Map the account: outbound sales playbook

How it runs

Starts
An open deal has one contact, or a target account has none.
Step 1
Build the org chart
Cardinal lists everyone in the buying group and who they report to.
Step 2
Show who you’ve reached
It marks every person your team has met, emailed or called.
Step 3
Pick the gaps
It ranks the people you haven’t reached by influence on the deal.
Step 4
Write to each one
A note tailored to what that role cares about, from the account owner.
ToLeo Chen, Growth Lead at OkapiSubjectokapi + cardinal
Hey Leo!
I’m Devi, founder at Cardinal! I’ve been working with Matt on how Okapi books pipeline as the team grows. Lead quality usually lands on growth, so I wanted to get your take before we go further!
Open to a quick 15 minutes this week?
-Devi