Ramp Year

What belongs in an ICP worksheet with evidence and disqualifiers?

The answer in brief

Include account identifier, operating condition, source URL and date, observed fact, pain hypothesis, relevant roles, adoption constraint, disqualifier, confidence and next validation question. A good worksheet lets a seller inspect the reasoning and reject an account. Leave unknowns explicit instead of filling every field with AI-generated certainty.

Daavid ChristaDaavid ChristaCofounder, Ramp Year · GTM / Account executive
SalesforceNavanPeec AI

Previously Salesforce’s youngest account executive, a mid-market AE at Navan, and part of building the go-to-market at Peec AI. More than seven million in personally closed revenue; helped build modern, agentic sales motions supporting double-digit millions in ARR.

In this answer

Make each account decision auditable

Separate the fact from its interpretation. 'The company published an enterprise pricing tier' is an observation; 'access administration is delaying launches' is a hypothesis unless a buyer confirms it. Put them in different fields so later sellers do not accidentally repeat assumptions as facts.

Use confidence to express evidence quality rather than a predicted purchase probability. Record the source's freshness and whether it is company-authored, independent or inferred. A disqualifier should describe a real boundary: missing required integration, unsuitable contract size or a solved problem. Maintain the worksheet as a working record rather than a static list.

A worksheet a seller can use
DecisionEvidence to useWhat changes next
ObservationSource URL, date and exact relevant factAllows the seller to verify what is known
InterpretationPain hypothesis, confidence and alternative explanationKeeps assumptions open to correction
Action boundaryRole, disqualifier and next questionTells the team what to validate or reject

Work through the decision

Illustrative row: account 'Example Platform'; fact 'new enterprise plan'; source 'public pricing documentation, checked today'; hypothesis 'plan access may be difficult to administer'; alternative 'the company already has a robust internal system'; question 'how are plan changes handled today?'

A second row might be rejected because its product does not use differentiated access at all. Retain that reason rather than deleting the record and researching it again next month. The worksheet is useful because it records judgment and prevents repetitive mistakes, not because every row receives a high score.

The confidence field becomes a fictional intent score

A numerical score can imply precision the sources do not support. Use plain evidence categories and explain their meaning. Do not translate a funding event or website change into a claimed probability of purchase without validated data.

Use this decision check

Check only what you can support with a record. This is a working aid, not a score predicting results.

0 of 3 evidence checks marked.

A concrete next step

Download the ICP worksheet and fill one strong account and one rejection. Ask a seller to explain the next action without additional verbal context; revise fields they cannot interpret.

Sources and research notes

  1. GitLab sales development handbookCompany operating handbook
  2. Schematic product documentationCompany product description

Primary sources reviewed October 6, 2026. The operating recommendations and worked scenarios are Daavid’s analysis. Illustrative numbers are assumptions, not measured client results. Company marks identify sources and prior experience; they do not imply a customer relationship or endorsement.

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