Cumulus · Target accounts

Tell us which accounts you want to target.

We use your answers to pick your target accounts, and to keep them as separate as we can from the lists we give other partners. Takes about five minutes.

Deadline. If you have just been to a workshop, send this within 2 business days. Your list arrives by email 7 business days after the workshop.

1 · You
2 · Your target list
3 · Where
4 · Size
5 · Finish

Step 1

About you

Your MSP’s name

Your name

The email you booked with

Community members: the email on your booking. Practice and Executive members: the email on your onboarding form. We send your list here, and it is the email your SharePoint access uses.

Which sector is this list for?

We can only cut a sector’s list once that workshop has run.

Your Cumulus membership

Your office postcode

Where most of your team is based. If two partners want the same firm, it goes to the nearer office.

Step 2

Your 600 accounts a year

What every partner gets

You can have up to 200 accounts in any one sector, and up to 600 in a year. That is three sectors. It is the same for Community, Practice and Executive.

The year runs from 2 November. Anything unused on 1 November does not carry over. We confirm how much you have left when we deliver.

Do you want to claim 200 accounts for this sector?

Yes, claim this sectorNo, not this sector — keep my allowance

If you choose no, we record it and your allowance is untouched. You can claim a different sector later.

Step 3

Where you want to find customers

How far do you want to reach?

Anywhere in the UKParticular areas

Open the regions you want and tick the counties. Tick Anywhere in at the top of a region to take the whole of it. Leave a region closed if you do not want it.

North East

Anywhere in the North EastCounty DurhamNorthumberlandTyne and Wear

North West

Anywhere in the North WestCheshireCumbriaGreater ManchesterLancashireMerseyside

Yorkshire and the Humber

Anywhere in Yorkshire and the HumberEast Riding of YorkshireNorth YorkshireSouth YorkshireWest Yorkshire

East Midlands

Anywhere in the East MidlandsDerbyshireLeicestershireLincolnshireNorthamptonshireNottinghamshireRutland

West Midlands

Anywhere in the West MidlandsHerefordshireShropshireStaffordshireWarwickshireWest MidlandsWorcestershire

East of England

Anywhere in the East of EnglandBedfordshireCambridgeshireEssexHertfordshireNorfolkSuffolk

London

Anywhere in London

South East

Anywhere in the South EastBerkshireBuckinghamshireEast SussexHampshireIsle of WightKentOxfordshireSurreyWest Sussex

South West

Anywhere in the South WestBristolCornwallDevonDorsetGloucestershireSomersetWiltshire

Wales

Anywhere in WalesBlaenau GwentBridgendCaerphillyCardiffCarmarthenshireCeredigionConwyDenbighshireFlintshireGwyneddIsle of AngleseyMerthyr TydfilMonmouthshireNeath Port TalbotNewportPembrokeshirePowysRhondda Cynon TafSwanseaTorfaenVale of GlamorganWrexham

Scotland

Anywhere in ScotlandAberdeen CityAberdeenshireAngusArgyll and ButeCity of EdinburghClackmannanshireDumfries and GallowayDundee CityEast AyrshireEast DunbartonshireEast LothianEast RenfrewshireFalkirkFifeGlasgow CityHighlandInverclydeMidlothianMorayNa h-Eileanan SiarNorth AyrshireNorth LanarkshireOrkney IslandsPerth and KinrossRenfrewshireScottish BordersShetland IslandsSouth AyrshireSouth LanarkshireStirlingWest DunbartonshireWest Lothian

Northern Ireland

Anywhere in Northern IrelandAntrimArmaghDownFermanaghLondonderryTyrone

Step 4

The size of firm, and what to do if we come up short

How many employees? Tick all that apply

10 to 4950 to 99100 to 199200 to 499500 to 9991,000 or more

Want 50 to 200? Tick 50 to 99 and 100 to 199. Want 200 to 500? Tick 200 to 499.

If your choices give fewer than 200 firms, may we widen them?

Anything we should know? Optional

Step 5

Keeping your own customers off other partners’ lists

Optional, and worth doing. Send us your existing customers and we keep those firms off the list we give every other partner.

Email them to michael.williamson@techgrowthinsights.com within 2 business days of your workshop.

A list of company names is enough. If your CRM already holds each firm’s website, include it — it helps us match accurately. Please do not spend time looking anything up.

We use it only to remove those firms from other lists. We do not share it, and we delete it once the lists are cut.

If you do not send one, your customers may appear on another partner’s list.

What happens next

From this form to your first calls.

Within 2 business days

You send this form

And, if you want to, your customer list by email.

Within 7 business days

Your list arrives

Up to 200 accounts, already inside a copy of the tracker, sent to the email above.

The next four weeks

You work the top twenty

Tier the list, research the best twenty, and use the call track in your offer toolkit.

Your accounts are reserved for you. We will not give those firms to another partner for 180 days, or for your membership year if you are a Practice or Executive member.

One form. Up to 200 accounts, picked for you.

Questions about your allowance, or a list that has not arrived? Email michael.williamson@techgrowthinsights.com.

Win the business case before you win the build.