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Signal prospecting desk

I find public evidence that an account has a dated reason to buy and put the source in front of the right rep. After a Keep, the prospecting workflow verifies a contact and prepares the follow-up in HubSpot.

For your team: Your rep knows why this account belongs on today's call list.

What you get

  • Buyer and timing rules from your experts
  • Account review with quoted sources
  • Four drafted CRM tasks after a Keep

See the four-task workflow in the distributor case

How I run the work

I interview your best rep and sales leader before configuring the public sources, territories and exclusions. Reps review the evidence before enrichment or CRM loading.

The prospecting workflow never sends or scrapes LinkedIn. Your rep sends the drafts; any manual LinkedIn research stays outside the product.

What I need to start

  • Best rep and sales leader for the interview
  • Buyer and exclusion examples
  • Reviewers and authorized CRM access

I review the gaps with you before proposing the scope and a start date.

Get a free gap audit