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Tactical Guides

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Map triggers to action

The Framework

Step One: Identify triggers

Step one in the process is to identify these triggers. Common shifts to look out for include companies hiring for a specific role, a new person being hired for a new role, or a new round of funding. It's essential to have a clear understanding of what these triggers are and how they impact your potential customers' needs.

Step Two: Build trigger-based plays

Next, map out actions and messaging to the identified triggers. Consider what actions you can take and what messaging will resonate with your prospects during these times of change. For example, if a company has just received a new round of funding, your messaging could focus on how your solution can help them scale quickly and effectively.

Step Three: Monitor & automate

Most importantly, build systems to monitor for these shifts and automate actions. Set up alerts for when specific triggers occur, and automate outreach to the affected prospects. This approach ensures that you're reaching out to potential customers at the right time, with the right message, and in a way that feels personalized to them.

Takeaway & Action Item:

Leveraging triggers to drive personalized outreach and increase your chances of converting outbound efforts
Action: Use the Trigger Playbook template below to document the playbook and monitor triggers

The Workbook

ICP Workbook 2
Company Headcount
Industry (Choose one! eg: Biotech)
Example Company Linkedin Profile (Public URL)
Primary job to be done (eg: managing reservations)
Title(s) for Champion
Example Champion Linkedin (Public URL)
Title(s) for Exec Buyer
Example Exec Buyer Linkedin Profile (Public URL)
Column 12
Primary ICP
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