every hook rests on a real signal with a date and a source, and maps to one of your offerings. Give it the company by ZoomInfo company ID or a name to resolve, and optionally your angle (what you sell into them, or the play you are running) to sharpen the hooks. The output leads with a timing thesis, lists the signals behind it, and gives two to four hooks with an opener you could send. When the signals are thin or stale, the skill says the timing case is weak and notes what would change it. ## What It Does - **GTM anchoring**: Reads your offerings, ICP, competitors, and priorities first, so timing is judged against what you actually sell. - **Signal pull**: Gathers intent topics, news, and scoops for the company, alongside account_research for deal and firmographic context. - **Web corroboration**: Confirms and extends signals with live research, capturing source URLs and cross-checking anything that looks stale. - **Timing thesis**: Synthesizes the strongest reasons into a short case for why the account is worth reaching out to now. - **Grounded hooks**: Produces two to four openers, each built on a dated signal, mapped to an offering, and ready to send or say. - **Weak-case honesty**: Says plainly when the signals are thin and names the trigger worth watching for instead. ## Use Cases ### Find a Reason to Reach Out Now You have a target account but no obvious opening. The skill anchors on what you sell, pulls the company's recent intent, news, and scoops, and surfaces the strongest timing reason. That might be a hiring surge, a funding round, or a spike in intent on a topic you address. The thesis tells you whether the moment is real. ### Build Outbound Hooks Grounded in Signals You are running an outbound play and want openers that land. The skill returns two to four hooks, each tied to a dated signal and mapped to an offering, with a line you could actually send. Because every hook cites its source, you can lead with specifics rather than a generic pitch. ### Confirm Timing Before a Call Before investing time in an account, you want to know the timing holds up. The skill cross-checks the signals against live web research, flags anything stale, and either confirms a strong case or tells you the timing is weak and what trigger would change it. You spend effort where it counts. ================================================================================ # ZoomInfo Intent Data > Buying signals across 5,000+ topics, showing which companies are researching your category right now **Source:** https://gtm.ai/marketplace/gtm-data/intent-data --- ## Overview Intent data shows which companies are actively researching a topic right now, before they ever fill out a form. ZoomInfo tracks content consumption across a broad publisher and review-site network, learns each company's normal behavior, and flags when research on a topic spikes above that baseline. The result is a ranked, daily view of accounts leaning into your category, each tied to a verified ZoomInfo company profile. This is the dataset behind the [Intent World Map](/playground/intent-map). It powers discovery (find companies showing intent for a topic) and enrichment (pull a known company's full intent profile). ## Key Data Points - **Topic**: 5,000+ curated topics, each mapped to a category, department, and job function - **Signal Score**: A 60-100 score reflecting how far current research is above the company's historical baseline - **Audience Strength**: How large the group researching the topic is at that company (A to E) - **Spike Detail**: Number of signals in the window, so you can tell a blip from a trend - **Company**: Firmographics, domain, and location resolved against ZoomInfo's company graph ## Use Cases ### Prioritize in-market accounts Surface the companies researching your category this week and focus reps on the ones already leaning in, rather than the whole list. ### Time outreach to active research Trigger plays the moment a topic spikes. A signal score climbing above baseline is your cue to reach out while the buying team is still reading. ### Score and route leads Weight scoring models with intent so purchase-ready accounts rise to the top and route to the right team automatically. ### Competitive and category intelligence Watch for research on competitor topics or adjacent categories to defend renewals and find expansion openings. ## Start building - Discover companies by topic with the [`search_intent`](/docs/mcp/tools/search-intent) MCP tool (no credits to search) - Pull a known company's signals (intent, news, scoops) with [Enrich Company Signals](/docs/mcp/tools/enrich-company-signals) - Go straight to the [Intent Search API reference](https://docs.zoominfo.com/reference/searchinterface_searchintent) ================================================================================ # Release Notes ================================================================================ # More Easily Filter Agent Teams > Finding and configuring Agent Team triggers is now more precise. Filter templates by exact trigger type instead of broad categories, match multiple values in a single filter condition using OR logic (for example, "smith OR jones OR duff"), and filter form-fill triggers by submission status. All three are available now in trigger configuration and the template browser. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/agent-teams-filter-improvements --- ================================================================================ # Trigger Agent Teams From Company Funding Events > Agent Teams can now kick off directly from a company funding event, with filters for funding type, amount, round date, and investors. Build plays like budget-timing follow-ups the moment a target account raises a new round, available now under the Funding trigger type in Signals. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/agent-teams-funding-trigger --- ================================================================================ # Trigger Agent Teams on ZoomInfo Scoops > Agent Teams can now trigger automatically on 13 Scoops signal types, including Product Launches, M&A events, IPOs, Layoffs, Hiring Plans, Pain Points, Partnerships, Awards, and more. Each trigger type fires when ZoomInfo detects a matching scoop for an account in your workflow, with filtering on company attributes like industry, revenue, and employee count, plus the scoop description itself. Enrichment pulls a Company Brief automatically so agents have context on the account when the play starts. Find Scoops triggers in the Signals category when building a new trigger in Agent Teams. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/agent-teams-scoops-trigger --- ================================================================================ # Work With Your Connected Snowflake Data Directly From an Agent > Once your Snowflake account is connected, an agent can see which tables you have access to and what columns are in each one. Ask for a sample of rows or a filtered record count and you get it back without building anything, so you can size up your own data first. When you want to act on it, the agent can turn a table into a new ZoomInfo audience or add Snowflake columns like account tier and renewal date onto an audience you already have. Access depends on a connected Snowflake integration and the tables your admin exposes in the Integrations tab. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/agent-teams-snowflake --- ================================================================================ # September 2026 Data Cube Release > This month's update focuses on two things: grading locations on whether a trusted source has actually confirmed them, and rebuilding every address in the UK, Canada, Australia and New Zealand into one clean format. Location quality is now graded on trusted-source verification rather than an internal confidence score — a location's grade reflects whether a source capable of confirming it has done so recently, and whether the business is still operating there. About 1.2M more locations now meet the top standard, a roughly 17% increase in that group, and nothing has been removed — every location still publishes. Around 22M locations across the UK, Canada, Australia and New Zealand were also reprocessed into one consistent address format, the same cleanup applied to US addresses last month. Australia and New Zealand gain map coordinates for the first time, and Canada and the UK improve theirs, so address text in these countries should look different and match more cleanly against your own systems going forward. ZoomInfo's database now stands at approximately 123.1M companies. