Trigger Finder
When to activate
Daily prospecting workflow when building event-triggered sequences, prioritizing who to contact in the next 24 hours, or operationalizing buying intent signals into a repeatable outreach cadence.
When NOT to use
Cold outreach where no trigger exists — use Personalization skill instead for static ICP outreach. Do not use Trigger Finder for warm inbound leads (they already have intent) or account-based sales where relationships are pre-established.
Instructions
The 4 Trigger Categories
1. Company Events — direct organizational shifts that create budget and urgency
- Funding rounds (Series A/B/C, seed) — capital influx triggers hiring, tool expansion, infrastructure overhaul
- Hiring spree (job postings 3+ roles in 90 days) — new team = new tool budgets, skill gaps, process bottlenecks
- M&A activity (acquisition or being acquired) — integration challenges, system consolidation, legacy platform replacement
- Leadership change (new CTO, VP Engineering, CMO) — new executives bring fresh vendor relationships and mandate to improve under their watch
2. Behavioural Signals — intent-revealing activities that indicate active evaluation
- Content downloads (whitepapers, guides, ROI calculators) — self-education phase, comparing options
- Webinar/demo attendance (your competitors' events, industry conferences) — shopping mode, benchmark gathering
- Review site activity (G2, Capterra, Trustpilot — site visits, comparison views, demo requests) — late-stage evaluation
- Job postings mentioning skill gaps or new initiatives — hiring for capabilities they don't have in-house
3. Tech Stack Changes — platform adoption and churn that reveal spend and priority shifts
- New tool installs (via BuiltWith, LinkedIn job postings that mention "experience with X") — active stack expansion, budget allocated
- Competitor tool removal/discontinuation announcements — active replacement search underway
- Competitor adoption by their peers (case study visibility, social proof erosion) — FOMO, fear of being left behind
- Stack consolidation or modernization initiatives (gleaned from job postings, LinkedIn content, engineering blogs) — platform rationalization = RFP window
4. External Events — macro triggers that shift buying urgency at scale
- Regulatory change (GDPR, SOC2, data residency laws, AI compliance) — forced compliance spend
- Competitor failure or market contraction — trust loss, alternative-seeking behavior
- Market shift or industry disruption (AI, API-first, serverless adoption) — category creation, new category adoption
Signal Sources: The Stack
Free or low-cost sources:
- LinkedIn (free) — job postings, company updates, leadership changes, founder posts about funding
- G2/Capterra (free) — competitor review activity, download counts, demo request spikes
- Crunchbase (free tier, alerts via email) — funding announcements, hiring data, company news
- BuiltWith (free/paid) — identify who uses specific tech, set up tracking for competitors or ICP profiles
- Google Alerts (free) — set up alerts for companies, competitors, regulatory keywords, industry terms
- Job posting aggregators (free: LinkedIn, Indeed, Ashby) — proxy for hiring velocity, pain points, budget direction
- Company careers page (free) — active hiring sprees, new team formation
- Zapier/Make templates (paid, $10–50/mo) — automate daily signal collection into your CRM
Premium sources (optional for at-scale operations):
- Apollo.io, Hunter.io, or ZoomInfo — trigger alerts, intent data overlays
- 6sense, Demandbase, Terminus — account-level intent signals
Trigger Scoring Framework
Assign each signal a score that determines speed of response:
High (Act within 24 hours)
- Active funding announcement (within 7 days)
- Job posting explicitly mentioning your product category or competitive gap
- G2 competitor review (demo request, moving reviews, follow-up activity)
- Leadership change in target role (CTO, VP Eng, CMO)
- Company news about product pivot, expansion, or M&A (acquired or acquiring)
Medium (Act within 1 week)
- Content download from your site or competitor's site
- Webinar attendance (your own or competitor events)
- Hiring 2+ roles that suggest capability gaps
- Tech stack change indicating modernization initiative
- Regulatory announcement affecting their industry
Low (Park for future sequence)
- General job posting (not role-specific pain point)
- Quarterly earnings mention of strategic initiative
- Peer adoption (interesting but not direct intent)
- Industry trend (macro, not company-specific)
Score low signals and add to a nurture sequence; revisit if a higher-score trigger appears.
