Discover

Find Net-New Accounts that Match Your ICP

Overview

Uncover high-fit accounts that power your pipeline—without the guesswork

Discover lets you surface your entire TAM in just a few minutes and quickly identify which of these accounts are net-new (not in your CRM). Just input the vertical(s) and geo(s) – behind the scenes, Orbital’s AI agents will find every single relevant business one zip code at a time, using several data sources. Then one click sync into your CRM and your Orbital Universe

---

When to use Discover

• Your team is entering a new vertical or geography

• You need to scale high-quality account sourcing

• You want to surface net-new accounts that align with your ICP—not just volume

Discover ensures you find the companies worth pursuing, every time. It operates on your targeting strategy—not generic rules—so you can move faster and smarter. Once surfaced, accounts are ready to flow directly into Workflow

---

How to use Discover

1. Start with a Natural Language AI Prompt

At the top of the Discover page, you’ll see an AI prompt box. This is where you start.

Type in a simple, natural-language query — like:

“HVAC companies in Texas”

“Salons in Alberta”

“Pet stores in Canada with a website”

Discover will automatically understand your input and generate relevant filters below, saving you the time of manually configuring everything

2. Review and Customize Filters

Based on your prompt, Discover will apply filters - including location, categories, and other matching criteria. You’ll see these populate automatically under the AI prompt box

You can:

• Keep these filters as-is

• Adjust them to fine-tune your results

• Add manual filters - like requiring a website or excluding closed businesses

This helps you narrow down to your exact ideal customer profile (ICP).

3. Preview Your Search

Once your filters are set, click the Review button. This gives you a free sneak peek at the kinds of companies your search will return

Use this step to confirm if your search setup is accurate. If not, you can easily go back and tweak the filters

4. Run the Search

Once you're happy with the preview, select how many companies you'd like to surface, then click Search. This will return a full list of companies that meet your criteria

5. Further Refine Results

After the search runs, you’ll see a list of companies with attributes like:

• Review count

• Categories

• Website presence

You can apply additional filters at this stage - for example, filtering by companies with more than a certain number of reviews to further narrow your list.

6. Group Duplicates in Your List

Before taking action, use the Group feature to clean your list.

You can de-duplicate based on various parameters like

• Domain

• Company name

• Location

This ensures you're not pushing duplicate companies into your Workflow

7. Send Companies to Workflow

Once your list is ready:

• Select the companies you want to keep

• Click Export to Workflow

These companies will move into your Workflow table, where Orbital enriches company records with signals that matter to your team

🎥 Discover Video Walkthrough

Watch this quick video to see how Discover helps you find and qualify net new accounts step-by-step.