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/data-cube-release --- ================================================================================ # MCP Client Integration with Outreach > ZoomInfo account and contact intelligence now connects directly into Outreach through a native MCP integration. Reps building sequences, prioritizing prospects, or prepping for a call in Outreach can pull in verified firmographic and contact detail, along with signals like recent funding or headcount growth, without leaving the platform where they're already working. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/integration-outreach --- ================================================================================ # MCP Client Integration with Showpad > ZoomInfo account and contact intelligence now surfaces directly inside Showpad, connected through a native MCP integration. Reps building buyer-facing content, running coaching plans, or tracking deal-stage engagement in Showpad can pull in verified firmographic and contact context without switching tools, so personalization and coaching stay grounded in current account data instead of what was true when a deal opened. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/integration-showpad --- ================================================================================ # MCP Client Integration with Superhuman > ZoomInfo brings trusted B2B intelligence to the fastest email experience. Inside Superhuman Go, Superhuman's AI assistant for email, web, and calendar, reps can research a prospect while drafting a message and pull in verified firmographic detail and account-level signals like recent funding or headcount growth. That means outreach gets personalized and next steps get taken directly in Superhuman Go, without switching tools. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/integration-superhuman --- ================================================================================ # Sharper Data for ZoomInfo Revenue Agent in Salesforce Agentforce > ZoomInfo Revenue Agent for Salesforce Agentforce is now available as a standalone AppExchange listing, with improved security, admin controls, and seller workflows. Revenue Agent now supports Salesforce External Named Credentials to meet Salesforce security requirements, along with enhanced export governance, improved token handling, expanded company and contact search, smarter Intent search, corporate hierarchy, improved Recommended Contacts, Opportunity record support, refreshed Account Summary experiences, and a new Prompt Library. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/revenue-agent-agentforce --- ================================================================================ # Smarter Matching and Merging: Cleaner, More Accurate Contact Profiles > ZoomInfo has improved the entity resolution and merging processes that caused some contact records to combine two different people's information into a single profile, and 10 million of the identified records have already been corrected into clean, accurate profiles. For example, a contact whose profile previously showed an inconsistent or unusually long job history will now show only the roles that person actually held, so you can trust the contact details belong to the right person. This gives your team more reliable employment history and contact data on every contact profile, feeding cleaner inputs into downstream capabilities like enrichment and employment change signals. If you still notice a profile that looks off, ZoomInfo Support can submit it for manual correction, at no additional cost or setup required on your end. **Date:** 2026-09-15 **Source:** https://gtm.ai/releases/smarter-matching-merging --- ================================================================================ # Filter Agent Team Triggers by Audience > You can now scope an Agent Team trigger to fire only for companies in a specific ZoomInfo Audience, so a play acts only on the accounts you actually care about. Add an Audience filter when configuring any trigger and select the audience — for example, restricting website-visit triggers to only your ICP or only existing customers. If you've already built an audience that defines which accounts matter, point your trigger at it instead of rebuilding those filters inside Agent Teams. **Date:** 2026-09-11 **Source:** https://gtm.ai/releases/agent-teams-audience-filter-trigger --- ================================================================================ # Add Human Approval Checkpoints to Agent Teams > Agent Teams can now pause at a defined step and wait for a person to sign off before continuing. Add an Approval step between any two steps, choose the approver, and when a run reaches that point it stops and notifies them in the app. The approver sees a plain-language summary of what happened and what's next, then approves, edits the content being handed off, or rejects with a comment saved to run history. A run auto-rejects if no one responds within 12 hours. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-approval-node --- ================================================================================ # Pick Every Agent Capability From One Catalog > Building an agent now starts from a single catalog of capabilities — one place for what used to be separate lists of skills, integrations, and tools. Add capabilities by quick search or browse by category, and the builder suggests capabilities based on what the step is supposed to do, automatically attaching clear fits and offering the rest as one-click adds. Suggestions only include integrations your org has already connected, and a disconnected tool warns you on run or activation. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-capabilities-catalog --- ================================================================================ # Create and Update CRM Records and Audiences Directly From a Workflow > The Create and Update steps in Agent Teams now write directly to GTM Studio Audiences and to Salesforce and HubSpot records, with per-field instructions instead of a free-form agent prompt. Pick the destination from your connected integrations, tell each field what it should contain, and the workflow lands the result exactly where you pointed it — a qualified lead list written into a new audience, or an ICP score and rationale written onto the matching Salesforce record. Field names are checked against your CRM's live metadata, so instructions land on real fields rather than guesses, and workflow output no longer stops at a CSV export on its way to the places sellers actually work. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-crm-audience-write --- ================================================================================ # Employment Change Trigger for Agent Teams > Automatically launch an Agent Team play the moment a tracked contact changes jobs, gets promoted, or moves to a new company. The Employment Change trigger fires on title changes, company moves, and departures, with filters for seniority, C-level status, target company, and more, so only the signals that matter to your pipeline kick off a workflow. For example, detect when a champion at a target account joins a new company, then have an agent research their new role, update the contact record in Salesforce, and alert the account owner in Slack. