Trigger and intended output
The trigger is a verified company change relevant to your offer: for example, a new revenue leader and an announced market expansion. The output is an approved campaign cohort, with eligibility reasons, a message strategy, contact checks and a measurement plan. Detection alone never starts sending.
This reference design translates a GTM brain skill into a delivery workflow. It is not a claim that the signal has proven conversion performance.
Inputs to confirm
Record the company domain, signal source, event date, observation date, confidence and the commercial hypothesis. The brain supplies ICP fit, exclusions, signal weights or rules, expiry, cooldowns, proof and voice. The CRM supplies customers, open deals and prior contact.
Keep a sourced fact separate from the interpretation. “The company appointed a VP Sales” can be verified. “They are unhappy with their pipeline” cannot be inferred as fact from that announcement.
Run the workflow
- Resolve the signal to the correct account. Deduplicate repeated news and provider notifications.
- Verify the source and event date. Retire stale or irrelevant signals under the company’s rules.
- Check customer status, open deals, suppression, cooldown and overlapping campaigns. Existing owners receive useful intelligence without a new cold sequence.
- Assess fit and timing separately. Store a readable reason for inclusion rather than only a combined score.
- Group eligible accounts into a campaign cohort with a shared hypothesis. Use Tier 1 ABM when the economics justify account-specific depth.
- Map relevant buying-group roles and verify contact details. Do not treat address verification as a guarantee of delivery or permission.
- Write the message strategy before copy: the useful insight, proof, intended next step and differences by persona.
- Draft the sequence, run the value test and review the first touches with the operator. Load only the approved version.
- Monitor replies, opt-outs, delivery health and CRM outcomes. Feed corrections back into the signal rules and ICP.
The campaign receipt
- Eligibility
- Target segment, recent leadership change, no customer or open deal
- Commercial hypothesis
- A new leader may be reviewing pipeline definitions and handoffs
- Useful asset
- Pipeline definitions and measurement contract
- First-touch rule
- No claim about private priorities. One useful observation, one proportionate ask.
- Launch state
- Draft until suppression, delivery checks and human review pass
Show campaign totals for automated outbound. Keep individual account narratives for Tier 1 ABM. The campaign record should make it possible to explain why any included account was eligible at launch.
Failures to handle
| Failure | Required decision |
|---|---|
| Signal source cannot be verified | Hold or retire it |
| Event is old but was discovered today | Use event date for freshness, not discovery date alone |
| Account already has a deal or customer owner | Route intelligence to the owner; do not start cold outreach |
| Two campaigns want the same account | Resolve the collision before loading |
| Contacts are invalid or role match is weak | Repair the cohort, then reassess the campaign economics |
| AI invents a priority or result | Remove the claim and correct the context or skill |
| Complaints or bounce rates deteriorate | Pause the affected cohort and inspect the cause |
Check the logic before launch
Replay a fresh eligible signal, a stale one, a customer, an open opportunity, an opted-out contact and a duplicate. Confirm each gets the intended disposition. Inspect a sample of drafts for accurate facts and useful insight. Removing the ask should leave something worth reading.
Write the comparison and review date before launch. A small cohort can generate useful conversations without proving a universal benchmark. Record sample size and qualified outcomes when evaluating it.
What returns to the brain
Positive replies, qualified calls and pipeline test the commercial hypothesis. Wrong-person and bad-fit replies improve the ICP and buying-group map. “Not now” responses can improve signal timing. Keep the results attached to the signal and cohort, so next month’s campaign learns from this one.
Publication and source record
Published on GTMhub: . Last reviewed: .