Work your Accounts with Evergrowth Agents
A) Find & work with New Accounts
Option 1: Importing from Evergrowth's Account Data Explorer
Option 2: Importing Account Lists that you've sourced (outside Evergrowth)
B) Qualify & Research Existing CRM Accounts
See how to research & qualify (or re-qualify) existing Accounts from your CRM to top up your top-of-funnel (TOFU) with freshly researched prospects
C) Prioritize Accounts using Research Agent Signals
Learn how to apply and save filters to easily access your top accounts, based on the outputs from your Research Agents
Learn the simple step to order your Accounts (or Contacts) by the Score which indicates the strongest fit & selling potential
✨ Bonus Enablement ✨
Get the complete overview of using Filters to organise your records
Get the complete overview of how to create & use Saved Views for organising & prioritising your Accounts & Contacts in Evergrowth
Learn some of the most efficient & effective Saved Views we recommend users create in Evergrowth
D) Generate actionable insights using Account Research
Learn how to create plans which summarise the research insights for your accounts and combine it with your value proposition and sales methods to give reps an intelligent, easy-to-follow strategy for every prospect
Work your Contacts with Evergrowth Agents
A) Find new persona-fit contacts on new/CRM ICP-fit accounts
Learn how to use our Chrome Extension to easily pass prospects from LinkedIn / Sales Navigator to your Evergrowth Agents
B) Check CRM contacts match an Ideal Buyer Persona (IBP)
See how to launch agents who validate contacts are a good fit using your Persona definition
See how to launch our best practice out-of-the-box agentic workflow which gets your contacts fully qualified, researched and ready to work with
✨ Bonus Enablement ✨
Get an overview of our browser plugin which gives you access to Evergrowth while browsing LinkedIn
Learn about our other Chrome Extension: one that lets you run the full Evergrowth in a sidebar - great for accessing research & plays while doing your outreach in other systems like diallers & sequencers
C) Check your CRM contacts still work at the same company
Coming Soon 👀
⏯️ Requalifying Contacts
⏯️ Re-importing movers & leavers to research their new company
D) Find missing contact details for CRM contacts
Coming Soon 👀
⏯️ Launching the Email/Phone finder
E) Prioritize contacts based on Account/Contact research
Coming Soon 👀
Using Persona type and expertise
Account score & Account signal(s)
Using Account research age
F) Generate research-based outreach
See how to launch Plays for an individual contact, including making ad-hoc edits and other reasons to relaunch Play Agents
See how to work with a group of Contacts and launch Play Agents to generate personalized outreach for each person.
See how to edit & test Play Agent outputs before deploying to live GTM & outreach workflows
See how to create a new Play Agent, using our Best Practice Templates library as your starting point
✨ Bonus Enablement ✨
Get a complete overview of how Plays are configured and used in Evergrowth
Improve your time efficiency and quality of your outreach by starting from our Best Practice templates
Learn the best practice tips for prompting AI agents to get the best tone, structure and consistent outreach quality
See how to run mini "launch, refine, repeat" sessions to get your Play Agents producing consistent copy that sounds how you want
G) Generate bespoke notes to prepare for a discovery meeting
See how to add our Best Practice Play Agent who preps bespoke meeting notes for any prospect based on their research
Bonus: Digital Twin Version
Learn how to use Digital Twins to generate plays, weaving in additional context from events and exchanges outside of Evergrowth
H) Roleplay a cold call/meeting for an IBP Contact
Coming Soon 👀
⏯️ Starting a roleplay session
⏯️ Reviewing feedback & evaluation
Combine agents into Agentic Workflows
A) Launch Workflows
See how to select a set of Accounts and launch a workflow for all of them
See how to import a set of accounts (either to create new records, or to update existing ones) and launch a workflow for all at the same time!
B) Create a Custom Workflow
See how to configure a workflow from scratch, deciding the agents involved and how they will operate for Accounts/Contacts once you launch it
C) Schedule a Workflow
Learn how to schedule a single workflow launch for a future date
This is a great method for ensuring the workflow runs exactly when you need it e.g. launching on a Sunday will ensure that the research and plays you find on Monday are as up to date as possible
It is also useful for launching tasks out of ours so you aren't taking Agentic bandwidth away from colleagues who need to run tasks ad-hoc throughout the workday)
See how to set up a workflow to automatically re-run on a regular basis
✨ Bonus Enablement ✨
Learn all the ways to launch & monitor outputs from your Agents' workflows
Learn more about choosing the workflows which launch by default based on your actions in Evergrowth
Learn more about setting up scheduled & recurring workflow launches
Basic Recap - Working with your Agents
See how to launch Qualification Agents to verify ICP Yes/No decisions for your Accounts
See how to launch Account Research Agents to surface signals & create a "Score" for Accounts based on how many positive results are matched
See how to launch Account Planning Agents to combine Account Research with your internal playbooks & strategy to create a sales reps summaries & guides
See how to launch Contact Finder Agents to find new Persona-fit Contacts for your Evergrowth Accounts
See how to launch Play Agents to draft personalised outreach for your Evergrowth Contacts
See how to work with Evergrowth's Strategy Assistants, tailored to each specific contact