RFP or vendor search
Budget is set aside and a decision date exists.
Stage 1 watches your accounts and their industries on LinkedIn, in SEC filings, the Federal Register, the news, their own newsrooms and X accounts, and public tender sites. 46 signals in ten families, from an RFP to a data breach to a new distribution center. Every one rolls up to the account, so you see which companies are moving and why.
Money is set aside and a date is set. The clearest sign there is.
Budget is set aside and a decision date exists.
A government agency opens a bid for the work you do.
A seat changes hands. A new leader rewrites the plan. A departing one leaves it with no owner.
A new CIO, CTO, CFO or VP in their first 90 days.
An 8-K reports a change in the company's officers.
A senior leader steps down or retires. Their plan now belongs to nobody.
Your champion moved on. The seat they left is open.
Someone you know in a buyer title left an account you watch. The seat is open.
They admit it in their own filings, the news or their industry.
Their own 10-Q or earnings release admits margins are squeezed.
A cost program or restructuring with a target attached.
Job cuts announced. The work didn't shrink when the team did.
A risk in this year's 10-K that last year's didn't name.
An incident they had to disclose. The fix is bigger than the incident.
They lowered the outlook. A cost target is coming.
A fine, a consent order or an investigation. Remediation has a deadline.
A new federal rule hits their whole industry. The compliance date is fixed.
Tariffs, a mandate, a shortage or a wave of consolidation across the sector.
A delayed release, a postponed launch or a public outage.
A leader says publicly that AI agents or AI-native delivery are coming. The team to build it isn't there yet.
Lots of AI pilots, nothing in production, no way to show the return.
Roles that only exist when a program is starting.
A role that only exists when a program is starting.
An agile coach, a head of developer experience or a VP of engineering operations.
A platform, data or AI role still open after two months. Recruiting has stalled.
A center head role, engineering roles in an offshore hub city, or a headline about hiring there at scale.
Someone you know moves, or someone at the account already knows you.
Someone at the account reacted to your team's posts.
A past champion of yours just landed at a new company.
Someone you already know just started a buyer title, at any company.
Someone you know just landed at an account you watch, in any role.
A new CTO or VP came from a company you already served.
They are looking at firms like yours, or fighting with the one they have.
People engaging with a rival firm's page or posts about your kind of work.
A headline names the big integrator they work with, a renewal or a new deal.
A lawsuit, a termination or a failed implementation with an IT services firm.
New money, new owners or new sites. Work nobody has scoped yet.
New money with a plan attached.
They bought a company. Integration work nobody has scoped.
Two companies becoming one. Every system needs a decision.
A new owner is coming, and they'll want answers on the technology.
Going public. The systems need to pass public-company scrutiny.
A new plant, campus, distribution center or market.
A launch date is public. The platform behind it has to be ready.
A business being separated. It needs its own systems on a deadline.
They plan to build a global capability center of their own.
A new credit facility or term loan, with a plan attached.
The platform you move people off, named in public.
A job post or a 10-K naming the platform you move people off.
A cloud move, a mainframe exit, microservices or a replatform made public.
A leader says the problem out loud.
A leader posting about the problem in their own words.
Someone says they're going to, speaking at or exhibiting at an event you watch.
Reactions to the voices your buyers follow. Lightest on its own.
Reactions to the voices your buyers follow.
No signal matches that. Try a source or a shorter word.
Examples use made-up companies and people.
Stage 1 rolls every signal up to the company, so the account moves up the Board when several land at once. A new CIO plus a 10-Q that admits margin pressure plus a job post for a modernization lead is an account to work today.
Every signal is weighed on four things. Money committed, a date that forces the spend, a fit with outside services work, and access through someone you know. An RFP counts four times a like on a post. Change any weight in the app.
A signal halves in weight every 14 days by default. That's a starting assumption you tune, not a law. Three signals this week outrank one from last quarter.
Every signal is checked against your ideal customer first. Size, region and industry misses sink, so the top of the Board is work worth doing.
The rubric is where every firm starts. Your results are where you end up. Stage 1 tracks the reply rate behind each signal, and once a signal has ten sends, it gains weight when it beats your average and loses weight when it trails. The longer you run Stage 1, the more the Board ranks like your best seller would.
Yes. Every signal starts from a default weight set by four questions about the event. Then your own results move it. A signal with ten or more sends gains weight when its reply rate beats your average and loses weight when it trails, within 0.75 and 1.35 of the start. You can see the reply rate behind every signal in the app, and override any weight.
No. Turn on the families that fit your offer. Stage 1 suggests a starting set from your website when you sign up, and you can change it any time under Plays.
Your own LinkedIn, connected once, for posts, jobs, new seats, reactions and champion moves. SEC EDGAR for 10-Ks, 10-Qs and 8-Ks. News headlines that name the account. Each account's own newsroom feed and official X account, found on its homepage. SAM.gov for public tenders. No bought lists and no tracking scripts on anyone's site.
Research runs the moment you sign up, again whenever you add a play or accounts, and then four times a day, four hours apart. The news and new 8-K filings are read every run. LinkedIn is read every run too, inside a daily limit that keeps your account safe, so a long list rotates. Public tenders and federal rules are checked daily. The full text of 10-Ks and 10-Qs, and job changes in your network, are read weekly.
Filings, news and tenders work without it, so your first Board builds before you connect anything. LinkedIn signals, warm paths and sending need LinkedIn connected, on Premium or Sales Navigator.
Intent data is anonymous research behavior across a network of sites. A buying signal is a public event you can name and cite in a first message, like a new CIO or a 10-Q that admits margin pressure. The buying signals guide goes deeper.
Sign up with your work email. Your first Board builds itself in about two minutes. Free for 14 days, no credit card.