Based on CRM data, call transcripts, and emails, analyze whether [Company X] matches our ICP. Use the ICP definition provided below as the benchmark. Score their fit against key ICP criteria and provide a clear go/no-go recommendation.
ICP definition: [INSERT FIRMOGRAPHICS, INDUSTRIES, TECH STACK, DEAL SIZE RANGE, BUYER ROLES, KEY NEEDS, ETC.]
Structure the analysis into:
– Fit signals — firmographics, tech stack, engagement patterns, and expressed needs that align with the ICP.
– Misalignments — gaps in size, industry, budget, buying readiness, or other ICP factors.
– Contextual evidence — specific call notes, email themes, or CRM fields that support each fit signal or misalignment.
– Recommendation — go / no-go decision with rationale, including 2–3 next steps (e.g., pursue, nurture, disqualify).
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