Signal-based playbook

Your outreach starts
when a signal shows.

You write the signal as a question, and accounts where research finds it get a play for the right contact.

Where signal-based outreach breaks

Not in spotting signals. In acting on them in time.

3 ways it happens

Signals nobody defined

Generic intent data says someone read about a topic. It rarely says why your buyer would care now.

Found too late

A signal read in a quarterly review is a conversation missed. It mattered when it changed.

A follow-up that ignores it

Even a good signal gets a template email that never mentions it.

Research on a schedule, without plays, is Scheduled Research.

The signal

You write the signal as a research question

A research agent answers your question on each account, with its date and source. Set it to be used in Signals, and a positive answer counts toward an ICP Yes account's score.

The workflow

Your new and known accounts each get their own path

A company you have never worked is qualified and researched, and only continues when the signal is confirmed. An account already in your CRM skips qualification and contact finding. Both paths end in a play for the contact who fits, and the fields you map in your CRM fill in as it runs.

What you get at each step Example
  1. 1Audience
    Not in your CRM yet
    Accounts with buying signalsMatches 131 accounts
    1 condition
    Has buying signals equals Yes
    When a record enters the audienceChecks for new matches every 5 minutes; each record runs at most once a day.
  2. 2Account Qualification
    Account
    Acme Corpacme.com
    ICP: YesCriteria met
    • Uses Salesforce
    • Multi-entity organization
    • Actively hiring RevOps
    • Headcount 500+
  3. 3Account Research
    Account
    Acme Corpacme.com · Score 85
    Signals found
    • New RevOps leadership hireA VP Revenue Operations started in June
    • CRM consolidation program3 RevOps roles name a platform migration
  1. 4Condition
    1 condition
    Has buying signals equals Yes
    Acme CorpBuying signals: Yes, passesGoes on to Contact Finder
  2. 5Contact Finder, Contact Qualification, Email/Phone Finder
    Contact
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesMatches the RevOps Leader persona: VP level, owns the revenue systems budget
    Contact details
    • d.whitfield@acme.comSafe to send
    • +1 415 555 0142P1: likely to pick up
  1. 6Play Copywriting
    Play
    Cold call: opening trackGenerated
    For Dana WhitfieldGenerated playOpener: “Dana, I'll be quick. You're hiring three RevOps people while running six entities on Salesforce. Most teams at that point are stitching data by hand.”If pushback: “What's the current process for keeping the regional records in sync?”
  1. 7HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountAcme CorpICP StatusAccount ScoreResearch answers+ Map any other field
    ContactDana WhitfieldJob titleIBP StatusEmailPhonePhone intentCold call: opening track+ Map any other field
The trigger

Your workflow starts when an account newly shows a signal

The audience is every account with a buying signal, and the trigger is When a record enters the audience. It checks every 5 minutes and runs an account once when it newly matches, at most once a day.

What reps get

Your rep sees the signal, its date and its source

On the account's Qualification & Research tab, each signal is a card with its answer and its date. Source and reasoning shows where it came from, so your rep can check it before writing.

IGEN runs outbound on triggers it chose

Their words, from their own story. In a market of 1,200 companies, IGEN picked the triggers that matter in tax: a new hire, a retirement, a fine.

“The best type of outbounding is trigger-based outbounding. So something has happened at a company, therefore that person's more likely to interact with my messaging.”

Jamie Wilson Jamie Wilson, VP of Sales, IGEN
Read the IGEN story
3 triggers
Triggers tell reps who to call, and why now
1 message per persona
A user, a director and a CFO each get a different one
What your security team will ask
  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See a signal become a play on a real account

We will walk you through writing a signal, the audience that watches for it and the play it leads to, on a real workspace.

Request a demo