Give SDRs a useful starting point
Bring the account story, qualification questions and follow-up tasks into one workflow before the first conversation.
Account intelligence for B2B sales teams
Give every sales conversation a reason.
Turn account signals into research your team can act on. Review the evidence, qualify the opportunity and make the next move clear.
Interactive pilot · fictional sample data · no sign-up required
↗ Expansion signal
ACCOUNT BRIEFIllustrative
PP
Pioneer Precision
Manufacturing · Fort Worth, TX
New production facilityExpansion
Infrastructure role advertisedHiring
A REASON TO START A CONVERSATION
How will the new site handle compute, storage and resilience?
Evidence ready to reviewNext: qualify →
Budget & buying authority
Still to be confirmed
Still to be confirmed
Built around your team’s workflowSales developmentAccount managementAgency teams
From a signal to a next step
Make the research
useful to the rep.
A company announcement can open a conversation. ForthLedger’s pilot shows how to keep the context, the unanswered questions and the next action together.
Designed for the people doing the selling
Your team brings the conversation.
ForthLedger brings the context.
Keep the handoff clear
Review a brief, record sales acceptance and capture the next action for the receiving team or partner.
Show the thinking behind the shortlist
Demonstrate targeting and account review in separate sample workspaces, with context that a client team can inspect.
Explore what’s taking shape
A practical pilot.
A clear direction.
The demo lets you experience the research-to-action workflow today. Production data services and campaign integrations are planned.
Take a look inside ↗IN THE PILOT
Account research and team workflow
Configurable targeting, sample evidence, qualification, sales acceptance, outreach drafts, monitor rules with simulated alerts, campaign planning, manual results and CSV exports.
PLANNED
The current demo uses fictional data and browser-local records. It does not send emails, run ads or provide live research. Roadmap items have no announced release dates.Connected intelligence and campaigns
Live research, background monitoring, CRM sync, email execution, ad-platform audience syncing and automated campaign reporting.
A few useful answers
Before you explore.
Is ForthLedger an outsourced SDR service?
No. ForthLedger is being developed as software for your sales or agency team. Your people own the prospect conversations, meetings and relationships.
Does a signal prove that an account is buying?
No. A signal provides a reason to investigate. The workflow keeps unconfirmed budget, timing and authority visible as questions for your team to validate.
Can I try the workflow now?
Yes. Open the demo, review a fictional account and try qualification, task assignment and outreach drafting. Changes stay in your browser. Avoid entering confidential or personal information.
Are live data and paid ads connected?
Live connections are planned. You can now save monitor rules, review simulated alerts and plan paid campaigns with account shortlists, budgets and creative. Performance is entered manually. The pilot does not contact prospects or spend ad budget.
Start with a better brief
What’s your reason
to reach out?
Explore ForthLedger See the account. Review the context. Choose the next move.