For SDRs & BDRs

Work the list
that has a reason.

Triggers narrow the universe. The brief stacks what to do first. You confirm fit, enrich when needed, and pass AEs a thread with context—not a cold name.

🔍

Research rabbit holes

You were hired to book meetings, not to manually verify whether an account still matches a vague ICP.

📉

Volume without a reason

Spray-and-pray kills domains and morale. You need accounts with a why, not another 500-name CSV.

🎯

Handoffs drop context

AEs need the signal and thread, not a bare lead. You need one record per company that tells the story.

Triggers

Stop guessing which accounts to prioritize.

Your leaders define signals; you operate inside that frame. When a company hits a trigger, it surfaces in the brief with the why—so you are not re-researching the same accounts from scratch.

  • Nightly detection: fresh hits by morning
  • Plain-language signals you can explain on a call
  • Ignore bad fits so Pia learns what to deprioritize
Triggers for SDRs
Morning brief

Morning brief

Your queue is already ordered.

Cards stack by urgency: signal hits, warm replies, stalled touches. You spend cycles on judgment and the next touch, not on building the list from zero.

  • One card = one company + reason
  • Drafts ready when a touch is obvious
  • Mobile-friendly between calls

Contact & context

Enrich when the account is real.

Verification and waterfall enrichment kick in for accounts you are about to work—not for anonymous bulk. Better deliverability, fewer embarrassing bounces.

  • Email, phone, and LinkedIn on the same record
  • Context from company data for the opener
  • Sequences start after you commit to an account

Contact data

Signal hit to verified contact

SDR to AE

Handoff

AEs get the thread, not a spreadsheet row.

Replies stay on the company conversation with full context. Pia can draft a bridge note so the AE opens with continuity.

  • Inbound matched to the right account thread
  • History preserved for qualification calls
  • Same brief vocabulary the whole team uses

Stop guessing who to contact.
Start knowing why.

Your first morning brief, tomorrow. Companies, reasons, messages ready.