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-employment-change-trigger --- ================================================================================ # Run Agent Teams with Full Audience Input > Give your Agent Team the full picture before it acts. Previously, running a play against an Audience processed each row as its own separate workflow run, so the agent saw one record at a time with no visibility into the rest of the list. With full Audience input, you can now run a single workflow against the entire Audience at once, giving the agent access to all records simultaneously. This unlocks analysis and synthesis use cases that weren't possible before: prioritize a pipeline segment by fit, rank accounts across a list, or identify patterns across a set of contacts, all in one run. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-full-audience-input --- ================================================================================ # Build Agent Teams Using Natural Language > Describe the Agent Team you want to build in plain language, and ZoomInfo configures it automatically. Type what you're trying to accomplish — for example, "Research accounts that recently showed intent and write personalized outreach in Salesloft" — and the builder creates a complete workflow with the right trigger, steps, and tools already configured. Open it in the canvas to verify and adjust, then activate. To get started, create a new Agent Team and choose Create with AI. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-natural-language-builder --- ================================================================================ # New Agent Tools: Exa and GetProspect > Two new tools have joined the agent capability catalog. Exa gives agents web search that matches meaning instead of exact keywords, useful for account research, structured site details, press and product mentions, and finding look-alike companies from a seed account. GetProspect finds a contact's business email from their name and company, then verifies deliverability before the agent adds them to a sequence. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-new-tools-exa-getprospect --- ================================================================================ # Route Records to the Right Sellers From an Agent Team > Agent Teams can now route leads, accounts, and opportunities to the right sellers on their own. Add a Routing step and pick the assignment type — round robin, an ownership column, the record's CRM account owner, or GTM Studio territories — using the same options and wording as Route to Sellers. Assignments stay inside the workflow unless Write to CRM is turned on, and existing owners are never overwritten unless that's turned on too. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-routing-tool --- ================================================================================ # Run Ready-Made Agent Teams With Zero Setup > A curated set of ZoomInfo-built Agent Teams, labeled Shared and Created by ZoomInfo, now appears directly in your Agent Teams list, ready to run immediately. Previously, running one of these pre-built teams required creating a full copy in your own tenant first, which meant only users with Agent Team creation permissions could get started. Trigger these Shared Agent Teams straight from your Agent Teams list, and use the new Source filter, set to ZoomInfo, to find them quickly. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-shared-teams --- ================================================================================ # Get Smarter Tool Suggestions When Building Agents > When you set up a new agent step, ZoomInfo now reasons over your active skills, integrations, and tools to recommend the right ones for the task — automatically adding the ones it's confident about and suggesting the rest. Suggestions only include integrations you've already connected, so you won't see options you can't use. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-smarter-tool-suggestions --- ================================================================================ # User Delegation for Agent Team Plays > Run Agent Team plays on behalf of specific reps, not as the RevOps user who configured them. With User Delegation, select Run as Others when scheduling or manually triggering a play, then choose one or more teammates or user groups — the workflow executes in each rep's context: email outreach sends from their address, Workspace signals reflect their accounts, and records route based on their role. Configure it at run time or when setting up a scheduled trigger, and every execution behaves as if each rep triggered it themselves. **Date:** 2026-09-01 **Source:** https://gtm.ai/releases/agent-teams-user-delegation --- ================================================================================ # Champion and Employment Changes Tracking Is Now More Accurate and Faster > Champion Tracking and job-change signals now draw on more employment data sources, so you find out about a job change faster and with more confidence it's accurate. When you see the signal, it means the person genuinely changed employers — not that their company merged, they transferred departments, or they took on a secondary board role. This is automatically active for all Champion Tracking and signals users in Copilot and Sales OS, with no setup or new package required. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/champion-employment-tracking-accuracy --- ================================================================================ # Datagma: New GTM Studio Data Enrichment Connector > Datagma specializes in verified business contact data, enriching incomplete B2B records with more than 50 attributes pulled from real-time web data rather than a static database. Add it as an enrichment attribute in GTM Studio's Enrich panel to fill in missing email addresses, catch job changes, and flag recently funded companies, right alongside the firmographic and contact data already in your audience. To connect, add the Datagma connector from the GTM Studio Enrich panel using your Datagma API key. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/connector-datagma --- ================================================================================ # Syftdata: New GTM Studio Data Enrichment Connector > Product usage tells you who's actually engaged, not just who signed up. Syftdata's in-product event data is now available as an enrichment attribute in GTM Studio's Enrich panel, so you can layer usage signals like feature adoption and engagement frequency onto an audience alongside firmographic and contact data, and see which accounts are getting real value rather than just headcount. Add the Syftdata connector from the GTM Studio Enrich panel using your Syftdata API key. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/connector-syftdata --- ================================================================================ # Talkwalker: New GTM Studio Data Enrichment Connector > Brand mentions, media coverage, and sentiment from Talkwalker's social listening platform are now available as enrichment attributes in GTM Studio's Enrich panel. Spot which accounts in an audience are already talking about you, a competitor, or a relevant industry topic across more than 30 social networks, blogs, forums, and news sources, and use that as a timing signal before you reach out. To connect, add the Talkwalker connector from the GTM Studio Enrich panel using your Talkwalker API key. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/connector-talkwalker --- ================================================================================ # TitanX: New GTM Studio Data Enrichment Connector > TitanX phone-quality scores are now available as an enrichment attribute in GTM Studio's Enrich panel, right alongside the firmographic and contact data already in your audience. Sort a calling list by likelihood to connect before your reps start dialing, so time on the phone goes toward the numbers most likely to pick up. To connect, add the TitanX connector from the GTM Studio Enrich panel using your TitanX API key. