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Section 18

Choosing your role

When you create an account, DatIQ asks which of eight roles fits your work:

When you create an account, DatIQ asks which of eight roles fits your work:

RoleWhat DatIQ puts first for you
Sales, SDR & BDRAccount briefs, published contacts, pushing results to your CRM
RevOps & Growth OperationsAccount lists, ICP scoring, routing rules
Product Manager & Competitive IntelligenceCompetitor watchlists and pricing trackers
Product Marketing ManagerBattlecards, customer proof, AI visibility briefs
SEO, Content, AEO & GEODiscoverability audits and content briefs
Brand, Growth & CROBusiness truth, share of voice, trust & proof
Founder, VC & Market ResearchDiligence briefs and market landscapes
Agency, Enterprise & ConsultantClient teardowns, audits, reports in your brand

Your role decides the examples, the Home tiles and the templates you see first. It never limits what you can use — every feature is available whichever role you pick.

When you are asked. If you sign up from the home page, pricing or a use-case page, you go straight to role selection (a use-case page suggests its role — you still confirm it). If you sign in partway through something — reviewing an extraction, running a Discover audit, accepting an invite — you go straight back to it, and a small Personalise DatIQ card offers the choice instead. Picking a role from that card brings you back to the same page. Skip for now and Not now are always there; you are never blocked.

To change it, open your account menu and choose Switch persona. Your current role stays selected and nothing changes until you confirm a new one — Keep returns you to where you were. Your saved extractions, audits, lists and settings are untouched either way. If you picked Market Research before, you are now under Founder, VC & Market Research; nothing else changes.

Engagement — outreach to the accounts you have researched — is in private beta. To ask for access,
email hello@datiq.app from the address you use for DatIQ.