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Identify your ICP from meeting notes

Turn meeting transcripts into a clear ICP with Notion Agent, surface insights from workspace context, and speed up targeted outreach.

建立人
Matthew Silberman | The Optimizt
網站
linkedin.com

指令

I’m kicking off with a new Clay client, and the first thing I need to do is understand who the company sells to (who their ICP is) and what data points we’ll need to enrich in Clay so that we can determine whether a given account or contact is a qualified lead, and what their “fit score” should be. In order to do that, I’d like your help with two things: 1. Analyzing all the transcripts from my meetings with the team to determine the company’s ICP and the enrichments and signals I should build out in Clay to start mapping out all their target accounts and contacts. 2. Using the output from (1) to fill out the COMPANY Key Data Points and COMPANY Signals databases. Ready? Let’s go for it!

Learn more

Use Notion Agent to identify an ideal customer profile (ICP) from discovery conversations with a client. Watch as it leverages your workspace context to surface unexpected findings and add helpful information to the right databases. This means you can spend less time on manual data entry and get to targeted outreach faster.

Key benefits:

  • Translates qualitative meeting notes into a clearly defined ICP

  • Surfaces unexpected insights from an objective analysis of transcripts

  • Leverages workspace context including connected apps like Slack, email, and more

  • Creates a scalable, repeatable workflow you can reuse across clients

Perfect for: consultants, sales leaders, and GTM teams looking to turn insights from meetings notes into a focused, high‑quality pipeline

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