find companies the month they're ready to buy
A company that just hired a new CIO or opened new branches has a reason to talk that it didn't have last quarter. We find those moments in public sources, check them against your ICP, and give your team the account, the reason and the right people.
book a 15 minute callone row from your sheet
- trigger
- New CIO, Oct 21.
- why now
- A new CIO, and a private bank in your target segment with no current relationship.
- fit
- 92, scored against your ICP.
- people
- Riya Sample, CIO. Kabir Sample, Head of Digital.
how the research works
agree your ICP
We start with who you sell to and which segment to try first. You also give us an exclusion list of customers and open deals.
look for dated signals
We go through public company and professional sources, like announcements, press releases and job posts, for things that happened recently.
score each account
Each account gets scored against your ICP and checked against your exclusion list. A person approves it before delivery.
find the right people
For each account that passes, we name the people who own the problem and draft an opener for each channel. It all arrives in a shared sheet.
what counts as a trigger
A trigger is a dated, checkable event that changes what a company needs. A new leader often reviews what they inherited. A job post tells you where a team is short. A new office, a new licence or a funding round usually means new work and a new budget conversation.
What doesn't count is a guess. "This company seems like a fit" isn't a trigger, and neither is a date we can't source. If your SDR can't click a link and see it for themselves, it doesn't go in the sheet.
why the date matters
A static list tells you who could buy. It doesn't say why they would take your call this month rather than next year, so your team ends up opening with who you are. A signal with a date gives them a better first line and a reason for calling now.
Signals also go stale. A new CIO in October is worth mentioning in November. By the following year it's old news, so we work in batches and look for what is recent.
one signal rarely tells the story
We look for signals that point at the same problem. A new CIO alone is interesting. A new CIO, a head of loan operations job post and new branches together suggest loan workflows are on someone's desk. That is what we write about, and it's what the "why now" column in your sheet explains.
Your team can check all of it. Every trigger comes with a source link, and every account shows how it scored, so your SDRs can disagree with us. We tune the scoring when they do.
what happens to the leads
Leads are the start. You can take the sheet and work it yourself, or we can build the automations that reach those accounts on email, linkedin, whatsapp and calls, and run them with your team. In the pilot, we measure how many leads your SDRs accept and how they compare with your current lists.