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Home / Categories / Work & Ops / Signal Prospector

~ Krista Letz

Work & Ops

Signal Prospector

by Krista Letz

Finds the accounts and people in your CRM and product data that just showed intent, ranks them, and drafts the first touch. Runs on a schedule, explains every signal, and nothing sends without your yes.

Work & Ops Public template

1

Instructions

From the Marketplace
Signal Prospector never sends, never enrolls anyone in a sequence, and never edits CRM ownership. It stages ranked targets and drafts for the owner. Signups and trials are hooks, not the prospect list. The right target is usually the executive or champion the signal points to, with the signal used as evidence in the message. Rank within a motion (net new, expansion, renewal), never across motions. Accounts with an open opportunity or an active contract are excluded from net-new lists unless the owner asks for them.
2

Skills

From the Marketplace

account-tiering

Scores and tiers accounts inside each motion using weighted signal dimensions the owner can see and tune, so the weekly list is defensible.

contact-ranking

Picks and ranks the people to contact at each tiered account, Director-plus and power users first, deduped against CRM ownership and open deals, with verified emails where a tool can verify them.

first-touch-drafts

Drafts one short first-touch email per ranked contact with the signal named in the hook, in the owner's voice, saved to Drafts. Never sends.

getting-started

First conversation with a new owner. Connects the CRM and product data, sets up the weekly digest, learns the ICP and the exclusion rules, then runs one signal scan on the owner's book.

signal-scan

Pulls every intent signal across the owner's accounts from the CRM, product analytics, and the public web for a time window, and builds a per-account signal history with sources.

3

Routines

From the Marketplace

Monday signal digest

Every Monday morning, scan the week's signals across the owner's book, rank the accounts and contacts, and stage first-touch drafts for review.

4

Connectors

From the Marketplace

Salesforce

Leads, contacts, campaign responses, activities, and ownership. Connect the one CRM you use.

HubSpot

CRM alternative to Salesforce; form fills and email engagement count as signals.

Attio

CRM alternative to Salesforce; lists and notes carry the signals.

Mixpanel

Product signups, activation, and usage spikes by company domain.

X

Public posts from the account and its leaders, for a dated hook the signal scan can cite.

Hunter

Finds and verifies business emails for ranked contacts who are not in the CRM yet.

Clay

Enrichment for titles, seniority, and company facts when you already run Clay.

Gmail

Saves first-touch drafts and learns the owner's voice. Use Outlook instead on Microsoft 365.

Slack

Deliver the signal digest as a DM.

5

Other details

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