RGI Agents

Give your team intelligence, not infrastructure.

Phoenix agents watch the signals on your accounts, score the ones worth a sales motion, and write the brief your seller needs that day. You don't hire a data team to make it work.

Signal-based targeting

Automated qualification

Ready-to-use briefs

The full process

A Phoenix agent runs each step, from qualification through content generation. Here's what the tools surface along the way.

STEP 01

Detect Buying Signals

Agent monitors signals continuously

Phoenix agents watch for intent signals, technology changes, and contract expirations across your target market. When something crosses your threshold, qualification starts automatically.

intent_category"87 companies showing high intent for Cloud Security Platforms this month"

company_intent"Meridian Financial moved from Researching to Evaluating on Zero Trust"

company_install_time_series"Palo Alto usage intensity dropped 30% over 6 months — potential displacement window"

list_intent_topics"New surge in 'SASE' topic across financial services — possible play opportunity"

sec_full_text_search"Meridian's 10-K mentions 'cybersecurity transformation' and 'zero-trust initiative'"

company_operating_signals"GenAI maturity: High, Cloud depth: Deep — likely ready for modern security stack"

Output: Triggered accounts with signal strength and evidence

STEP 02

Qualify & Score

Agent builds the opportunity case

For each triggered account, an agent gathers qualification evidence across Budget, Authority, Need, and Timeline. You can score against your ICP criteria, solution rules, or your own frameworks, and generate multiple scores per account.

company_research"Full account profile: $9.2B revenue, 28K employees, 14 security vendors, $42M IT spend"

company_firmographic"Fortune 500, Financial Services, HQ in New York — matches Tier 1 ICP"

company_spend"$42M total IT spend, $8.2M allocated to security — budget is there"

company_technographic"Running Palo Alto, CrowdStrike, and Splunk — scattered security stack, consolidation opportunity"

company_cloud_spend"$5.1M on AWS, $3.1M on Azure — running both clouds widens the attack surface"

company_contracts"Palo Alto contract renewal in Q3 2026, deal value $2.8M — displacement window"

sec_filing_section"Risk factors cite 'increasing sophistication of cyber threats' — on the board's radar"

Output: BANT score with confidence level and ICP fit grade

STEP 03

Map the Buying Group

Agent identifies where the budget lives and who owns it

Functional Area Intelligence shows which department actually owns a technology, then technographic data confirms the buying center. From there, the agent finds and enriches the right contacts.

company_fai"Cloud security tools managed by IT Security & Compliance department, not central IT"

company_technographic"Palo Alto owned by Security Architecture team — that's the buying center"

contact_search"4 stakeholders found: CISO, VP Cloud Engineering, Director IT Procurement, Head of Security Architecture"

contact_enrich"Maria Rossi (CISO) — maria.rossi@meridianfg.com, LinkedIn verified, 8 years at company"

sec_filing_section"CISO compensation tied to 'zero-trust migration milestones' — personal incentive to act"

Output: Buying group with roles, contact details, and influence mapping

STEP 04

Generate Content

Agent produces deliverables sellers can use

With the qualification data and stakeholder details collected, agents put together research briefs, outreach sequences for each contact, account landing pages, and recommended next steps.

Account Research BriefOne-page branded brief with company context, signals, stakeholders, and talk tracks

Personalized Email SequenceOutreach sequence matched to each stakeholder role and trigger event

Account Landing PageAccount microsite with case studies, ROI numbers, and CTAs

Opportunity SummaryBANT scoring with evidence, formatted for CRM entry

Output: Briefs, emails, landing pages, and opportunity records

STEP 05

Deliver & Refresh

Continuous updates as new signals arrive

Everything gets delivered through your existing workflows via API or MCP. When new signals come in, agents automatically re-qualify and update the content.

API / MCP IntegrationEmbed directly into CRM, BI tools, or custom workflows

Scheduled AgentsRe-qualify accounts on a weekly or monthly schedule

Signal TriggersNew intent spike or contract change → automatic re-run

Output: Up to date pipeline with full audit trail

See it in action

How a Phoenix agent qualifies an opportunity for a cloud security sales play, from signal to finished brief.

Meridian Financial Group

Fortune 500 · Financial Services · 28,000 employees · $9.2B revenue

IT Spend

$42M

Cloud Spend

$8.2M

Security Tools

14 vendors

Intent Score

87/100

Detected Signals

Cloud Security Platforms

Evaluating

Zero Trust Architecture

Researching

Data Loss Prevention

Researching

BANT Qualification

A82%

BudgetStrong

$42M IT spend, $8.2M on cloud infrastructure

AuthorityIdentified

CISO + VP Cloud Engineering mapped

NeedValidated

High intent on cloud security + zero trust topics

TimelineActive

Incumbent contract renewal in Q3 2026

Buying Group

Maria Rossi

Chief Information Security Officer

Decision Maker

James Liu

VP, Cloud Engineering

Technical Influencer

Priya Sharma

Director, IT Procurement

Budget Holder

Alex Chen

Head of Security Architecture

Champion

Agent generates seller deliverables

What the agent produces

Each qualified opportunity comes with content sellers can pick up immediately, written for that account and that play.

Seller Research Brief

A one-page brief with company context, tech stack, buying signals, stakeholders, and talk tracks.

Example Output

Meridian Financial

Account Brief

Revenue

$9.2B

IT Spend

$42M

Score

Opportunity

Actively evaluating cloud security platforms (intent: 87). Palo Alto contract renews Q3 2026. CISO comp tied to zero-trust milestones.

Next Actions

Request intro to CISO via LinkedIn

Lead with zero-trust compliance angle

Reference Q3 contract renewal urgency

Personalized Email Sequence

Email sequences written for each stakeholder, based on their signals and the problems they care about.

Example Output

To:maria.rossi@meridianfg.com

Subj:Zero-trust security for financial services

Hi Maria,

I noticed Meridian has been actively researching cloud security platforms and zero-trust architectures, particularly around compliance for financial services.

We've helped similar institutions reduce their security vendor stack from 14+ tools to a unified platform, while meeting FINRA and SOX requirements.

Would a 15-minute call next week make sense?

Touch 1 of 4CISO persona