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/connector-titanx --- ================================================================================ # August 2026 Data Cube Release > This month's update focuses on two things: expanding business validation signals to verify more established companies, and making sure every US location address follows one clean, consistent format. About 2.6M companies now meet ZoomInfo's highest standard for verified company data, thanks to a newly accepted signal — a confirmed headquarters address, even without an active company website. That adds millions of established, verifiable businesses, including many local and regional companies with limited web presence, to the group of company records customers trust most for outreach and account work, a roughly 12% increase in that group. Every existing US location address has also been updated to follow one consistent, clear format, reducing friction when matching or combining ZoomInfo data with your own systems. ZoomInfo's database now stands at approximately 122.8M companies. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/data-cube-release --- ================================================================================ # Automate Audience Exports to CRM and Sales Engagement Platforms > RevOps and operations teams can now configure GTM Studio Audiences to automatically export refreshed records to Salesforce, Outreach, HubSpot, and other connected destinations on a daily, weekly, or monthly schedule. Previously, even with Automated Refresh keeping audience data current, pushing those updated records into CRM and sales engagement platforms still required a manual trigger after each refresh cycle. Set up your export schedule directly in the Automated Refresh configuration within any Audience, and monitor every run through a full execution history with per-run record counts and audit files. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/gtm-studio-automate-audience-exports --- ================================================================================ # API Client Partner Integration with Exa > Exa's AI-powered web search can now be combined with ZoomInfo's GTM intelligence through the ZoomInfo API. An agent built on Exa that surfaces a company through web search can pull that company's verified firmographics, key contacts, and intent signals from ZoomInfo in the same pass, rather than stopping at what's publicly indexed. That lets developers building agent workflows on Exa act on a lead the moment it turns up, not just identify it. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-exa --- ================================================================================ # MCP Client Integration with Google Gemini > ZoomInfo now works as a native connector inside Google Gemini Enterprise. Once enabled, Gemini Enterprise can enrich account and contact profiles, analyze buyer intent, and search ZoomInfo's news and Scoops signals as part of a federated search alongside your other connected data sources, so a single Gemini response can blend ZoomInfo intelligence with everything else your organization has connected. There's nothing to register on ZoomInfo's side, no client ID or secret — you authorize with your own ZoomInfo account when you enable the connector. To connect, an admin creates a data store in Google Cloud Console, selects ZoomInfo as the source and Company as the entity to search, then connects that data store to a Gemini Enterprise app. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-gemini-enterprise --- ================================================================================ # API Client Partner Integration with Integrate.com > Integrate.com's Demand Acceleration Platform validates, enriches, and routes every lead that flows through it before that lead reaches a customer's CRM or marketing automation platform. With ZoomInfo's API now connected, that enrichment step can pull directly from ZoomInfo's firmographic and contact data, so leads arrive in Integrate.com's governed pipeline more complete from the moment they're captured. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-integrate-com --- ================================================================================ # API Client Partner Integration with Orum > Orum brings together parallel dialing, conversation analytics, and AI coaching into one calling performance platform for outbound sales teams, using AI to detect voicemails, filter out bad numbers, and navigate phone directories so reps spend their time in live conversations instead of working through a dial list. With the ZoomInfo API now connected, Orum can pull in ZoomInfo mobile phone numbers and account and contact context directly into that calling workflow, and mutual customers can also import Orum's dialer call activity into Chorus for conversation intelligence on top of every call. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-orum --- ================================================================================ # MCP Client Integration with Replit > Replit's AI agent turns a plain-English description into a working app, and it can now build against ZoomInfo's company and contact intelligence through a native connector along the way. Describe an internal tool that should pull up account details for a given company, and the agent can wire it to real ZoomInfo data as it builds, rather than a developer adding that connection by hand after the prototype is done. To connect, open your Replit workspace settings, go to Integrations, and select the ZoomInfo connector. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-replit --- ================================================================================ # MCP Client Integration with Slack > Slack AI can now call ZoomInfo tools directly inside your workspace. Ask a natural-language question like "show me the VPs of Sales at [company]" or "research this account and summarize its business," and Slack AI invokes ZoomInfo's company and contact intelligence to answer right there, without switching tabs. This builds on the existing ZoomInfo app for Slack, which already delivers Copilot Breaking Alerts and Chorus meeting summaries straight to your channels and direct messages. To connect, an admin authorizes the ZoomInfo app for Slack with the MCP permission enabled, then any teammate can turn on ZoomInfo MCP tools from Slack's Manage Apps menu using their own ZoomInfo credentials. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-slack-mcp --- ================================================================================ # API Client Partner Integration with Tray.ai > Tray.ai connects and automates processes across a tech stack, and it now has a native connector for pulling ZoomInfo's GTM intelligence into those workflows. Build an automation that verifies and deduplicates incoming leads against ZoomInfo data before they reach your CRM, routes an account to the right rep the moment it starts showing intent on a relevant topic, or refreshes CRM records on a schedule based on what's actually changed in ZoomInfo, all without custom integration code. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-tray-ai --- ================================================================================ # MCP Client Integration with Von > Von analyzes a revenue team's calls, CRM records, and email to answer questions about what's actually happening across their deals, like which stage a deal is really in or what a prospect committed to on the last call. It can now pull in ZoomInfo's company and contact intelligence through a native MCP connector, so a question like "what's the risk on this renewal" draws on a team's own conversation and CRM history alongside ZoomInfo's firmographic and contact data, not just one or the other. To connect, set up the ZoomInfo MCP connection from Von's platform settings. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-von --- ================================================================================ # API Client Partner Integration with Zapier > Zapier automations can now reach ZoomInfo's GTM intelligence directly through the ZoomInfo API. Build a Zap that triggers when a target account shows new buying intent or a contact changes jobs, then routes that update straight into your CRM, ad platform, or Slack. The same connection also brings in ZoomInfo actions for pulling lookalike companies, org charts, and corporate hierarchy data into any Zap you're already running. