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Previously ran growth for 500+ SaaS companies through their product launches. Our team has also worked with companies backed by
This playbook maps YouAttest's ideal customer profile across account, prospect, and persona dimensions, then lays out 5 signal-based outbound plays. Each play fires on a specific buying signal so your outreach lands the moment a prospect is most likely to act.
| Dimension | Qualified | Prioritization |
|---|---|---|
| Geography | United States, Canada, United Kingdom, Australia | Tier 1: US-based companies in regulated industries |
| Employee Count | 200 to 5,000 employees | Sweet spot: 500 to 2,500 employees with a dedicated IT or security team but no enterprise IGA budget |
| Industry / Vertical | Healthcare, Fintech, SaaS, Biotech, Publicly Traded Companies, Insurance | Tier 1: Healthcare and publicly traded SaaS with active SOC 2 or HIPAA obligations |
| Key Qualifying Signal | Company is actively preparing for SOC 2 Type II, HIPAA, HITRUST, or SOX audit and uses Okta, Entra ID, JumpCloud, or AWS for identity | Highest priority: accounts with Okta or Entra ID in tech stack AND open compliance or IT audit roles |
| Tech Stack | Okta, Microsoft Entra ID, JumpCloud, PingOne, AWS IAM, Salesforce | Prioritize accounts running Okta or Entra ID without a dedicated IGA layer on top |
| Revenue / Funding | $5M to $250M ARR or Series A to Series C funded | Prioritize post-Series B companies approaching first major compliance audit cycle |
| Intent Signals | G2 reviews of SailPoint, Saviynt, or Vanta; job postings for IT Auditor, IAM Engineer, or Compliance Manager; LinkedIn posts about access review pain | Immediate outreach trigger: G2 review of a competitor or open IAM/compliance hire |
| Dimension | Qualified | Prioritization |
|---|---|---|
| Seniority | Director to C-Suite for economic buyers, Manager to Senior Manager for champions | Tier 1: CISO, VP IT, Director of IT Security; Tier 2: IT Compliance Manager, IAM Engineer |
| Primary Titles | CISO, VP of Information Security, Director of IT Compliance, Head of Identity and Access Management, IT Security Manager | Prioritize CISO and Director of IT Compliance as primary outreach targets |
| Secondary Influencers | VP Engineering, Chief Compliance Officer, Internal Audit Manager, IT Operations Manager | Loop in CCO and Internal Audit when SOX or HIPAA compliance is the trigger |
| LinkedIn Keywords | identity governance, access reviews, SOC 2 compliance, HIPAA compliance, user access certification, IGA, Okta administration, privileged access, zero trust | Flag profiles mentioning access reviews or audit readiness in their bio or recent posts |
| Persona | Level | KPIs | Related Challenges | Intent Signals | Related Benefits |
|---|---|---|---|---|---|
| CISO | C-Suite | Reduction in identity-related risk incidents, audit pass rate, time to remediate access violations | Managing privileged access sprawl across cloud IdPs, proving compliance posture to board, reducing manual review burden on security team | Posts about zero trust or identity risk on LinkedIn, speaking at security conferences, company recently passed or failed an audit | Automated access reviews reduce breach surface, compliance-ready reports generated instantly, no-code deployment with existing IdP stack |
| Director of IT Compliance | Director | On-time audit delivery, number of findings from external auditors, staff hours spent on access reviews | Coordinating access review campaigns across dozens of managers via spreadsheets, chasing reviewers for responses, rebuilding evidence packages for each audit cycle | Open job posting for IT Auditor or Compliance Analyst, G2 review of SailPoint or Vanta, LinkedIn post about audit preparation stress | Automated reviewer delegation, scheduled reminders, one-click SOC 2 and HIPAA report generation |
| IAM Engineer | Manager/Senior Manager | IdP integration uptime, speed of provisioning and deprovisioning, reduction in orphaned accounts | Manually exporting user lists from Okta or Entra ID for reviewers, no automated revocation workflow, zombie account accumulation | Posting in IAM or Okta community forums about access review automation, searching for Okta IGA integrations | Native connectors for Okta, Entra ID, JumpCloud, and AWS with automated deprovisioning triggers |
| Chief Compliance Officer | C-Suite | Regulatory audit outcomes, number of compliance frameworks maintained, cost of compliance operations | SOX user access controls require quarterly certifications, HIPAA minimum necessary access is hard to enforce at scale, external auditors increasing evidence demands | Company approaching SOX filing deadline, recent HIPAA breach in their vertical generating board-level concern, LinkedIn post about audit readiness | SOX and HIPAA compliance reports generated in console, up to 80% cost reduction versus legacy IGA platforms |
| VP of IT Operations | VP | IT staff utilization, cost per compliance cycle, system uptime and integration reliability | Access review process consumes weeks of IT staff time each quarter, legacy IGA tools require long implementation timelines and high vendor fees | Posting about IT budget cuts or efficiency initiatives, open IT Operations Manager or SysAdmin role, evaluating cloud-first tooling | No-code cloud deployment in minutes, up to 70% savings on staff expenses, seamless SSO and IdP integration |
Companies hiring for compliance and IAM roles are actively building or scaling their access review program. We target the CISO and Director of IT Compliance at these accounts to position YouAttest as the fastest path to audit-ready access reviews without additional headcount.
Monitor Job Postings
LinkedIn Jobs Scrape
Keyword Job Alerts
Enrich Account Data
Find Decision Makers
Identify Buying Committee
Email
LinkedInG2 reviewers are actively evaluating or already using a competing IGA solution, making them highly in-market. We identify the reviewer's company, build the buying committee, and reach out with a direct comparison angle highlighting YouAttest's speed and cost advantage.
Scrape G2 Reviews
Monitor Competitor Pages
Identify Reviewer Company
Enrich Firmographics
Email
LinkedInCompanies using Okta or Entra ID without a dedicated IGA tool are conducting access reviews manually or not at all. We target their security and compliance leaders with a native integration angle, showing how YouAttest connects in minutes and eliminates their spreadsheet-based review process.
Confirm No IGA Layer
Build Account List
Enrich Firmographics
Find Buying Committee
Identify Buying Committee
Email
LinkedInConference attendees in the identity and compliance space are actively solving the exact problems YouAttest addresses. We scrape attendee and speaker lists, enrich with firmographic and tech stack data, and reach out immediately after the event with a relevant, timely message tied to their conference context.
Scrape Attendee Lists
Enrich Attendee Profiles
Identify Buying Committee
Email
LinkedInChampions who already know the value of automated access reviews are the fastest path to a new deal. We track job changes for past users and warm contacts, then reach out within days of their move to offer to replicate their prior compliance setup at their new company.
Track Champion Job Changes
Monitor LinkedIn Updates
Enrich New Account
Find New Buying Committee
Buying Committee
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We build and install a fully automated, signal-based outbound system, outbound, ads, and content, in a 45-day sprint. No retainer, and you own everything. Demos booked in 45 days or we work free until they are.