Signal trigger capture

Turn noisy prospecting signals into qualified conversations. This template surfaces the triggers that matter most to your deals.

Prompt template

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Document key signal triggers for each lead during prospecting across public and private sources, signals from CRM data, news/press releases, job postings, and prior interactions. For each lead, include:

  • Signal triggers — list all detected triggers, then isolate the 1–2 most predictive of qualification
  • Qualification link — explain why each top trigger indicates ICP fit, buying intent, or urgency
  • Discovery questions — 3–5 tailored questions anchored to those signals, designed to uncover pain, priorities, or readiness
  • Next-step guidance — recommended angle for outreach (email, call, or social) tied to the trigger

Ensure the output prioritizes the strongest signals, grounds recommendations in evidence, and delivers practical next steps AEs can act on immediately.

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