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/integration-zapier --- ================================================================================ # Track Buying Committee Moves, Hiring Signals, and More in Account Research > Account Research now returns a consistent set of five sections on every company you look up — buying committee, important contacts, recent conversations, summary of engagements, and pain points and use cases. It also surfaces buying-committee changes, hiring activity, recent projects, and website visitor activity, so a briefing shows not just who's involved with an account but what's shifting there right now. Anyone asking a connected AI tool or the CLI to research an account gets a deeper, more current answer without changing how they ask the question. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/mcp-account-research-enhancements --- ================================================================================ # 2.9M Personal Email Coverage Expansion > ZoomInfo expanded personal email coverage by 2.9 million contacts, associating supplemental emails to business profiles and giving more contacts multiple supplemental email options for waterfall enrichment — ZoomInfo's process of automatically trying back-up contact fields until it finds one that works. When prospects engage with your website using a personal email address, ZoomInfo now resolves more of those visitors to their complete business profile, showing you their company, title, and contact information for improved match rates. For existing contacts in your database, more now have a second or third supplemental email on file, so GTM Studio's waterfall enrichment can surface additional alternative values — especially valuable for recruiters who rely on supplemental email to reach candidates when a work email tied to their current employer isn't an option. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/personal-email-coverage-expansion --- ================================================================================ # SCIM User Provisioning with Subscription Groups > Admins can now connect a single attribute from their identity provider, Okta or Azure AD, to pre-built Subscription Groups in the ZoomInfo Admin Portal, so every new user gets the right product access, admin permissions, and credit allocation automatically the moment their account syncs. For example, mapping new hires to a "Sales Rep" group instantly grants their Sales product access, bulk credits, and AI Action Credits, with no manual setup or CSV upload required, giving IT centralized governance as teams scale. Configure Subscription Groups under User Management, Auto Provisioning in the Admin Portal, then apply them across every new hire going forward. **Date:** 2026-08-18 **Source:** https://gtm.ai/releases/scim-subscription-groups --- ================================================================================ # See Where an Account's Health Is Really Heading > Ask your ZoomInfo-connected AI assistant to read an account's health directly from recent conversations. Account Health returns a clear verdict (healthy, watch, or at-risk) with a stated confidence level, backed by sentiment trajectory, evidence-based risk signals, and one to three recommended actions, and it asks for your input rather than guessing when the conversations don't settle the question. Available now through the ZoomInfo MCP skills library in Claude, ChatGPT, and other connected AI tools. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-account-health --- ================================================================================ # Catch Up on Any Account in Seconds, Not Minutes > Ask for a recap of a specific account and get a one-line read on whether the relationship is warming, steady, or cooling, backed by what's actually been discussed lately and any stakeholder changes worth knowing. Add a lens like renewal risk or post-exec-change to frame the recap around the question you care about most, and walk into your next call already caught up. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-account-relationship-recap --- ================================================================================ # Hand Off Accounts to CS With Full Context, Automatically > Build an AE-to-CS handoff brief straight from the sales conversations that closed the deal, capturing what was promised, how the customer defined success in their own words, and how each stakeholder likes to work. Commitments made are kept clearly separate from aspirational talk, so customer success inherits exactly what they're on the hook for instead of a lossy verbal handoff. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-ae-cs-handoff --- ================================================================================ # Coach Reps on Specific Calls, Backed by the Transcript > Get a coaching read on how a rep handled a specific call, covering discovery quality, objection handling, and talk dynamics. Every strength and improvement area is tied to a real moment in the conversation, and each critique comes with a concrete alternative to try next time, so managers can give specific feedback instead of vague encouragement. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-call-coaching --- ================================================================================ # Never Re-Listen to a Call to Remember What Happened > Get a tight recap of any recent call, including decisions made, action items with owners, and open questions, pulled directly from the transcript. The recap marks any action item without a stated owner or date instead of guessing, and adapts to what you need, whether that's a full writeup, an action-items-only list, or a version for your manager. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-call-recap --- ================================================================================ # Track Every Promise Made on Both Sides of a Deal > Build a two-sided ledger of what your team promised and what the customer promised across recent conversations, with each item marked open, done, or unclear based on what later calls actually show. Scope it to an account, a contact, or a specific set of calls to get a clean, evidence-backed list of what still needs chasing before your next follow-up. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-commitment-ledger --- ================================================================================ # Monitor Buyer Intent Against Your Own GTM Context > Pull a company's recent buyer-intent topics and see which ones actually map to something you sell, each with a one-line reason, rather than a generic relevance score. Intent that points at a competitor's category gets called out separately, so it's never mistaken for demand pointed at you, and when there's no active intent on file, you'll know this account isn't currently worth prioritizing. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-company-intent-monitor --- ================================================================================ # Spot the News That Actually Matters for Your Accounts > Get a grouped digest of an account's recent news and business events, sorted by category like funding, leadership changes, and expansion, with a one-line "so what" on every item. The digest closes with the one or two items that open a timely outreach angle, so you can lead with something specific instead of scanning headlines yourself. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-company-news-monitor --- ================================================================================ # Reconnect With Any Contact Without Losing the Thread > Ask for a recap of your relationship with a specific person and get their posture toward you classified on a clear scale, from engaged champion to gone quiet, along with whether that posture is strengthening or weakening and why. You'll also see what they've said or asked for lately and what they're waiting on from you, so you can re-engage with full context instead of guessing where you stand. