Skip to main content
Use this page when a public company event or discussion might change an account decision. It owns the event-specific evidence and messaging boundary. The shared collection, owner, suppression, and activation steps live in signal playbooks.

Keep the evidence attached

For every candidate, keep the source URL, observed date, account match, affected function, and a proposed action. A headline or public post without a relevant account problem is a research lead, not an outreach trigger.

Qualify the event

Route existing customers and active opportunities to their account or deal owner. Send uncertain matches to review instead of inferring a role, urgency, or budget.

Public-engagement boundary

Reference the topic, never the fact that you watched someone engage with it.

Prepare the review file

If several events occur at one account, combine the verified context into one reviewed decision. Follow the signal-combination policy rather than creating separate touches.
Related: Champion Tracking | Hiring Signals | Fundraising Signals | Competitive Intelligence