The Trigger Message Formula
Your opening message must contain exactly three elements in this order:
[Name the specific trigger] — Be explicit about what you observed
- ✓ "I saw your Series B announcement last Tuesday"
- ✗ "I noticed you're growing"
[Why it matters to them specifically] — Connect the trigger to a concrete business impact
- ✓ "Series B typically means 2–3 new hiring goals, and that's where onboarding friction kills velocity"
- ✗ "Series B companies need to scale"
[One question] — Open-ended, not a yes/no, that invites them to share their specific challenge
- ✓ "What's the biggest pain in onboarding your new hires right now?"
- ✗ "Are you interested in better onboarding?"
Example formula in action:
"Hi [Name], I saw that [Company] just closed your Series B — congrats. Most teams in your position struggle with onboarding new engineers quickly, which delays TTM. What's been the bottleneck for you?"
Building Your Trigger Monitoring Stack
Daily workflow:
- Each morning, run queries across your sources (or set up Zapier/Make automations to run overnight)
- Collect signals into a single intake document or CRM view
- Score each signal (high/medium/low)
- Route high-score signals to your daily outreach list
- Add medium and low signals to your CRM with a 7–14 day follow-up date
Automation pattern (Zapier/Make):
- Trigger: "New job posting matching keywords [your ICP]" OR "Funding announcement for [company list]" OR "G2 review posted on [competitor]"
- Action: Create a new row in your CRM (Salesforce, HubSpot, Pipedrive) with signal type, score, date, and link
- Frequency: Daily 8 AM your time
- Cost: ~$20–50/month for a 3–5 trigger automation
Sample Zapier setup:
- LinkedIn job posting trigger → Filter for keywords ("hiring," "engineer," "full-stack") + company ICP
- Crunchbase funding trigger → Add "Series A, B, C" filter
- Action: Create/update deal in HubSpot with pipeline "Trigger Queue," set score tag
- Notification: Slack daily digest of high-score signals for your team
The 14-Day Decay Window
Critical rule: Most triggers lose relevance after 14 days.
- A funding announcement on Day 1 is fresh and urgent (budget is being allocated)
- By Day 14, procurement cycles have tightened; by Day 30, the window has closed
- Job postings peak in relevance during weeks 2–3 (active recruiting, unfilled positions = pain)
- Leadership changes are highest intent on days 1–7; after 30 days, they've settled into their role
- Regulatory announcements have a longer window (60–90 days) but stack with other signals
Implications:
- Do not sit on high-score triggers. Outreach on day 1 or 2
- Medium-score triggers can wait 3–5 days but not longer
- After 14 days, move a signal to "nurture" (lower cadence, add to email sequence)
- Track response rates by trigger age; you'll see sharp decline after day 10–14
Operationalization: From Signal to Sequence
- Identify — Run your daily sources, capture signal
- Score — High/medium/low framework above
- Message — Use the trigger formula; personalize in 2 minutes
- Time — High = today, Medium = this week, Low = nurture
- Track — Log trigger type, date, score, and response in CRM for predictive scoring
- Decay — Archive or nurture after 14 days if no response
Trigger Message Templates by Category
Company Events:
"I saw [Company] hired [Name] as [Title] last month. Leaders in that role typically reshape the [function] stack. What's been the mandate from your leadership around [theme]?"
Behavioral Signals:
"I noticed you downloaded our '[Resource]' guide last week. The teams using it most are tackling [specific pain]. Where are you most blocked right now?"
Tech Stack Changes:
"I saw [Company] added [Tool] to your stack recently. A lot of teams do that when [business reason]. Are you rebuilding [system] this cycle?"
External Events:
"With [regulation] coming into effect in [timeline], teams like you are reviewing [category] solutions. What's your priority—compliance or performance?"
Example
Scenario: You're selling developer onboarding automation to engineering teams at Series A/B startups.