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-contact-relationship-recap --- ================================================================================ # Start Your Day With a Brief on Every Meeting > Ask for a brief on your day and get one card per external meeting, each covering where the account stands, the single outcome to drive, and any follow-ups still open. If your calendar is packed, the skill flags the meeting count first and offers to narrow the scope, so a busy day doesn't turn into an unplanned credit spend. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-daily-brief --- ================================================================================ # Map a Prospect's Buying Process From What They've Told You > Map a prospect's decision-making process using only what they've actually said on recent calls, including criteria, timeline, and approvers. Anything the conversations never covered is marked "not stated" instead of inferred, and a named approver is always kept distinct from one a rep merely assumed was involved, so the read holds up in a forecast review. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-decision-process-mapper --- ================================================================================ # Draft Follow-Up Emails Grounded in the Actual Call > Draft a follow-up email after a call that pulls the commitments and next steps that were genuinely discussed, complete with a verification list of what was extracted from each side so nothing gets added or missed. The draft is left for your review and never sent automatically, so you stay in control while skipping the rebuild-from-memory step. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-draft-follow-up --- ================================================================================ # Jump Back Into Any Stalled Email Thread Instantly > Summarize a long email thread by reading the actual message content, not just subject lines, and get back where it stands, what was decided, and what's still open, with every point attributed to who said it. The summary is ordered by importance rather than message order, so the decisions that matter surface above the scheduling chatter. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-email-thread-summarizer --- ================================================================================ # See the Full Story of Any Relationship at a Glance > Get a timeline of every meeting and email with an account or contact, split by type with a per-person participant count, and flagged the moment someone who engaged early has gone quiet. Any engagement on the timeline can be handed straight to conversation intelligence for a deeper read, so a renewal prep or deal-history question turns into a few seconds of scanning instead of digging back through separate tools. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-engagement-timeline --- ================================================================================ # Get Executives Up to Speed Before They Walk Into a Call Cold > Produce a one-pager for an executive dropping into a customer call or internal review with zero context, showing who's in the room, where the relationship actually stands, and the specific talking point or question that matters most right now, such as a stalled commitment to raise or a champion who's gone quiet. Built to be read in under a minute, so an exec sponsor can join sounding informed without a pre-call sync. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-exec-brief --- ================================================================================ # Build a Mutual Action Plan From What Was Actually Discussed > Build a mutual action plan directly from what was discussed on recent calls, with each step and owner traced back to the conversation where it was agreed to rather than assumed. Steps neither side has confirmed are marked as proposed instead of committed, so the plan reflects real alignment and doesn't overstate where the deal actually stands. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-mutual-action-plan --- ================================================================================ # Get a Recommended Next Move on Any Deal or Relationship > Ask for the next best action on a deal and get a specific recommendation, such as looping in a champion who mentioned budget approval is close or re-engaging a stakeholder who's gone quiet since the last call, along with the exact conversation moment that recommendation is based on. When the history doesn't clearly support a confident recommendation, the skill says so instead of guessing. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-next-best-action --- ================================================================================ # Track How Objections and Blockers Evolve Across a Deal > Track open objections and blockers on a deal and see how each one has evolved across recent calls, with every blocker marked as resolved, still open, or resurfaced in a new form. This distinction matters because a blocker that keeps reappearing under different language is a different risk than one that's genuinely been put to rest, and the tracker calls that difference out explicitly. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-objection-blocker-tracker --- ================================================================================ # Assemble a QBR Prep Pack in Minutes > Assemble a QBR prep pack that pulls specific value moments straight from the account's conversation history, like a feature the customer explicitly credited with saving time, alongside adoption themes, risk signals, and renewal readiness, so the narrative is built from what customers actually said rather than a generic quarterly template with blanks to fill in. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-qbr-prep --- ================================================================================ # Prepare for a Renewal With Value, Risk, and Expansion in One View > Prepare for an upcoming renewal with a single view of value delivered, risk signals such as a champion changing roles or usage dropping off, and expansion opportunities, each traced back to a specific moment in the account's conversation history instead of a generic health score. Go into the renewal conversation knowing exactly what to lead with and what to watch for. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-renewal-prep --- ================================================================================ # Build the "Why Now" Case for Reaching Out > Build a "why now" case for reaching out to a company, pairing a timing thesis with the specific hooks that make the moment relevant, whether that's a signal, a piece of news, or a shift in intent. Outreach starts from a real, current reason instead of a generic touch that could have been sent any day of the year. **Date:** 2026-07-28 **Source:** https://gtm.ai/releases/mcp-skill-why-now --- ================================================================================ # Prioritize Audiences with Account Fit and In-Market Scores > GTM Studio Audiences now include Account Fit Score (AFS) and In-Market Score (IMS) as enrichment columns, giving you a single workspace to sort, filter, and segment accounts by ICP alignment and active buying intent. Both scores are now embedded directly in Audiences alongside all other enrichment attributes — no more reconciling which accounts belong in each tier before activating. Access AFS and IMS under Score and Route in any GTM Studio Audience, with picklist filters for Fit Category (Great Fit, Moderate Fit, Low Fit) and Funnel Stage (Awareness through Evaluation). **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/afs-ims-gtm-studio --- ================================================================================ # List Active Pulses Through the Agent API > The Agent API now includes an endpoint for retrieving a user's active pulses — ZoomInfo's prioritized, plain-text insights on companies and contacts, built for AI agents to read and act on directly. Each pulse includes a priority level, category, and a link to the associated company or contact. Dismissed, saved, and expired pulses are excluded automatically so agents only see what's current. No additional configuration required. