Target accounts
Work your continuously updated list of best-fit in-market accounts, save the good ones, and clear the rest.
Your Dashboard opens on Target accounts: the Shopify merchants most worth pursuing now, matched to what your agency sells. The engine keeps the list current on an ongoing basis, so a strong new signal can surface a store within minutes rather than waiting for a fixed rebuild. Work it top to bottom for your call list.
What each row shows
Every row shows the Store, its top Intent signals, an Opportunity score, the headline In-Market score, and Last activity. Rows are grouped into priority tiers (hot, warm, cool) relative to your own list, so the top is always where to start.
At the top, stat cards summarize Strong matches, New this week, Median in-market, and Fresh evidence (matches whose lead evidence was confirmed in the last 7 days).
A rare Discovery experiment row may appear: a fit-qualified test outside your usual ranking, always labeled and never styled like a confirmed match. Review it yourself before you reach out; it is never auto-enrolled in outreach.
If your ICP has not matched a credible store yet, Target accounts says so plainly rather than padding the list with weak matches.
Filter the list
Use the segment dropdown to switch between:
- All accounts: your full ranked list.
- New this week: only stores that entered the list this week.
- Not a fit: everything you have rejected, so you can restore a store later.
If you run more than one Opportunity Stream, a Stream column shows which one matched each store, and a filter narrows the list to a single Stream.
Act on stores in bulk
Tick one or more rows (or select all) and a bar appears with three moves:
- Generate: create a growth report for each selected store. You see the credit cost and confirm before anything is charged.
- Save: move the stores into your pipeline to track as deals.
- Not a fit: remove the stores from the list. This also teaches the scoring what does not fit you.
In the Not a fit view, the bulk action becomes Restore to list.
Your list refills itself. The moment you Save or mark Not a fit, the next-best opportunity is revealed into the freed slot (or held, if your reveal mode is manual). An account you are actively working stays put unless it becomes ineligible, and stores you saved or marked Not a fit are not surfaced again. A Monday email still recaps what changed, but the list itself never waits for it. Each newly revealed store draws once from your monthly reveal meter.
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Updated July 12, 2026