Today's signal intake:
| Company |
Trigger |
Score |
Source |
Today's Message |
Response |
| TechCorp Labs |
Series B, $25M round (announced 2 days ago) |
High |
Crunchbase |
"Congrats on the Series B close. Most teams at this stage hire 5–8 new engineers in the next quarter, which breaks onboarding. What's your current TTM for a new hire?" |
Read (2h later): "Ha, we're at 6 weeks. Agreed it sucks." |
| Aurora Systems |
VP Engineering hired (LinkedIn post, 3 days ago) |
High |
LinkedIn |
"Saw you brought on [Name] as VP Eng—strong hire. New leaders typically want to cut TTM in half. Are you looking at onboarding tools this cycle?" |
Read (next day): "Actually yeah, we're evaluating now." |
| Vertex AI |
4 job postings for "Senior Backend Engineer" posted in 7 days |
Medium |
LinkedIn job search + Crunchbase |
"I see you're hiring aggressively for backend. When you're scaling the eng team that fast, onboarding bottlenecks compound. Quick question—how are you scaling onboarding processes to keep up?" |
No response yet (park for 5-day follow-up) |
| Momentum Inc |
Downloaded your "Onboarding Metrics" guide (email tracked) |
Medium |
Email tracking |
"Thanks for downloading the metrics guide. Most teams find their TTM is 40% of the way to industry best practice. What's your baseline right now?" |
Read (same day): "Around 6 weeks, looking to cut to 3" |
| Scale Ventures |
Closed Series A 8 weeks ago; no recent signal |
Low |
CRM history |
[No outreach today; add to nurture email sequence] |
— |
Result of one morning's work: 2 high-score conversations opened same day, 1 medium moved to follow-up, 1 warm inbound generated from email touch.
Key observation: The VP Engineering hire and Series B announcement moved the needle fastest because they signal fresh decision-maker + fresh budget. The onboarding guide download was lower velocity but indicated active evaluation. Job postings are lagging indicators (pain already existed; now they're hiring to fix it).
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1---2name: trigger-finder3description: Daily prospecting workflow when building event-triggered sequences, prioritizing who to contact in the next 24 hours, or operationalizing buying in...4---56# Trigger Finder78## When to activate9Daily prospecting workflow when building event-triggered sequences, prioritizing who to contact in the next 24 hours, or operationalizing buying intent signals into a repeatable outreach cadence.1011## When NOT to use12Cold outreach where no trigger exists — use Personalization skill instead for static ICP outreach. Do not use Trigger Finder for warm inbound leads (they already have intent) or account-based sales where relationships are pre-established.1314## Instructions1516### The 4 Trigger Categories1718**1. Company Events** — direct organizational shifts that create budget and urgency19- Funding rounds (Series A/B/C, seed) — capital influx triggers hiring, tool expansion, infrastructure overhaul20- Hiring spree (job postings 3+ roles in 90 days) — new team = new tool budgets, skill gaps, process bottlenecks21- M&A activity (acquisition or being acquired) — integration challenges, system consolidation, legacy platform replacement22- Leadership change (new CTO, VP Engineering, CMO) — new executives bring fresh vendor relationships and mandate to improve under their watch2324**2. Behavioural Signals** — intent-revealing activities that indicate active evaluation25- Content downloads (whitepapers, guides, ROI calculators) — self-education phase, comparing options26- Webinar/demo attendance (your competitors' events, industry conferences) — shopping mode, benchmark gathering27- Review site activity (G2, Capterra, Trustpilot — site visits, comparison views, demo requests) — late-stage evaluation28- Job postings mentioning skill gaps or new initiatives — hiring for capabilities they don't have in-house2930**3. Tech Stack Changes** — platform adoption and churn that reveal spend and priority shifts31- New tool installs (via BuiltWith, LinkedIn job postings that mention "experience with X") — active stack expansion, budget allocated32- Competitor tool removal/discontinuation announcements — active replacement search underway33- Competitor adoption by their peers (case study visibility, social proof erosion) — FOMO, fear of being left behind34- Stack consolidation or modernization initiatives (gleaned from job postings, LinkedIn content, engineering blogs) — platform rationalization = RFP window3536**4. External Events** — macro triggers that shift buying urgency