We are excited to work with you! Before we get started, we’ll need a few key details on your target accounts:

Required Account Information:
  • Target Account Name
  • Website
  • Region
    • Sub-region (if applicable)
  • Sales Group/Team Name
    • Manager information
      • First & Last Name
      • Email
    • Primary User information (This person will be the first point of contact during an interaction process. It can be an manager of the account on your team or a manager)
      • First & Last Name
      • Email
Optional Account Information:
  • Account Details
    • Opportunity IDs
    • Initiative/Campaign

The more context and details you are able to provide on your Target Account list, the better we can match you with the advisors in our network.

Here is an Account Ingestion Form template for your reference. Feel free to use this template or submit the relevant data fields in .xls/.xlsx/.csv format to accts@emissary.io with the email heading “Company Name — Account List.”

If you use Salesforce, we have made it easier for you to provide the required information. You can find that tutorial here.

If you need assistance, please contact us at support@emissary.io.