Full template
- 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.
Skills
Scores and tiers accounts inside each motion using weighted signal dimensions the owner can see and tune, so the weekly list is defensible.
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.
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.
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.
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.
Routines
Routines install paused. Turn each one on when you are ready.
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.