at scale37- Regulatory change (GDPR, SOC2, data residency laws, AI compliance) — forced compliance spend38- Competitor failure or market contraction — trust loss, alternative-seeking behavior39- Market shift or industry disruption (AI, API-first, serverless adoption) — category creation, new category adoption4041### Signal Sources: The Stack4243**Free or low-cost sources:**441. **LinkedIn** (free) — job postings, company updates, leadership changes, founder posts about funding452. **G2/Capterra** (free) — competitor review activity, download counts, demo request spikes463. **Crunchbase** (free tier, alerts via email) — funding announcements, hiring data, company news474. **BuiltWith** (free/paid) — identify who uses specific tech, set up tracking for competitors or ICP profiles485. **Google Alerts** (free) — set up alerts for companies, competitors, regulatory keywords, industry terms496. **Job posting aggregators** (free: LinkedIn, Indeed, Ashby) — proxy for hiring velocity, pain points, budget direction507. **Company careers page** (free) — active hiring sprees, new team formation518. **Zapier/Make templates** (paid, $10–50/mo) — automate daily signal collection into your CRM5253**Premium sources** (optional for at-scale operations):54- Apollo.io, Hunter.io, or ZoomInfo — trigger alerts, intent data overlays55- 6sense, Demandbase, Terminus — account-level intent signals5657### Trigger Scoring Framework5859Assign each signal a score that determines speed of response:6061**High (Act within 24 hours)**62- Active funding announcement (within 7 days)63- Job posting explicitly mentioning your product category or competitive gap64- G2 competitor review (demo request, moving reviews, follow-up activity)65- Leadership change in target role (CTO, VP Eng, CMO)66- Company news about product pivot, expansion, or M&A (acquired or acquiring)6768**Medium (Act within 1 week)**69- Content download from your site or competitor's site70- Webinar attendance (your own or competitor events)71- Hiring 2+ roles that suggest capability gaps72- Tech stack change indicating modernization initiative73- Regulatory announcement affecting their industry7475**Low (Park for future sequence)**76- General job posting (not role-specific pain point)77- Quarterly earnings mention of strategic initiative78- Peer adoption (interesting but not direct intent)79- Industry trend (macro, not company-specific)80Score low signals and add to a nurture sequence; revisit if a higher-score trigger appears.8182### The Trigger Message Formula8384Your opening message must contain exactly three elements in this order:85861. **[Name the specific trigger]** — Be explicit about what you observed87 - ✓ "I saw your Series B announcement last Tuesday"88 - ✗ "I noticed you're growing"89902. **[Why it matters to them specifically]** — Connect the trigger to a concrete business impact91 - ✓ "Series B typically means 2–3 new hiring goals, and that's where onboarding friction kills velocity"92 - ✗ "Series B companies need to scale"93943. **[One question]** — Open-ended, not a yes/no, that invites them to share their specific challenge95 - ✓ "What's the biggest pain in onboarding your new hires right now?"96 - ✗ "Are you interested in better onboarding?"9798**Example formula in action:**99> "Hi [Name], I saw that [Company] just closed your Series B — congrats. Most teams in your position struggle with onboarding new engineers quickly, which delays TTM. What's been the bottleneck for you?"100101### Building Your Trigger Monitoring Stack102103**Daily workflow:**1041. Each morning, run queries across your sources (or set up Zapier/Make automations to run overnight)1052. Collect signals into a single intake document or CRM view1063. Score each signal (high/medium/low)1074. Route high-score signals to your daily outreach list1085. Add medium and low signals to your CRM with a 7–14 day follow-up date109110**Automation pattern (Zapier/Make):**111- Trigger: "New job posting matching keywords [your ICP]" OR "Funding announcement for [company list]" OR "G2 review posted on [competitor]"112- Action: Create a new row in your CRM (Salesforce, HubSpot, Pipedrive) with signal type, score, date, and link113- Frequency: Daily 8 AM your time114- Cost: ~$20–50/month for a 3–5 trigger automation115116**Sample Zapier setup:**1171. LinkedIn job posting trigger → Filter for keywords ("hiring," "engineer," "full-stack") + company ICP1182. Crunchbase funding trigger → Add "Series A, B, C" filter1193. Action: Create/update deal in HubSpot with pipeline "Trigger Queue," set score tag1204. Notification: Slack daily digest of high-score signals for your team121122### The 14-Day Decay Window123124**Critical rule: Most triggers lose relevance after 14 days.