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
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