Account OS

Getting started with accountOS

Overview

accountOS is OrbitShift's intelligence layer for identifying, prioritizing, and engaging in-market accounts. It analyzes thousands of live signals including hiring, funding, tech shifts, executive moves, partnerships, analyst mentions, and product launches to identify accounts with active buying intent.

The platform layers in people intelligence to show decision-makers and relevant talking points. accountOS turns disconnected signals into a live, prioritized map of your market — continuously updating in real time.

Key Use Cases

  • Enterprise Hunting — Find new accounts with live buying intent across your defined ICP
  • Expansion & Cross-Sell — Identify existing customers showing activity in adjacent product lines or business units
  • Territory Planning — Build territory maps ranked by active demand signals, not static firmographics
  • Campaign Targeting — Feed MarketingOS with high-propensity account clusters tied to specific campaign themes
  • Executive Account Planning — Equip leadership and AEs with live context before QBRs or board-level reviews

How to Identify "Hot" Accounts

Step 1: Define Your ICP and Themes

Navigate to Account Preferences → ICP Definition. Choose filters such as:

  • Industry, revenue, headcount, or tech stack
  • Regions or account segments (Enterprise / Mid-Market)
  • Campaign or product themes (e.g., "AI Adoption", "Digital Modernization", "Customer Experience Transformation")

OrbitShift automatically maps these criteria to its signal engine.

Step 2: Monitor Live Signals

accountOS scans for in-market signals including:

  • Funding — new rounds or capital infusions in relevant verticals
  • Hiring — spikes in specific roles (Sales Ops, RevOps, AI, etc.)
  • Executive Moves — new decision-makers joining target functions
  • Tech Adoption — product or platform changes suggesting readiness for your solution
  • Analyst Mentions / News — public references to strategic initiatives or transformation programs

Each signal carries a propensity score representing likelihood of engagement or purchase.

Step 3: Prioritize by Opportunity Score

Accounts are dynamically scored based on:

  • Number of live signals
  • Weighted impact (funding > hiring > tech change, etc.)
  • Historical engagement (previous deals, meetings, CRM data)

Accounts passing the threshold are marked "Hot" with clear justifications.

Reading and Acting on Signals & Alerts

Signal View

Click on any account card → open Signal Timeline to see a chronological feed displaying:

  • Event type (Funding, Hiring, Tech change, etc.)
  • Date, source, and verified context snippet
  • Recommended next action

Alerts

Subscribe to:

  • Instant alerts for Tier-1 accounts
  • Daily digests for assigned territory or vertical
  • Weekly summaries for leadership view

Delivery via email, Slack, or MS Teams integration.

Acting on Signals

From each signal card, you can:

  • Add to Account Plan
  • Trigger a Knowledge Brief (via knowledgeOS)
  • Generate Contextual Outreach (via marketingOS)
  • Share with AE / SE teammates for coordinated engagement

Executive / Stakeholder Mapping

How It Works

Open any Account Card and navigate to the People Tab. OrbitShift surfaces verified profiles enriched from public data and its intelligence graph.

Each profile displays:

  • Name and Title — current designation and reporting level
  • Function / Department — Sales, Marketing, IT, Finance, Procurement, etc.
  • Recent Activity — executive moves, new roles, promotions, or public statements
  • Achievements & Highlights — notable milestones like leading initiatives, product launches, or team expansions
  • Location / Region — primary business geography for territory planning context

Contact Categorization

  • Decision-makers — Senior leaders who sign off or influence strategic initiatives (CRO, CMO, CIO, VP of Sales, Head of Procurement). They define budgets and direction. Messaging should connect to business outcomes and ROI.
  • Influencers — Department heads, program owners, or advisors who shape vendor evaluations. They bridge executive vision and operational needs.
  • Budget Owners — Finance, Ops, or Function leaders who manage spending authority. Their buy-in determines deal velocity.
  • End-users / Technical Evaluators — Managers, analysts, or engineers who assess usability and integration fit. Feedback influences final vendor selection.

Using Context & Recommended Offers

OrbitShift learns from past wins, CRM notes, and proposal content to recommend "Offer Fit" — the best product or service angle for each opportunity.

Inside account view, you'll see:

  • Recommended Offering (e.g., "Sales Acceleration Suite" or "AI RevOps Automation")
  • Context Summary — narrative connecting signal to your solution
  • Supporting Assets — case studies, pitch decks, or RFP snippets via knowledgeOS

Example — Signal: "Company hiring 20+ account executives in North America". Recommended Offer: "Sales Productivity Automation Suite". Context: "Rapid expansion of sales team; OrbitShift helps onboard faster and identify high-yield accounts". You can refine suggestions by tagging outcomes after calls or meetings.

Sending Contextual Outreach (Email / Message)

accountOS integrates with marketingOS and connected CRM tools (Outreach, Salesloft, HubSpot).

To send contextual outreach:

  1. Open the target persona
  2. Click Generate message
  3. Choose persona → Decision Maker / Technical Evaluator / Influencer
  4. Review AI-generated outreach based on live signals + persona role + offering context
  5. Edit or approve → send via connected email or push to sequence

Each message includes:

  • Personalized opening tied to latest signal
  • Contextual positioning of your offering
  • CTA calibrated to buyer stage (intro, evaluation, decision)

Example: "Noticed you've expanded your RevOps team this quarter — that's often when reporting and forecasting workflows start to stretch. We've helped teams like [Peer Company] automate live pipeline visibility with OrbitShift. Would you be open to exploring this for your team next week?"

All outreach activity syncs automatically to your CRM.

Measuring Impact

From the accountOS Dashboard, monitor:

  • Accounts discovered this quarter
  • Pipeline influenced by discovery
  • Win rates by ICP segment or campaign theme
  • Time-to-first-engagement by signal type

The dashboard provides visibility into which signals and personas drive highest conversion, allowing continuous fine-tuning of ICP and focus areas.

Best Practices

  • Review signal summaries daily — momentum fades fast
  • Always link an action (email, meeting, plan update) to each signal to build feedback data
  • Align with MarketingOS to ensure campaigns target the same live accounts
  • Encourage AEs to leave quick notes ("Pursuing", "Not relevant") to sharpen the signal model
  • Use the Org Map before any meeting to tailor executive messaging