**125126- A funding announcement on Day 1 is fresh and urgent (budget is being allocated)127- By Day 14, procurement cycles have tightened; by Day 30, the window has closed128- Job postings peak in relevance during weeks 2–3 (active recruiting, unfilled positions = pain)129- Leadership changes are highest intent on days 1–7; after 30 days, they've settled into their role130- Regulatory announcements have a longer window (60–90 days) but stack with other signals131132**Implications:**133- Do not sit on high-score triggers. Outreach on day 1 or 2134- Medium-score triggers can wait 3–5 days but not longer135- After 14 days, move a signal to "nurture" (lower cadence, add to email sequence)136- Track response rates by trigger age; you'll see sharp decline after day 10–14137138### Operationalization: From Signal to Sequence1391401. **Identify** — Run your daily sources, capture signal1412. **Score** — High/medium/low framework above1423. **Message** — Use the trigger formula; personalize in 2 minutes1434. **Time** — High = today, Medium = this week, Low = nurture1445. **Track** — Log trigger type, date, score, and response in CRM for predictive scoring1456. **Decay** — Archive or nurture after 14 days if no response146147### Trigger Message Templates by Category148149**Company Events:**150> "I saw [Company] hired [Name] as [Title] last month. Leaders in that role typically reshape the [function] stack. What's been the mandate from your leadership around [theme]?"151152**Behavioral Signals:**153> "I noticed you downloaded our '[Resource]' guide last week. The teams using it most are tackling [specific pain]. Where are you most blocked right now?"154155**Tech Stack Changes:**156> "I saw [Company] added [Tool] to your stack recently. A lot of teams do that when [business reason]. Are you rebuilding [system] this cycle?"157158**External Events:**159> "With [regulation] coming into effect in [timeline], teams like you are reviewing [category] solutions. What's your priority—compliance or performance?"160161## Example162163**Scenario:** You're selling developer onboarding automation to engineering teams at Series A/B startups.164165**Today's signal intake:**166167| Company | Trigger | Score | Source | Today's Message | Response |168|---------|---------|-------|--------|-----------------|----------|169| TechCorp Labs | Series B, $25M round (announced 2 days ago) | High | Crunchbase | "Congrats on the Series B close. Most teams at this stage hire 5–8 new engineers in the next quarter, which breaks onboarding. What's your current TTM for a new hire?" | Read (2h later): "Ha, we're at 6 weeks. Agreed it sucks." |170| Aurora Systems | VP Engineering hired (LinkedIn post, 3 days ago) | High | LinkedIn | "Saw you brought on [Name] as VP Eng—strong hire. New leaders typically want to cut TTM in half. Are you looking at onboarding tools this cycle?" | Read (next day): "Actually yeah, we're evaluating now." |171| Vertex AI | 4 job postings for "Senior Backend Engineer" posted in 7 days | Medium | LinkedIn job search + Crunchbase | "I see you're hiring aggressively for backend. When you're scaling the eng team that fast, onboarding bottlenecks compound. Quick question—how are you scaling onboarding processes to keep up?" | No response yet (park for 5-day follow-up) |172| Momentum Inc | Downloaded your "Onboarding Metrics" guide (email tracked) | Medium | Email tracking | "Thanks for downloading the metrics guide. Most teams find their TTM is 40% of the way to industry best practice. What's your baseline right now?" | Read (same day): "Around 6 weeks, looking to cut to 3" |173| Scale Ventures | Closed Series A 8 weeks ago; no recent signal | Low | CRM history | [No outreach today; add to nurture email sequence] | — |174175**Result of one morning's work:** 2 high-score conversations opened same day, 1 medium moved to follow-up, 1 warm inbound generated from email touch.176177**Key observation:** The VP Engineering hire and Series B announcement moved the needle fastest because they signal fresh decision-maker + fresh budget. The onboarding guide download was lower velocity but indicated active evaluation. Job postings are lagging indicators (pain already existed; now they're hiring to fix it).178179---180181182📺 **[Subscribe to our YouTube Channel for more deep dives](https://www.youtube.com/channel/UCcvK8pHyqeR7Q_0lYkuHlUg)**