HockeyStack Implementation Scope: Account Intelligence Product

The HockeyStack implementation is a 2-4 week process geared towards:

1. Getting your data into HockeyStack accurately

2. Setting up your ICP, scoring your accounts/leads

3. Improving scoring based on historicals

4. Building the initial Workflows

5. Getting Adoption from the relevant teams

Week 1

• Needed information for HockeyStack team

  • What is your ICP?

    • Other than firmographics, are there any other properties that would make an account a great fit for your sales team?

    • What makes a lead great? Think of titles, roles, seniority, etc.

  • If you used scoring previously, what are the historical results? Can we access the data in your CRM to improve our scoring?

  • What are the manual tasks you have that we can automate with Nova AI (Our Sales AI agents)

• Customer tasks

  • Connect CRM

  • Connect Marketing Automation

  • Connect ad platforms

  • Connect website script

  • Initial goals and segments (If you are not already a HockeyStack Reporting customer)

  • Send us your ICP and any other properties we should use in scoring

  • Give feedback to scoring

Week 1 Deliverables:

• 100-150 Scored Accounts with leads

• Historical accuracy comparison (If available)

• Scoring advancements

Week 2 Deliverables:

• Refining the scoring and ICP

• Building the initial Workflows

• Customer training sessions

• Building the first AI Agents

Week 3 Deliverables:

• Deploying any work needed on Workflows

• Working on Customer adoption

• Building Dashboards to monitor Account Intelligence performance