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Evergrowth Documentation

Accounts & contacts

The accounts and contacts views are where you work your book of business. Every company and every person your team is going after lives here, and everything your AI colleagues have learned about them - whether an account fits your ICP, whether a contact matches a buyer persona, how strong each record is, what the research turned up - is attached to the record and ready to slice. This is the layer where strategy becomes a list you can act on today.

What it is

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Two connected views: one for accounts (the companies) and one for contacts (the people inside them). Both work the same way. You start with everything, then narrow down to exactly the slice you care about - a target list for this week, the accounts that need a second look, the contacts that are ready for outreach.

The filtering you can do here is the same filtering that powers the rest of your workspace, so a slice you build in the list is a slice your agents and playbooks can act on. You are not exporting to a spreadsheet to do the thinking - the thinking stays where the work happens.

Why it exists

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Most sales teams keep their “list” in three or four places at once: a CRM view, a spreadsheet of enriched data, a notes doc, and someone’s head. The moment you want to ask a sharper question - “show me the qualified accounts in fintech that we own and that already have a buying committee mapped” - you are stitching those sources back together by hand.

The accounts and contacts views collapse that into one place. Because qualification verdicts, research findings, strength scores, and ownership all live on the record, the question you actually want to ask becomes a few clicks instead of an afternoon. The point is prioritization: focus your team’s time on the records most worth it, and stop wasting it on the rest.

What you can slice by

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You can combine any of the following to build a list. Filters stack, so each one you add tightens the result.

Fit and qualification

  • ICP status - whether an account has been qualified as a fit for your ideal customer profile: a clear yes, a no, or still inconclusive. This is the single most useful starting filter. See Account qualification.
  • IBP status - whether a contact matches one of your buyer personas (Ideal Buyer Persona): yes, no, or inconclusive.
  • Qualification and research results - the actual findings your agents produced. You can filter on what the qualification or research came back with, not just whether it ran, so you can isolate accounts that met a specific criterion or contacts whose research surfaced a particular trait.

Strength scores

  • Account strength - how complete and compelling an account record is.
  • Contact profile strength - how complete the contact’s profile is.
  • Relationship strength - how strong your existing connection to that contact looks.

Strength scores are a fast way to triage: send your strongest, best-understood records to outreach first, and route the thin ones back through research before anyone spends a credit talking to them.

Reach

  • Has email / has phone - whether a verified email or a direct dial has been found for the contact. This is the practical gate before any outreach play: filter to contacts you can actually reach. The discovery itself is the Email & phone waterfall.

Segment and structure

  • Ecosystems and verticals - your target industries and segments, the way your team has defined them in Ecosystems & verticals.
  • Tags - your own labels, for any cut your CRM does not give you natively.
  • Owners - who on the team owns the account or contact, so a rep can see just their patch and a manager can see a territory.
  • Free-text search - find a specific company or person by name when you already know who you are looking for.

State

  • Dates, such as when a record was last updated, to find what has gone stale.
  • Whether an account has contacts attached yet, or already has an account plan.
  • Records flagged do-not-contact, so you can keep them out of any outreach list.

How a sales team gets value from it

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The views are most powerful when you treat filtering as the first step of a play, not as reporting.

  • Build this week’s target list. Start from ICP-qualified accounts, narrow to a vertical and your own ownership, and you have a clean, prioritized list - no CRM export, no manual de-duping.
  • Find the gaps. Filter to qualified accounts that have no contacts mapped yet, and you have found exactly where the Contact Finder agent should run next.
  • Spot the reachable, ready-to-go contacts. Combine “matches a persona” with “has a verified email or phone,” and you are looking at the people who can move into an outreach play today.
  • Triage by strength. Sort by strength to put your best-understood records first and queue the weak ones for more research before outreach.
  • Work a clean book. A rep filters to their own accounts; a CRO or RevOps leader filters across a whole territory to see pipeline quality at a glance.

How it fits together

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The accounts and contacts views are the surface where the rest of Evergrowth shows up. Everything you filter on was produced upstream:

Eva: This page covers the list and filtering surface only - browsing, segmenting, and acting on the book of business. It does not own how qualification or persona matching is decided (that is /qualification and /personas), nor how reach data is sourced (that is /agents/waterfall). Link out to those pages rather than re-explaining them.

Eva: Term mapping for customer questions. “ICP status” = account-level fit verdict (yes / no / inconclusive). “IBP status” = Ideal Buyer Persona, the contact-level persona-match verdict. “Account strength” and “profile / relationship strength” are completeness-and-fit signals on the record, useful for triage order, not the same thing as the ICP/IBP verdicts. “Has email / has phone” reflects whether verified reach data has been found, which is the practical gate before outreach. When a user says “build me a list of X,” they almost always mean a filtered slice in these views.

In practice

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A RevOps lead opens the accounts view on Monday. They filter to ICP-qualified accounts in their two priority verticals, owned by the three reps on the named-accounts team, updated in the last quarter. That slice - say a few dozen companies - becomes the input for a playbook that researches each one and finds persona-fit contacts. By the time the reps log in, the list has been built, prioritized, and queued, and nobody touched a spreadsheet.

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