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/agent-api-list-pulses --- ================================================================================ # ZoomInfo Chrome Extension: Rebuilt as a Native Application > The ZoomInfo Chrome Extension has been rebuilt from the ground up on modern technology, replacing the legacy extension that caused latency, crashes, and slowdowns. Pages load 2–3× faster, and better page parsing raises match rates so more of the people and companies you view return a verified, complete record. The extension now opens in its own Chrome side panel instead of overlaying the page, matched records show a clear verified indication, and Copilot customers get a new AI-generated "Important to know" section on every profile for quick call prep. The update is already live in your extension — no action needed. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/chrome-extension-rebuild --- ================================================================================ # 6sense Lead Scoring: New GTM Studio Data Enrichment Connector > Buying-stage scores and conversion likelihood signals from 6sense are now available as enrichment attributes in GTM Studio's Enrich panel. Add them alongside firmographic and contact data from the 6sense Enrichment connector for a more complete picture of where each account stands before you activate. To connect, add the 6sense Lead Scoring connector from the GTM Studio Enrich panel using your 6sense API key. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/connector-6sense --- ================================================================================ # Listmint: New GTM Studio Data Enrichment Connector > Email deliverability validation is now available as an enrichment attribute in GTM Studio's Enrich panel. Connect your Listmint account to add an additional layer of email verification to your audiences before activation — including coverage for catch-all domains — and segment on that confidence alongside your other enrichment attributes. To connect, add the Listmint connector from the GTM Studio Enrich panel using your Listmint API key. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/connector-listmint --- ================================================================================ # Twilio: New GTM Studio Data Enrichment Connector > Carrier-level phone validation from Twilio is now available as an enrichment signal in GTM Studio's Enrich panel, adding line type and messaging channel availability to your audience attributes. Enrich audiences with channel-specific confidence before activation so you can segment on exactly how to reach a contact, not just whether you have a number. To connect, add the Twilio connector from the GTM Studio Enrich panel using your Twilio Account SID and Auth Token. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/connector-twilio --- ================================================================================ # Conversation Intelligence settings now live under Integrations > Meeting Import, Meeting Sharing, and Custom Summaries have moved from Configurations > Intelligence to a dedicated Integrations > Conversation Intelligence section, so admins manage all conversation intelligence controls from one place instead of hunting across settings menus. The three tools are organized under tabbed navigation within the new section. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/conversation-intelligence-settings --- ================================================================================ # Reach Buyers in 20 New Countries with ZoomInfo Display Ads > ZoomInfo Marketing now supports display advertising in 31 countries total, adding 20 new markets across Europe, the Middle East, Japan, and Latin America — including Germany, France, Italy, Spain, and the UAE. Enterprise and global teams can now target their exact account lists across all major new markets from within their existing ZoomInfo campaign workflow, with no extra steps required. Available to all ZoomInfo Marketing customers with display advertising. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/display-ads-20-countries --- ================================================================================ # Expanded US & Global Contact Coverage from Company Websites > Find contacts at companies across the US and 40+ countries, captured directly from each company's website using ZoomInfo's advanced web crawling and extraction technology, and fed into your search, audience building, enrichment, and Copilot workflows. This expansion added 7.6 million contacts globally, including 2.1 million European contacts with verified, deliverable email addresses. Executive and board member contacts reflect what each company currently publishes on its own leadership page, refreshed quarterly. In GTM Studio, build a target account list in a market like Germany or Brazil and pull contacts and titles straight from each company's website. Available now across SalesOS, GTM Studio, Marketing, and Copilot at no additional cost. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/expanded-contact-coverage --- ================================================================================ # Export Audiences to LinkedIn and Meta > GTM Studio now connects audience building directly to paid social activation. Export an audience built around accounts showing buying intent straight to your connected LinkedIn or Meta ad account, track match rates and export status in GTM Studio, and act on that intent the same day it appears. Find it in the audience view under Actions, then Activate, for any ad account connected through the ZoomInfo Admin Portal. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/export-audiences-linkedin-meta --- ================================================================================ # Query ZoomInfo from Your Terminal > The GTM CLI puts ZoomInfo's go-to-market data behind a single command: gtm. Search and enrich companies and contacts, pull intent signals, scoops, and news, and run account research directly from your shell with results streaming as JSON, JSONL, CSV, YAML, or a table. It connects to the same backend as the ZoomInfo MCP server, so data, credits, and your GTM context are consistent across the CLI, your AI agents, and any API integrations. Install in one line via Homebrew or npm, authenticate with a single browser-based OAuth flow, and it runs unattended in scripts, cron jobs, and CI pipelines. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/gtm-cli --- ================================================================================ # MCP Client Integration with Amazon Quick > ZoomInfo is now available as a native action connector in Amazon Quick, AWS's agentic AI workspace. Go-to-market teams can run account research, contact enrichment, firmographic and intent queries, and GTM skills including Buying Committee, TAM Sizer, Tech Stack Snapshot, and Competitor Analysis in natural language across web, desktop, and mobile. For teams already running AI-assisted workflows in Quick, ZoomInfo data is available without context switching or separate tooling. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-amazon-quick --- ================================================================================ # MCP Client Integration with ClickUp > ZoomInfo data is now accessible inside ClickUp's AI agent, Composer. Sales teams using ClickUp for pipeline management can give Composer a list of meeting attendee email addresses and pull back ZoomInfo contact information, career history, and account summaries to prep before the call. The integration supports both meeting prep and lead enrichment use cases within the ClickUp workflows where those teams are already operating. To connect: App Center > MCP Servers > ZoomInfo MCP. