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person_name

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corporate_fare company profile
center_focus_weak AIM™ analysis
strategy strategy & discovery

what would you like to do?

corporate_fare
Company Profile
Gain additional insights about this person's company.
center_focus_weak
AIM™ Analysis
Focus on the relationships that matter most. Our AIM™ methodology helps you to engage with the people with the authority, influence, and motivation to advance your business case.
strategy
Strategy & Discovery
Capture additional information about this person and their goals, strategies, and challenges.

AIM™ analysis

cloud save AIM™ values
frame_person

AIM™ archetype

key

level of access

Your level of rapport with this person. You should aim for at least a close working relationship with each Archetype in the buying committee.

0

little to none
badge

level of authority

This person's signatory authority. In some organizations, authority may be delegated to positions of higher or lower tenure and position.

0

none
work_history

tenure and position

Tenure and Position refers to someone’s position in the company hierarchy and their length of service within their organization.

0

none
diversity_3

political capital

This person's reputation and level of respect they have earned from their peers. Political influencers often have access to people who can advance or stall your proposal.

0

none
savings

access to resources

Level of access to money, capital, or other resources required to make your proposal a reality. They may not be a signor, but they likely can kill or stall your proposal.

0

none
rebase_edit

process ownership

This person's level of oversight over the operations of a business process. They typically have a strong vote on what solutions will support the process.

0

none
data_table

data and information

People with the data or information that you need to develop or advance your proposal. They are normally sources of quantitative data for measurement.

0

none
school

knowledge capital

Subject matter experts. In technical solution selling or business transformation efforts, SMEs are critical to endorsing the functional aspects of your proposal.

0

none

company profile

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business_center

company description

corporate_fare

firmographic profile

strategy & discovery

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strategy strategy notes
help discovery questions
library_add create strategy notes
manage_search view / edit strategy notes
manage_search view / edit discovery questions
auto_awesome generate discovery questions (1 credit)

discovery questions

strategy notes

create a strategy note

Strategy Notes are a free text place to capture anything you've learned about this company through discovery, research, customer feedback or just general observation. Simply capture as much as you wish and format it how you like. Our AI engine will use your Strategy Notes to build your AI Insights and Strategic Perspectives.

Tip: Strategy Notes use a credit to create or update. Capture as much information as possible!

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Select a Person

Upload Person Records

Instructions:

Uploading a file will add Person and (if available) Company records to your Kahuoi collections. For example, you can upload an extract of records from your CRM provider or LinkedIn.

Before you begin:

  1. Ensure your file is in the right format (.csv). For Excel workbooks, choose File -> Save As to save as CSV.
  2. Ensure that your file includes a header row in the first line
  3. Name your header columns according to the following supported values (as needed):
    • first_name (required)
    • last_name (required)
    • company_name (required)
    • job_title
    • email
    • phone
    • linkedin_profile_url

    For best results, please be sure to remove any commas from your field values before uploading.

How to export your LinkedIn contacts.

How to export your Salesforce contacts.

How to export your HubSpot contacts.

For other data providers, please consult the provider for export instructions.

Create Person Record

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