23 templates

Start from a play that already works.

Each template answers one question about a company, like "is this signup worth a call?" or "did a target just hire a new sales leader?", and tells you what to do next. Pick one, change anything.

Acquisition
Signup Screening

Is this signup worth human attention?

High-fit lead Route to sales
Onboarding
Smart Signup

Who is signing up, before they finish the form?

Prefill company, size, and role from email
Local
Local Reputation Watch

Did a local business's rating just drop or reviews turn negative?

Rating dropped Reach out today
Local
Local Growth Signal

Is a local business growing or newly active online?

Review surge Upsell moment
Acquisition
New Leadership Signal

Did a new decision-maker just join this account?

New CRO Reach out this week
Acquisition
Warm Outbound

Which target accounts does your team already have a way into?

Warm path found Ask for an intro
Acquisition
Champion Tracking

Did a buyer you know just change seats?

Champion moved Reach out in week one
Acquisition
Competitor Engagement

Is this account leaning toward a rival?

Competitor engagement Send the comparison
Acquisition
Hiring Signal

Is this account hiring for a role that signals a need?

Hiring SDRs Send the ramp play
Acquisition
RFP / Pilot Signal

Is this account actively in-market for our category?

Active RFP Engage before shortlist
Routing
Partner Fit

Is this an agency or partner, not a normal customer?

Agency / partner Route to partner program
Risk
Trial Abuse Risk

Is this signup real, risky, or junk?

Disposable / junk Require verification
Acquisition
Sales Brief

What should I know before I reply?

Company brief + suggested opener
Risk
Support Escalation

How urgent is this support request?

High priority Escalate to founder
Routing
Competitor / Vendor Detection

Prospect, vendor, competitor, or noise?

Vendor outreach Do not route to sales
Acquisition
Funding Signal

Did this company just raise money?

Active raise Route to sales now
Acquisition
Switch Signal

Do they show signs of replacing a competitor tool?

Medium-high Send replacement angle
Acquisition
Inbound Signup Cross-sell

A qualified person just signed up - what happens to their company next?

High-fit signup Watch the company
Compliance
Licence & Accreditation Watch

Did this account just gain, lose, or renew a licence?

New licence Reach out this week
Logistics
Fleet & Capacity Growth

Is this carrier adding trucks, routes, or terminals?

Fleet grew Reach out now
Local
New Location & Practice Growth

Is this practice or operator opening up and taking on more?

New location Reach out today
Channel
Partner Tier Movement

Did this agency or reseller just change partner status?

Reached Gold Recruit now
Retention
Customer Risk Watch

Is an account we already won showing signs of trouble?

Champion left Check in this week

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