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-clickup --- ================================================================================ # MCP Client Integration with Cursor > Cursor's Agent now has access to live ZoomInfo data through a connected MCP server, surfacing company and contact intelligence alongside your code. Research accounts, enrich data, and run GTM queries in natural language from inside the editor. The Agent selects the right ZoomInfo tools automatically based on your ask, and no separate app registration is required. Authenticate via OAuth to activate. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-cursor --- ================================================================================ # API Client Partner Integration with Gong Engage > ZoomInfo contact and account data is now available to ZoomInfo customers through Gong Engage. Enriched ZoomInfo records power personalized messaging at the sequence level, grounding Engage-driven campaigns in verified contact data. Where the Gong MCP integration surfaces ZoomInfo intelligence during research and call prep, this connection operates further downstream — enriching the sequences and automations that Engage runs on behalf of sellers. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-gong-engage --- ================================================================================ # MCP Client Integration with Gong > ZoomInfo's MCP server is now available inside Gong, connected through Gong's Agent Studio. Revenue teams can build account brief sections powered by ZoomInfo tools, pulling recent news and scoops, technographic data, and buyer intent signals on any account directly into pre-call briefs. Each brief section runs a prompt against the ZoomInfo MCP server, pulling exactly the signals a rep needs for that account. To connect, go to Admin > Ecosystem > MCP Connections in Gong, click Explore Connections, and find ZoomInfo to complete the OAuth flow. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-gong-mcp --- ================================================================================ # MCP Client Integration with Make.com > Make automation workflows can now incorporate ZoomInfo's GTM Intelligence as a native step through the ZoomInfo MCP server. Enrich incoming leads, trigger alerts on intent signals, keep CRM records current, and launch outbound sequences with ZoomInfo data driving the logic at each step. GTM Studio audiences can also be enriched directly through Make's Custom Data Connector. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-make --- ================================================================================ # MCP Client Integration with Vercel v0 > Developers building in Vercel v0 can now connect to ZoomInfo's MCP server directly from the agent environment. Live account research, contact data, and GTM intelligence are available in the same context as your code, so application logic can be grounded in verified ZoomInfo data without switching tools. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/integration-vercel --- ================================================================================ # July 2026 Data Cube Release > The July 2026 data update adds new companies automatically as they're verified, tightens the standard for what counts as a verified location, and introduces a new growth signal for spotting momentum. New companies now require confirmation from a verified source before they're added, so recently formed businesses show up sooner in your searches. A "Current" location must now be confirmed within the last 18 months, giving you a cleaner signal for territory and account work. A new Abstracted Growth Rate (AGR) companion table maps each company to a growth bucket — hypergrowth, stable, or shrinking — based on a blend of signals like headcount, revenue, funding, and web activity, surfacing rising accounts even when they aren't hiring. AGR covers Tier A and published Tier B companies and is available upon request through your dedicated DaaS Delivery Consultant. ZoomInfo's database now stands at approximately 122.8M companies. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/july-2026-data-cube --- ================================================================================ # Build a Meeting and Email Timeline for Any Company or Contact > The browse_engagements MCP tool gives AI agents access to a company's or contact's meeting and email history directly from ZoomInfo, enabling workflows that need to understand prior touchpoints before generating outreach, coaching recommendations, or account summaries. Filter by contact or company ID, date range, and engagement type (emails, meetings, or both), with results returned in chronological or reverse-chronological order. The tool does not consume data credits or AI credits. Results require at least one active calendar, email, or meeting integration connected to ZoomInfo. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/mcp-browse-engagements --- ================================================================================ # Build GTM Studio Audiences Directly from AI Agents > AI agents connected to ZoomInfo MCP can now create a GTM Studio audience, define its columns, and populate rows without anyone touching the GTM Studio UI. Three new tools handle the full setup sequence: upsert_audience initializes the audience, manage_audience_columns defines its structure, and manage_audience_rows adds or updates records. Workflows that previously required a human to first configure an audience before an agent could enrich or activate it can now run end-to-end. Covers simple use cases for now, with enhancements arriving in future releases. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/mcp-build-gtm-studio-audiences --- ================================================================================ # Answer Account Questions from Real Conversation History > A new conversation_intelligence tool in the ZoomInfo MCP server lets AI agents answer account-specific questions by reasoning over indexed call recordings, emails, and meeting transcripts captured through Chorus or any connected third-party web conferencing provider. Before this tool, agents could retrieve lists of engagement records but had no way to reason over their content. Now you can ask what objections a prospect raised, which competitors came up, or what action items your team committed to — and get a cited answer drawn from actual conversations. Reference a company by name and the agent automatically resolves the correct ZoomInfo company ID without requiring manual lookup. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/mcp-conversation-intelligence --- ================================================================================ # Get Company Signals in a Single MCP Call > The new enrich_company_signals MCP tool returns intent, news, and scoop data for a company in one call instead of requiring three separate requests, cutting the round trips and token overhead AI agents spend assembling account context before taking action. Each call accepts a company identifier and returns all configured signal types in a single structured response. The tool provides the option to return any combination of the three signal types. The three individual signal tools (enrich_intent, enrich_news, enrich_scoops) are being deprecated in favor of this unified tool. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/mcp-enrich-company-signals --- ================================================================================ # Narrow Lookalike Company Results by Firmographics > The find_similar_companies MCP tool now accepts boolean filter parameters for revenue range, country, industry, and employee range, so AI agents can scope lookalike results to exactly the firmographic profile that matters for a given workflow. A territory expansion agent can now return only mid-market lookalikes in a specific country; a prospecting workflow can restrict results to companies of a similar size in the same industry. Page size is also now configurable. The find_similar_contacts tool is not affected. **Date:** 2026-07-21 **Source:** https://gtm.ai/releases/mcp-find-similar-companies-filters ---